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Use record template to create a new record

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This procedure shows how to use a previously defined record template to create a new record. To complete this procedure, you must first complete the "Create a record template to facilitate data entry" procedure.

This procedure uses the USMF company.

  1. In the Navigation pane, go to Fixed assets > Fixed assets > Fixed assets.
  2. Click New. You will be prompted to select a template. Select the one that corresponds to your business need.
  3. In the list, find and select the desired record.
  4. Click OK.