Creating templates from contracts

The advantage of creating templates from a contract is that you are not required to add all of the line information. The line information from the contract is used.
  1. Select Procurement Templates.
  2. Click Create from Contract.
  3. In the Procurement Template section, select a procurement group and provide a description for the template.
  4. Specify this information:
    Template Reference
    Select the procurement template to use as reference.
    Contract
    Select the contract from which to create the template.
    Copy All Lines
    Select this check box if all lines from the contract should be copied to the template.
    Set Quantity For All Lines To One
    Only select this check box to set the quantity on all lines to 1.

    The Procurement Template Line is not available when this check box is selected.

  5. Click Next.
  6. In the Procurement Template Line section, complete the form for each line:
  7. Click Next.
  8. On the Procurement Template Participants section, complete the form.
    Requesting Location
    Select an inventory or non-inventory location.
    Buyer Group
    Optionally, select a buyer group.
    Buyer
    Select a buyer code to assign to a vendor. This buyer code is the default value on purchase orders unless you override it on the purchase order.
  9. Click Next.
  10. In the Summary section, you can view the field values.
  11. Click Submit.