Difference between revisions of "Restricting Level 2 Types to Specific Level 1 Templates"
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5. Associate the '''Addendum Level 2''' type with the '''Non-Disclosure''' agreement. | 5. Associate the '''Addendum Level 2''' type with the '''Non-Disclosure''' agreement. | ||
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Revision as of 17:18, 13 July 2009
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 through the 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.
