Modify Template

Scope

Modify Estimate Template

Home > Search Template> Template Code (Hyperlink) > View Template> Modify (action)

Actors

State: STATE_MUKTA_ADMIN

Details

1. Modify template is provided to enable the users to make the correction in the existing template details.

2. The attributes which are allowed to modify are as given below table.

Sr. No.	Field	Data Type	Is Mandatory ?	Description
1	Code	Display	Yes	A unique code generated for template.
2	Project Type	Drop-down	Yes	Project types values from master data.
3	Name	Text	Yes	Name given to template.
4	Description	Text	Yes	The description, describing the template in detail.
5	Status	Drop-down	Yes	Status of the template Active/ Inactive
5	Search SOR	Search	Yes	To search an SOR and add to the template.
6	SORs
6.1	Sr. No.	Display	Yes	Serial number.
6.2	Sub Type	Display	Yes	SOR Sub Type
6.3	SOR Code	Display	Yes	SOR Code
6.4	Description	Display	Yes	SOR description
6.5	Unit	Display	Yes	Unit of measurement
7	Non SORs
7.1	Sr. No.	Display	Yes	Serial number.
7.2	Description	Text	Yes	Non SOR description
7.3	Unit	Drop-down	Yes	Unit of measurement

Actions

Submit - On Submit,

1. Changes are saved and success toast message is displayed.

2. The existing estimates which has already used the template remains unaffected.

Changes to template are saved successfully.

Validations

Not applicable.

Configuration

Not applicable.

Notifications

Not applicable.

User Interface

Acceptance Criteria

1. Estimate template is modified.

2. Estimates created remains unchanged.