Setting Up Templates

A template is a set of default information for transaction headers (the information that applies to all transaction details such as transaction date, vendor, FOB point, description, and reference).

You use templates to automatically fill in fields in the Requisition Entry, Purchase Order Entry, Receipt Entry, Invoice Entry, Return Entry, and Credit/Debit Note Entry forms with the information and selections you use most often, so you do not have to retype standard information every time you add a transaction.

Templates are optional. You can enter transactions without using templates.

If you want to use templates, use the Templates form, selected from the Setup folder, to define them. For example, you may want to set up a template for the vendor from whom you most frequently purchase items, or for the types of purchase orders you enter.

For each template, you assign a unique code of up to six characters and a description to identify the template.

You must specify the purchase order type (Active, Standing, Future, Blanket) and the tax group for each template. You can also select codes for the shipping and billing locations (if you use Inventory Control), shipping method, and payment terms you want to use. You can type an FOB point, 60-character description, 60-character reference, and comment of up to 250 characters.

After setting up your templates, you can specify a default template code in the Options form. This template then provides the initial settings for every transaction you enter.

You can change the default settings in a transaction by entering a vendor number that uses a different tax group or terms code from the default template, or by selecting another template code that uses different settings. You can also change any of the individual settings provided by a template.

Multicurrency ledgers.  In multicurrency systems, you can change a transaction's template only to another template with a tax group that uses the vendor's currency.

For information about using templates during transaction entry, see Using templates.

Go back to Entering Purchase Orders Setup Information