Creating procurement templates

  1. Select Application Administration > Supply Management > Purchasing.
  2. In the Purchasing panel, click Procurement Templates.
  3. Click Create.
  4. 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.
    From Company
    Select the reference purchase order company where the procurement template is being copied.
    From Location
    Select the reference inventory control location where the procurement template is being copied.
  5. Click Save.