To access Pricing Templates, the Pricing Template List /wiki/spaces/imosv710/pages/64336462 must be selected in /wiki/spaces/imosv710/pages/64336466.
With Pricing Templates, you can specify default sets of /wiki/spaces/imosv710/pages/64336743 for common contract structures, for use in /wiki/spaces/imosv710/pages/64336769. When you select the Advanced check box on a contract, if any Pricing Templates exist, and there are no existing Rules, you are prompted to choose a template.
After a Pricing Template is applied to a contract, changes to the template will not update the contract, and changes to the contract will not update the template.
On the Pricing Template List, you can create, edit, copy, and delete Pricing Templates.
Creating a Pricing Template
- On the Data Center menu click Pricing Template List.
- Click New
screenshot
- Enter a Template Name and a Template Description.
- /wiki/spaces/imosv710/pages/64336743.
- Save the template