Default Template Nomination Strategies

Overview

There are multiple levels for nominating default templates:

• Link to client DocDes country code
• Per client nominated default template(s) 
• Per DocDes folder

Client Preferred DocDes Country (chr20_docdesctry)

Each client can be assigned their preferred country which does not necessarily need to be the same as the Company Location code. The preferred country code can be linked to the country code associated with the DocDes template, and used by specific applications to either suggest defaults or enforce rules. This can be considered as a filter to ensure the correct templates are used when working with clients with language requirements in the templates themselves. Applications that apply this link include DOXREF and TRADE.   

Client Default Templates (xx_chr27)

Each client can nominate a default template(s) per Menu Option. This ties in with the DocDes folder structure where Menu Options are assigned at folder level, thus controlling which Menu Options are available to this CLI feature. Applications that apply these defaults include TRADE (Forms) and INVOICING (J02).  

NOTE: Under consideration is the concept of tagging which would allow free-format tags to be maintained and associated with DocDes Templates.
This would enhance the Client Default functionality to allow nomination of:

• Default Template for a specific process within a Menu Option (e.g. Contract Advice, Shipping Notification, Insurance Certificate - all possible within TRADE)
• Tags for identifying different types of document for filtering system-generated Documents based on these templates through Document Management

DocDes Folder (xx_docdes)

Using the r/mouse-click menu option Default Template it is possible to flag a single template as being the Folder's default. Limited applications that recognise this include PROTANK and LABIN, for which the purpose is to identify a default template for a specific folder for a specific task.