If your negotiations use many of the same elements (bid/quote controls, item attribute lists, or invitation lists), you can create templates for each negotiation type (RFI, RFQ, auction). Sourcing Super Users can create public templates that are available for use by all Sourcing Buyers. (Sourcing Super Users and Sourcing Buyers can both create their own private templates that only they can use.)
Using negotiation templates can streamline the creation process and standardize your business practices.
To create a negotiation template:
1. On the Negotiations Home page, click the Negotiations tab.
2. In the Templates column of the Quick Links section, click the link for the type of
negotiation template you wish to create.
3. On the Templates page, click "Create New Template."
4. On the Step 1: Create Template Header page, give your template a name and
optionally a description. Be sure to accept the default Access value of Public.
5. Continue by using the instructions in the online help describing how to define
templates.
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