Voucher templates allow you to save and copy voucher information. If you create repetitive vouchers, such as for multiple ChartField distributions, you can save time by using a template.
If you want to create a voucher from a template, you must first create a voucher as a template for a specific Supplier. The template creates a voucher, which is never paid, budget checked, or posted. It is a model for other vouchers.
When copying from a voucher template, PeopleSoft copies the ChartField information. Therefore, templates are the most useful when there are many distribution lines.
Voucher templates are associated with particular Suppliers. Note that when a template is created, anyone can access and use it.
A voucher template continues to be used after the original voucher has been paid and posted.
However, a voucher template cannot be created from a voucher that is already paid or posted.
The key topics involved in the Using voucher template process are:
- Topic 1: Creating Template Voucher
- Topic 2: Using Voucher Template
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