How to create personal templates in SRM 4.0

[Former Member]

Dear all

We are upgrading from EBP 3.0 to SRM 4.0 and we don't see in SRM 4.0 how to create personal templates.

The transaction BBPSC05 Create template create central/public templates and not personal ones (also if given to a basic user).

1) In the Shopping Cart we can go to Old Purchase Order and Tempaltes and there we can select on status Personal Template but were can we create them?

2) Additional question, how can we limit the availability of a public/central template to a certain users from some company or plant or ...

Thanks

[Former Member]

Hi RD,

1) for detailed explanations read my answer in this thread:

2) such limitation does not exist in SRM, even if often asked by customers: the possibility to maintain templates centraly at a level between the public (every user can see them) and the private template (only the user can see them). So you would have to change the standard search logic on templates, and implement an additional serach criteria.

Rgds

Christophe

PS: please reward points for helpful answers

[Former Member]

Hi Christophe,

Could you kindly expound on what you mean by #2? Could you guide me through the search logic that needs to be modified?

I also need to implement templates assigned to groups of users.

Appreciate your help,

Dominique

[yann_bouillut]

Hi RD,

Please check OSS notes 911241 and 928204

Kind regards,

Yann