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Hello All,

 

Today I will post some tips about how to work with “Custom Form Templates”.

This post is applicable to Business ByDesign and Hybris Cloud for Customer as well.

 

The SAP provides some standard files that you can find in:

 

  1. Application and User Management
  2. Business Flexibility
  3. Form Template Maintenance

 

There you will find template for Sales Quote, Sales Order, Customer Invoice and others.

Sometimes you have a business scenario where you need to show more information than is already available in these forms, so you decide to edit these template to add or change the information, logo, etc.

 

When you will use a standard SAP template as base to create a new template, we recommend to do a “Copy” and select the option “As a New Template”.

Doing it, you will create an additional “Form Template Code” and will keep the standard forms available for you in case necessary.

Remember to “Publish” your custom form template. Just after publish you file it will be available to be selected in “Form Template Selection”.

Now, if you want to use just your custom templates, you can preset the document type to use just this “Form Template Group”.

You can do it in:

  1. Application and User Management
  2. Input and Output Management
  3. Form Template Selection

 

 

In “Show Rules For” chose your document type – in this case “Sales Order”.

The standard selection is “Sales Order Confirmation”, but you can click in “New”

In “Form Template Code” we will select our custom code “Sales Order Confirmation – Custom”.

And so, click in “Save and Close”.

Now you can delete the other option to maintain just the rule that is selecting the custom template code for all Sales Order Confirmation done in the system.

Done!

It will helps you to keep your custom forms organized and the standard SAP templates available to future consult and update.

Hugs,

Khayan Padilha

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2 Comments

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  1. Paco Sola

    Hi Khayan,

     

    thanks for the tips. I am trying to edit a PDF form (Account Resume) in a specific language in Cloud for Customer. And I cannot find any official documentation on how to do it. Could you indicate to me where I could find any document that could guide me on this issues.

     

    Thanks. Appreciate your tips and help!

     

    Paco.

    (0) 

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