This chapter contains these topics:
To create order templates for frequently ordered items
You create order templates to save time and eliminate repetition in order entry. An order template displays frequently ordered items and quantities. You can create the following two types of templates:
A standard template applies to all customers. You can assign a standard template to display every time you enter an order.
Customer-specific templates include a particular customer's most frequently ordered items. You can assign a customer-specific template to display only when you enter orders for that customer.
You can use a standard template as a model for creating a customer-specific template. You can also create a customer-specific template from an existing sales order.
You assign a default template to appear every time you enter an order by setting the order template processing options for the Sales Order Entry program. During order entry, you can also access any other templates you have created.
You can create templates either manually or automatically. You create templates automatically for customers who have placed previous orders with you. You use a batch program to build templates automatically from the Sales Order Detail History table (F42119). You can change and update the information on templates created both manually and automatically, as necessary.