PPM Issue Templates
Available from 4.5.0
PPM Issue Templates allow PPMs to be auto issued at a set period of time in advance e.g. 3 monthly PPMs can be auto issued 30 days in advance and weekly PPMs could be issued 2 days in advance.
The list of PPM Issue Templates are maintained here.
Settings > Contracts > PPM Issue Templates
The link will open the PPM Issue Template grid. It is a grid view which can be searched, sorted and customised as normal.
To add a new PPM Issue Template click New 
, to edit an existing PPM Issue Template click Edit 
. A pop up window will appear which will allow the creation or amendment of a PPM Issue Template.
Click to view - PPM Issue Template Fields and Descriptions
Complete the fields and click Save 
. Once the PPM Issue Template header has been completed and saved a sub navigation will appear to allow additional entities to be created / assigned.
These include:
- PPM Settings
- Associated Contracts
PPM Settings
Click to view more detail
The PPM settings allow the rules to be set for PPM auto issuing e.g. weekly PPMs can be set to auto issue 1 day in advance and 3 monthly PPMs could be set to auto issue 7 days in advance.
PPM Settings must be unique to the Issue Template e.g. the same setting cannot be repeated within the same template.
Settings > Contracts > PPM Issue Templates - PPM Settings
The link will open the PPM Issue Templates / PPM Settings grid. It is a grid view that can be customised and sorted as normal.
To add a new PPM Setting click New , to edit an existing PPM Setting click Edit . A pop up window will appear which will allow the creation or amendment of a PPM Setting
Click to view - PPM Setting Fields and Descriptions
Complete the fields and click Save and Close 
.
Repeat the process until all required PPM Settings have been created.
Associated Contracts
Click to view more detail
Contracts are associated with PPM settings to ensure that PPMs can be auto issued correctly for each Contract.
Settings > Contracts > PPM Issue Templates - Associated Contracts
The link will open the PPM Issue Templates / Associated Contracts grid. It is a grid view that can be customised and sorted as normal.
To assign Contracts click Assign
, entities in the right hand assignment window are connected.
To create Contracts see Contracts
Note: For Auto Issuing to work the Offloading Feature must be configured
