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Change panel attributes defined for the active template and create a new template

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The following describes how to change the display attributes and the field initialisation code for the active template and create a new template (or update the active one) using the Edit template attributes panel. The template attributes determine the fields that are to be visible on the panel and also their initial value. The first input field controls if the field should be displayed on the panel. The second input field controls the initial value that the field receives when adding a new record.

  1. Select the Work with open batches menu item.
  2. On the main panel, select a batch and click Vouchers.
  3. You access Work with vouchers in batch. Select a voucher and click Transactions.
  4. You access Work with transactions in voucher. Select Enter A/R payment from the Function list.
  5. You access Work with transactions in voucher, A/R payment. The current template name is shown in the panel heading. To edit the current template’s attributes, click Edit template.
  6. You access A/R payment, Edit template attributes. The first input field on this panel controls if the field should be displayed on the A/R payment entry panel and the second input field controls the initial value that the field receives when adding a new record.

    7. Additionally, the payment template enables turning ON/OFF of the following functionalities that are available for payment registration:

    Field dependency prof
    Enter the field dependency profile code. This code defines the field dependencies that should be used for the payment entry panel. Currently, it can be either blank or *STANDARD.
    Note: If you enter *STANDARD and any field on the panel is changed, then the related (dependent field) is retrieved based on the changed field value. The changed value is highlighted and a warning is sent conveying that the field values were overwritten. If you leave this field blank, then you switch OFF the described functionality.
    Init from existing
    Indicate if some of the values needed for a new, manually entered payment (such as, e.g., Debtor no, Cost centre, and Transaction currency) should be retrieved from an already existing document.
    If you set this field to YES and if a settlement option is defined for the template, then the following panel flow is applied for A/R payment registration:
    At first the Settlement data panel related to the selected Settlement option is displayed and then the A/R payment panel. On the settlement data panel you enter the document details, e.g. document type and number, to identify the document (invoice) to be settled. If a document is found, then some payment data are retrieved from this document and is shown on the A/R payment panel.
    If you set this field to NO, then you switch OFF the described functionality.

    You can then edit and save your template. Click Save as template and continue as described in step 3 in Save current panel entries as a template.

    When you save a template, you always save both:

    • the constant values entered on the A/R payment entry panel
    • the template attributes defined on the Edit template attributes panel.

    This is independent of the panel from which you save the template i.e. either from the payment registration panel or template attributes panel.

    Note: If you enter a constant value for a field on the payment registration panel and also define an initialisation code on the template attributes panel, then the initialisation code takes priority and the constant value is not saved. Exit the routine.

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