Creating and setting up document templates can be time-consuming and expensive. When your company first implemented Business Central, the setup was tailored to your needs, but things change over time. Wouldn’t it be great if you could update these templates on your own?
That’s where this three-part series comes in. Each part covers a different aspect of report configuration. In this first part, we will focus on the document header.
Let’s dive in and see how you can make these changes easily!
Firstly, let’s have a look at what part of a document is meant by the Header. For example, we will have a look at the current header of a Sales Quote.
Go to Sales Quotes and open any Sales Quote by clicking on the blue underlined number.
In the top menu click on Print/Send and Print….
In the window that opens, click on the Preview button, to see how the Sales Quote would be printed with the current document template for Sales Quotes.
The part shown below is the Header. As you can see there is a left and a right part.
As you can see, there is already quite a lot of information shown. Let’s see how we can change this.
Close the document and go to Timber Reports.
Select the Line of the report you would like to customize and click on Edit in the top menu.
The Timber Report Header Setup opens. In the Header FastTab, you find all fields that are set up for the Left Header and Right Header, see below.
To show an additional field on either Header, simply fill the columns of a new line as follows. Let’s say you want to add the Description of the Customer Price Group.
When you close the window after you made the changes, a notification pops up. Click Yes to save your changes.
To see what the changes look like, follow steps 2 to 5 to open a new preview of the specific document.
While you can only change one document template at a time, there is a lot of flexibility on what you want to show in the Header of each Report. Have fun discovering all the possibilities!
