How To Fix CRM_ES003 - Select a template set before you create a template

SAP Error Message - Details

• Message type: E = Error

• Message class: CRM_ES - ES: Message Class for Enterprise Service

• Message number: 003

• Message text: Select a template set before you create a template

Self-Explanatory Message

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Smart SAP Assistant

• What is the cause and solution for SAP error message CRM_ES003 - Select a template set before you create a template ?

  The SAP error message CRM_ES003 ("Select a template set before you create a template") typically occurs in the SAP Customer Relationship Management (CRM) module when a user attempts to create a template without first selecting a template set. This error is related to the configuration and management of templates within the CRM system.
  Cause:
  The error arises because the system requires a template set to be selected before you can create a new template. A template set is a collection of templates that can be used for various purposes, such as creating documents, emails, or other forms of communication within the CRM system. If no template set is selected, the system does not know where to store or how to categorize the new template.
  Solution:
  To resolve this error, follow these steps:
  
  
  Select a Template Set:
  
  Before creating a new template, ensure that you have selected an appropriate template set. This can usually be done in the template creation screen where there is an option to choose or create a template set.
  
  
  
  Create a Template Set (if necessary):
  
  If there are no existing template sets that meet your needs, you may need to create a new template set. This can typically be done through the configuration settings in the CRM system.
  Navigate to the relevant area in the CRM where template sets are managed, and create a new set with the desired parameters.
  
  
  
  Check User Permissions:
  
  Ensure that you have the necessary permissions to create templates and template sets. If you do not have the required access, contact your system administrator.
  
  
  
  Consult Documentation:
  
  Refer to the SAP documentation or help resources for specific instructions on managing template sets and templates in your version of SAP CRM.
  
  
  
  System Configuration:
  
  If the issue persists, it may be necessary to check the system configuration settings related to templates and template sets. This may involve consulting with your SAP Basis or technical team.
  
  
  
  Related Information:
  
  Template Management in SAP CRM: Understanding how templates and template sets work in SAP CRM can help you effectively manage your communications and documentation.
  User Roles and Authorizations: Ensure that your user role has the necessary authorizations to create and manage templates.
  SAP Notes and Support: If you encounter persistent issues, consider checking SAP Notes for any known issues or patches related to template management in your version of SAP CRM.
  
  By following these steps, you should be able to resolve the CRM_ES003 error and successfully create your desired template.