You use this program to define templates for orders processed using the Quick Entry program. These templates are designed to save processing time when entering lines on a quote.
| Field | Value | Description |
|---|---|---|
| Template | Enter the code of the General template you want to add or
change. You would typically define general templates for items that you are currently selling at a special price and for which you will therefore have a large demand (i.e. number of orders). Alternatively, you can define a general template for items that are ordered on a regular basis, either individually or together with other items (e.g. if item B is generally ordered together with item A, you can define both items on a general template). |
|
| Customer | Enter the code of the customer for whom you want to add
or change a template. You would typically use customer templates to save time when processing quotes for customers who tend to purchase the same item(s) from you on a regular basis. A single template per customer can be defined. |
|
| View Customer Templates | View details of currently defined sales order templates using the Browse on SO Templates program. |
| Field | Value | Description |
|---|---|---|
| Template | Indicates the code for the template you are currently maintaining. | |
| Template Description | Enter a description for the template. | |
| Inactive | Indicates that you don't want the template to be
available to use in the Quick Entry program (i.e.
effectively putting the template on hold). You would typically select this for templates which are not currently valid or for templates you are currently still defining. |
| Field | Value | Description |
|---|---|---|
| Stock code | Enter the code of the stock item you want to add to the template. | |
| Stock Code Description | This indicates the description defined against the stock code(Stock Code Maintenance). | |
| Quantity | Enter the default order quantity of the item for the template (a quantity of zero can be defined). This can be changed when using the Quick Entry program. | |
| Order uom | This indicates the order unit of measure defined against the stock item. |
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
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Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.