Using the Item MAster Template

Create a template for a group of items that share various planning attributes, such as the Stockroom details, location, planner/Buyer, etc. After you apply a template to an item, the next item you create may use the template properties by default, inheriting the same attributes.  In addition, if you use a template and then require modifying an attribute of the item, such as the Stockroom, all items associated with the template are updated with the new details.  You have the option to hide the template, and then it will not be implemented when creating a new item.

1. From the Item Master screen, click

   to display the template section of the form, as follows:

Item Master Template

The template's fields are part of the Planning tab. For further details on each field, see The Planning Tab.

2. Enter the fields that are generic to all items within this family of items.

3. Click

   to set defined field properties as the defaults on the Item Master form.

4. Click

   to copy current part settings to the template.

5. Modify the item's details as required. You may override a field previously defined in the template.

6. Redefine the template as necessary for a new group of items, then click the icon

   again to apply it as a default.

7. If you do not wish to create the item using the template, click

   to hide the template, and define the fields as necessary.

Notes:

Even if you have applied the template, you may modify the item's fields as required.