Adding and Maintaining Sourcing Event Templates

This topic provides an overview of adding and maintaining Sourcing Event templates.

Page Name

Definition Name

Usage

Enter Copy Criteria Page

AUC_COPY_SEC

Select sourcing template lines to copy to an event.

Search Templates Page

AUC_TMPLTE_SRCH

Search for templates.

Enter Copy Criteria Page

Template Info Page

AUC_TMPLTE_MAINT

Create and maintain event templates.

You can save events as templates to reuse in future events and associate an event template to business units, departments, or a specified user, based on the user's security. You can also create templates using Sourcing > Create Events > Maintain Event Templates. In addition, users with the appropriate security can modify templates. PeopleSoft Strategic Sourcing users can copy templates to expedite the event creation process.

You can save a template as a business unit, department, or personal template. If a template is marked as a business unit template, it is available to all users who have access to that business unit. If a template is marked as a department template, you can associate one or more departments to the template. Only users assigned to the associated departments can copy from department templates. If a template is marked as a personal template, only the user who created the template has access to it.

Use the Enter Copy Criteria page (AUC_COPY_SEC) to select sourcing template lines to copy to an event.

Navigation:

Sourcing > Create Events > Create Event Details

Select Sourcing Template in the Copy From field on the Event Summary page.

This example illustrates the fields and controls on the Enter Copy Criteria page. You can find definitions for the fields and controls later on this page.

 Enter Copy Criteria page (copy from sourcing template)

You use the Strategic Sourcing User Preferences page to specify the transactions from which users can copy.

You can use several documents to create one event. The system consolidates identical line items. For example, if you copy from three different requisitions that all contain an identical line item, that line item appears only once on the new event.

Note: If you selected External PO Integration on the Sourcing Business Unit Definition page and are awarding events to an external purchasing system, you can copy only from sourcing events, sourcing templates, and RFIs.

See Defining Strategic Sourcing Business Units.

Copy Template

Field or Control

Description

Copy From

Select Sourcing Template. You can use an event template to copy the entire event details onto any event.

See User Preferences – Strategic Sourcing Page.

Select Criteria

Field or Control

Description

Copy Method

Select the way the system copies the information. Values are:

  • Override: The system replaces any existing information for the event with the data from the template.

  • Append: The system adds information to existing event information but does not write over any fields that contain data.

Copy Criteria

Enter identifying information into a field to search for a template. Narrow the search response by entering criteria in more than one field.