Item Templates Training

Revised 08/24/2000

Application: Inventory

Process: Defining Item Templates

Objectives: This document explains how to update and define item templates.
Prerequisites:

Overview

Item templates are defined sets of attributes that can be used over and over to create many similar
items. Templates make initial item definition easier. 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. The more recent attribute
values from the last template applied override previous values unless the previous value is not
updateable.

Note: Before defining an Item Template, make sure you are in the GLOBAL organization.

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 Item Templates Training
Revised 08/24/2000

Item Templates

Navigate to: Setup> Items> Templates

This takes you to the Find Item Templates form. Select the New button to create a new template or
click on Find to query up an existing template for update.

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 Item Templates Training
Revised 08/24/2000

Enter a unique Template name and Description. Indicate whether the template is restricted to only one
organization. If left blank, the template can be used in any organization.

Select an alternative region to display the attributes and values for an item attribute group.

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All Rights Reserved.
 Item Templates Training
Revised 08/24/2000

Enter a value for those attributes you want to include in the template and indicate whether an attribute
is enabled for this attribute.

To change a value, tab over to the Value column and select a new value.

Save your work.

If you enable a status attribute, its value will not be applied to the item if the status attribute is under
status control. See ‘Item Status Control Training’ document.

Reference the separate document ‘INV Item Attributes-Templates-Status Control

Values.xls’(Templates worksheet) on the R2I CD for a matrix of R2I templates and their attributes
settings.

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All Rights Reserved.