Creating document templates for purchase orders by vendor

Use this procedure to create non-IDM procurement templates that are associated with the vendor or purchasing location.

  1. Select Purchase Order Document Templates.
  2. On the Purchasing Vendor tab, click Create Document by Purchasing Vendor.
  3. Select the Vendor Group, Purchasing Vendor, and optionally, the Purchase From Location.

    Templates with a blank Purchase From Location field can be assigned to the purchasing vendor and to any of the vendor locations.

  4. Select a template from a local folder to upload.
  5. Verify that the Active check box is selected.
  6. Click Save.

    You can view templates in the Document Templates section on Vendor Purchasing Information and on Purchase From Location.