Creating or copying report templates

  1. From the menu, select Setup > Report Template.

    The list of system-defined templates is displayed.

  2. Select the report template you want to use.
  3. Click the Copy icon.
  4. Specify this information:
    Code
    Specify the name of the report.
    Entity
    Specify if it is Style, Material, or Trim.
    Name
    Specify the name of the report.
    Type
    Select Details if you want one file to be generated but can have multiple reports (ideal for creating a Techpack) per item (style, material, or trim).

    Select List to generate one file as a single report that may contain multiple items.

    File Name
    Specify the file name of the report or click the folder icon and select the file that you want to use
  5. Click the Save icon.
  6. Optionally, you can edit the template. Open the Document Management page and select the template file.
    Note: You can find the Infor CloudSuite PLM for Fashion templates under the Document Type. Select FPLM Report Template from the drop-down menu.
  7. Click Download.
  8. To edit the template, open the file in Microsoft Word.
  9. Rename the edited template and then save the file in your local.
  10. Reopen the Document Management page and select Add Document and then select FPLM Report Template.
  11. Select Blank. Drag or drop the edited template file to upload it. Click Save.
    The edited template will be listed in the available options when generating reports.