Sales Orders > Browses > Browse on SO Templates

Browse on SO Templates

You use this program to view details of Sales Order templates currently defined.

These templates are designed to save processing time when entering lines on a quote using the Quick Entry program.

Sales Order templates are maintained using the SO Templates program.

Toolbar and menu

[Note]
Field Value Description
File    
  Copy Select this to copy a template.
View    
  General Template Select this to display all General templates currently defined.
  Customer Template Select this to display all Customer templates currently defined.

Copy Template

This screen is displayed when you select the Copy option from the Edit menu. The options enable you to create a new template from an existing template.

Field Value Description
File    
Close Select this to return to the previous screen.
Copy   Select this to copy the template. This create a new template.

Once copied, you use the SO Templates program to maintain the new template.
Template   Indicate the existing template from which you want to create a copy.
Copy Template    
Copy from    
Copy from template This indicates the template you are copying from.
Copy from description This indicates the description defined against the template you are copying from.
Inactive A tick in this column indicates that the template is inactive and cannot be used in the Quick Entry program.
Copy to    
Copy to template Enter the code for the new template. This code must be unique and cannot be the code of an existing template.
Copy to template description Enter a description for the new template.
Inactive Select this if you do not want the new template to be available to use in the Quick Entry program.

Listview columns

The Browse on SO Templates listview includes the following information:

Either the General or Customer templates are displayed according to your selection at the View menu.

  • Template

    This indicates the code for the template.

  • Description

    This indicates the description for the template.

  • Inactive

    This indicates whether the template is inactive. A tick in this column indicates that the template is not available to use in the Quick Entry program.

Security considerations

[Note]

If you are aware of anything that should be added to this topic, please drop us a line at .

Program access

  • You cannot maintain the information displayed in the listview if access for this program is set to Browse only and access is not allowed against the corresponding maintenance program (see Security Access).

Notes and warnings

[Note]

If you are aware of anything that should be added to this topic, please drop us a line at .

Maintenance considerations

  • The Add, Change and Delete options are not enabled when the program is accessed from the SO Templates program.