Document Templates

Form ID: (SM209020)

You can use this form to edit document templates, and you can create templates for all types of documents available in MYOB Acumatica by using the appropriate data entry forms. Also, you can use templates for most objects created on data entry forms in the modules of MYOB Acumatica. These objects include customer and vendor classes, stock and non-stock items, warehouses, kit specifications, and mailing lists. For more details, see Copy-and-Paste Options and Record Templates.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Button Description
Save to Clipboard Places the template on the clipboard so that you can paste it on the appropriate form.

Template Area

You can use the elements in this area to select an existing template for editing or create a new template.

Note:
To edit an existing template or create a new template you must know the structure of the MYOB Acumatica database.
Element Description
Template ID The unique identifier of the template, which the system assigns automatically when you save the template for the first time.
Description A description of the template. An alphanumeric string of up to 30 characters can be used. This required description also serves as a template identifier.
Screen ID The screen ID of the form used to create the template.
Graph The system graph associated with the form that was used to create the template.

Table

In the table, you can edit the values for the template.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Active A check box that indicates to the system (if selected) that the field (that is, the user interface element) specified by the row will have no assigned value for this template. If on the form, the field gets a default value, this will occur once the template is used for a new document.
Line A read-only value.
Container The area or tab of the form to which the field belongs.
View A read-only value. The view on the form this line belongs to.
Type The type of the internal object the field is related to.
Field The field in the area of the form specified as the container.
Value The value of the field to be used for the template.