| # 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 Specific 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 Business Partner 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 Sales Order Templates (tdsls2205m000) session. Related topics Sales order templates To use templates and catalogs in sales orders Sales Order Template The code that identifies the sales order template. Sales Order 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 Business Partner Usually a customer's purchase department, the business partner who orders goods or services from your organization, that owns the configurations you maintain, or for whom you perform a project. Details of the agreement with the sold-to business partner can include the following: Default price and discount agreements Sales order defaults Terms of delivery The related ship-to and invoice-to business partner Sold-to Address The sold-to business partner's address code. Ship-to Business Partner The business partner to which you ship the ordered goods. This usually represents a customer's distribution center or warehouse. The definition includes the default warehouse from which you send the goods, the carrier who carries out the transport, and the related sold-to business partner. Ship-to Address A full set of addressing details, which include the postal address, access numbers for telephone, fax, and telex, e-mail and Internet address, identification for taxation purposes, and routing information. Warehouse A place for storing goods. For each warehouse, you can enter address data and data relating to its type. Effective Date The first day on which a record or a setting is valid. The effective date often includes the effective time. 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 Order to Template 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 Relation Management 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. |