19.9 Save as Template

This topic provides the systematic instructions to save Bills application as a Template.

User can save Collection application as a Template so that same can be used for creation of similar Collections, if required in future. The application allows the template access as public or private if saved as template.

User can search the saved Collection template by template name in search tab. The Collection applications earlier saved as template can also be saved as draft while initiating a Collection..

To save Collection application as Template:

  1. Specify the required details in Collection application.
  2. Click Save As Template and then select Template option.
    The Save screen appears.

    Figure 19-11 Save As Template - Save


    Description of Figure 19-11 follows
    Description of "Figure 19-11 Save As Template - Save"

    For more information refer to the field description table below:

    Table 19-11 Field Description

    Field Name Description
    Template Type Select the type of access for the template.

    The options are:

    • Public: A template marked as ‘Public’ is visible to all the users mapped to the Party ID for which the user has created the template. All such users will only be able to view and use this template, however they will not be able to edit or delete the template. Only the creator of the template is allowed to edit or delete the template.
    • Private: A template marked as ‘Private’ is available to only the creator of the template. Only creator of the template can use while initiating Collection and modify or delete such template.
    Template Name Specify the name of the draft template.
  3. From the Template Type list, select the appropriate option.
  4. In the Template Name field, specify the desired name for the draft.
  5. Click Save to save the template.
    The transaction details are saved as a template which can be access from the Template tab.
  6. Click Cancel to cancel the transaction.

Parent topic: Initiate Collection