Document Template Editing (SAP Library

Document Template Editing

Purpose

You use document templates to specify the layout of reports with and without references to specifications. In the SAP System, in addition to report templates, you can also create cover sheet templates and acknowledgement of receipt templates.

Prerequisites

You can either create document templates in the SAP System yourself or import them. You can import sample templates using the IMG activity Import Sample Templates in Customizing for Product Safety (see Import and Export).

You must have the authorization to display and edit document templates.

Process Flow

You can carry out the following activities in the initial document template management screens:

You can enter different search criteria and start searching for the document templates. If the required document template does not exist in the SAP System, you can create the document template.

You can create a document template immediately.

See also Document Types in Reporting.

The results of the search are displayed in the hit list. In the hit list, you then process the document templates further and create new ones.

When you create a document template, you first enter the data for the document template header (see Editing Document Templates).

You can copy an existing document template as a template.

You can enter a description for the document template in different languages.

Result

To edit a document template layout, start a modified version of Microsoft Word, WWI (or Windows Wordprocessor Integration), from the SAP System.

In order to create a report from the released report template, you must assign a generation variant (see also Generation Variant Editing).

For report templates with specification symbols, you can test a simulation of the expanded layout of the report and print it if required. The report template must have the status Released or In work.

Note

You cannot simulate reports without references to specifications, cover sheets, and acknowledgements of receipts before they have been generated to produce the final version (see also Final Report – Ready-to-Ship Report (SBE)).