Standard Templates

You create a template for frequently ordered items to speed the order entry process. You can create a standard template that applies to all customers and assign it to appear every time you enter an order. You can create as many standard templates as you need. If you enter a template name in the processing options for the Sales Order Entry programs (P4210 and P42101), the system displays the template that is specified in the processing options each time you enter an order.

You assign one standard template to a customer through the Customer Master program (P03013). This template appears each time you enter an order for the customer. A customer-specific template contains the customer's address book number and includes only that customer's most frequently ordered items and quantities. You can create multiple templates for a customer, or you can use the same template for multiple customers.

You can access any templates during sales order entry and select one that is appropriate to the customer's needs.