Maintaining Templates (new approach) 

In the updated Template maintenance function, you now have to perform some tasks differently. The changed process steps are described below:

Processing Options for the Template (new approach)

Processing Options for the Editor (New Approach)

Defining Methods (new approach)

Defining Formulas (new approach)

Defining Flexible Functions (new approach)

Editing Flexible Functions (new approach)

Defining Calculation Rows (new approach)

Calling Up Calculation Rows (new approach)

Initial screen

  1. In the Implementation Guide (IMG) of the application follow path Templates ® Maintain Template ® Create template, or Change template.
  2. Enter the template name in the field Template for the template that you want to create, change or display, or select the template that you wish to change or display – in this case continue with step 4.
  3. Choose Template environment.
  4. Choose Overview.

When creating templates, you can choose the one with the settings you want to transfer from group box Copy from. You can change this data in the overview screen.

Overview Screen

The Overview screen, in which you create and edit templates, is organised into the following areas:

Upper screen area: System function and Title bar, under this is the application function title bar (five icons: Display/Change, Check, Where-used List, Add Template, Hierarchy), Name of the Environment and the Template as well as a field for additional template text.

Template Table: Application toolbar, table with the columns and cells of the current template, or space in order to create these cells.

Function Selection screen area ( Bottom left) Application toolbar, Display of the available functions.

Editor screen area (bottom right) Application toolbar, display of the selection, activation editor or quantity editor.

Create Template

  1. If you are creating a new template, enter a descriptive text.
  2. Choose or from the application toolbar of the template table.
  3. Select the item type in the column Type.
  4. Enter a name for the item.
  5. Edit the remainder of the columns. You come to the individual columns with a mouse click or by using the keyboard. Select by clicking on:
    1. The object column in order to call up the selections editor (for further information see Defining Methods (new approach)).
    2. The quantity column in order to call up the quantity editor (for further information see Defining formulas (new approach)
    3. The activation column in order to call up the activation editor (for further information see Defining Methods (new approach)
  6. After creating or changing all the rows, choose Enter from the system titlebar.
  7. To save the entries, choose .

To see what column types are available, see information on the corresponding template:

Templates for Cost Objects and Calculations

Templates for Profitability Segments

Templates for Business Processes/Cost Centers

Templates for Processes Formula Planning

Templates for Cost Center Formula Planning

Templates for Profit Center Formula Planning

Templates for Easy Cost Planning

Change Template

Click on the Overview screen area Further information to the change options available to you can be found under:

Processing Options for the Template (new approach)

Processing Options for the Editor (New Approach)