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Procedure documentationCreating Activity Journal Templates

Prerequisites

You have created the activity journal template type.

For more information, see Template Type Creation.

Procedure

Perform the following steps in Mobile System Maintenance (MSY).

  1. Choose Start of the navigation path Activity Journal Definition Next navigation step Details End of the navigation path and choose the New icon on the toolbar.

  2. Select the template type from which you want to create a template.

  3. Select the transaction type (high-level business transaction, such as sales, business activity, or task) for which the template is applicable.

  4. Indicate whether the template is valid for all or for selected business partners.

    • All: the template is valid for all business partners.

    • Via Selection: the template is valid for a group of selected business partners.

      Note Note

      If you select Via Selection, you must assign a target group to the template.

      For more information about creating target groups, see Target Group Generation.

      End of the note.

  5. Enter the period for which the template is valid.

  6. Set the status of the template.

    You can specify whether the template is ready for release. If you set the status to Released, then you cannot edit the template. We recommend that you set the status to Released only after you specify the product dependency and information about usage of a partner/product range.

  7. Specify whether a partner/product range (PPR) is to be used.

    If PPRs are used, then the system proposes products during activity journal reporting. Optionally, you can choose to use listings or neither of the two options.

  8. Add the activity categories to which you want to assign the activity journal template.

    Note Note

    You cannot release the template unless it is mandatory for at least one activity category.

    End of the note.

  9. Create language-specific names for the templates.

You can also assign one or more, language-dependent notes to the template by choosing Start of the navigation path Activity Journal Definition Next navigation step Template Notes End of the navigation path.

More Information

Product Assignment to Activity Journal Templates