Functions

Copy

You can transfer individual or all lines from existing documents. After clicking the “Copy…” button,

Figure 1: Copy

a new window opens where you can select the desired lines or copy the complete document. This decision is controlled by the field “Transfer Complete Document”. “Complete document” always refers to all lines of the document, but not to the header fields. The document number is available as a filter option.

Figure 2: Copy - Example

After clicking the “OK” button, the lines are transferred to the template. You cannot copy a combination of item, location and variant into the same template. In this case, you receive the following error message:

Figure 3: Error Message

If you copy from the (Issued) Planning Calibration, the “new” fields are transferred. For example, “Reorder Quantity New”.

Add Item

If you do not have a document to copy items from, you can add individual items in the template.

Figure 4: Add Item

This opens a request form where you can filter the items.

Figure 5: Add Item - Filter

Add Stockkeeping Unit

Similar to “Add Item” you have the possibility to add Stockkeeping Units to the template.

Figure 6: Add SKU

Apply Template

When you apply the template,

Figure 7: Apply Template

all lines are written back to the master data after a confirm message.

Figure 8: Apply Template - Confirm

If you work with scheduling, the status of the template must be “Certified”.