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

  • March 28, 2024
  • 4 replies
  • 88 views
D
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.

 

    4 replies

    Manikanta Dhulipudi
    Captain II
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    Hi @driesdeklerk50 

    Can you please provide the screenshot of what you are Looking

    Acumatica Functional Consultant & Customer Experience Supervisor
    Laura03
    D
    Jr Varsity III
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    • driesdeklerk50
    • Author
    • Jr Varsity III
    • March 28, 2024

    I want to copy this layout to another tenant

     

     

    parveza33
    Jr Varsity III
    Forum|alt.badge.img
    • 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.

     

    Parvez A
    Manikanta Dhulipudi
    Chris Hackett
    D
    Jr Varsity III
    Forum|alt.badge.img
    • driesdeklerk50
    • Author
    • Jr Varsity III
    • March 28, 2024

    Thank you very much. I appreciate your assistance.

    Chris Hackett
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