Supply Chain › Strategic Sourcing
Document Templates
The skeleton each kind of event is written from. A merge field the platform can answer is filled in; one it cannot stays visible as a placeholder.
Where to find it
- Module: Supply Chain
- Group: Sourcing
- Section: Strategic Sourcing
- Screen: Document Templates
Address in the console: /scm/rfx-templates
List · 7 columns · 7 fields on its form · 3 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Template | Code | code |
| Name | Text | name |
| For | Status | rfx_type |
| Category | Status | category |
| Sections | Number | sections |
| Default | Yes or no | is_default |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Template code required | Text | ||
| Name required | Text | ||
| For required | Choice | Configuration list | |
| Category | Choice | Configuration list | |
| When to use it | Long text | ||
| Default for this type | Yes or no | ||
| Active | Yes or no |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.