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Field reference

Print Settings

How to use Print Settings in Documents & Printing: access, working steps, fields, related records and troubleshooting.

System AdminUpdated 12 October 2026Configuration-aware guidance
Open Print Settings ↗Module guide

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 settings page in System Admin → Documents & Printing. Use the link above to open the configured destination; permissions are checked by the destination service.

ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.

Before you start

Review the current settings or existing records and prepare the information needed for the change.

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

  1. Open Print Settings from System Admin → Documents & Printing, or use ERP Search.
  2. Review the existing configuration before editing.
  3. 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.
  4. Save the record and address validation messages. Reload and verify the saved values and relationships.
  5. 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.

FieldType / behaviorHow to use it
Send Print as PDFsend_print_as_pdfCheck
Optional		Send Email Print Attachments as PDF (Recommended)
Repeat Header and Footerrepeat_header_footerCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
PDF Generatorpdf_generatorSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • wkhtmltopdf
  • chrome
PDF Page Sizepdf_page_sizeSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • A0
  • A1
  • A2
  • A3
  • A4
  • A5
  • A6
  • A7
  • A8
  • A9
  • B0
  • B1
  • B2
  • B3
  • B4
  • B5
  • B6
  • B7
  • B8
  • B9
  • B10
  • C5E
  • Comm10E
  • DLE
  • Executive
  • Folio
  • Ledger
  • Legal
  • Letter
  • Tabloid
  • Custom
PDF Page Height (in mm)pdf_page_heightFloat
Optional		Enter a numeric value using the required unit and precision.
PDF Page Width (in mm)pdf_page_widthFloat
Optional		Enter a numeric value using the required unit and precision.
Print with letterheadwith_letterheadCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Compact Item Printcompact_item_printCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Print UOM after Quantityprint_uom_after_quantityCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Allow Print for Draftallow_print_for_draftCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Always add "Draft" Heading for printing draft documentsadd_draft_headingCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Allow page break inside tablesallow_page_break_inside_tablesCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Allow Print for Cancelledallow_print_for_cancelledCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Print taxes with zero amountprint_taxes_with_zero_amountCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Enable Print Serverenable_print_serverCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Enable Raw Printingenable_raw_printingCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Print Styleprint_styleLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Print Style

FontfontSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Default
  • Helvetica Neue
  • Arial
  • Helvetica
  • Inter
  • Verdana
  • Monospace
Font Sizefont_sizeFloat
Optional		In points. Default is 9.

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.
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