| Using templates in sales ordersYou can use sales order templates for recurring sales orders
from the same (group of) business partner(s). In the Sales Order (tdsls4100m900) session, you can specify a sales order based on a
template. In the Customer 360 (tdsmi1500m000) session, you
can generate a sales order based on a template for the selected business
partner. Specifying sales order lines based on a template To specify sales order lines based on a template: - Specify one or more
sales order templates. For more information, refer to Sales order templates.
- In the Sales Order (tdsls4100m900) session, specify sales order header data.
- From the appropriate menu on the Lines tab, click Sales Order Templates.
- LN verifies how many templates are available for the business partner. If only one
template is available, the Sales Order Template (tdsls2605m000) session is started. If more templates are available, the Sales Order Templates (tdsls2505m000) session is started.
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- If the Sales Order Template (tdsls2605m000) session is started, you can copy all
item lines, or a selection of item lines to the sales order by clicking Copy All Item Lines or Copy Selected Lines.
- If the Sales Order Templates (tdsls2505m000) session is started, you can select a
template and click Copy All Item Lines to copy all item lines to the
sales order. To select specific item lines, double-click a template. The Sales Order Template (tdsls2605m000) session is started in which you can
select the lines.
Generating a sales order based on a template To generate a sales order based on a template: - Specify one or more
sales order templates.
- In the Customer 360 (tdsmi1500m000) session, click Sales Order Templates.
- LN verifies how many templates are available for the business partner. If only one
template is available, the Sales Order Template (tdsls2605m000) session is started. If more templates
are available, the Sales Order Templates (tdsls2505m000) session is
started.
- From the appropriate menu of these sessions, select Generate Sales Order. A sales order is generated
based on the template for the selected business partner.
Note If a sold-to business partner is specified in the Sales Order Template (tdsls2605m000) or Sales Order Templates (tdsls2505m000) sessions, you can generate a sales order
from the template also from these sessions. | |