To change the current template and select a new one, do as follows:
- Select the Work with open batches menu item.
- On the main panel, select a batch and click Vouchers.
- You access Work with vouchers in batch. Select a voucher and click Transactions.
- You access Work with transactions in voucher. Select Enter A/R payment from the Function list.
- You access Work with transactions in voucher, A/R payment. The active template name is displayed in the panel heading. To change the active template and select a new one, click Select template.
- You access Select/delete template. Select another template that you want to use. The new template is applied to the A/R payment entry panel and all the fields are displayed and defaulted based on the template.
Exit the routine.
Related topics
- About working with templates in the Open batch environment
- View panel attributes defined for the active template
- Save current panel entries as a template
- Change panel attributes defined for the active template and create a new template
- Create a template required if the received payment amount is to be controlled on voucher level