Create an Information Template

You can create an information template for a catalog item, and use the template to collect information from requesters when they create requisitions for the catalog item.

In this scenario, you want to create an information template for the catalog item Corporate Business Cards. To create the information template:

1. From the Navigator, under Procurement click Catalogs.

2. On the Overview page, click the Tasks tab.

   The Tasks pane shows all the catalog management tasks that you can perform.

3. Click Manage Information Templates.

4. On the Manage Information Templates page, in the Search Results section, click Create.

5. On the Create Information Template page, select a business unit in the Procurement BU field. For example, select Vision Operations.

6. Enter the Information Template name. For example, enter Business Cards Information.

7. Also enter the Display Name. For example, also enter Business Cards Information.

   The display name appears in Oracle Self Service Procurement as a header above the attributes for the information template.

8. Enter Instruction Text for the requesters. For example, enter the following instructional text: Enter the information to be printed on the business cards.

   When requesters edit a requisition for submission, the instruction text is displayed to prompt them to provide the requested information.

9. Select a value from the Attribute List drop-down list. For example, select the attribute list Business Cards.

   The values in the attribute list can be modified by your administrator in the Setup and Maintenance work area.

10. Select a value from the Attachment Category drop-down list. For example, select To Supplier.

    The attachment category determines who can see the attachments created for the information template. In this scenario, the template information captured in the requisition is sent to the supplier as an attachment.

11. You can associate the information template to a category. In the Category Associations section, click the Select and Add icon.

12. On the Select and Add: Categories dialog box, search for and select a relevant category, such as Office Supplies.

13. Click Apply and then click Done.

14. On the Create Information Template page, you can also associate the information template to an item. In the Item Association section, click the Select and Add icon.

15. On the Select and Add: Items dialog box, search for and select an item, such as Corporate Business Card.

16. Click Apply, then click Done.

17. On the Create Information Template page, click Save and Close.

18. Click OK on the Confirmation dialog box that indicates that your changes have been saved.

19. On the Manage Information Templates page, you can see the information template added to the list in the Search Results section.