Defining an Attribute Template

You can use attribute templates to quickly and consistently assign values to user-defined attributes to activities. Use this procedure to define a new attribute template and to associate that template with an object type.

You need to define attributes before you use them in a template.

To define an attribute template

Access Attribute Template (MX05.1).
Click the New Template button to access Define Template (MX05.2). Use this subform to define a template. Use the following guidelines to enter field values:

Object Type

A template must be associated with an object type. For Accounts Receivable, select the CUST object type.

Template

Type a template name and description.
On Template (MX05.1), define the attributes and values you want in the template. Use the following guidelines to enter field values:

Attribute

Select the attribute or attributes to include in the template.

Value

For each attribute, type or select a value.

Report and Inquiries


To	Use
View a listing of attribute templates	Template Listing (MX205)