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ChaRM - How to find and change Document templates

Former Member
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Hi,

We have a problem with the document templates in Change Request Management. Here is a short description of the status and my questions.

You are in Charm and have created a new Change Request document. Go in to the Transaction Data and choose tab "Documents". Here you are supposed to add and import documents. Import documents from C-drive works ok. But I can not create a new document. But most important is that the function "Create with Document Template" is blank. Why is it blank and how can I add templates???

(SolMan 7.0)

/Christer

Edited by: Lidholm Christer on Nov 9, 2009 10:34 PM

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

Hi,

Here are the steps to define a Document Template:

  • IMG -> Customer Relationship Management -> Basic Functions -> Content Management -> Define Document Templates

  • Select Document template for new BO (F8)

  • Double click Object Type BUS2000116

  • Go to change mode

  • Create a Customizing Request

  • Create your new Document Template from scratch or by using an existing Document Template. It is also possible to import a predefined document.

  • IMG -> Customer Relationship Management -> Basic Functions -> Content Management -> Assign Transaction Types to Templates for Folder and Doc. Template Profiles

  • Search for your Z* Transaction Types

  • Under the column Template, select Template PRODUCT_SERVICE

Regards,

Remy Piets

Answers (2)

Answers (2)

Former Member
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are these  changes transportable ?

Former Member
0 Kudos

Hi Remy,

Your answer solved our problem.

Thanks a lot for your help!

/Christer