Strategic Sourcing templates

Document Output Management is used in Strategic Sourcing to generate output documents.

Select Application Administration > Supply Management > Sourcing. The Use IDM For Bid Tabulation And Award Details Reports check box is available in the Event Processing Options section of the supplier group. Assign IDM templates in the event types.

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
Award Details	Application Administration > Shared > Document Management > Sample Document Templates > Strategic Sourcing	Application Administration > Shared > Document Management > IDM Templates > Strategic Sourcing > Award Details	Application Administration > Supply Management > Sourcing > Sourcing > Event Types
Bid Tabulation	Application Administration > Shared > Document Management > Sample Document Templates > Strategic Sourcing	Application Administration > Shared > Document Management > IDM Templates > Strategic Sourcing > Bid Tabulation	Application Administration > Supply Management > Sourcing > Sourcing > Event Types

Note: For award details reports, if an IDM template is not defined, the reports are not created. For bid tabulation reports, if an IDM template is not defined, non-IDM reports are created.