- On the user’s menu panel go to Common Info folder then click Report Messages
- Click the New button to open a new blank screen
Enter details on the header fields
Fields Description Title Descriptive title of the report message Code Created upon saving Location Can select from a list of company locations Line of Business Can select from a list of lines of business Customer Can select from a list of customer entities Source Pulls from source on Invoice, SO and Quote. Type Standard | Software | Tank Delivery | Service Charge | Provisional Invoice Copy All The message will be copied on all documents based on whichever field you are currently in. Enter details on the grid panel
Columns Description Header / Footer This will determine which field the message will go into. Character Limit Limit of the message Message Message that will show in the Header or Footer Check boxes Reports where the messages will be printed - Click Save
Overview
Content Tools