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5. Set Active Checkbox in Preference Record

If no other preference record has been defined and no legal entity is used the system is picking up the active record (this can always only be ONE!) to define the layout for your quote or invoice pdfThe active preference record in your Quote/Invoice Preferences will be taken as default in the absence of anything being set in the MC (1), in your personal settings (2), in Admin Settings (3) or on Legal Entity level. Therefore, there can only be ONE active record for your Quote or Invoice Preferences.  All other preferences which aren't marked as active, but can still be used if referenced in either the MC, Personal Settings, Admin Settings or on Legal Entity level.