Creating procurement templates from contracts

  1. Select Supply Management > Supply Management Setup > Purchasing > Procurement Templates.
  2. Click Create From Contract.
  3. Specify this information:
    Procurement Group
    Select a procurement group.
    Template Reference
    Specify a code to use for the template.
    Description
    Provide a description for all service and special items types.
    Contract
    Specify the contract number.
    Copy All Lines
    Select this check box to select all contract lines for the template.
  4. Click Next.
  5. On the Procurement Template Line tab, if you are not copying all of the lines, use the helper list to select contract lines for the template.
  6. Click Next.
  7. On the Procurement Template Participants tab, create a participant record.
  8. Click Next.
  9. On the Procurement Template Summary tab, click View Template.