Hello support,
I have multiple templates created and loaded for our project invoices. For one of our entities (1001), there will be multiple templates within the entity. My problem is that I cannot mark all of them as default, which means that if the settings are like in the below screenshot, printing in 1001 gives me an error:
If I mark 1001 as default, none of the 200x companies print the correct template. Am I missing something in the setup?
Hi Nicky,
In scenarios like yours, when you can have more than one template per the same legal entity, you create required templates and give them unique Template IDs (like you already did for the template in 1001 legal entity. The Template ID names should be meaningful so you know what they are representing. Then you will use conditional print management setup to choose the template that you need.
I suggest the following in your situation:
Then modify your Print management setup. As a reference I am adding some screenshots of similar example for purchase order from my test system.
I am using same template IDs and have two distinct templates for specific companies. I am also using some templates with unique names.
Print management setup uses Original node for dynamic selection of templates, based on legal entities. Then it also uses two conditional nodes based on type of vendor. Each of these two nodes is using one of the non-default templates with a unique name.
The following image shows the setup for the vendors where vendor type is Domestic
The Original print management node points to a default Docentric template, which is different for every legal entity, as specified under the report templates.
I hope this explanation helps.
Kind regards,
Albin
