Template Type Creation

Purpose

In order to use activity journals in Activity Management, you need to create a template type and then assign it to a template. The template type is a pre-defined form, in which you define the fields you wish to maintain in the activity journal during activity processing. You use it as a basis for defining a pre-filled template. The template type defines the structure and layout of the activity journal.

Note that you cannot use a template type on its own. It must be used in combination with a template.

 

Process Flow

You carry out the following during template type creation:

1. Enter a name for the template type and a title for the activity journal.
2. Enter the validity period for the template type.
3. Assign a sales area and territory hierarchy ID for which the template type should be valid.

You can specify a sales area for template types in both CRM Enterprise and CRM Mobile. However, the corresponding activity journal is only determined according to the specified sales area in CRM Enterprise. If you specify a sales area in CRM Mobile and then download it to CRM Enterprise, it is determined according to the specified sales area in CRM Enterprise.

4. Specify the transaction type and activity category for which you want the template type to be available.
5. Enter the language in which you are maintaining the template type and in which you want the activity journal to be available.
6. Specify the fields you want to appear for maintenance during activity processing, for example, sales price, promotional price, number of samples, value of samples.
7. Select the status for the template type, that is, Not Released or Released for Template. The status Not Released means that you can still make changes to the template type. The template type will then not be considered when the system determines which activity journals are displayed during activity processing. The status Released for Template means that you can assign the template type to a template. However, the template type will still not be considered when the system determines which activity journals are displayed during activity processing.

You can delete or modify template types with the status Released according to specific criteria. For more information, see the “Features” section under Activity Journals.