Document Templates Australia

Introduction

Document Templates Australia

The Document Template module adds a setup process that will create the report templates for all the Australian localised documents.

Go to Application -> Financial Management -> Australia -> Setup -> Create Australian Report Templates

When this process is run it will:

1. Loop through all the defined document types in the system
2. Determine if there is an Australian template for that document type
3. If so check if there is already a report template record defined for the Australian document (and skip further processing)
4. Create an Australian document template (with active = false)
5. Check if the current active template is set to the default report. If so then make this template inactive and the Australian one active

Process parameters are explained below:

• Update Existing Templates
  • When set any existing Australian template record will be updated.
• Set As Default
  • Sets all the Australian Templates as the default template.
• Disable Standard Templates
  • Sets whether or not the core templates should be disabled.

Select 'OK' to proceed with creating the template records.

Once the process is complete the dialog window will display a list of the updates and new template records depending on the parameters selected.

To view the template record Go to Document Types and search for a document type that was listed in the previous display, such as "Standard Order".

Below images shows that this document type has now set as default an Australian template.

Available Versions