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Utilizing Templates in SAP

Along with the arrival of SAP on July 1, comes a new, intuitive streamlined ordering process.  One feature of this process is the ability to create a shopping cart template for frequently purchased items.   This process can be summarized in a few easy steps:

  • Under the Procurement tab, click the Place and Manage Orders link located to the far left.
  • Under Create Documents located to the far left, click on the Shopping Cart Template link
  • Create a Template with frequently used products and click Save As Template
  • Go back to the main Procurement screen and click on Public Templates found in the Active Queries box at the top of the screen
  • Click on the Refresh button in order to pull up the newly created shopping cart
  • Click on the Create Shopping Cart With Reference button
  • Locate the template and utilize it to create future shopping carts

For a list of detailed instructions on how to create a template, please log on to the following Employee Learning Solutions link and follow the below instructions to get to the Work Instruction/Simulation:

https://prw.buw.bu.edu/gm/workplace

  • Click on the Procurement link
  • Click on the Shopping Cart link
  • Click on the Other Features link
  • Click on the Create a Shopping Cart Template link
Voila! You are now a Shopping Cart Template expert!