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 Accounts receivable> Sales order > Advanced

   –or–

   Accounts receivable> Sales quotation

   –or–

   Accounts receivable> Free text invoice

   –or–

   Accounts payable> Purchase order > Advanced

   –or–

   Accounts payable> Request for Quote Details

   –or–

   Accounts payable> Periodic> Request for quote> Request for quote reply

   –or–

   Project> Project Contract Details

   –or–

   Project> Project quotation

   –or–

   Project> Inquiries> Item task> Project quotation

   –or–

   CRM> Sales quotation

2. Select a transaction.

   Note
   If you opened the Request for Quote Details form, select a vendor.

3. Click Setup> Print management.

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
   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 Override. 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 Copy. 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 New. A new record is displayed in the list.

   • To create a new conditional setting, right-click an original or copy record and select New. 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 Destinationlookup button > Printer setupand select a destination. When you have finished making changes, click OKto return to the Print management setupform.

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 Footer textlookup button and set up footer text for the additional languages.

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