Accounting Playbook Task Template Fields

The Accounting Playbook Task Template object includes the following fields.

Key * – Mandatory field

Field		Description
Accounting Playbook Template	*	The accounting playbook template for the task template.
App Location 1-5		The link in this field opens an app or a record from where an action can be performed. For example, link to Automated Eliminations page or Currency Revaluation Criteria page. You can display App Location 1- 5 fields. By default, App Location 1 and 2 fields are visible.
Assignee		The assigned user for the task generated from the accounting playbook task template.
Calculate Due Date		The number of days to calculate the due date of the accounting playbook task generated from the accounting playbook task template.
Description		The description for the accounting playbook task template.
Name	*	The unique name of the accounting playbook task template.
Note 1-5		Displays the notes related to the accounting playbook tasks generated from the task template. You can display Note 1 to 5 fields. By default, Note 1 and 2 fields are displayed.
Report Location 1-10		The link in this field opens any report used to perform the accounting playbook tasks generated from the task template. For example, report on outstanding value of sales invoices, an exported spreadsheet, and more. You can display Report Location 1 to 10 fields. By default, Report Location 1 and 2 fields are displayed.

Buttons

The following buttons appear on an Accounting Playbook Task Template page.

Button	Description
Clone	Makes a copy of the existing accounting playbook task template.
Delete	Deletes the accounting playbook task template.
Edit	Displays the fields to edit for the accounting playbook task template.