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You can build hierarchies of templates by assigning templates to items in other templates. Since the templates in a hierarchy are only linked by means of reference, you only need to make changes to templates once and they are automatically available wherever referenced in the hierarchy.

Example Example

You define a service order template for an oil change and assign it to the item “Oil Change” in the templates for a standard inspection and complete inspection. The inspection templates, therefore, implicitly contain all the template items for the oil change.

End of the example.

You can also reference templates in service order and service order quotation items, if you have customized the item category correspondingly (see “Prerequisites” below).

Prerequisites

You have assigned the object reference profile TEMPLATE to those item categories from which you want to allow template references. You do this in Customizing for Customer Relationship Management, by choosing   Transactions   Basic Settings   Define Item Categories  .

Features

If you have assigned a template to a (template) item, when you create a follow-up transaction one of the following occurs:

  • The template reference is copied to the new item.

  • Items from the template are automatically copied as subitems of the follow-up item.

    If you want new items to be created from the referenced template, you have specified this in Customizing for Customer Relationship Management, by choosing   Transactions   Basic Settings   Copying Control for Business Transactions   Define Copying Control for Transaction Types  . Select Explode Template Hierarchy.

    Note Note

    The items from all templates referenced in the hierarchy are copied as subitems on an equal level. The hierarchy of items in the template hierarchy is not reproduced.

    End of the note.