Adding Templates

Add templates that contain default header and vendor information to use in transactions. More...

You use the templates to automatically fill in fields in the transaction-entry screens with the information and selections you use most often, so you do not have to enter the information every time you add a transaction.

To add templates:

1. Open Purchase Orders > P/O Setup > Templates.
2. Type a unique code of up to six characters to identify the template.

3. Type information and make selections, as needed, to define the template.

   Note: You must specify a tax group and terms code for each template.

4. Click Add.
5. To add another template, click the New icon beside the Template Code field, and then repeat steps 2 through 4 for each template you want to add.