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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 Template settings==1. Click the '''Level 1 Settings''', '''Templates''' link. [[Image:L1Templates.png]] 2. Click the hyperlink in the names column for the Level 1 template you wish to update.
[[Image:Uta98L1TemplateViewStatus.png]]
4. Click the check boxes for the Level 2 Types you wish to associate with the level 1 Template. [[Image:L1TemplateSelectL2.png]] 5. Click Save. ==Level 2 Type settings==1. Click the '''Level 2 Settings''', '''Types''' link. [[Image:L2Type.png]] 2. Click the hyperlink in the names column for the Level 2 type you wish to update. [[Image:L2TypeSelect.png]] 3. Click Scroll down to the '''InvoiceEnabled on Level 1 Templates''' section. [[Image:L2TypeSelectL1.png]] 4. Click on the Lookup button and check boxthe boxes for the Level 1 Templates you wish to associate with this Level 2 Type.
5. Associate the '''Addendum Level 2''' type with the '''Non-Disclosure''' agreementClick Save.
[[Category:Universal Tracking Application]]
