6.3 Close Financial Document Template

This topic provides systematic instructions about the procedure to close a financial document template record.

User can close any financial document template created for the sector, industry, and sub-industry combination, if the template is not required.

Note:

Authorization is required for closing the financial document template.

1. In the View Financial Document Template screen, click the action icon in the required record and select Close.
2. Click View.
   The template details are displayed.
3. Click Proceed.
   The record status is changed to closed.