Additional Templates

In the Templates section, you can create templates that are valid for your organization. Templates are predefined templates or fields that can be used in the different modules, e.g. tenders, orders or e-mails, by the users of your organization.

Text module area

• Type: By selecting the type you can choose in which area the text module should be available. The following options are available:

  • Request

  • Auction

  • Order

  • Information request

  • Complaint

  • Sale Auction

  • Contract

• Title: Title for the text module. This field is mandatory.

• Description: Description for the text module.

• Text: here you can enter the desired text.

With the text module is saved.

Email templates

You have the ability to turn email on and off at the organizational level. Under Configuration → Templates → Manage Email Templates, tab Global Templates, the administrator can deactivate or activate organization-wide email templates of the Onventis Connector. These settings affect all organizational units and all users in the organization. Sending is prevented for the deactivated e-mails regardless of other settings.

By default, all templates are activated.

Tender templates

Under Configuration → Strategic Purchasing → RFQ Templates you have the option to create different templates for the RFQ area.

You can create the following templates:

• Complete templates

• Text templates

• Position templates

• Question templates

• Team templates

• Assessment Survey Question Templates

Users can select these under Sourcing.

A user who wants to create a new call, for example, has two options to choose from when creating the call:

Query without template: the query is created without a template.

Request with template: for the creation of a request you can select the appropriate template via the dropdown menu.

Auction templates

Under Configuration → Strategic Purchasing → Purchasing Auctions you have the option to create complete templates for the area Strategic Purchasing → Auctions → Au ctions. Users can select these under Auctions.

A user who wants to create a new auction has two options to choose from when creating the auction:

• Auction without template: the auction is created without a template.

• Auction with template: to create an auction, you can select the appropriate template from the drop-down menu.

Complaint templates

Under Configuration → Operational Purchasing → Complaints you can create different templates for the area Operational Purchasing → Order Processing → Complaints. You can create the following templates for the complaints area:

• Complete templates: here you can create a complete template for complaints. This is visible to users under Operative Purchasing → Order Processing → Complaints.

• Task templates: here you can create a template for internal tasks in the area of complaints. This is visible to users under Operative Purchasing → Order Processing → Complaints in the Tasks tab and is available for selection when complaints are created.

Action Templates

Under Configuration → Operational Purchasing → Action Templates you have the option to create different templates for the area Administration → Project Management. You can create the following templates for the Project Management area:

• Complete templates: under Complete templates you can create a template for internal measures. This is visible to users under Administration → Project Management → Measures .

• Task templates: under Task templates you can create a template for internal tasks. This is visible to users under Administration → Project Management→ Tasks and is also available for selection under Actions when creating tasks.

Complete templates

A material group can be defined in an inquiry complete template. When you create a new inquiry from the template, the corresponding material group is automatically copied.

Existing team assignments to this material group are also taken into account and the corresponding team members are automatically transferred to the new request.

Deletion of multiple suppliers in request templates

In an inquiry complete template in the supplier tab, several suppliers can be marked and deleted via a central button.

Operations

If you store activity templates for the different areas, these automatically appear in the respective PDF files. You have the possibility to define an individual header and footer.