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  1. SAP Glossary
  2. SAP Business One
  3. recurring template


What is recurring template in SAP SBO - SAP Business One?


SAP Term: recurring template

  • Component: SBO

  • Component Name: SAP Business One

  • Description: A document draft that is used to specify recurrence details for a transaction, such as recurrence start and end dates or the recurrence interval.


Smart SAP Assistant

  • Key Concepts: 
    A recurring template in SAP Business One (SBO) is a feature that allows users to save time and effort by creating a template for a recurring transaction. This template can be used to quickly and easily create multiple transactions with the same information. The template can be used for any type of transaction, such as sales orders, purchase orders, invoices, and more.
    
    How to use it: 
    To use the recurring template feature in SBO, users must first create a template for the desired transaction. This can be done by entering all of the necessary information into the appropriate fields. Once the template is saved, it can be used to quickly create multiple transactions with the same information. To do this, users simply select the template from the list of available templates and enter any additional information that may be required. 
    
    Tips & Tricks: 
    When creating a recurring template in SBO, it is important to make sure that all of the necessary information is included in the template. This will ensure that all transactions created using the template are accurate and complete. Additionally, users should make sure to save their templates in an easily accessible location so they can be quickly accessed when needed. 
    
    Related Information: 
    For more information on how to use the recurring template feature in SBO, users can refer to SAP’s official documentation or contact their local SAP support team. Additionally, there are many online resources available that provide step-by-step instructions on how to use this feature.
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