3405979 - The Error "Form template code mandatory" is Displayed When Selecting the Pro-Forma Invoice Option for a Sales document

You notice that when the Pro-Forma Invoice option is selected for a Sales document in the system, the error "Form template code mandatory" is displayed in the UI.

Note: For this example we will use the Sales Quote document.

1. Go to the New Business Work Center
2. Go to the Sales Quote View
3. Filter for all Quotes
4. Mark the Sales Quote ABC (where ABC represents the Sales Quote ID)
5. Select Pro-Forma Invoice button

The error "Form template code mandatory" is displayed in the Ui.

For the determination of a Form Template in Sales Document, the system uses the following logic:

1. A Form Template Rule must maintained for the document. (i.e Customer Invoice)

In case a Form Template Rule is not maintained for a document, the following steps are required to be performed:

1. Go to the Application and User Management Work Center
2. Go to the Form Template Selection View
3. In the Show Rules For Select the desired document
4. Select New Button
5. Select the Form template to be used for the document
6. Fill the required parameters Settings
7. Select Save and Close

2. The Template Country must be the same as the Seller Country in document.

The Template country can be checked by following the below steps:

1. Go to the Application and User Management Work Center
2. Go to the Form Template Maintenance View
3. Filter for Active Forms 
4. Locate the required Form

In the Country/Region column is possible to see the location for which the Form template shall be used.

1. Go to the New Business Work Center
2. Go to the Sales Quote View
3. Filter for All Quotes
4. in the search field, search for the Sales Quote ABC
5. Navigate to the Involved Parties
6. Mark the Seller Party Role

The Country displayed should be the same as the one maintained for the Form Template

3. The Template Language must be the same as Account Language maintained in the document.

The Template Language can be checked by following the below steps:

1. Go to the Application and User Management Work Center
2. Go to the Form Template Maintenance View
3. Filter for Active Forms 
4. Locate the required Form

In the Language column is possible to see the location for which the Form template shall be used.

1. Go to the New Business Work Center
2. Go to the Sales Quote View
3. Filter for All Quotes
4. in the search field, search for the Sales Quote ABC
5. Navigate to the Involved Parties
6. Double click the Account Party Role Name
7. Select View All button
8. Navigate to General tab

The Language displayed should be the same as the one maintained for the Form Template.

Note: This three condition are applied for all Form template determinations in the system.

The error "Form template code mandatory" occurs because the system tries to matches all the 3 condition to determine the template for the Sales document, however is not possible and hence the error message is displayed in the UI.

This is the standard system behavior.

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