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changes.mady.by.user user-b683f

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Panel
borderColor#CCC
bgColor#EAECFF
titleBGColor#F7D6C1
borderStyledashed
Customer

    1. Login as an Administrator.

    2. Navigate to 'Customer Maintenance' (CustomerMaintenance.aspx).

    3. Search for and select the required Customer.

    4. Click the 'Customer Details' Tab.

    5. Click 'Modify'.

    6. Update the setting 'Allow Creation of Company Order Templates' to 'Yes'.

User Customer:
    1. Log in as an Administrator.
    2. Navigate to 'Advanced User Maintenance' (UserMaintenance.aspx).
    3. Search for and select the required User.
    4. Click the 'Accounts' Tab.
    5. Select the required Customer Code via radio button.
    6. Click 'Modify'.
    7. Update the setting 'Allow Creation of Company Order Templates' to 'Yes'.


 User
    1. Log in as an Administrator.
    2. Navigate to 'User Maintenance' (zUsers.aspx).
    3. Search for and select the required User.
    4. Click 'Modify'.
    5. Update the setting 'Allow Creation of Modify Company Order Templates' to 'Yes'.




Note

As a minimum, "Allow Creation of Company Order Templates" must be set to 'Yes' on the Customer and User Customer records in order to allow 'Save as Company Template' or viewing of existing Company Templates.

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