Forms Used to Create Order Templates

Form Name

Form ID

Navigation

Usage

Work With Available Order Templates

W4015A

Sales Order Advanced & Technical Ops (G4231), Customer Template Revisions

Review and select order templates.

Order Template Revisions

W4015B

Click Add on the Work With Available Order Templates form.

Create a standard template.

Add and revise order templates.

Work With Sales Order History

W40215E

Select Order History from the Form menu on the Order Template Revisions form.

Copy the details from a sales order to use on the template by selecting the sales order.

Note: The Order Format processing option must be set to 1 (Sold To) or 2 (Ship To) or the system displays the Work With Purchase Order History form.