1. Using Procurement
  2. How You Modify a Delivered Email Template to Communicate Purchasing Documents

How You Modify a Delivered Email Template to Communicate Purchasing Documents

As an implementor or procurement application administrator, you can modify templates for outgoing supplier email communications of purchasing documents. To do this, use Oracle Analytics Publisher to make a copy of the delivered Purchase Document Email Report that contains the templates.

You can modify the templates to tailor the email subject line or body text for a purchasing document type. You can find the Purchase Document Email Data Model in the Reports and Analytics catalog, in the Purchasing folder. The data model contains delivered attributes, and you can extend it to meet your organization's requirements. You can also find the Purchase Document Email Report in the catalog's Purchasing folder. The report references the data model. The report includes these email document templates:

  • Purchase Order Email Subject

  • Purchase Order Email Body

  • Purchase Agreement Email Subject

  • Purchase Agreement Email Body

Modify a Default Email Template

To modify a delivered email template follow these steps:

  1. In the Navigator, click Reports and Analytics.

  2. On the Reports and Analytics page, click the Browse Catalog icon.

  3. On the Catalog page, in the Folders pane, open the Purchasing folder. (Under the Shared Folders folder > Procurement folder.)

  4. In the Purchasing folder, locate the Purchase Document Email Report, click the More link, and copy the report to your folder.

  5. Locate the copy of the Purchase Document Email Report. (Under the Shared Folders folder > Custom folder > Procurement folder > Purchasing folder.)

  6. Click the copy of the Purchase Document Email Report to select it, and click Edit.

  7. On the Purchase Document Email Report page, select the template that you want to modify. Select the template that corresponds to the document type (agreement or order) and section (subject or body). For example, Purchase Order Email Subject Template.

  8. Click Edit to download the template file. For example, the template file might have a file name such as Purchase Order Subject Layout.rtf.

  9. Use Oracle Business Publisher desktop tools to edit the template.

  10. Upload the modified template back to Oracle Analytics Publisher. Select the appropriate folder for your implementation.