| # Sales Order Templates (tdsls2505m000) Use this session to view, enter, and maintain sales order templates. You can start this session in the details mode by clicking Sales Order Template Details on the File menu of the Sales Order Template - Lines (tdsls2605m000) session. As a result, you cannot only maintain the sales order template data, but you can also enter a new sales order template in the Sales Order Templates (tdsls2505m000) details session. On the appropriate menu, you can click: Generate Sales Order, to generate a sales order from the template in the Sales Order - Lines (tdsls4100m900) session. You can only select this option if a Sold-to BP is entered. Copy Sales Order to Template, to copy a sales order to a template in the Copy Sales Order To Template (tdsls2204s000) session. Copy All Item Lines, to copy all template lines to the sales order. On the toolbar, you can click the Duplicate Record button to start the Copy Templates (tdsls2205m000) session. Related topics Sales order templates Using templates and catalogs in sales orders and quotations Order Template The code that identifies the sales order template. Template Group The code that identifies the template group. Use the template group to link more than one sold-to business partner to a template. Sold-to BP sold-to business partner Sold-to Address The sold-to business partner's address code. Ship-to BP ship-to business partner Ship-to Address address Warehouse warehouse Effective Date effective date Exp Date The last day on which a record is valid. If you do not specify an expiry time, the validity expires at the end of the expiry date, at 24:00 hours. Text If this check box is selected, text exists for the template. Status The template's status. Allowed values Template Status Copy Sales Orders Starts the Copy Sales Order To Template (tdsls2204s000) session, in which you can copy data from active sales orders or from history. Generate Sales Order Generates a sales order based on the selected template. This option is only available if the Sales Order Templates (tdsls2505m000) session is started stand-alone, or from the Account Manager Dashboard (tdsmi1500m000) session. Copy All Item Lines Copies all template lines to the sales order. This option is only available if you started this session from the Sales Order - Lines (tdsls4100m900) session. |