Creating event templates

Event templates are used to create repositories for events that contain bid information. An event template is similar to a sourcing event except that it remains in the repository where it can be reused. When creating an event template, you can define information for your recurring events and modify the information to match the requirements of the current event.

  1. Select Supply Management > Supply Management Setup > Strategic Sourcing > Event Templates.
  2. Click Create Event Template.
  3. Specify a Company to which to apply an event template.
  4. Specify a name for the event template.
  5. Add details to the template
    You can put as much information or a little information into a template as you like. Not all fields are required.
    • On the Events tab, select an event type, buyer, and indicate options such sealed bids, create amendments, dates required, allow suppliers to do questions and answer, and whether you require responses for all lines.
    • On the Weighting tab, you can specify various weighting percentages to apply to the event template.
    • On the Questions tab, you create questions (and responses) and attach them to sourcing events.
    • On the Terms tab, you create articles and their associated terms and conditions.
    • On the Meetings tab, you set up a meeting related to the template, giving the location name and address.
    • On the Attachments tab, you assign an attached file for further information.
    • On the Contacts tab, you assign a contact person and their information to the template.
    • On the Comments tab, you add comment text and indicate where it prints.
    • On the Lines tab, you add template lines including items and item types, quantity, and ship-to location.
    • On the Event Commodity Codes tab, you assign a commodity code to the template.
  6. Click Save.