For each facility used in ROI, you are able to specify a set of templates used in the ROI process. These templates can include a cover sheet, bill, inventory page, and rejection letter. When using ROI, the cover sheet, inventory pages, and bill are generated and released with the rest of the requested information; the bill and rejection letter can be generated and printed by marking the request as either billed or rejected, respectively.
Note:
Before assigning templates to a facility, you must first create the appropriate templates using Document Composition in Microsoft Word. For more information on creating ROI templates, see Configuring ROI Templates.
To specify templates for a facility:
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Click the Templates button. The Template Settings dialog box is displayed.
