Setting up IDM templates

Use this procedure to set up a purchase order IDM template.
  1. Download Sample IDM templates, fact sheets, and XML files.
    1. Select Supply Management > Supply Management Setup > Purchasing > Sample Purchasing Document Templates.
    2. For each sample IDM template, links are provided to download the template, fact sheet documents, and XML file.
  2. Create IDM templates.
    Use the sample template as a baseline to create your own IDM template. For instructions about creating an IDM template, see Output management add-in.

    Save IDM templates in .docx format.

    See Field mapping information for the list of fields that you can add to your template.

  3. Upload the created IDM templates that can be assigned as default company templates.
    1. Select Supply Management > Supply Management Setup > Purchasing > Purchasing IDM Templates.
    2. Click Create and locate an IDM template. You can attach the downloaded sample templates or attach your own templates.
    3. Generate output documents in .pdf or .docx format.
    4. When the template is attached, you can assign it as the default for the output document.
  4. Set up IDM templates and assign an IDM template as the default for the output documents.
    1. Select Supply Management > Supply Management Setup > Groups and Companies > Purchasing Companies.
    2. Open a purchasing company record.
    3. On the Document Template tab, specify this information:
      Use IDM Template
      Select this check box to use the IDM template to generate purchase order issue documents. If this check box is cleared, then the Purchase Order Template in .rtf format can be used.
      Purchase Order IDM Template
      Select a template. This field is available when Use IDM Template is selected.
    4. Select the IDM template that is the default for the output document. The template is also saved in IDM.
    To set up other output documents, see IDM templates reference information.