Set Up Adjustment Entry Templates

Similar to Customer Orders, templates can now be created for Adjustment Entries.  

Step By Step

The Adjustment Entry Template form requires user permissions.  The permission is set in Master > Security > User Profile > Module Permissions > Logistics:

Open

The form is located in Logistics > Maintenance > Adjustment Template Manager:  

Open

Creating a New Template When First Entering the Form

Select the customer from the Customer drop down.  If there are any existing templates for that customer, they will be loaded. Templates can also be created for specific locations under the customer.  To start adding items click the area that says "Click here to add a new row"

Creating a New Template When an Existing Template is on the Screen

Users can start a new template when an existing template is already on the screen.  In the template manager select a new customer and the screen will reload with blank details.

Populating the Template

Once the customer/location is populated, the user can start adding lines. Miscellaneous Charges are always required and can be selected in the Misc Charge field.  Once the miscellaneous charge is selected, you can then select an item in the Item # field.  If the miscellaneous charge selected is configured to require an item, then the item must be selected.

If not, the item field can be left blank.

Once all items have been added, click Save. If the user wants a misc charge to not be loaded into the adjustment entry, the Include flag can be unchecked.

If the user needs to delete a line from a template, the user can highlight the line and click the minus button at the bottom of the screen.

Applying the Template to an Adjustment Entry

Navigate to the Adjustment Entry screen Logistics > Adjustment Entry and select New.  Select your customer and location.  To get the template to Load, Click the Import from Template button. 

The template will load.  The user can enter Quantities/Unit Charges and then press Save.

Notes

If the Import from Template button is clicked more than once, the template will load multiple times.

If the user wants pricing to be populated when importing the template, it will have to be set up in a customer order template for the same customer/location.