Template Client Setup dialog

You can use the Template Client Setup dialog to set up or modify the template. However, you have access to additional functionality if you access the template setup through the Setup,  System Configuration, and then Template tab. Through the Template tab, you can transfer the template's associations, treatments, calculation options, and print profiles to existing clients.
There are two ways to open this dialog.
  • Enter
    TEMPLATE
    in the Client ID field of the New Client dialog and then select the OK button.
  • If the TEMPLATE client ID already exists, open the TEMPLATE client in the Open Client dialog.

Fields & buttons

Select this button to open the Associations dialog where you can set up associations for the template.
Select this button to open the Treatments dialog where you can set up treatments for the template.
Select this button to open the Options dialog where you can customize options for depreciation data entry and calculations, and specify which columns should appear in the Asset List window for the template.
Select this button to open the Print dialog where you can set up print profiles for the template.
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