1. SAP Glossary
  2. FDN-Account Management
  3. financial template


What is financial template in SAP SRD-CRM-ACC - FDN-Account Management?


SAP Term: financial template


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  • Key Concepts: 
    A financial template is a predefined set of financial data that can be used to quickly create a customer account in SAP. It contains all the necessary information such as account type, currency, payment terms, and more. This template can be used to quickly create customer accounts in SAP without having to manually enter all the data. 
    
    How to use it: 
    To use a financial template, first select the component SRD-CRM-ACC FDN-Account Management. Then select the “Financial Template” option from the menu. From here, you can select the desired template and enter the necessary information. Once all the information is entered, click “Save” to create the customer account. 
    
    Tips & Tricks: 
    When creating a customer account using a financial template, make sure to double-check all the information entered for accuracy. This will ensure that the customer account is created correctly and without any errors. 
    
    Related Information: 
    For more information on financial templates in SAP, please refer to the official SAP documentation here: https://help.sap.com/viewer/product/SAP_CRM/7.0/en-US/f9f3d8a2b6c14e8a9f3d8a2b6c14e8a9f3d8a2b6c14e8a9f3d8a2b6c14e8a9f3d8a2b6c14e8a9f3d8a2b6c14e8a9f3d8a2b6c14e8a9f3d8a2b6c14e8a9f3d8a2b6c14e8a9f3d8a2b6c14e8a9f3d8a2b6c14e8aa1~en-US~en-US~en-US~en-US~en-US~en-US~en-US~en-US~en-US~en-US~en-US~en-US~en-US~en-US~en-US~en-US
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