1. Implementing Procurement
  2. Create a Negotiation Template

Create a Negotiation Template

If the majority of the negotiations you create contain the same features, for example, line attributes, terms and conditions, response controls; or negotiation data such as the value for the Location field, you may want to create a negotiation template.

The category managers can use this negotiation template each time they want to create a new negotiation.

Using a template saves time by streamlining the creation process. A negotiation template contains the features that are similar among the negotiations you commonly create. When you create new negotiations using templates, you can use the template as a shell for the negotiation, add to and edit details of the negotiation as necessary, and publish the negotiation.

In this example, Sue Parado, a category manage, will define a negotiation template to be used when negotiating for a list of incumbent supplies from Vision's inventory category 200.13 which contains printers.

Create a Negotiation Template

  1. On the Negotiations work area, from the Task Panel, Sue clicks Manage Negotiation Templates.

  2. From the Manage Templates page, she clicks the Create icon.

  3. When the pop-up window appears, she selects the procurement business unit, negotiation type, a negotiation style if appropriate, negotiation outcome, and negotiation currency. Procurement business unit, negotiation outcome and negotiation currency are required fields. She then clicks Create.

  4. She uses the train stops displayed across the pages to create the negotiation template. This process is similar to the general negotiation creation process, but some fields and attributes are not available for use. For example, you cannot define a close date. The category manager will enter that date when she uses the template to create a negotiation.

  5. She enters Printer Auctions as the template name, and on the Lines page, enters 200.13 for Category. On the Suppliers page, she enters the names of the suppliers with whom the company has purchased printers in the past.

  6. When the procurement application administrator has completed the appropriate fields, she activates and saves the new template.