<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/tf/onlinemanual/000500" xml:lang="en">
   <Header>
      <Title>Using transaction templates</Title>
      <Keyword type="header" order="d1e1952886">
         <Level1>Transaction template</Level1>
      </Keyword>
      <Keyword type="header" order="d1e1952889">
         <Level1>Posting data schedule</Level1>
      </Keyword>
      <Keyword type="header" order="d1e1952892">
         <Level1>Transaction scheme</Level1>
      </Keyword>
   </Header>
   <AimSection>
      <Paragraph>A transaction template
		is a set of entries created (generated and repeated) to distribute a
		transaction across a number of ledger accounts and dimensions. For example, you
		can distribute the recurring purchase invoices for general supplies across a
		number of departments or work centers. The set of transactions is automatically
		linked to the document.</Paragraph>
   </AimSection>
   <GeneralSection>
      <Paragraph>For each transaction template you can define one or more
		transaction template lines to specify the distribution of the main transaction
		amount across a number of ledger accounts and dimensions.</Paragraph>
      <List>
         <ListIntro>The transaction template type determines whether the
		  distribution of the transaction amount is based on:</ListIntro>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/domains/gld.tsty#amounts" role="option">Amounts</GUIRef>
         </ListItemHead>
         <ListItem>Fixed amounts are posted to specific ledger accounts and
		  dimensions. The sum of the amounts must be equal to the transaction amount.</ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/domains/gld.tsty#percentages" role="option">Percentages</GUIRef>
         </ListItemHead>
         <ListItem>Percentages of the transaction amount are posted to specific
		  ledger accounts and dimensions. The sum of the percentages must be 100.</ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/domains/gld.tsty#factors" role="option">Factors</GUIRef>
         </ListItemHead>
         <ListItem>Proportional parts of the transaction amount are posted to
		  specific ledger accounts and dimensions.</ListItem>
      </List>
      <List>
         <ListIntro>You can create transactions based on transaction templates in
		  these sessions:</ListIntro>
         <ListItem>
            <GUIRef href="/baanerp/tf/gld/tfgld1204s000" role="session">Create Transactions from Template (tfgld1204s000)</GUIRef>
         </ListItem>
         <ListItem>
            <GUIRef href="/baanerp/tf/cmg/tfcmg1110s000" role="session">Standing Orders (tfcmg1110s000)</GUIRef>
         </ListItem>
      </List>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Using factors</SectionTitle>
      <Paragraph>You can use factors to distribute the transaction amount
		proportionally.</Paragraph>
      <Paragraph>For example, to distribute the electricity bill proportionally
		across three work centers that comprise three, five, and two machines
		respectively, you can set up a transaction template that is based on a factor.
		You must define three transaction template lines in the <GUIRef href="/baanerp/tf/gld/tfgld0113m000" role="session">Transaction Template Lines (tfgld0113m000)</GUIRef> session, one for each work center. For
		the first work center, you enter 3 in the <GUIRef href="" role="manual">Factor</GUIRef> field, for
		the second work center, you enter 5, and so on.</Paragraph>
      <Paragraph>ERP Enterprise calculates the parts of the transaction amount for each transaction template
		line as follows:</Paragraph>
      <Paragraph>3 + 5 +4 = 12</Paragraph>
      <Paragraph>As a result:</Paragraph>
      <Paragraph>3/12 of the total transaction amount is posted to the first work
		center.</Paragraph>
      <Paragraph>5/12 of the total transaction amount is posted to the second
		work center.</Paragraph>
      <Paragraph>4/12 of the total transaction amount is posted to the third work
		center.</Paragraph>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Specifying the transaction template line</SectionTitle>
      <ProcedureList>
         <ListIntro>To specify the transaction template line:</ListIntro>
         <ListItem>In the <GUIRef href="/baanerp/tf/gld/tfgld0512m000" role="session">Transaction Templates (tfgld0512m000)</GUIRef> session, double-click the appropriate
		  transaction template. The <GUIRef href="/baanerp/tf/gld/tfgld0612m000" role="session">Transaction Template (tfgld0612m000)</GUIRef> session starts.</ListItem>
         <ListItem>On the <GUIRef href="" role="manual">Template Lines</GUIRef> tab, click the New
		  button to specify the part of the transaction amount, the ledger account, and
		  the dimensions to which the amount must be posted. ERP Enterprise automatically
		  generates the next line number.</ListItem>
         <ListItem>Repeat the previous step for each transaction template line.</ListItem>
      </ProcedureList>
   </GeneralSection>
</ManualTopic>