Use this procedure to set up print management original or copy records and conditional settings for a transaction, such as a sales order or a purchase order. You might do this if you need to use a different printer for a specific transaction.

  1. Click > >

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    > >

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    > > >

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  2. Select a transaction.

    Note Note

    If you opened the form, select a vendor.


  3. Click > .

  4. In the left pane, expand the list for a document that is listed under the transaction that you are working with. Any original or copy records are displayed.

    Note Note

    An icon with a blue arrow indicates that the original or copy record is inherited from the module level or account level of the hierarchy. This is the print management information that is used for the customer or vendor, unless you make changes at the account or transaction level.


  5. Review the original or copy record information. If changes are needed, you can override an inherited record, copy an inherited record, create a new record, or create a new conditional setting.

    • To override, right-click an original or copy record and select . The icon changes to display a red X to indicate that the record is now an override record.

    • To copy, right-click an original or copy record and select . A copy is displayed in the list. You must give the copy a new name.

    • To create a new original or copy record, right-click a document in the list and select . A new record is displayed in the list.

    • To create a new conditional setting, right-click an original or copy record and select . A new conditional setting is displayed in the list. You must give the conditional setting a description and select query information.

  6. By default, the document will be sent to the default printer. To change the printer destination, click lookup button > and select a destination. When you have finished making changes, click OKto return to the form.

  7. Enter the number of identical copies to print.

  8. Enter the footer text to include at the bottom of the document. To print footer text in other languages, depending on the language of the document, click the lookup button and set up footer text for the additional languages.

  9. Repeat steps 4 through 8 for the remaining documents in the list.

See Also