Custom forms can be imported into USAS and used for printing custom 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.  Some Templates are available below.

Customize Template Form in Word

A custom form can be created using MailMerge fields in a Word Template document. The default templates found below can also be modified in Word to create custom forms.

Templates for USAS-R transactions:

• AR Billing

• Payment Receipt

• Disbursement

• Purchase Order

• Requisition

• Receipt

• Refund

Examples of Templates

Example of Default Disbursement Template

Open

Open

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.

• 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 - An optional field that a user may define to categorize and filter reports on the Reports grid. (i.e. Forms)

• 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.  

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."

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