Adding a template

  1. Access the available template bookmark:

    • All Templates

    • Location Templates

    • Requester Templates

  2. Click New List.
  3. Specify the name and description for the template.

    Optionally, you can add the From Company (Purchase Order company) and From Location (the location requisitioning the items). Although, this does not update Procurement Templates (PO15.1).

    To add specials to a template, you must set the Allow Special Items flag on PO00.1 to Yes.

  4. Click Add.

    The list is added and displays on the right-hand side.

  5. To add items to your template, select items and click Add.

    All items that are set up in Item Master (IC11.1) are displayed.

    The items are now displayed in your template in the order that they were added. Specify the Quantity you want for each item.

    Note: You cannot add two lines that have the same item number and unit of measure.