Working with Templates
Note: This article refers to common templates that you can save in a number of Sage 100 Contractor windows. It does not deal with takeoff templates, which are dealt with elsewhere in help. For more information about takeoff templates, see About Takeoff Templates.
In many Sage 100 Contractor windows, you can create templates that contain typical information that you want to reuse, such as dates, descriptions, or other important information. You can create a template from scratch, or modify an existing record and save it as a template. Unlike other records, you do not have to complete required fields to create a template.
Example: Suppose that you are building homes in a residential subdivision. The budget and proposal for the base design are established and do not vary. Using templates in the 6-4 Change Orders window, you can create a different template for each upgrade. When you are informed which upgrades the home buyer wants, you can load the corresponding templates to create the necessary change orders.
When creating a template, some information is not preserved in the template. For example, Phase information is not saved in the template when creating a template from 3-5 Jobs (Accounts Receivable). However, you can print a report that shows that information.
- On the File menu, click Save As Template.
- On the Save Template window, in the Template Name box, type the name of the template.
- Click OK.
- On the File menu, click Load/Delete Template.
- Select the template you want to load.
- Click Load.
- On the File menu, click Load/Delete Template.
- Select the template you want to delete.
- Click Delete.
- Click Close.