Print Format Field Template
How to use Print Format Field Template in Documents & Printing: access, working steps, fields, related records and troubleshooting.
Purpose and access
Choose the print format and letterhead, review the preview, and export the document when permitted. Maintain the company logo and contact details. Never alter business values in a print template to disguise a transaction error.
This page is a record page in System Admin → Documents & Printing. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Document Type.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Print Format Field Template from System Admin → Documents & Printing, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Document Typedocument_type | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Default Template For Fieldfield | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Template Filetemplate_file | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Modulemodule | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Module Def |
Standardstandard | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Templatetemplate | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.