Parameters - Template Types

Parameters - Template Types

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Purpose

This document allows the user to establish sales template types in LILAC.

Prerequisites

There are no prerequisites to setting up template types.

Context

Templates are documents used in the generation of recurrent invoices. Template types are provided to allow templates to be grouped for processing purposes.

About This Screen

Field	Enterable?	Instructions
Type	Yes	Type in the new template type key. The template type key should represent the when the recurrent invoicing is going to be processed. For example, MONTHLY, WEEKLY, QUARTERLY, etc.
Description	Yes	Type in a description of the template type.

From Here

Once the template types have been established, on the Sales - Template document, you can specify the template type of the template. From here you can run a Reports - Debtors - Recurrent Invoicing report. First go to the Parameters - Reporting document, and select the template type in the Template Type field, and set the Create Invoices field to 'Y', then run the report.