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.
Customize Template Form in Word
A custom form can be created using MailMerge fields in a Word Template document. The default templates posted below can also be modified in Word to create custom forms.
Click here for Technical Documentation about XDocReports and notes on creating fields in a Word template.
Templates for USAS-R transactions:
Examples of Templates
Example of Default Disbursement Template
Example of a customized template
Example of a printed custom template
Create Forms in Report Manager
In the Report Manager, use the Create Form option to add custom forms to USAS-R.
- 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 
to Save the Form or Cancel to exit. Once saved, the custom form will show in the Reports Manager grid.
to grant access to other USAS Roles.Use Custom Forms when Printing Transactions
When printing transactions to PDF, users will have an option to select the form to be used from a drop down list. The drop down option will appear after selecting "PDF."
Crosswalk of Redesign to Classic Token Names
The tokens need to be entered exactly how they are listed below. The Property names are case-sensitive.
Disbursement
Purchase Order
Requisition
Receipt
Refund