Purchasing templates
Select .
The Buyer can select a purchase order template at the Purchase Order header level. The purchase order header template is only available when the Allow Override Of Document Template field on the Buyer record is selected. The Purchase Order IDM template can be assigned in these locations:
- Purchase Order header
- Purchasing From Location
- Purchasing Vendor
- Purchasing Company
This table shows the locations of templates to use when setting up IDM templates:
| Output document | Sample document template location | Upload IDM template location | Set up IDM template location |
|---|---|---|---|
| Purchase Order | Application Administration > Shared > Document Management > Sample Document Templates > Purchase Order | Application Administration > Shared > Document Management > IDM Templates > Purchasing | Purchase Order level: Purchasing > Purchasing > All > Header Details > Issue section
Purchase From Location Level: Application Administration > Supply Management > Purchasing > Purchasing > Purchasing Vendors > Purchase From Locations > Document Template tab Purchasing Vendor Level: Application Administration > Supply Management > Purchasing > Purchasing > Purchasing Vendors > Document Template tab Company level: Application Administration > Shared > Groups and Companies > Purchasing Companies > Document Template tab |
| Receiving Delivery and Putaway | Application Administration > Shared > Document Management > Sample Document Templates > Purchase Order | Application Administration > Shared > Document Management > IDM Templates > Purchasing | Application Administration > Shared > Groups and Companies > Purchasing Companies > Document Template tab |