Default incoterms for specific master agreement document type

[Former Member]

When creating a new master agreement of a specific document type, I want to include a default of a specific incoterm.  In other words, I don't want the users to have to select Document > Setup > Add Incoterm and then select the incoterm every time this type of master agreement is created.  For this type of document, the incoterm will always be the same.

How can this be done?

[Former Member · Accepted solution]

Hi Arlene, 

    Its best to create a Master Agreement template and set all the defaults in the template. You can then ask the business users to always use the template to create the Master agreements. This is also one more level of finer details compared to the Doc Types.

     In order to do so, you will start by creating a template using the doc type and then save the default delivery term and other details before saving the template.

Hope this solves some of the concern

[Former Member · Accepted solution]

Thanks for your response.  I've never used templates like that before, but I tried it out and it works.  If I want to force the users to always use the template, how can I disable the doc type from showing up when creating the master agreement?  In other words, I'm thinking that I may want all of my doc types to be created from templates.  So, can I remove all doc types as options, leaving only the From a Template option where all doc types will have templates with appropriate defaults?

[Former Member · Accepted solution]

You have to do so in the Query definition.. in other words you will not just be disabling the Doc types but right on the initial screen were they see 'Create Master agreement' , just provide the option to only 'Create from Template'.  Ofcourse this is just one of the ways you can solve this problem without having to write any script.

[Former Member · Accepted solution]

Ah, yes, that makes sense.  One more question -- How can I update a template?  I can't find where that can be done?

[Former Member · Accepted solution]

"Search Master agreement templates" - > Edit - change and save.. like any other Master agreement.

(perhaps your template is not showing up due to the search criteria, click modify search to pull up your template)

[Former Member · Accepted solution]

I couldn't find it because the "Search Master Agreement Templates" query was marked to be removed from selection list AND was not marked to be included in the top level navigation.  That's why I couldn't find it.  I'm good now.  Thanks for all of your assistance.

[Former Member]

Hi Arlene,

In this case there is no way to populate the inco terms at the MA type using the configuration,however you can add the inco term using the script in the On Create of MA.

Let me know for further clarifications.

Thanks,

Ankur Goyal

[Former Member]

Thanks, Ankur, for the idea.  However, that is what I was trying to do, but I was having problems getting the code right.  Can you please provide the syntax and code for setting the incoterm to a specific value and also setting that one as awarded?