Telus TPM Documentation
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Contract Template Admin - Add
Click on the Contract Template Admin menu option to view, edit and add Templates.
To Add a new Template, click the New button.
This will enable the Active checkbox, Template Description, and Template Code text boxes. Click the Active checkbox so the template will be Active which will allow users to create contracts using this template. If left unchecked no contracts can be created on the template. Enter in the information.
Prior to clicking Save, information will need to be selected on the General tab and the Letters tab.
General Tab
The left side of the general tab does not need to be set up prior to clicking save. This side contains filters for users and companies related to the template.
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.
Letters Tab
Select the Letters which should appear on Contracts created on this template.
Once that information is entered, click Save to save the template.
