Report Templates & Multi-layout

As a Business Manager
I want to have a copy version of the sales invoice that adds a "COPY" watermark or label, which can be sent to customers who request a reprint
So that copies are clearly distinguished from originals and cannot be used for duplicate payment

Setup:

1. In Document Customizer Content, select the standard Sales Invoice row and use Copy to new. Enter template code COPY, description "Invoice Copy".
2. In the new template, assign a Layout Code that has a "COPY" background image, or modify the title caption to include the word "Copy".
3. Leave the original template as Default Report Template.
4. Use Default Report Setup or print the Copy template manually when a reprint is needed.

As a Business Manager
I want to use a domestic invoice template that shows local payment terms and a DKK bank account, and an export invoice template that shows international payment terms, IBAN, and SWIFT code
So that each customer type receives appropriately formatted documents

Setup:

1. Create two Report Templates in Document Customizer Content for the Sales Invoice:
   • Template DOMESTIC: configure with DKK bank account footer, domestic payment terms footer, and local columns.
   • Template EXPORT: configure with IBAN/SWIFT footer, international terms, and column setup including currency.
2. Set DOMESTIC as Default Report Template.
3. For each export customer, open Default Report Setup and assign template EXPORT and the relevant Layout Code.

As a IT Manager
I want to configure a specific customer to always receive invoices with our "Brand-B" layout and the "EXPORT" template, without any manual intervention at the time of printing
So that documents for that customer are consistently formatted according to their agreement

Setup:

1. Open the Customer Card for the relevant customer.
2. Navigate to the Document Customizer section and open Default Report Setup for the Sales Invoice report.
3. Set Report No. to the Sales Invoice, Layout Code to BRAND-B, Report Template to EXPORT.
4. Save. The next time an invoice is printed for this customer, the system automatically selects the configured template and layout.

As a IT Manager
I want to use a distinct branded layout for the Copenhagen Responsibility Center and a different one for the Aarhus center, so that documents issued from each office carry the correct regional branding
So that regional offices' documents are visually distinct without requiring any manual selection by users

Setup:

1. Create two Layout records in Document Customizer Layouts:
   • Layout Code CPH: Copenhagen branding (logo, colours).
   • Layout Code AAR: Aarhus branding.
2. Open Default Report Setup for the relevant report, scoped to Responsibility Center CPH, and set Layout Code to CPH. Repeat for AAR.
3. Documents printed from each Responsibility Center will automatically use the correct layout.

As a Business Manager
I want to switch the default invoice template from STANDARD to NEW-DESIGN after our rebranding, so that all new prints use the new design automatically
So that no user action is required to start using the new template

Setup:

1. In Document Customizer Content, find the NEW-DESIGN template row for the Sales Invoice.
2. Enable Default Report Template on the NEW-DESIGN row.
3. The system automatically clears the flag on the previous default template.
4. All future prints that do not have a specific Default Report Setup entry will now use NEW-DESIGN.

As a IT Manager
I want to export the complete Document Customizer setup for the Sales Invoice — including all templates, layouts, and their associated header, column, and footer configurations — so that I can import it into the production environment after testing
So that the testing and production environments stay in sync without manual re-entry

Setup:

1. Open Document Customizer and navigate to Import/Export Setup (enable via Feature Management if not visible).
2. Use Export Specific Setup to export only the Sales Invoice report rows, or use Export Setup to export all configuration.
3. In the target environment, use Import Specific Setup or Import Setup to load the exported file.

Note: The export/import does not support all fields — verify the imported setup and check any fields that may need manual correction. The import adds new records but cannot delete existing ones.

As a Business Manager
I want to replace BC's standard Sales Invoice report with the Document Customizer version so that all invoice printouts use Document Customizer automatically
So that the custom layout takes effect for all users without requiring any per-user configuration

Setup:

1. Open Document Customizer and find the Sales Invoice row.
2. Select the row and use the action Set as standard report.
3. The system registers the Document Customizer Sales Invoice as the default in BC's Report Selections. The original BC report is stored and will be restored if you use Remove as standard report.

As a Business Manager
I want to temporarily revert to the standard BC sales invoice layout while we work on a new Document Customizer design
So that customers still receive invoices without interruption while we reconfigure Document Customizer

Setup:

1. Open Document Customizer and find the Sales Invoice row.
2. Use the action Remove as standard report.
3. BC's default Sales Invoice report will be restored in Report Selections. Document Customizer remains configured and can be re-activated later using Set as standard report.

As a IT Manager
I want to use the guided setup wizard to configure the basic content and layout for a report I am adding to Document Customizer for the first time
So that the initial setup is faster and I am prompted for all required settings in the right order

Setup:

1. Open Document Customizer and select the report you want to set up.
2. Use the action Run Setup Guide.
3. The Dynamic Document Setup Guide walks you through assigning a Header Template, Column Template, Footer, and Layout for the selected report.
4. Complete the guide. The settings are saved to Document Customizer Content and Layouts.