Understanding Order Templates

You create and assign order templates to speed up the order entry process. A template contains information about frequently ordered items.

A standard template applies to all customers. For example, you can create an Office template that lists the most frequently ordered office supplies. Or you could identify a standard template that lists all of the most frequently ordered items, regardless of their classification.

You should regularly update existing order templates to ensure that the order entry process remains accurate and efficient. For example, you can change the quantities or sequences on an existing template.

After a customer has an established ordering history, you can automatically create order templates. The Customer History Template Rebuild program (R42815) is a standard JD Edwards EnterpriseOne batch program. After you have entered orders for a customer and run the Sales Update program, the system creates a record of the customer's ordering history in the Sales Order History file (F42119). You can identify the appropriate data selection criteria and run the Customer History Template Rebuild program to:

• Create a standard template based on sales history.

• Update a template based on current sales patterns.