Mass Maintenance

Create Template (Integrate Template)

Use this page to Create a Template from an Integrate Template.

To access this page:

  1. Select Mass Maintenance > Team in the Navigation pane.
  2. Click Create Template for a team.
  3. Click Create from Integrate template.

Field

Description

TEMPLATE NAME

Displays name of the template.

CONNECTION

Displays target ERP system used for recording the template.

INTEGRATE TEMPLATE ID

Displays name of the template created in Integrate.

Create Template

Click to create a template based on an Integrate template.

If a template created from an Integrate template must be re-recorded in Mass Maintenance to modify it, this recording overrides the Template ID recording in Integrate. Take special care when re-recording a template in Mass Maintenance if that template was originally imported from Integrate.