Custom forms can be imported into USAS-R to be used for printing PDF transaction records like Purchase Orders, Disbursements, Receipts, etc. To create a custom form, users would create their own word template and upload it to the Report Manager.

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Templates for USAS-R transactions:

• AR BillingAR PaymentReceipt
• PaymentReceiptTemplate.docx
• Disbursement
• Purchase Order
• Requisition
• Receipt
• Refund

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• Report Name - Will be what users see when they select the form to use for printing.
• Description - Will be visible in the Reports Manager grid (optional)
• Tag - A user defined way to categorize reports. Can be utilized to filter records within the grid (optional)
• Entity Type - Select the Entity type that corresponds with the Form that is being added (ex. Disbursement, Receipt, etc.)
• Filename - Click Select Form and select the custom form file from your computer

Click on Image Modified to Save the Form or Cancel to exit. Once saved, the custom form will show in the Reports Manager grid. 

Note
If non-Admin users need to use this form for printing, use the share icon  to grant access to other USAS Roles.

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Example of Field Updates in Word

When editing the template forms in Word, "Fields" are used with the USAS property names. For official documentation on how to use Fields in Microsoft Word, please refer to the Microsoft Support/Documentation. Provided below are examples of what this may look like using USAS fields.

Adding a Field

• Add Field to document using the keyboard shortcut or by menu navigation:
  • Keyboard shortcut Ctrl+F9, right-click on the field and select Edit Field .
  • Navigate to Insert->Quick Parts->Field
• From the Field names: menu, scroll down and select MergeField.
• Add a FreeMarker style tag ${value} in Field name: under the Field properties section and click OK.
  • i.e.  ${d.amount}

Editing a Field

• Right-click on the field and select Edit Field
• Edit Field name value

• Click OK and save document