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<ManualTopic ID="/baanerp/td/onlinemanual/000377" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Sales order templates</Title>
		<Keyword><Level1>template</Level1>
		</Keyword>
	</Header>
	<GeneralSection><Paragraph>You can use sales order templates for recurring sales orders from the same (group of) business partner(s). To define an order template, take the following steps:</Paragraph>
		<ProcedureList><ListItem>Define a template group in the <Link href="/baanerp/td/sls/tdsls2125m000" role="session">Template Groups (tdsls2125m000)</Link> session.</ListItem>
			<ListItem>Optionally, link one or more <Link href="/baanerp/tc/glossary/glossary#SoldtoBusine.tc" role="glossary">sold-to business partners</Link> to the template group in the <Link href="/baanerp/td/sls/tdsls2126m000" role="session">Sold-to BP by Sales Order Template Group (tdsls2126m000)</Link> session.</ListItem>
			<ListItem><List><ListIntro>In the <Link href="/baanerp/td/sls/tdsls2605m000" role="session">Sales Order Template - Lines (tdsls2605m000)</Link> session:</ListIntro>
					<ListItem>Define an order template that identifies the template group, sold-to business partner, and effectivity.</ListItem>
					<ListItem>Add lines to the order template, which contain the item and the ordered quantity.</ListItem>
				</List>
			</ListItem>
		</ProcedureList>
		<Note><SectionTitle>Note</SectionTitle>
			<List><ListItem>You can create a new template by copying information from an existing template in the <GUIRef href="/baanerp/td/sls/tdsls2205m000" role="session">Copy Sales Order Templates (tdsls2205m000)</GUIRef> session.</ListItem>
				<ListItem>From the <GUIRef href="/baanerp/td/sls/tdsls2605m000" role="session">Sales Order Template - Lines (tdsls2605m000)</GUIRef> session and the <GUIRef href="/baanerp/td/sls/tdsls2505m000" role="session">Templates (tdsls2505m000)</GUIRef> session you can start the <GUIRef href="/baanerp/td/sls/tdsls4201s000" role="session">Copy Sales Order (tdsls4201s000)</GUIRef> session in which you can copy existing sales order lines, either from history or from current sales orders, to the order template.</ListItem>
				<ListItem>You can insert order templates into sales orders in the <GUIRef href="/baanerp/td/sls/tdsls4100m900" role="session">Sales Order - Lines (tdsls4100m900)</GUIRef> session.</ListItem>
				<ListItem>If you start the <GUIRef href="/baanerp/td/sls/tdsls2605m000" role="session">Sales Order Template - Lines (tdsls2605m000)</GUIRef> session from the <GUIRef href="/baanerp/td/smi/tdsmi1500m000" role="session">Account Manager Dashboard (tdsmi1500m000)</GUIRef> session, you can directly generate a sales order based on a template for the selected business partner.</ListItem>
			</List>
		</Note>
	</GeneralSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000378" role="manual">To use templates and catalogs in sales orders</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
