Attributes in Templates

Attribute columns are commonly used in templates to input the information related to the account/line. These values can be used in the template calculations.

How to Add Attributes in Templates?

To add attribute columns to new/existing templates, follow the steps below:

1. Navigate Maintenance > Planning Templates > Template Setup. The Template List page appears.
2. Click the Add icon if you are adding to a new template. Enter the Template Code and choose the required information in the General Information tab of the Add Template page.
   
   If you are adding to an existing template, on the Template List page, select the desired scenario and template. Click the Edit icon.
   
3. Once you are on the Add/Edit Template page, go to the Template Columns tab. 
4. Click the add icon for attribute columns within the Template Columns section.
   
5. Enter the required details.
   Note:

   You can add up to a maximum of 10 attribute columns.
6. To delete the attribute column you have added, select the recently added attribute column you want to remove and click the Remove icon associated with it.
   
   Note:

    Once the template is saved, you cannot delete attribute columns.

   
   
7. Click Save to save your changes.