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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 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.
[[Image:Uta98.png]]
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.
[[Category:Universal Tracking Application]][[Category:Applications]]
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.
[[Image:Uta98.png]]
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.
[[Category:Universal Tracking Application]][[Category:Applications]]
