Overview of layouts
Menu path
System ➔ General ➔ Settings ➔ Document settings
Introduction
You can create and maintain
layouts by clicking 
in this
screen to go to the Layout screen. Among the available features are
creating layouts, previewing, editing, copying, and deleting existing layouts.
For all the sections in Document settings including Financial, Cash
flow, CRM, HRM, Service, and Logistics,
you will see a similar Layout screen with buttons when you click
.
What version are you using?
The information in this document is applicable to product
update 407 and higher. If you have versions lower than this, certain features
explained here will not be applicable.
How do I view the overview of layouts?
- In the Document settings screen, click
to display the Layout screen.
- A list of layout names and descriptions
will be displayed. For some of the layouts, a column named Covering
letter will also be displayed.
- Click Cancel to exit.
Columns
Layout
This displays the name of the layout.
Description
This displays the description of the layout.
Covering letter
This displays the covering letter of the layout.
Buttons
Link
Click this to display the Covering letter screen.
You can select the layout to be used as a covering letter by clicking
at Layout in
the Covering letter screen.
Preview
Click this to see the preview of the selected layout.
New
Click this to create a layout. For more information,
see Creating
and maintaining layouts.
Edit
Click this to edit the selected layout. For more
information, see Creating
and maintaining layouts.
Copy
Click this to copy an existing layout. You will be asked to
name the new layout. After naming it, click Copy to save
or Close to cancel.
Delete
Click this to delete the selected layout. You cannot delete
template layouts.
Select
Click this to select the layout for use as the default
layout for a particular document.
In the Document settings screen, if you
see next
to 
,
the message “Link this layout to all debtors (or creditors) without a layout
linked?” will be displayed after you click the Select button
in the Layout screen. Click Yes to link the
layout to all debtors or creditors or No if you do not want to
link the layout to all creditors or debtors.
Cancel
Click this to exit.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Support - On-line help |
| Category: |
|
Security level: |
All - 0 |
| Sub category: |
|
Document ID: |
12.522.204 |
| Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
| Release: |
|
Attachment: |
|
| Disclaimer |