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How to copy a invoice template from one tenant to another tenant

  • March 28, 2024
  • 4 replies
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Jr Varsity III
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Hi All,

How do I copy a invoice template from one tenant to another tenant.

Best answer by parveza33

Hi @driesdeklerk50 

Please enable the Report Designer role for the user.

Then navigate to Invoice and Memo Print Format and click Edit. 

The Open the downloaded report from the Acumatica report designer and provide user credentials.

Then Save the Report to the New Tenant.

 

Please let me know if you need further assistance.

 

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    4 replies

    Manikanta Dhulipudi
    Captain II
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    Hi @driesdeklerk50 

    Can you please provide the screenshot of what you are Looking

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    Acumatica Functional Consultant & Customer Experience Supervisor
      Jr Varsity III
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      I want to copy this layout to another tenant

       

       

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      parveza33
      Jr Varsity III
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      • parveza33
      • Jr Varsity III
      • Answer
      • March 28, 2024

      Hi @driesdeklerk50 

      Please enable the Report Designer role for the user.

      Then navigate to Invoice and Memo Print Format and click Edit. 

      The Open the downloaded report from the Acumatica report designer and provide user credentials.

      Then Save the Report to the New Tenant.

       

      Please let me know if you need further assistance.

       

      Translate
      Parvez A
        Jr Varsity III
        Forum|alt.badge.img

        Thank you very much. I appreciate your assistance.

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