Templates are sets of default options and settings that you can select when entering new orders and credit notes. You use templates to speed up and simplify data entry. More...
You must specify the order type, customer type, and tax group for each template, but other settings are optional.
Note: When you enter an order or a credit note, information from other records can overwrite information from a template. For example, when you specify the customer or a ship-to location, the customer type, location, price list, territory, and tax group from the customer or ship-to location record will replace those from the template.
If you want a standard set of customer and order settings to appear for new orders and credit notes, you can designate a template as the default for all orders and credit notes you create.
You specify a default template on the Processing tab of the O/E Options screen.
When you enter a new order or a credit note, you can accept the default template code that appears, or you can select the code for a different template. The default template provides initial settings, but these can be overridden by settings from the customer record—and from another template, if you choose one.
The following sequence of steps illustrates template use:
You could specify the customer number, again, to replace the information from the template code with the information from the customer record.
Note: Because most credit notes or returns refer to invoices, they 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, the template works the same as it does for orders.