Quantcast
Channel: SCN: Message List
Viewing all articles
Browse latest Browse all 9071

Re: Template for Quotation creation in SAP CRM Web Ui

$
0
0

Hi Ravi,

 

I worked on the same requirement but from a service perspective. So below are the activities I maintained to achieve this.

 

1. Create a service order template type (copy of std).

2. Maintain the copy control settings for both header and items to the service order quotation.

3. Create Service Order Templates and enter the commonly used items in the template. Release the service order template.

4. When creating a service order quote - at the item level, you can see the button "Copy from Template". Click on this

 

 

 

5. This opens up a pop-up where in you can search for all released service order templates.

6. Select the one you need, the items maintained in that order template is copied over to the service order quote.

 

So the user does not need to enter all the items manually. This is how you user order templates. Please note that it copied only the items, not the header details of the service order template.

 

Regards,

Siraj


Viewing all articles
Browse latest Browse all 9071

Latest Images

Trending Articles



Latest Images

<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>