1. SAP Glossary
  2. Policy Management
  3. template management


What is template management in SAP FS-PM - Policy Management?


SAP Term: template management

  • Component: FS-PM

  • Component Name: Policy Management

  • Description: Component used to create the templates for coinsurance business distribution plan template.


Smart SAP Assistant

  • Key Concepts: 
    Template management is a feature of the FS-PM Policy Management component of SAP. It allows users to create and manage templates for policy documents, such as contracts, agreements, and other documents. Templates can be used to quickly create new documents with the same structure and content. 
    
    How to use it: 
    Template management in FS-PM Policy Management can be used to create and manage templates for policy documents. To create a template, users can select the document type, enter the document title, and add content. Once the template is created, it can be used to quickly generate new documents with the same structure and content. 
    
    Tips & Tricks: 
    When creating a template, it is important to ensure that all relevant information is included in the template. This will help ensure that all documents created from the template are consistent and accurate. Additionally, users should review their templates regularly to ensure that they are up-to-date with any changes in policy or regulations. 
    
    Related Information: 
    For more information on template management in FS-PM Policy Management, please refer to the SAP Help Portal or contact your SAP support team.
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