Difference between revisions of "Restricting Level 2 Types to Specific Level 1 Templates"
From SmartWiki
| Line 1: | Line 1: | ||
You may not wish to associate all Level 2 item types with all Level 1 [[Template|templates]]. In this example the invoice transaction is only appropriate to the Level 1 templates that require a billing process – the Sales Contract – Purchase, Sales Contract – Service and the Support Contract. | You may not wish to associate all Level 2 item types with all Level 1 [[Template|templates]]. In this example the invoice transaction is only appropriate to the Level 1 templates that require a billing process – the Sales Contract – Purchase, Sales Contract – Service and the Support Contract. | ||
| − | This type of restriction is applied through the Level 1 template settings. | + | This type of restriction is applied either through the Level 1 template settings or the Level 2 Task settings. |
| + | |||
| + | ==Level 1 template settings== | ||
1. Click the '''Settings''', '''Templates''' link. | 1. Click the '''Settings''', '''Templates''' link. | ||
Revision as of 16:13, 18 June 2013
You may not wish to associate all Level 2 item types with all Level 1 templates. In this example the invoice transaction is only appropriate to the Level 1 templates that require a billing process – the Sales Contract – Purchase, Sales Contract – Service and the Support Contract.
This type of restriction is applied either through the Level 1 template settings or the Level 2 Task settings.
Level 1 template settings
1. Click the Settings, Templates link.
2. Click the Sales Contract – Purchase link.
The Level 2 types are displayed below the Status list.
3. Click the Invoice check box.
4. Repeat this process for the Sales Contract – Service and the Support Contract templates.
5. Associate the Addendum Level 2 type with the Non-Disclosure agreement.
