Setup Requirement Templates
Creating Requirement Templates in RMS.
Steps Required
Have your System Administrator complete the following.
- Go to Setup > Accounting > Requirement Templates in RMS.
- Select 'Add'.
- Enter a Template Name.
- Select 'Add'.
- Select Requirements to be included.
- Save/Exit.
- Save/Exit.
Visual Guide
Go to Setup > Accounting > Requirement Templates in RMS.
Select 'Add' to create a new template.
Enter a Template Name.
Select 'Add'.
Select Requirements to be included.
Select 'Save/Exit' to apply the selected Requirements to the template.
Select 'Save/Exit' to complete creating the Requirement Template.
