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<ManualTopic ID="/baanerp/td/onlinemanual/000378" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">To use templates and catalogs in sales orders</Title>
		<Keyword><Level1>sales orders</Level1>
		</Keyword>
		<Keyword><Level1>templates</Level1>
		</Keyword>
		<Keyword><Level1>catalogs</Level1>
		</Keyword>
	</Header>
	<GeneralSection><Paragraph>You can use sales order templates for recurring sales orders from the same (group of) business partner(s) and you can use catalogs for the shopping list type of order entry.</Paragraph>
		<Paragraph>In the <GUIRef href="/baanerp/td/sls/tdsls4100m900" role="session">Sales Order - Lines (tdsls4100m900)</GUIRef> session, in which you can enter both header and lines on one single screen, you can manually enter sales orders, but you can also use templates if orders reoccur, or you can use catalogs.</Paragraph>
		<Paragraph>In the <GUIRef href="/baanerp/td/smi/tdsmi1500m000" role="session">Account Manager Dashboard (tdsmi1500m000)</GUIRef> session, you can use templates to directly generate a sales order for the selected business partner.</Paragraph>
	</GeneralSection>
	<GeneralSection><SectionTitle>To enter sales order lines based on a template</SectionTitle>
		<ProcedureList><ListIntro>To enter sales order lines based on a template, take the following steps:</ListIntro>
			<ListItem>Define (a) sales order template(s).</ListItem>
			<ListItem>In the <GUIRef href="/baanerp/td/sls/tdsls4100m900" role="session">Sales Order - Lines (tdsls4100m900)</GUIRef> session, click the <GUIRef href="" role="manual">Add a New Sales Order</GUIRef> button to enter header data.</ListItem>
			<ListItem>On the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="" role="manual">Lines</GUIRef> tab in the <GUIRef href="/baanerp/td/sls/tdsls4100m900" role="session">Sales Order - Lines (tdsls4100m900)</GUIRef> session, click <GUIRef href="/baanerp/td/sls/tdsls4101m000#copy.templates" role="formcommand">Sales Order Templates</GUIRef>.</ListItem>
			<ListItem>SSA ERP checks how many templates are available for the business partner. If only one template is available, the <Link href="/baanerp/td/sls/tdsls2605m000" role="session">Sales Order Template - Lines (tdsls2605m000)</Link> session is started. If more templates are available, the <Link href="/baanerp/td/sls/tdsls2505m000" role="session">Sales Order Templates (tdsls2505m000)</Link> session is started.</ListItem>
			<ListItem><List><ListIntro>If the:</ListIntro>
					<ListItem><GUIRef href="/baanerp/td/sls/tdsls2605m000" role="session">Sales Order Template - Lines (tdsls2605m000)</GUIRef> session is started, you can copy all item lines, or a selection of item lines to the sales order by clicking <GUIRef href="/baanerp/td/sls/tdsls2506m000#copy.all.lines" role="formcommand">Copy All Item Lines</GUIRef> or <GUIRef href="/baanerp/td/sls/tdsls2506m000#copy.selected.lines" role="formcommand">Copy Selected Lines</GUIRef>.</ListItem>
					<ListItem><GUIRef href="/baanerp/td/sls/tdsls2505m000" role="session">Sales Order Templates (tdsls2505m000)</GUIRef> session is started, you can select a template and click <GUIRef href="/baanerp/td/sls/tdsls2505m000#copy.all.lines" role="formcommand">Copy All Item Lines</GUIRef> to copy all item lines to the sales order. If you want to select specific item lines, double-click a template. As a result, the <GUIRef href="/baanerp/td/sls/tdsls2605m000" role="session">Sales Order Template - Lines (tdsls2605m000)</GUIRef> session is started in which you can select the lines.</ListItem>
				</List>
			</ListItem>
		</ProcedureList>
	</GeneralSection>
	<GeneralSection><SectionTitle>To generate a sales order based on a template</SectionTitle>
		<ProcedureList><ListIntro>To generate a sales order based on a template, take the following steps:</ListIntro>
			<ListItem>Define (a) sales order template(s).</ListItem>
