Understanding Order Templates Creating and Using Templates to Enter Sales Orders by Ayman Refat - March 14, 20180 Understanding Order Templates Concept With templates, you can: • Create a standard template that applies to all customers and assign it to appear every time you enter an order. • Create as many standard templates as you need. • Assign one standard template to a customer in the customer master. • Create a customer-specific template that contains the customer’s address book number and includes only that customer’s most frequently ordered items and quantities. • Create multiple templates for a customer or use the same template for more than one customer. Procedure In this topic, you will learn the processes to create templates and use them on sales orders. Step Action This diagram illustrates how the system uses templates during sales order entry. You have three standard templates that can apply to multiple customers: • Health • Office • Sport These templates include the most frequently ordered items within each category. The Health template includes: • Vitamins • Mineral water • Aspirin The Office template is the primary or default template that the system uses, and includes: • 50 pens • 50 pencils • 150 note pads The Sport template includes: • Bicycles • Water bottles • Helmets You could also create a standard template that lists all of your frequently ordered items, regardless of their classification. You use sales order history information to regularly update existing order templates to ensure that the order entry process remains accurate and efficient. For example, you can change the quantities or sequences on an existing template. Step Action You access templates when you enter sales orders. If you enter a template name in the processing option for the Sales Order Entry program (P4210), the system displays the template that is specified in the processing option each time you enter an order. You must also activate order template processing in the processing options. If you do not activate template processing, the system will not display templates during order entry. If you assign a standard template to a customer, the system displays the template each time that you enter an order for the customer. You can access any template during sales order entry and then select another one that is appropriate for the customer’s needs. Step Action You can create templates manually or using sales order history information. Use the Customer Template Revisions program (P4015) to create order templates manually. You can assign effective dates to each order template line. Before creating an order template, you must set up the template name in the user-defined code (UDC) table 40/0T. After a customer establishes an order history, you can have the system automatically create order templates. Step Action This diagram illustrates the process of creating templates using the Customer History Template Rebuild program (R42815). The R42815 program is a standard batch program that automates the process of creating templates. After processing orders for a customer through the sales update step of the sales order process, the system creates a record of the customer’s order history in the Sales Order History table (F42119). You then run the R42815 program to: • Update a customer template based on current sales patterns. • Update a standard order template based on current sales patterns. • Create a standard template based on sales history. The processing options for the R42815 program enable you to specify the following formats that the system uses to enter templates: • Sold-to • Ship-to • Suppliers • User In summary, you use templates to expedite the sales order entry process for frequently ordered items. You can use general or customer-specific templates during sales order entry. End of Procedure.