Using templates in sales orders

You 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:

  1. Specify one or more sales order templates. For more information, refer to Sales order templates.
  2. In the Sales Order (tdsls4100m900) session, specify sales order header data.
  3. From the appropriate menu on the Lines tab, click Sales Order Templates.
  4. 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.
    • 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:

  1. Specify one or more sales order templates.
  2. In the Customer 360 (tdsmi1500m000) session, click Sales Order Templates.
  3. 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.
  4. 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.
Related topics
  • Sales order templates