Creating event templates

Event templates are used to define information for recurring events. An event template is similar to a sourcing event except that it remains in a repository where it can be reused.

Use the following steps to create an event template.

To create an event template

  1. Access Buyer > Setup > Event Templates.
  2. From the Actions menu, select Create Event Template.
  3. Use the following guidelines to enter field values:
    Company

    Required. Select a company to which you want to assign the event template.

    Name

    Required. Type a name for the event template.

  4. Click Save.
  5. Add details to the template.
    Note: 

    You can put as much information or a little information into a template as you like. Not all fields are required.

    1. On the Event tab, select an event type, buyer, and indicate options such sealed bids, create amendments, dates required, allow suppliers to do questions and answer, and whether you require responses for all lines.
    2. On the Questions tab, you create questions (and responses) and attach them to sourcing events.
    3. On the Terms tab, you create articles and their associated terms and conditions.
    4. On the Meetings tab, you set up a meeting related to the template, giving the location name and address.
    5. On the Attachments tab, you assign an attached file for further information.
    6. On the Contacts tab, you assign a contact person and their information to the template.
    7. On the Comments tab, you add comment text and indicate where it prints.
    8. On the Lines tab, you add template lines including items and item types, quantity, and ship-to location.
    9. On the Event Commodity Codes tab, you assign a commodity code to the template.
Related topics