Example

Ace Electrical Supply wants to run credit exception reports for credit analyst Joe Smith's customers that have transactions are past due where summarized amounts are 50,000 or over.


Attribute	Values
CR ANALYST	BROWN JOHNSON SMITH
STATIC AGING 4	10,000 25,000 50,000

To assign specific credit analyst and threshold amounts, you can manually add the appropriate values to each customer. But, assuming that you have a large group of customers related to Joe Smith, you can save time by creating an attribute template that lets you add these values automatically.

Create an attribute template SMITH50K for customers that contains the following attributes and values:

CR ANALYST

SMITH

STATIC AGING 4

50,000
Use the template on Customer Attributes (AR23.1) to automatically populate these attribute values for the appropriate customer.