Template Summary
The QQube Template Dimension contains the transaction templates maintained in QuickBooks. Templates control form layouts and can also identify different business processes or transaction stages.
Dimension Type QuickBooks list dimension | Template Represents A QuickBooks form template and its associated transaction type |
QuickBooks Source Templates List | Primary Use Group or filter transactions by form, sales category, or workflow stage |
Included Data Models Customers: Sales, Open Sales Orders, Accounts Receivable Operations: Purchases, Open Purchase Orders, Inventory, Job Cost Details Finance: General Ledger Detail, Profit and Loss Detail, Cash Position | |
QuickBooks Source
Template information comes from the Templates List in QuickBooks. Each template has a unique name and is associated with a specific transaction type.
Source Transactions
- Estimate
- Sales Order
- Invoice
- Credit Memo
- Sales Receipt
- Purchase Order
Source Example
Reporting uses
In Sales analytics, templates can categorize different types of sales. In Job Cost Details, templates can distinguish original estimates from change orders. QuickBooks does not permit negative estimates or change orders.
Missing templates
Missing or inapplicable template information appears as (No Template).
Available Fields
| Display Order | Field Name |
|---|---|
| 1 | Template Active |
| 2 | Template Name |
| 3 | Template Type |
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