Changes

Jump to: navigation, search
no edit summary
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 either through the Level 1 template settings or the Level 2 Task settings.
 
==Level 1 template settings==
1. Click the '''Settings''', '''Templates''' link.
Smartstaff, administrator
4,478
edits

Navigation menu