Requisition Templates

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Workflows > Requisitioning > Requisition Templates

Any requisition saved with a name (i.e., the Requisition Name field is not blank) becomes a template, from which the user can create new requisitions quickly with the same settings (e.g., Date Needed, Line Items) as the saved one.

Create a requisition from a template

1.	On the Requisitions Worklist page, select a template from the Create From Template drop-down list, and click the Create button.

2.	Make necessary changes to the pre-set template settings

3.	Click the Save button

Delete a requisition template

1.	On the Requisitions Worklist page, click the ID link of the template (Name) to delete

2.	Delete the contents of the Requisition Name field

3.	Click the Save button