This feature is optional. Availability is based on your data collection requirements. Contact The Raymond Corporation through the iWAREHOUSE GATEWAY Contact Us link to request access to this report.
Use this feature to organize data columns into a customized, detailed, or summarized invoice template which can be used as an Invoice report. Up to five templates can be created.
1.To access this feature, click [Maintenance] Maintenance > [Utilities] Utilities > [Invoicing & Quotes] Invoicing & Quotes > [Templates] Templates > [Create] Create.
2.Click [Detail] Detail to create a detailed template, or [Summary] Summary to create a summary template.
•Detail = Every line item in a claim appears on the report.
•Summary = Similar line items in a claim are combined on the report.
3.Highlight the columns in the Available Columns list that you want to appear in the invoice.
Tip: Hold the Ctrl key to highlight multiple columns, or hold the Shift key to select an entire group of columns.
4.Click a single right arrow in the center of the page to move the highlighted Available Columns to the Selected Columns section. Or, click a double arrow to move all of the Available Columns to the Selected Columns section.
5.(Optional) For Summary templates only. If a calculated column is selected, then the Additional Column Settings page opens after you click Next. Select how the calculation should be applied from the drop-down list (Average, Minimum, Maximum or Sum).
6.Click [Next] Next to continue to the next page to create or change the template name.
•Previous = Returns to the previous step in the template creation process.
•Exit = To cancel the template and leave the page. The changes are not saved.
7.Click [Save and Preview] Save and Preview to save the template settings and preview the invoice.
•Previous = Returns to the previous step in the template creation process.
•Exit = To cancel the template and leave the page. The changes are not saved.
8.Click [Finish] Finish to exit the invoice template. The Manage Invoice Templates page opens. After a template is saved, it is listed below ’Manage’ in the Maintenance > Invoicing > Templates submenu.
•Edit = Opens the Create Invoicing Template page for changes to be made to the selected template.
•View = To enter the column data into the new template. The View Templates page opens. See Invoicing & Quotes-Templates-Manage.
•Delete = Deletes the invoicing template.
Suggested Uses
•To create invoice templates in formats that meet your immediate needs.
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