Example

You want to track store profitability by characteristics such as the size and location of your various operation centers and have already created the following two attributes for use with your store accounting units.

Attribute Values
REGION

WEST

CENTRAL

EASTERN

SIZE

SMALL

MEDIUM

LARGE

To assign specific location and size values to an accounting unit, you can manually add the appropriate values to each accounting unit. But, assuming that you have a large group of medium sized stores in the central region, you can save time by creating an attribute template that lets you add these values automatically.

  1. Create an attribute template CENTRALMED for accounting units that contains the following attributes and values:
    REGION

    CENTRAL

    SIZE

    MEDIUM

  2. When adding or changing an accounting unit that matches these criteria, select the template to automatically add these values.