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--- contract_template_-_add [2019/02/04 13:06] – lisa.maloney
+++ contract_template_-_add [2024/08/27 14:11] (current) – tina.robles
@@ Line 3: / Line 3: @@
 Click on the Contract Template Admin menu option to view, edit and add Templates.
-{{:pasted:20181210-185517.png}}
+{{:pasted:20240827-141027.png}}
 To Add a new Template, click the New button.
@@ Line 32: / Line 32: @@
 The right side of the general tab is required in order to save the template.  This is where the allowed contract types, rebate types, contract approval policy, etc. are set up.  Select the boxes of the items to be allowed on the template.
-{{:pasted:20190204-130124.png}}
+{{:pasted:20240827-141135.png}}{{:pasted:20240827-141147.png}}
-{{:pasted:20180531-095326.png}}
@@ Line 45: / Line 43: @@
 **Accrual Quantity Sources Available** - select how the accruals will be determined.  See below for accrual definitions.
-**Catch All Available**
+**Accrual Lumpsum Sources Available** - select how the lumpsum dollars will accrue.
+  * Event Start Date will put all the accrual dollars for the lumpsum on the start date.
+  * Event End Date will put all the accrual dollars for the lumpsum on the end date.
+  * Lumpsum Spread will divide the accrual dollars evenly across the lumpsum timeframe.
 **Rebate Types Available** - select Numeric and/or Percent pricing to be available on contracts created using this template.
@@ Line 52: / Line 55: @@
 **Estimated Quantity Required** - check the Active box to require estimated volume on all contracts created using this template.  If the box is unchecked then entering estimated quantity on a contract is optional.
+**Preset Contract** - a preset contract can be selected so that when contracts are created using this template, the products, pricing, and other information is pre-filled and non-editable.  The preset contract must be from a different template than the current template.  **Note:** if the preset contract is amended, in order for new contracts to use that updated/active version, the template will need to be updated to use the updated version of the contract.  It does not happen automatically.
+**Date Range Type** - there are 3 options for date ranges on templates.
+  * Range - No Dates Entered: this will allow contracts to be created with any start and end date.
+  * Range - Start and End Dates Entered: this will allow contracts to be created with start and end dates anywhere between the dates on the template.
+  * Explicit - Start and End Dates Entered: this will force contracts created on that template to have the start date and end date as specified on the template and the user is unable to modify the contract dates.
 **Contract Approval Policy** - select an Approval Policy from the dropdown to apply to contracts created on this template.  This allows different approval processes to be set up on different templates.

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