Procurement

Introduction to Purchasing Templates

Purchasing Templates can be created to preconfigure purchase requisitions to effectively generate bulk orders.

Ribbon Select Procurement > Purchasing Templates

The Purchasing Templates Listing screen will be displayed.

Purchasing Template Ribbon Action Buttons

The ribbon action buttons will be available (bold) or unavailable (greyed out) depending on the status selection, and security right access level. The following functionality is available from this screen:

Maintain Buttons

• Add, Edit, Delete

Format Buttons

• Save Layout and Workspaces.

Print Buttons

• Export listing to Excel.

Current Buttons

• Refresh.

Related Topics

• Add Purchasing Template
• Edit Purchasing Template
• Delete Purchasing Template
• Create New Purchase Requisition from Template