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The Template Detail page shows general information about an existing
template or a template you just created. All fields can be updated except
for the Organization and the Accounting Set. Templates belong to organizations.
Once a template has been created in a particular organization, it cannot
be moved to another Organization. However, you can copy the template from
one organization to another.
Templates have accounting sets associated with them. Accounting Sets
are groups of cost or account codes. When a template is created, the accounting
set associated with the "copied from" template is assigned to
the newly created template. Accounting Sets must be set up initially by
Hyphen Solutions.
If you no longer want to use the template, choose Closed from the Status
drop-down list. You can view templates in Closed status, but you must
change the status back to Active if you want to update any template information.
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If any of the fields mentioned
in the steps below do not appear
on your screen, that means that your organization is not using that feature
of BuildPro. For any questions about this feature, contact your BuildPro
administrator. |
To change a template:
If necessary, change the Template
Name field. To assign a different scheduling type, click the
Schedule Type field and make the
appropriate selection.
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Changing the type of scheduling
does not affect previous jobs, but would apply to all new jobs using the
template. |
If available, complete the Template
Number field. If necessary, change the Elevation
field. In the EPO
Authority Amount field type the dollar amount of approval
authority for the organization. Click the Warning
button to determine if the user gets a warning when
going over the limit of an EPO. If checked, the user only gets a warning
and the EPO is sent to the vendor without approval. Click the Locked
button if the EPO will not be sent to
the vendor without approval. In the MPO Authority
Amount field type the dollar amount of approval authority for the
organization for a Measurement PO. In the MPO
Authority Percent field, type the percentage of approval allowed
for an MPO. In the Floors
field, type the appropriate number of floors for this template. In the Bedrooms
field, type the appropriate number of bedrooms for this template. In the Sq
Ft Total field, type the total number of square feet. In the Sq
Ft A/C field,
type the total number of air-conditioned square footage. Click the Status
field and make the appropriate selection. Type any relevant notes in the Notes/Instructions
field. Click Update
Template Information.
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