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Siebel Order Management Guide Addendum for Financial Services > Managing Closing Requirements > Generating Closing Requirements > Adding TemplatesYou 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. |
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