TEMPLATES

Users can create Supplier Request Templates, Supplier Quote Templates and Routing Templates on this tab.

Create a new Supplier Request Template

1. Navigate to Home >  Sourcing > Setup > Templates tab.

2. From the Supplier Request Templates section, in the Supplier Request Template column, mouse-over Actions and select New Supplier Request Template.

   

3. In the Supplier Request Template dialog box, enter the Supplier Request Template details and click on Finish.

   

4. Users can update information in the Supplier Request Template table.

   

Create a new Supplier Quote Template

1. Navigate to Home >  Sourcing > Setup > Templates tab.

2. From the Supplier Quote Templates section, in the Supplier Quote Template column, mouse-over Actions and select New Supplier Quote Template.

   

3. In the Supplier Quote Template dialog box, enter the Supplier Quote Template name and click on Save.

   

4. The newly created Supplier Quote Template will be displayed in the Supplier Quote Template table.

   

Create a new Routing Template

1. Navigate to Home >  Sourcing > Setup > Templates tab.

2. From the Routing Templates section, in the Routing Template column, mouse-over Actions and select New Routing Template.

   

3. A new row will be created in the Routing Template table. Enter required details in the editable fields.

   

NOTE: The editable fields are indicated with a grey triangle in the corner of the cell.