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contract_template_-_view

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contract_template_-_view [2019/07/09 11:20] – lisa.maloneycontract_template_-_view [2024/08/27 14:06] (current) – tina.robles
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 Click on the Contract Template Admin menu option to view, edit and add Templates. Click on the Contract Template Admin menu option to view, edit and add Templates.
  
-{{:pasted:20181210-185421.png}}+{{:pasted:20240827-140248.png}}
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 **View Template** **View Template**
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 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. 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}}
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-{{:pasted:20170425-151620.png}}{{:pasted:20170425-151633.png}}{{:pasted:20171009-133422.png}}+
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 __General__ __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. 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.
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 The contract header, pricing, approval options, and decimal setting display on the right side of the General tab: The contract header, pricing, approval options, and decimal setting display on the right side of the General tab:
  
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-{{:pasted:20190709-111644.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. 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.
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 This displays the Letters that are available to download for contracts on the selected template. This displays the Letters that are available to download for contracts on the selected template.
-{{:pasted:20171009-133547.png}}+{{:pasted:20240827-140614.png}}
contract_template_-_view.1562671248.txt.gz · Last modified: 2019/07/09 11:20 by lisa.maloney

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