Restricting Level 2 Types to Specific Level 1 Templates

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.