Customizing printed document templates in Sage Intacct Construction allows you to create professional, branded templates for various documents like invoices, sales orders, and purchase orders. This tutorial, based on a detailed video guide, will take you through the steps of customizing these templates using Microsoft Word.
Printed document templates in Sage Intacct are essentially Microsoft Word templates. They use merge fields supported by Sage Intacct to create a customized format for your transaction documents. These templates are applicable in various areas like accounts receivable, order entry, purchasing, inventory, and construction.
Starting with an Existing Template:
Navigate to 'Platform Services' in Sage Intacct, then to 'Printed Document Templates'.
Choose from a variety of templates like invoices, change requests, statements, etc.
Download an existing template as a starting point.
Editing in Microsoft Word:
Open the template in Word.
Customize the layout, add or move fields, edit tables, and more.
Use the add-ins menu in Word to insert Sage Intacct merge fields into your template.
Customize fields like project contract ID, print delivery, etc., according to your needs.
Uploading the Customized Template:
Once editing is complete, save the document.
Upload the customized template back into Sage Intacct's 'Printed Document Templates' area.
Assigning Templates to Transactions:
In Sage Intacct, go to the transaction definition section.
Assign your customized document template to specific transaction definitions.
Choosing Templates for Invoices:
When generating invoices, select the appropriate template based on the transaction type.
Editing Tips in Microsoft Word:
Size logos appropriately and place them in the document header for consistent appearance on all pages.
Use paragraph markers to understand the grouping of information.
Utilize different headers and footers for varied page designs.
Use Alt+F9 to toggle between field names and actual text in Word.
Working with Formulas and Tables:
Use Ctrl+F9 to start formulas in Word.
Employ field switches like CAPS, date, and number formats to customize field appearances.
For tables, ensure that the table start and end fields are intact and correctly placed.
Entity-Level Customization:
If working with multiple entities, set different document templates for each entity in the transaction definitions.
Using If Statements:
Utilize if statements in Word for displaying fields only if certain criteria are met.
Customizing printed document templates in Sage Intacct Construction enhances the professionalism and brand consistency of your transaction documents. With these steps and tips, you can effectively tailor these templates to your specific needs.
For a visual guide and more in-depth instructions, watch the source video here: How to Customize Printed Document Templates in Sage Intacct Construction. This resource offers a comprehensive overview, helping you navigate the customization process with ease.