Purchase Requisition (PR) Templates : Aerchain.io

TABLE OF CONTENTS

What is a Purchase Requisition Template
Who Can Create Purchase Requisition Templates
Steps to Create a Purchase Requisition Template

What is a Purchase Requisition Template

The Purchase Requisition template is the preset format of the Purchase Requisition form.

Not all purchase requisitions have the same fields (i.e., Same text boxes and dropdowns). So, having multiple forms would be the solution. Also, if you can switch between forms, it'll be much easier. That is what a Purchase requisition template is. The templatization of the purchase requisition form. The option to create, edit, and delete PR templates is available on Requisition Settings under the Org Settings.

Who Can Create Purchase Requisition Templates

Users who have access to the organization settings should have access to create, edit, and modify the requisition templates.

Steps to Create a Purchase Requisition Template

Follow the below steps to create a Purchase Requisition Template.

Login to the Aerchain Customer portal.
Click the Org Settings Icon.
Search and click Requisition Settings.
Click Templates.
Click the + New button.
✔️The new template creation form displays.
Fill in the form.
Click the Create button.

The fields in the form are explained below.

Field	Explanation
	Type in the name of the template.
	The Cancel button closes the editor.
	The Save button saves the form.
	Available default sections. Click the triangle icon to expand each section.
	Allows you to add a section.

S.No	Serial Number
Field	The Field name
Type	The Field type. Text, number, email, phone number, etc.
Category	The category under which this field falls.
Options	If the field that you are creating is a multi-select, provide the available options for this field. e.g. Yes, No.
Default Value	Default Value is the value that defaults when the user does not make a selection on this field.
Mandatory	Checking this check box marks this field as mandatory. The user can't skip this field.
Disabled	Uncheck on this column will disable the field.
	Delete this field using this icon.
	Field edit icon. Allows you to edit this field.
The Field edit page.
ORG LEVEL FIELD	Allows you to choose an organization-level, system field.
REQUISITION FIELD	Allows you to choose a Requisition Field.
TEMPLATE SPECIFIC FIELD	Allows you to create a new field with custom configuration.

FIELD NAME	Name of the Field.
HELP TEXT	The Tooltip help text.
FIELD TYPE	Type of this field. Number, email, rich text, etc.
Previous	The Previous button allows you to go to the previous section.
Add	The Add button adds the field.