Symptom
When trying to download the Sales Quote in Microsoft Office®, the New Contract template is downloaded instead.
Environment
SAP Business ByDesign
Reproducing the Issue
- Go to the Application and User Management Work center.
- Navigate to the Microsoft Office® Template Maintenance view.
- Click on the Advanced Filter option and filter by Template Group "Sales Quote - Write Back."
- Click Go.
- Highlight any of the "Sales Quote - Write Back" templates and click the Download button.
The New Contract template is downloaded instead of the "Sales Quote - Write Back" template.
Cause
This situation occurs due to a system limitation.
Resolution
To perform the work around the below steps are recommended:
- Go to the New Business Work Center.
- Navigate to Sales Quotes view.
- Click the New button → Sales Quote from Microsoft Excel®.
- The correct template will be downloaded from here.
For editing and re-uploading the template, we recommend uploading it as a new template to prevent overwriting the original version. The template contains embedded logic, and the column headers are mapped to specific fields. Incorrect modifications could lead to potential issues.
- Go to Application and User Management Work Center
- Navigate to Microsoft Office® Template Maintenance view.
- Open the Advanced Filter and select Sales Quote - Write Back as the Template Group, then click Go.
- Select the template corresponding to the required language.
- Click Upload - New Template.
- Choose the correct Excel Template for the specific language.
- Once uploaded, click the Publish button.
By following these steps, the correct template for the Sales Quote can be downloaded and used.
Keywords
Wrong, Template, Excel, Sales Quote, Unable , KBA , AP-RC-UIF-RT-B , ByD HTML5 Client (not for Cloud for Customer) , Problem