Template Quote

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6 comments

  • Aaron Horn

    Hey Dan,

    For sure, but it's not done through Flex template mechanism so to speak.  It's basically just naming a Quote something with "Template" in the name so that you can easily search for it.  Preferably, you build into your Quote workflow an option to turn a quote into a status of "Template" to distinguish from other quotes, and then stick it into an appropriately named Event Folder to group like templates together.  In the end, you're going to search for the template, open it, copy it, and adjust the information as needed.  You can also set it up to where you either copy the whole quote or have the option to copy just part of the Quote.

    I will tell you that you can find on Flex's YouTube page a video instructing on how to do this.  I do things slightly different from them, but it's basically the same.  Let me know if I can assist or help with anything else.  I'm an independent consultant that is endorsed by Flex.  Thanks Dan!

    Aaron Horn
    Consultant (endorsed by Flex)
    aaronjhorn@gmail.com
    615.335.1225

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  • Robert Warren

    question then....if you do it as flex trains, it locks the document in template mode, my question is,

    what about warehouse muting?  If I make this quote a template, do I need to manually warehouse mute it so it doesn't throw off what's available in the warehouse? or will having it closed/locked automatically WM it? 
    thx in advance :) 

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  • Aaron Horn

    Hey Robert,

    As long as the Template status is set to have "Creates Conflicts - No", then you don't need to warehouse mute anything.  An element being locked doesn't necessarily have anything to do with it causing conflicts or not. 

    If, however, you want to be able to copy individual lines from a template, then you could either make the Template status  not be locked by setting "Closed" and "Locked" to "No", or you could create workflow options to temporarily unlock it and then lock it back.  The former option can make the Template vulnerable to accidental changes.  Most people are just copying the entire quote, so it doesn't really matter that it's locked.  I personally like to have clients create new Quotes from an Event Folder to have all the header information hand off from the Event Folder, and then copy the lines needed from the template.  So I usually build them the Unlock and Lock options for their templates.  I see it as faster than having to enter the header information again.

    That's more than you were asking, but maybe it will be helpful for you or someone else.  Chime back if you have further questions, or of course you can reach out directly.

    - Aaron Horn

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  • Robert Warren

    thanks Aaron, that is very helpful.  I'm not completely sure what "creates conflicts" does, I mean what all is involved with that statement?  Been watching a lot of the you tube training, but I don't know they go over that phrase with any detail. 

    thank you again for your help.

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  • Aaron Horn

    Hey Robert.  Creates Conflicts is a status setting that has to do with whether an element should or should not be calculated by the Availability Engine.  Availability Engine being the mechanism Flex uses to predict the available quantities of items and other resources in the future.  Easiest example of that is that in most people's systems, Inquiry status does not cause conflict (Creates Conflicts - No) but Confirmed status does (Creates Conflicts - Yes).  I would not do too much editing of these settings until you gain a better understanding, but changing the settings for the Template status should be fine.  Where it becomes more complicated is when you have child Pull Sheets and Manifests and so on.

    I'll shamelessly say that I can save you a lot of time in training versus watching the videos.  Plus we can contour the system to fit your needs specifically.  Let me know if you'd like some direct help.  My contact info is in my original response.  Thanks Robert!

    - Aaron Horn

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  • Robert Warren

    ok gotcha.. I just wanted to make sure it didn't control or do anything else. 

    Hey I really appreciate the help, thank you! 

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