Assignment Templates

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An Assignment Template includes the name of the client’s assignment and is linked to an Assignment Type so that the assignment properties are defined automatically. At least one assignment should be associated with a client before time or disbursements can be recorded for the client. You can either create a custom assignment template specifically for the client or attach an existing assignment template to the client.

Setting up an Assignment Template

From the main menu, select File > Maintenance > Assignment > Assignment Templates.
On the Assignment Templates window, in the blank row at the top of the table, enter the name of the template in the Name As cell.
Enter the code in the Code As cell and select the Assignment Type from the drop down list.
Select the Inactive check box if the template is to be inactive. Clear the check box to make a template active.
Click OK to save the template and close the window.

Assignment template creation.PNG

Linking an Assignment Template to a Product

Linking an Assignment Template to a Product activates the user’s ability to link a Tax Return or a Set of Accounts to a job within the 'Add Job/Schedule' window.

To link an Assignment Template to a product click File > Maintenance > Assignment > Assignment Templates and select the Product from the drop-down list:

Where CCH Personal Tax, CCH Accounts Production and CCH Corporation Tax are installed, the following Products are available within Product drop down list:

Setting the Product

Setting a Product within the Assignment Templates screen activates the user’s ability to link a Tax Return or a Set of Accounts to a job within the 'Add Job/Schedule' window.

Removing the Product

To remove a product from an Assignment Template, select the empty cell within Product drop-down list.

The following message is returned when removing a Product from an Assignment Template and Tax Returns or Set of Accounts are linked to jobs:

Deleting an Assignment Template

From the main menu, select File > Maintenance > Assignment > Assignment Templates.
In the Assignment Templates window, select the assignment template you want to delete and then press the [Delete] key.
On the prompt confirm the delete action by clicking Yes.
If the assignment template is used elsewhere in the system, it is not possible to delete it.
If you cannot delete the assignment template, you can make the assignment template inactive, check the respective box under the column Inactive.
Click OK to save the changes and exit the Assignment Templates window.