In the Templates tab you can select the default document templates to be used for the selected providers whenever you create new invoices, LISA evaluations, purchase orders and multiple purchase orders..
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Invoice Template | The document template automatically suggested by the system whenever you create a new invoices for these providers. |
LISA Evaluation Template | The document template automatically suggested by the system whenever you generate a document which has the results of a recent LISA evaluation of the provider's performance on an individual activity. To modify the LISA evaluation list, go to System > Configuration > System Values > LISA Evaluation Levels. The number of levels in the list cannot be changed, but you can modify a level's name and threshold, add a localised name for a level or revert the scale so that 1 is the highest mark and 10 is the lowest mark or vice versa. You evaluate the provider's work according to the LISA standards in the Evaluation tab of a given activity's Display. |
Purchase Order Template | The document template automatically suggested by the system whenever you send to the provider a new purchase order of an assigned activity for a given project. |
Multiple Purchase Order Template | The document template automatically suggested by the system whenever you send to the provider a new single purchase order which contains the specifics of multiple activities for a given project. |
Click to advance to the Confirmation Page. | |
Click to terminate the modification process. |