Revised: 11/26/2012
A detailed breakdown and subtotals in a Financial Template can take some time to get setup. When you have multiple Departments/Funds/AMPs, etc. that need the same setup, it may just be easier to copy the original template and then make changes.
To copy an existing Template:
Template Master
Go to Maintain>>Template Master
Select the original Template Code that you want to copy.
On the Function Bar, click on Duplicate.
This will open the Copy Template view
Review the Detail Information in the new Template.
Are Starting and Ending Accounts as required?
Descriptions may need edited for the statement.
Enter a new unique Template Code.
Description will copy from the original, change as needed.
Replacement Account Information:
This will show a box for each of your GL Account Segments. You may use these to change account ranges. For example: The original template is using Fund 1000 for all of the account ranges. Type in 2000 to change all Account ranges to Fund 2000.
This feature will only make changes to the Starting Account and Ending Account. Nothing in the Description columns will be changed. This can include text for headers and totals or account filters.