To clone a materials store template

As the variations in required material store templates may be only minimal, it is possible to clone existing templates - retaining all the defined attributes and ascribed part codes - and apply the required changes to the new copy, thus saving time and effort.

The procedure to clone a materials store template is as follows:

1. Navigate to Quick Menu > Stock Control > Configuration > Store Templates. The Store Templates window is displayed.
2. Select a materials store template from the alphabetical list or type its name into the Search Templates field. By default the list is filtered to show Current templates. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. Click on Clone Template. The Store Templates window is populated with all the attributes of the source materials store template, including the ascribed part codes.
4. Enter a Template name for the cloned materials store variant into the field provided 2 1.
5. Use the Comments field to add any contextual information relevant to the scope and purpose of the cloned materials store template.
6. Using the Companies drop-down field, multi-select all companies for which this cloned materials store template is relevant, or choose the All option, as required 2.
7. Choose an Effective from date for this cloned materials store template i.e. the date on which it came into effect 3.
8. Choose an Effective to date if the cloned materials store template is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the template will be continually valid.
9. Click on Save 4. A unique system-generated reference number is assigned to the cloned record 5.

Tip

1 To aid in identification purposes, it is good practice to devise and uphold a consistent naming convention for all materials store templates.

2 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.

Note

1 The Search Templates field will match against any element of the materials store template name.

2 System validation rules ensure that the name entered for each materials store template is unique for the effective period.

3 The Effective from date defaults to the current system date and cannot be left blank.

4 To amend the details of an existing materials store template, select the desired record from the alphabetical list, or type its name into the Search Templates field. By default the list is filtered to show Current templates. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations.

5 Steered entirely by the end user, a reference number convention must be predefined for the Store Template Reference entity.

See related topics...

Stock control maintenance overview

To add a part code to a materials store template

To define a reference number syntax