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

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.

 

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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

    Acumatica Functional Consultant & Customer Experience Supervisor
    Laura02
    1 person likes this
    • Laura02
      Laura02
    D
    Jr Varsity III
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    • driesdeklerk50
    • Author
    • Jr Varsity III
    • 40 replies
    • March 28, 2024

    I want to copy this layout to another tenant

     

     

    parveza33
    Jr Varsity III
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    • parveza33
    • Jr Varsity III
    • 15 replies
    • 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
    2 people like this
    • Manikanta Dhulipudi
      Manikanta Dhulipudi
    • Chris Hackett
      Chris Hackett
    D
    Jr Varsity III
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    • driesdeklerk50
    • Author
    • Jr Varsity III
    • 40 replies
    • March 28, 2024

    Thank you very much. I appreciate your assistance.

    Chris Hackett
    1 person likes this
    • Chris Hackett
      Chris Hackett

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