Use record template to create a new record

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.