Setting the Portugal Print Format for Custom Transactions
This procedure will set the Portugal PDF templates as your preferred template when you print a custom transaction with a Portugal subsidiary. You can do this procedure to custom forms of invoices, sales orders, cash sales, credit memos, item fulfillments, customer payments, and cash refunds.
To set a PDF template as the default print template:
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Go to Customization > Forms > Transaction Forms.
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Click Customize next to the transaction form where you want to set a print template.
For example, you can customize the Standard Cash Sale.
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If this is the first time you have customized the form, enter a name for this custom form in the Name field.
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In Printing Type, select Advanced.
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In the Print Template field, select the appropriate Portugal PDF template for the transaction type that uses this custom form.
For example, if you are customizing a Cash Sale, select the Portugal Cash Sale PDF/HTML Template as the default template for printing a custom cash sale.
Note:Make sure that you do not select the PDF templates provided by the SuiteApp. Select only the copies you have made of the provided templates. To make a copy of the provided templates, see Formatting Portugal PDF Documents.
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Click Save.