A template is a defined set of attribute values. When you apply a template to an item, you overlay or default in the set of attribute values to the item definition. You can apply the same or different templates to an item multiple times.

You can select attributes from the available list of names, select their values, and enable them to appear in the Item Template window. Similarly, to set the value of Material Classification Type attribute in the template, select the attribute, select a value, and select the Enabled check box. After saving the template, you can select the Material Classification Tagging Assignment option from the Tools menu to assign transaction types to the selected material classification type.

   To define item templates:

1. Navigate to the Item Templates Summary folder window.

2. Choose New to navigate to the Item Template window.

3. Enter a unique name and description for the template.

4. Indicate whether the template is restricted to use by only one organization. If you leave the organization code blank, you can use the template in any organization.

   Note: When you enter an organization code, some attributes, such as the planner, may be tied to the organization. For this reason, you cannot change the organization once the template has been defined.

5. Select a tabbed region to display attributes and values for an item attribute group.

6. Enter a value for those attribute you want to include in the template.

   For non-mandatory item attributes, you can enter blanks (spaces) for the value or leave null. When you next apply this template to an item, the spaces overwrite any existing attribute value.

7. Indicate whether an attribute is enabled for this template.

   Important: If you enable a status attribute, its value will not be applied to the item if the status attribute is under status control. See: Defining Item Status Codes.

8. Save your work.