Creating IDM templates

  1. Select Supply Management > Supply Management Setup > Purchasing > Purchasing Documents IDM Templates.
  2. Click Create.
  3. 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.
  4. Click Save.