1. SAP Glossary
  2. Energy Portfolio Management
  3. deal template


What is deal template in SAP IS-U-EPM - Energy Portfolio Management?


SAP Term: deal template

  • Component: IS-U-EPM

  • Component Name: Energy Portfolio Management

  • Description: An entity that contains predefined data for creating deals. The data in a deal template is valid for all deals created for a demand. Because the most important data is defined in the procurement agreement, which has a higher priority than the deal template, deal template, deal templates are mainly used to define customer-specific data.


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  • Key Concepts: 
    A deal template is a feature of SAP IS-U-EPM Energy Portfolio Management that allows users to create and store templates for deals. This feature enables users to quickly create deals with the same parameters, such as pricing, terms, and conditions. The templates can be used to quickly generate new deals with the same parameters, saving time and effort.
    
    How to use it: 
    To use the deal template feature, users must first create a template. This can be done by selecting the “Create Template” option from the main menu. From there, users can enter the desired parameters for the template, such as pricing, terms, and conditions. Once the template is created, it can be used to quickly generate new deals with the same parameters.
    
    Tips & Tricks: 
    When creating a deal template, it is important to ensure that all of the desired parameters are included in the template. This will ensure that all of the necessary information is included in each deal generated from the template. Additionally, it is important to keep track of which templates are being used for which deals, as this will help ensure that all deals are created with the correct parameters.
    
    Related Information: 
    For more information on SAP IS-U-EPM Energy Portfolio Management and its features, please refer to SAP’s official documentation. Additionally, there are many online resources available that provide tutorials and tips on how to use this software.
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