Using Order Entry Templates
Order Entry templates let you speed up and simplify order entry by providing default settings which appear when you start a new order or credit note.
You specify the following information for each template that you define.
Order information:
Customer information:
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Ship-Via Code
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Customer Type
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Price List
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Territory
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Tax Group
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Terms
You must specify the order type, customer type, and tax group in a template. The other information is optional. Note that the information in a number of the template fields can also come from other records. For example, the customer type, location, price list, territory, and tax group fields are in the customer and the ship-to location records.
Default templates. You can specify a default template on the Options form so a standard set of default customer and order settings appears for each new order or credit note you create. The default template provides initial settings, but these are overridden by settings from the customer record — and from another template if you choose another one.
The following sequence of steps illustrates template use:
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Choose New to create a new order. The default template settings appear for the new order.
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Choose the customer number. The information in the customer record replaces the information from the default template.
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Choose a different template to override the customer information. All the information from the new template replaces the current order information.
You could again choose the customer number to replace the information inserted in step 3 with the information from the customer record.
Credit note settings come from invoices. Most credit notes or returns refer to invoices, and use the invoice information by default. You can override the invoice information by choosing a different template (or by choosing the default template again). However, if your credit note does not reference an existing invoice, templates work the same way that they do for orders.