Set up a template for sales quotes in SAP Business One.

I would like a sales quotation template to contain the same 10 items so that I do not have to enter the items each time. What is the best way to do this? Is there any sales quotation template in SAP for this?
I am using SAP Business One 2007A SP0 PL49 and B1UP.

You may use Draft function to make your own template for Sales Quotes.
Thanks,
Gordon

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Hi
In SAP B1 there is only 3 Modules.
1 Technical Basic Knowldege in Programming in Visual Studio
2 Accounting
3 Logistics
2 & 3 are Functional Consultant. Basic Knowledge in Business Management is Enough.
SAP B1 is easy to learn and Understand.
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Dear All,
In Sap Business One the normal Sales Process is Sales Quatation > Sales Order > Delivery > AR Invoice.
Now Business One allows to do Delivery without the 2 sales process of Quotation or Sales Order. It allows to make direct delivery or AR Invoice but I need a system by which I can define that a specific user cannot make a delivery or AR invoice without Sales Order or the user cannot make sales order without Sales Quotation or AR invoice cannot be made without Sales Quotation > Sales Order > Delivery.
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Hi Satish & Suda
Thanks for the required information. But I am getting error message when I am using in SQL and executing.
Please note that I have pasted your code as under :
set ANSI_NULLS ON
set QUOTED_IDENTIFIER ON
go
ALTER proc [dbo].[SBO_SP_TransactionNotification]
@object_type nvarchar(25),                     -- SBO Object Type
@transaction_type nchar(1),               -- [A]dd, <u>pdate, [D]elete, [C]ancel, C[L]ose
@num_of_cols_in_key int,
@list_of_key_cols_tab_del nvarchar(255),
@list_of_cols_val_tab_del nvarchar(255)
AS
begin
-- Return values
declare @error int                    -- Result (0 for no error)
declare @error_message nvarchar (200)           -- Error string to be displayed
declare @usersign int -- to get usersign of current document
declare @usercode varchar (30) -- to get usercode for the usersign
select @error = 0
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IF @transaction_type = 'A' AND @object_type = '15'
BEGIN
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set @usersign = (SELECT (ISNULL(T0.UserSign,-1)) FROM ODLN T0 WHERE T0.DocEntry = @list_of_cols_val_tab_del)
set @usercode = (select user_code from ousr where userid=@usersign)
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IF EXISTS (SELECT T0.ItemCode FROM dbo.DLN1 T0 WHERE T0.BaseType = -1 AND T0.DocEntry = @list_of_cols_val_tab_del)
BEGIN
-- validate the user (if user is manager then do not restrict)
IF @usercode 'manager'
BEGIN
set @error = 1998
set @error_message = N'Delivery Document cannot be created without Sales Order. Copy from Sales Order.'
END
END
END
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select @error, @error_message
end
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Msg 102, Level 15, State 1, Procedure SBO_SP_TransactionNotification, Line 26
Incorrect syntax near 'created'.
Msg 102, Level 15, State 1, Procedure SBO_SP_TransactionNotification, Line 39
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Date:          18/03/2010 10:55:25 AM
Event ID:      1000
Task Category: (100)
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Keywords:      Classic
User:          N/A
Computer:      OVCL-TS.laurieroptical.local
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<System>
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    <EventID Qualifiers="0">1000</EventID>
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    <Keywords>0x80000000000000</Keywords>
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</System>
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    <Data>01cac6a4a2da01c9</Data>
</EventData>
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Edited by: dontforgetken on Mar 18, 2010 4:05 PM

hello Ken - Boyum IT has its own License Administration - path of Administration > Add Ons > B1 Usability Package > License Administration...
Do all of the users have a checkmark to give them access???
When a user has only the Main Menu window open, select the "Form Settings" icon and follow the same path on the Form Settings window that is diplayed and make sure they have checkmarks next to the B1 Usability Package to be "Visible".
Are all of the user set to display Boyum IT on their machines???
LOL - I am not technical so I have no idea what that other stuff means...
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Set up a template for sales quotes in SAP Business One.

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