| Sales order templates |  |
| 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: Define a template group in the Sales Order Template Groups (tdsls2125m000) session. Optionally, link one or more sold-to business partners to the template group in the Sold-to BP by Sales Order Template Group (tdsls2126m000) session. In the Sales Order Template - Lines (tdsls2605m000) session: Define an order template that identifies the template group, sold-to business partner, and effectivity. Add lines to the order template, which contain the item and the ordered quantity. Note You can create a new template by copying information from an existing template in the Copy Sales Order Templates (tdsls2205m000) session. From the Sales Order Template - Lines (tdsls2605m000), the Sales Order Templates (tdsls2505m000), and the Sales Order Template Lines (tdsls2506m000) sessions you can start the Copy Sales Order To Template (tdsls2204s000) session in which you can copy existing sales order lines, either from history or from current sales orders, to the order template. From the Sales Order Template Lines (tdsls2506m000) session, you can import items from catalogs or from item sales data to the order template. You can insert order templates into sales orders in the Sales Order - Lines (tdsls4100m900) session. If you start the Sales Order Template - Lines (tdsls2605m000) session from the CRM Dashboard (tdsmi1500m000) session, you can directly generate a sales order based on a template for the selected business partner. Related topics To use templates and catalogs in sales orders and quotations |