Client Maintenance / Client Template

Client Template

The Client Templates page allows the user to create new client template, clone the existing template, edit the client template and delete the client template.

Users may also assign the client template to one client or multiple clients.

Users may edit the Basic Parameters, Ineligible Calculations and Bucket Aging for the created client template by clicking the  button. The created client template will be displayed under Create ABL Client page.

Users may assign the client template while creating the new ABL Client under Create ABL Client page. The parameter settings such as Basic Parameters, Ineligible Calculations and Bucket Aging, are automatically updated for the client based on the client template selected under Create ABL Client page.

Navigation: Client Maintenance → Client Template

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Fields and Descriptions

To add new client template, perform these steps:

1. Go to Client Maintenance → Client Templates.

2. Click the  button to create new client template. An Add New Template page appears.

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3. In Template Name field, enter the new template name for the client.

4. In Template Description field, enter any free form of text to describe about the client/client template creation.

5. Click Active button if you want to make the client template as Active.

6. Click Default button if you want to make the client template as default. A pop-up screen appears.

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Only one Client Template can be selected as Default.

7. Click the  button if you want to make the client template as default or click the  button if you do not want to make the client template as default.

8. Click the  button. The new client template is created and a success message “New Template has been created” appears.

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When user creates the new client template with the existing client template name, the system shows an error notification.

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To clone the Client Template, perform these steps:

1. Go to Client Maintenance → Client Templates.

2. Select the client template that you wish to clone.

3. Click the  button to clone the client template. A Clone Template page appears.

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4. In New Template Name field, enter the new cloning template name.

 The system shows an error notification when user creates the cloning template with the same client template name.

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5. Click the  button. The Client Template is cloned and a success message “Template Cloned Successfully, Please edit for make changes”.

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To edit the Client Template, perform these steps:

1. Go to Client Maintenance → Client Templates.

2. Select the client template that you wish to edit.

3. Click the  button to edit the client template. A pop-up window appears.

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4. Click the  button to cancel client template editing process. 

5. Click the  button to edit the client template. An Edit Template page appears.

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4. Edit the fields as required.

1. You can deactivate the Client Template by clicking the  button.
2. You can edit the Basic Parameters and Click the  button. You may also reset the Basic Parameters by clicking the  button.
3. You can edit the Ineligible Calculations and click the  button. You may also reset the Ineligible Calculations by clicking the  button.
4. You can edit the Bucket Aging fields and click the  button. You may also reset the Bucket Aging by clicking the  button.

5. Click the  button. The client template is edited and a message "Successfully Edited" appears.

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To delete the Client Template, perform these steps:

1. Go to Client Maintenance → Client Templates.

2. Select the client template that you wish to delete.

3. Click the  button to delete the client template. A pop-up box appears.

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The system allows the user to delete only inactive client template.

4. Click the  button if you want to delete the selected inactive client template or click the  button  if you want to cancel the client template deletion process.

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To assign the Client Template to the specific client/multiple clients, perform these steps:

1. Go to Client Maintenance → Client Templates.

2. Select the client template that you wish to assign it to the client.

 You may select Blank Template which is a blank template of Basic Parameters, to the selected client.

3. Click button. An Assign Template page appears.

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4. Select the client template from drop-down list.

5. Edit the parameter settings such as Basic Parameters, Ineligible Calculations and Bucket Aging, as required.

6. In Clients field, select one/multiple client name to assign the client template.

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7. Click the  button to assign the client template to the selected client.

Information:

1. Click the  button to assign the template to all the clients.
2. Click the  button to unassign the client template for the selected client.
3. Click the  button to unassign the client template for all the clients.

8. Click the  button. A pop-up screen appears.

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Information:

One Time Use and Do Not Update Template – If selected, the updated/modified parameters are assigned to the selected client’s parameters only in client level as an one time use and will not be stored in a template level.

One Time Use and Update Template – If selected, the updated/modified parameters are assigned to the selected client’s parameters in client level as one time use but stored in a template level.

One Time Use and Create Copy of Template – If selected, the updated/modified parameters are assigned to the selected client’s parameters in client level as one time use. The system creates a copy of the client template with the updated parameters and displays the copy of the client template in Client template page.

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In Template Name field, enter the copy of the template name. In Description field, enter the description about the copy of the client template.

9. Select any one of the option to set parameters.

10. Click the  button. The template is successfully assigned to the selected clients.

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 When Client Template is assigned successfully to the selected client/clients, changes made in Parameter settings such as Basic Parameters, Ineligible Calculations, and Bucket Aging will be applied to selected client/clients only.

 For more information about fields and descriptions for Parameter settings (Basic Parameters, Ineligible Calculations and Bucket Aging), please reference ABL Basic Parameters page, Ineligible Calculations page and Bucket Aging page.