Financial Document Configuration

]project-open[ comes with generic pre-configured financial document templates. Financial documents refer to invoices, provider bills, delivery notes, quotes, etc.

There are two options to use templates within ]po[:

• Open Office Templates (.odt)
  
• ADP Templates
  

Open-Office Template

Find more information on how to use ODT templates at http://www.project-open.org/documentation/page_intranet_admin_templates_index
  

ADP Templates 

Adapting the template to reflect your company's business procedures requires some basic knowledge of HTML and CSS and an HTML editor program (Dreamweaver, FrontPage, etc.).  After completing these steps, all financial document template forms in the system will reflect the changes you have made in this customization.

1. You will need to design a template .adp form that will become the default template for invoices system-wide.  Or you could modify the default templates that come with ]project-open[ to reflect your company needs.

 

• [English Version]
• [Spanish Version]

 

There are a number of placeholder variables that are available when designing your template, that provide access from the template to useful finance information throughout the system.

 

2.  Place the newly created/adapted invoice in the template folder/directory typically located at:
• Linux - /web/projop/filestorage/templates
• Windows - C:\ProjectOpen\filestorage\templates
  
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3. Create a new Category entry to represent the new template so that the newly created template becomes available as an option in menus.  This involves adding a new category entry for the category type "Intranet Cost Template".  Modifying categories is done through the Category Admin Menu.  The new category entry must have the same name as the template file in order for it to work successfully.  I.e. if the new template file name is "foobar.adp" the new category entry must be "foobar.adp"  
   

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(Category admin screen with "Intranet Cost Template" selected)

Parameters

 There are a number of parameters that are of interest relating to invoices.  They can be found at the Parameters Admin Menu under the section "intranet-invoices".

References

• System Configuration