The template functionality is available in the Open batch environment for every panel on which you register transaction details. A template that serves as a starting point for a panel can be created and maintained from that panel. You can save the panel entries as a template directly from the transaction details panel.
On the template attributes panel you can specify the field attributes that determine the fields that are to be visible on the panel and also their initial value. Using the display flag you can control if the field should be visible on the panel or not. If the display flag is switched OFF for a particular field, the given field is hidden and protected on the panel. The set of initialisation codes available for a field varies from field to field. The following initialisation codes are available for a field:
| Code | Description |
|---|---|
| LT | Initialise the field with the last value used. |
| NI | No initialisation. Init from existing will be switched off for the field defined with the NI code. |
| CT | Initialise the date field with the current date and the period field with the actual accounting period. |
| VD | Initialise the date field with the voucher date. |
| CF | Initialise the field with the value stored in the control file. |
| PV | Initialise the opening balance field available on the voucher entry panel with the closing balance value entered for the last voucher. |
The transaction registration panels are displayed according to the active template definition. By default, the active template is either the template you most recently used or the default system template SYSTEM, if you are working on the panel for the first time. For automatically created batches, the template that will be used as the active template for the registration panels is specified during payment transfer.
If a field on the registration panel is defaulted by the system, then it means:
- the field value is defined for the active template as a constant field value,
- the field value is proposed by the system according to the dedicated initialisation code stored in the active template.
or
The template entries are stored either as public, available for all the users that access the panel or as private, accessible only by the user who created it.
For a panel, you can select any previously saved template to be used as the active template. Both constant values entered on the transaction details panel and the template attributes available for a panel can be changed and saved with the active template name or with a new name, if a new template is to be created. If a new template is created or a previously saved template is selected, it is used as the active template for the next entry.
Note: When you set up your entry templates, the procedure is the same if you are defining them for batch and voucher details, A/R payments, Cash book transactions and Sundry debtor information. The instructions related to this routine are mainly looking at the A/R payments.
Related topics
- About the Open batch environment
- View panel attributes defined for the active template
- Select a new template
- Save current panel entries as a template
- Change panel attributes defined for the active template and create a new template
- Create a template required if the received payment amount is to be controlled on voucher level