To create a new materials store template

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The procedure to create a new materials store template is as follows:

  1. Navigate to Quick Menu > Stock Control > Configuration > Store Templates. The Store Templates window is displayed.
  2. Click on Add Template 1. All fields are activated ready for data entry.
  3. Enter a Template name for the new materials store variant into the field provided 2 1.
  4. Use the Comments field to add any contextual information relevant to the scope and purpose of the materials store template.
  5. Using the Companies drop-down field, multi-select all companies for which this materials store template is relevant, or choose the All option, as required 2.
  6. Choose an Effective from date for this materials store template i.e. the date on which it came into effect 3.
  7. Choose an Effective to date if the 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.
  8. Click on Save 4. A unique system-generated reference number is assigned to the new 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 Upon first access, all fields are automatically activated ready for data entry; hence the Add Template button is inactive.

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 clone a materials store template

To define a reference number syntax