Toolbar of Purchase Template Editor

Use the toolbar options 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
Save	Click this option to save your changes.
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 Vision 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: Click Preview PO to open a lookup list of all purchase orders of any status. Click Preview RFQ to open a lookup list of all requests for price quote or a requisition.
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.
Help	Click this option to open the Vision online help for the Purchase Template Editor.