			<ListItem>Click <GUIRef href="/baanerp/td/smi/tdsmi1500m000#exec.sales.templates" role="formcommand">Templates</GUIRef> in the <GUIRef href="/baanerp/td/smi/tdsmi1500m000" role="session">Account Manager Dashboard (tdsmi1500m000)</GUIRef> session.</ListItem>
			<ListItem>SSA ERP checks how many templates are available for the business partner. If only one template is available, the <GUIRef href="/baanerp/td/sls/tdsls2605m000" role="session">Sales Order Template - Lines (tdsls2605m000)</GUIRef> session is started. If more templates are available, the <GUIRef href="/baanerp/td/sls/tdsls2505m000" role="session">Sales Order Templates (tdsls2505m000)</GUIRef> session is started.</ListItem>
			<ListItem>Click <GUIRef href="/baanerp/td/sls/tdsls2505m000#generate.order" role="formcommand">Generate Sales Order</GUIRef> on the <GUIRef href="" role="menu">Specific</GUIRef> menu of one of these sessions. As a result, a sales order is generated based on the template for the selected business partner.</ListItem>
		</ProcedureList>
		<Note><SectionTitle>Note</SectionTitle>
			<Paragraph>If you start the <GUIRef href="/baanerp/td/sls/tdsls2605m000" role="session">Sales Order Template - Lines (tdsls2605m000)</GUIRef> session or the <GUIRef href="/baanerp/td/sls/tdsls2505m000" role="session">Sales Order Templates (tdsls2505m000)</GUIRef> session stand-alone, and a sold-to business partner is entered, you can also generate a sales order from the template.</Paragraph>
		</Note>
	</GeneralSection>
	<GeneralSection><SectionTitle>To enter sales order lines based on a catalog</SectionTitle>
		<ProcedureList><ListIntro>To insert items from a catalog, you must perform the following actions:</ListIntro>
			<ListItem>Create a product catalog.</ListItem>
			<ListItem>In the <GUIRef href="/baanerp/td/sls/tdsls4100m900" role="session">Sales Order - Lines (tdsls4100m900)</GUIRef> session, click the <GUIRef href="" role="manual">Add a New Sales Order</GUIRef> button to enter header data.</ListItem>
			<ListItem>On the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="" role="manual">Lines</GUIRef> tab, click <GUIRef href="/baanerp/td/sls/tdsls4101m000#catalogs" role="formcommand">Insert from Catalog</GUIRef> to start the <GUIRef href="/baanerp/td/pct/tdpct0510m000" role="session">Catalogs (tdpct0510m000)</GUIRef> session.</ListItem>
			<ListItem>Select the appropriate catalog and click <GUIRef href="/baanerp/td/pct/tdpct0510m000#exec.user.0" role="formcommand">Tree Structure</GUIRef> on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/td/pct/tdpct0510m000" role="session">Catalogs (tdpct0510m000)</GUIRef> session. As a result, SSA ERP displays the defined category structure.</ListItem>
			<ListItem>To add items to the sales order, select an item in the catalog structure and choose <GUIRef href="/baanerp/td/pct/tdpct0504m000#exec.cont.process" role="form command">Order Item</GUIRef> on the <GUIRef href="" role="menu">Specific</GUIRef> menu. As a result, the item is copied to the sales order with an order quantity as defined in the <GUIRef href="/baanerp/td/isa/tdisa0101s000#tdisa001.qimo" role="formfield">Minimum Order Quantity</GUIRef> field of the <GUIRef href="/baanerp/td/isa/tdisa0101s000" role="session">Item - Sales (tdisa0101s000)</GUIRef> session.</ListItem>
		</ProcedureList>
		<Note><SectionTitle>Note</SectionTitle>
			<Paragraph>If you do not want SSA ERP to enter a default order quantity, you must click <GUIRef href="" role="manual">Item Information</GUIRef> on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the catalog structure. As a result, the <GUIRef href="/baanerp/td/pct/tdpct0212s000" role="session">Item Information (tdpct0212s000)</GUIRef> session starts in which you can first enter an <GUIRef href="/baanerp/td/pct/tdpct0212s000#quantity" role="formfield">Order Quantity</GUIRef> and then order the item.</Paragraph>
		</Note>
	</GeneralSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000377" role="manual">Sales order templates</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000400" role="manual">Product catalogs</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
