Templates

Overview

The Template feature allows the selection of Sections , Categories and Line Items for a contract type. A template is built to meet the specification of the contract.

This screen can be accessed from the Menu bar by navigating to Administration – Templates.

Contract Template

A Contract Template is a predefined contract format, including all the services and merchandise that might be selected for a contract of that type. It also allows you to define default values for the contract in areas such as sales type, transaction type and lead source. The building blocks of a Template are Section, Category, and Line Item. Sections are the primary divisions of a contract. Sections contain categories; categories contain line items.

Building a Contract Template is simply the process of selecting all the sections, categories, and line items and determining the order in which they will print on a contract. An Option determines which line items will be automatically selected (checked) for a new contract. An option may include contract-level discounts.

To place a contract on a case, a user must select a Template and an Option. An option can only be used by facility locations which have been granted access.

 

Workflow

To add a New Template:

1. Navigate to Administration – Templates screen

2. Click New

3. Fill in the required fields within top half of screen

4. Click on ‘Section Setup’ button

• If this is a new template, a blank row will appear on the grid.

5. Click within the Section column and select a Section

• IMPORTANT: Tab over until a new row is added and continue entering sections

6. Enter all necessary Sections and Click Save

• Once screen is saved, sections can be moved up or down and/or deleted.

7. Click on ‘Category Setup’ button

8. Select a Section from dropdown box

9. Click within the Category column and select a Category to add to Section

• IMPORTANT: Tab over till a new row is added and continue entering sections

10. Click Save

• Once screen is saved, Categories can be moved up or down and/or deleted.

11. Click ‘Line Item Setup’ button

12. Select a Section and Category from dropdown lists

13. Click within the Line Items column and select an item

14. Tab Over to Mod and Report Type columns, making necessary selections

• If Line Item is Merchandise/Pick List/Property subline types, then press tab in ‘A/R’ textbox and new line item will be added on grid.
• If Line Item is NOT Merchandise/Pick List/Property subline types, then press tab in and ‘A/R’ code selection window will appear. Select the code and the code will appear in A/R column.

15. Click Save

• Once the screen is saved, Line Items can be moved up or down and/or deleted.

16. Once completed, click on ‘Return to Contract Template’ button & the template should be filled in with all Sections, Categories and Line items

Notes:

• Within the Contract Template screen, if the Section item row is double clicked, system will navigate to the Category Setup for that Section.
• Within the Contract Template screen, if the Category item row is double clicked, system will navigate to the Line Item Setup for that Category.