If the majority of the negotiations you create contain the same features - attributes, terms and conditions, participation controls, etc. - you may want to create an negotiation template that you can use each time you create a new negotiation. Using a template saves time by streamlining the creation process. Your negotiation template contains the features that are similar among the negotiations you commonly create. When you create a new negotiation using a template, you simply apply the template to the negotiation, add to and edit details of the negotiation (as necessary), and publish your negotiation.
You can create and apply a template for a draft negotiation, or a negotiation created from a Blanket Purchase Agreement in Oracle Purchasing. The Apply Template button is not available when a template has already been applied, or when you create an amendment or start a new round of negotiations.
Note that, in general, current negotiation data is retained when a template is applied. Examples of retained data are requirements, currencies, item attributes, cost factors, and suppliers.
However, the negotiation style of the template is applied to the negotiation that replaces the existing current negotiation style. The negotiation style of the template also replaces the negotiation style of an RFQ, RFI, or Auction that is created in the Demand Workbench (Document Builder).
You can create as many templates as necessary. Since RFIs, RFQs, and buyer's auctions are different documents, each type has its own template or templates. You can create both "private" templates (templates that only you can view, edit, and use) and "public" templates (templates that all registered users in your company can view and use).
Creating a new negotiation template
Click the appropriate create link under the Templates area of Quick Links on the Negotiations Home page.
On the Templates page, click "Create New Template."
On the Step 1: Describe Your Template page, complete the following fields (required fields are marked with an *asterisk):
*Template Name
Description
Note: In order to create "public" offer templates, you must be assigned the appropriate authorization by your system administrator.
*Access. A template can be designated as either "public" (all Buyers in your company can view and use the template) or "private" (only you can view, edit, and use the template).
Your template status will default to Active. Active templates can be used immediately to create new negotiations. If you want to change your template's status to Inactive, you must complete and submit your template, then edit your template and select a new status from the drop-down menu at the Status field. Inactive templates will be stored in the system, but cannot be used to create a new offer until you change the status to Active.
Complete the remaining pages by filling out the fields as appropriate for the negotiation type. Once you have defined your template, click Submit on the Review and Submit page.