Maintain Purchases Templates

How Do I...

You can set up different formats, known as templates, for entering and reviewing data in the various task windows. When you select the Layout toolbar button and then choose Customize Purchase Layout in the Purchases/Receive Inventory window, Sage 50 displays the Maintain Purchases Templates window, where you can create your own template or modify an existing one. Templates are designed by choosing to add or remove data entry fields.

Predefined templates cannot be edited or deleted. To customize a template, you must first create a new one or edit an existing customized template.

Learn More

Closed Why use templates?

To read more about templates, including a discussion of why they're useful, click the link below.

Learn more about task window templates

Closed Designing a task window template

To create a template, enter a template name and description that describes the template format. Make any necessary changes to the template and click the Save button.

A quick way of creating a new template is to copy an existing template that incorporates features you'd like to see in the new template.

Design a task window template

Copy a task window template

Closed Editing or deleting a task window template

You can easily change the features of a task window template once created. If you no longer need an existing template, you can easily delete it as well.

Edit a task window template

Delete a task window template

Published: March 21, 2017
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