Siebel Order Management Guide Addendum for Financial Services > Managing Closing Requirements > Generating Closing Requirements >

Adding Templates

You can add templates from the Financial Applications screen (or the Line Items view of the sales order) and from the Quotes screen (or the Line Items view of the quote). Use the following procedures to add templates.

NOTE:  Templates must be set up first. For more information about templates, see the topic about requirement templates in Siebel Finance Guide.

To add templates from an order

1. Navigate to the Financial Applications screen, then the Financial Applications list view.
2. Drill down on an application, then navigate to the Closing Requirements view.
3. In the Templates list, add a template, and complete the necessary fields.
4. Click Execute.