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51.4 Creating a Word document from Latitude |
  
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51.4 Creating a Word document from Latitude |
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51.4.1 Invoices
Open an existing invoice and click the ‘Produce Invoice’ button
Select 'Word Template' in the Invoice Templates group
Browse or enter the path & filename of the template in the 'Word Template' field
Click the 'Print Preview' button
The generated word document filename will be Invoice<invref><client>.doc
51.4.2 Register Item Data (Business Edition / Corporate Edition ONLY)
Open an existing register. Click 'Preview' button
Latitude will generate a word document using the template which has been entered for the current register type
The generated word document filename will be <reg_type><job_no>_<yymmdd>_<reg_counter>_<clientcode>.doc
NOTE: For Register items with a plan number, Latitude will prompt to overwrite the existing plan number with the generated word document path. Click Yes to proceed with the export.
51.4.3 Packet Sheets
Open an existing Job
Click the Packet button, if a Word Template has been associated with the Job Type of the current job then a Word document will be generated
The generated word documents' filename will have the form: Job <job number> _ <client code>.doc
51.4.4 Quote
Open an existing Job
Click the Quote Tab
Double Click the Quote item you wish to print
Click the 'Print Quote' button
Select 'Word Template' in the Quote Templates group
Browse or enter the path & filename of the template in the 'Word Template' field
Click the 'Print Preview' button
The generated word document filename will be Quote<job number>_<client code>.doc
51.4.5 Statement
On the Ribbon Click Finance -> Statement
On the statement templates list -> select Word Template
On the statement Style -> select style e.g. Standard
Select a Client Code from the dropdown list
Enter Minimum Age or use Date Range
Browse or enter the path & filename of the template in the 'Word Template' field
Click Print Preview button
The generated word document filename will be Statement<Client Code>.doc