Show General Ledger Summary in Enterprise Forms Template

Description of Issue

General ledger summary in purchase order template is not showing

Context
  • ReadyForms

  • Enterprise Forms

  • EERP

  • Munis

Cause

The toggle Include General Ledger Summary was not turned on.

Resolution
  1. From the Tyler Hub menu, navigate to ReadyForms > Readyforms Administration

    1. In newer versions of Munis this page is titled Enterprise Forms Administration

  2. Open Purchasing > Purchase Order on the left side of Enterprise Forms

    1. Click the template that needs to be changed.

  3. Click Data Display Options.

  4. Click the toggle Include General Ledger Summary.

  5. Scroll to the bottom of the page, and press Save. 

Additional Information

If the user does not have access to Enterprise Forms, follow this documentation: Account cannot access Enterprise Forms Administration