New Module : BlueBox Financial Document Templates

This week we released a new module for BlueBox2.0 which allows you to template the header and lines for financial documents.

Similar to the Module Defaults module, this new module adds the functionality of being able to attach a number of pre-set lines to the template. Using this new module you will be able to set up 'standard' documents which are captured regularly, and specify which items, quantities and prices to apply automatically.

The templates are accessed via the DataFunctions menu, and if you have permission to add new templates a quick-link can be seen there as well.

Here is the process:

The new module can be accessed, added to and edited via it's direct link under the admin menu:

As easy way to access the Findoc Templates for a specific module is to click on DatabaseFunctions in the top menu for that module (ie SalesOrders). Click on New Findoc Template...

A new Findoc Template requires a name and a module_name. Optionally you can set header-defaults in the 'other variables' area... these are to be separated into new lines, with an = between the variable name and it's raw value.

Once added you can then add multiple lines to the template, at minimum you must add the item, with qty, price and description optional.

Finally, back in the SalesOrders module, if you click on the DatabaseFuntions menu you will now see the new template available for selection...clicking on it will apply the defaults to a new sales order.