Users can create a template for an item, customer, vendor or contact. This allows users to quickly create new records based on master template, which is useful when creating items, customers, vendors or contacts where much of the information is duplicated.

The template can be created from the following windows:

The Create Template from Master action opens the Create Template from Master report.

To create a master template

  1. Open the item, customer, vendor or contact record that you want to use as the basis of the master template.

  2. On the Actions tab, in the Functions group, choose Create Template from Master.

  3. On the Create Template from Master report,

    1. Enter the name of the template.
    2. Enter the template description.
      The values in the Table ID, Table Name and Copy from Master Record fields are automatically populated based on the master record.
    3. Click OK.

  4. On the Config. Template Header window,

    1. Delete the lines that you do not want to be part of the template. (To delete, right-click the line you want to delete, and select Delete Line.)
    2. Add any lines that you want to be part of the template. (To add, right-click the line you want to add, and select New Line.)
      Note: Do not add lines for fields on the master record that already have a default value.
    3. For the remaining lines, in the Default Value field, enter the field value that you want each record to inherit when created from the template.
    4. Clear the Skip Relationship Check check box.
    5. Clear the Mandatory check box.
    6. Leave the Reference field blank.
    7. Click OK.

The template can now be used to create records.

See Also