Use the toolbar options of the Purchase Template Editor to create new templates or modify templates. You can also preview a purchase order or request for price quote that uses a template that you select.
Contents
| Field | Description |
|---|
 New
|
After you click this option, select one of the following:
-
Click
New Purchase Template to create a new template from scratch. Default values populate certain fields.
-
Click
Copy Current Purchase Template to create a new template based on the template currently open in the browser. This option is available only if a template is open in the Template form.
-
Click
Select Purchase Template to Copy to create a new template based on a template that you select from the template lookup.
|
| Delete Purchase Template
|
Click this option to delete the current purchase template. If you delete a template, you remove it from the
Deltek database permanently. You
cannot undo this step.
|
| Preview Template
|
Click this option to select a purchase order or request for price quote. Then generate a preview of the purchase order or request for price quote using the template settings that are in effect:
|
 Images
|
Click this option to display the Available Images window, on which you upload or delete custom images that can be used in the templates.
|
