Creating IDM templates
- Select Supply Management > Supply Management Setup > Purchasing > Purchasing Documents IDM Templates.
- Click Create.
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Specify this information:
- Name
- Specify the name of the purchase order template.
- Description
- Provide a description for the template.
- Output Format
- Select whether the output format is in PDF or DOCX.
- Attachment
- Select the template to upload.
- Click Save.