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Templates list

Page finder

This page displays a list of all available system and company templates for requisitions and purchase requests.

System templates can be created by system administrators, company templates can be created by purchasers.

Templates are available to the users assigned to them. For system templates, this may be all companies or individual users. For company templates, this may be individual users and company units, depending on which company the purchaser belongs to.

You can select the type of template that you want to display from the selection lists.

Click the icon  next to the template to edit it.

The following information is displayed:

Column

Description

Type

Type of template

Name

Name of the template

Number

Number of the template

Date

Date on which the template was created

Basic agreements

Name of the basic contract on which the template is based.

See also

Managing purchase orders

Managing order confirmations