Process 1

These processing options specify the order template, sequencing, number of lines, and effectivity dates that the system uses when you run the Customer Template Rebuild program.

1. Enter Order Template to be created

Specify a code from UDC 40/OT that identifies a list of items that you frequently order. The item groups are often based on the product type, such as fuels, lubricants, and packaged goods.

2. Enter template sequence selection

Enter 1 for version sequence or 2 for most frequently ordered.

3. Enter maximum number of lines

Specify a maximum number of lines to include.

If you leave this processing option blank, the system includes all lines.

4. Enter minimum number of lines

Specify the minimum number of lines to include.

If you leave this processing option blank, the system includes all lines.

5. Effective From Date

(Optional) Specify the date from which the template is active or effective.

If you leave this processing option blank, the system uses the system date.

6. Effective Thru Date

(Optional) Specify the date through which the template is active, or effective.

If you leave this processing option blank, the system populates the field with the last defined date.