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--- contract_template_-_view [2018/12/10 18:54] – lisa.maloney
+++ contract_template_-_view [2024/08/27 14:06] (current) – tina.robles
@@ Line 3: / Line 3: @@
 Click on the Contract Template Admin menu option to view, edit and add Templates.
-{{:pasted:20181210-185421.png}}
+{{:pasted:20240827-140248.png}}
 -----
 **View Template**
@@ Line 9: / Line 9: @@
 To view a template, select a template from the drop down. The Active Indicator, Template Description and Template Code will display as well as several tabs.
-{{:pasted:20170425-145533.png}}
+{{:pasted:20230605-114304.png}}
-{{:pasted:20170425-151620.png}}{{:pasted:20170425-151633.png}}{{:pasted:20171009-133422.png}}
 -----
 __General__
-The General tab displays the filters on the left:
+The General tab displays the filters on the left.  Check the box to make the filter Active.
-{{:pasted:20170425-145827.png}}
+{{:pasted:20230605-114346.png}}
 Each of the Filter options correspond to one of the tabs on the template.  If a Filter's Active box is checked, that means there are restrictions on that field on the template.  For example, if the User Filter Active box is checked, click the User tab to view the list of users who have access to the template.  This applies to all of the filter options.
@@ Line 26: / Line 24: @@
 The contract header, pricing, approval options, and decimal setting display on the right side of the General tab:
-{{:pasted:20180326-125054.png}}
+{{:pasted:20240827-140507.png}}{{:pasted:20240827-140521.png}}
 These selections show which fields will be available for selection when creating a contract and adding pricing. The Contract Approval Policy displays which approval process the contract templates will follow.  The Contract Rate Numeric Decimal Scales shows the number of decimal places that can be entered on the direct/deviated rate for contract products and the Contract Value Percent Decimal Scale shows the number of decimal places that can be entered for percent values.
+**Preset Contract** - if a preset contract is selected, when contracts are created using this template, the products, pricing, and other information is pre-filled and non-editable.
+**Date Range Type**
+  * 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.
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 __Users__
@@ Line 87: / Line 94: @@
 This displays the Letters that are available to download for contracts on the selected template.
-{{:pasted:20171009-133547.png}}
+{{:pasted:20240827-140614.png}}

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