Working with Templates

Many windows throughout Sage 100 Contractor let you create templates. A template can include any information you want to provide such as dates, descriptions, or other important information. You can create a template from scratch, or modify an existing record and save it as a template. Unlike a record, you do not have to complete required fields to create a template.

Suppose that you are building homes in a residential subdivision. The budget and proposal for the base design are established and do not vary. Using templates in the 6-4 Change Orders window, you can create a different template for each upgrade. When you are informed which upgrades the home buyer wants, you can load the corresponding templates to create the necessary change orders.

When creating a template, some information is not preserved in the template. For example, Phase information is not saved in the template when creating a template from 3-5 Jobs (Accounts Receivable); however, you can print a report that shows that information.

To save a template

1

On the File menu, click Save As Template.

2

On the Save Template window, in the Template Name box, type the name of the template.

3

Click OK.

To load a template

1

On the File menu, click Load/Delete Template.

2

Select the template you want to load.

3

Click Load.

To delete a template

1

On the File menu, click Load/Delete Template.

2

Select the template you want to delete.

3

Click Delete.

4

Click Close.