Copy PDF Settings from Another Company

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Expand/Collapse item  Overview

After you have defined PDF settings in Paperless Office for one company, you can copy those settings to use with another company.

Expand/Collapse item  Before You Begin

PDF settings must be set up in the company you are copying from before you begin this procedure. For more information, see Set Up Paperless Office.

 

To copy PDF settings from another company

  1. Open the applicable Paperless Office maintenance task for the type of document settings you are copying. For example, to copy journal and register settings, select Paperless Office Setup menu > Journal and Register Maintenance.

  2. In the maintenance window, in the Company Code field, select the company you are copying settings to.

  3. Click Copy From.

  4. In the Copy From window, enter the company code you are copying settings from. For more information, see Copy From (Paperless Office Maintenance) - Fields.

  5. To copy the settings from one module in the source company to the same module in the destination company, enter the module code.

  6. Select the Override Existing Entries check box to copy over any existing settings in the destination company.

  7. Click OK.

 

Expand/Collapse item  Example 1 -- Copying from all modules of a selected company

Company ABC has the Accounts Receivable, Accounts Payable, and Sales Order modules activated. PDF settings are created in Paperless Office Journal and Register Maintenance for the following journals and registers:

  • Accounts Receivable Sales Journal

  • Accounts Receivable Cash Receipts Journal

  • Accounts Payable Invoice Register

  • Accounts Payable Check and Electronic Payment Register

  • Sales Order Daily Sales Order Journal

Company DEF has only the Accounts Payable module activated. To copy the existing PDF settings set up for company ABC into DEF, the following steps are performed:

  1. In Journal and Register Maintenance, select company DEF. Click Copy From.

  2. In the Copy From window, select company ABC and leave the module code field blank. Also, leave the Override Existing Entries check box cleared. Click OK.

PDF settings are copied to company DEF for the following Accounts Payable registers:

  • Accounts Payable Invoice Register

  • Accounts Payable Check and Electronic Payment Register

 

Expand/Collapse item  Example 2 -- Copying from a selected company and module

Company ABC has Accounts Receivable, Accounts Payable, and Sales Order activated. PDF settings are created in Paperless Office Journal and Register Maintenance for the following journals and registers:

  • Accounts Receivable Sales Journal

  • Accounts Receivable Cash Receipts Journal

  • Accounts Payable Invoice Register

  • Accounts Payable Check and Electronic Payment Register

  • Sales Order Daily Sales Order Journal

Company DEF has only the Accounts Payable and Accounts Receivable modules activated. To copy the existing PDF settings set up for company ABC into company DEF, the following steps are performed:

  1. In Journal and Register Maintenance, select company DEF. Click Copy From. The Copy From window appears.

  2. In the Copy From window, select company ABC, and select the Accounts Receivable module. Leave the Override Existing Entries check box cleared. Click OK.

PDF settings are copied to company DEF for the following Accounts Receivable registers:

  • Accounts Receivable Sales Journal

  • Accounts Receivable Cash Receipts Journal