If you are not utilizing Templating functionality, the ‘Select Template’ button in the ribbon can be used to create a More4apps default template by selecting a Mode. This will generate a default worksheet containing all relevant columns for the chosen Mode.
Any non-mandatory columns not required can be removed from the worksheet, however will be saved to the worksheet only i.e. does not change the default mode settings in the database.
Note - If profile option ‘More4Apps: SOW Restrict to templates only’ is enabled, selecting Mode option will not be available to certain sites, responsibilities or users.
Sales Order Wizard has different default layouts predefined for each mode. You choose the mode depending on the data upload you are performing. Each mode contains the necessary fields available for the functionality selected.
This Wizard has five modes:
• ‘Order Entry’ for managing Sales Orders
• ‘Pricing Adjustments’ for managing price modifiers on existing Sales Orders
• ‘Reservations’ for managing Sales Order type Reservations
• ‘Sales Agreements’ for creating Blanket Sales Agreements
• ‘Quoting’ to create Quotes
Click on the ‘Select Template’ button on the Sales Order Wizard ribbon.
The ‘Generate template’ form will display to select the Wizard Mode.
Sales Order Wizard can have Templates assigned to individual modes.
There are four methods of generating a worksheet for the selected Mode.
1) Use the default worksheet for the mode. It will contain the more commonly used EBS columns for each section. Note: any changes you make to the worksheet generated will not be saved in the default template.
2) User defined template created by your Wizard administrator. This will be tailored for your organization. Select from the Template list of values.
Example
3) Worksheet with All Columns. A new worksheet will automatically be created that contains all available columns for the selected mode. This functionality does not require a template to be created or selected. The Wizard simply reads through the hidden record sheet for the mode and generates a new worksheet using this data. This is not recommended since there are 450+ columns defined in this Wizard.
4) User defined worksheet. This is a worksheet defined by the Wizard administrator. The worksheet would be based on either the Default worksheet or All Columns with columns removed and rearranged. You can simply copy the columns you require from this worksheet to your own worksheets. Note - These additional columns may be ignored when using Templating and they do not exist in the template definition.
Note: If you are upgrading from a version where Template functionality is not available, your existing worksheets will not work in the new version of the Wizard. You can create standard ‘Default’ worksheets based on upload mode or create new templates and associated worksheets.
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