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Function documentationXPress Request Templates Locate this document in the navigation structure

 

XPress request templates form one level of the hierarchy of documents that determine the parameters of an XPress request.

  • XPress request types control the business rules and features for an XPress request template. For example, they determine rules for Internal Customers and suppliers, and indicate whether a template can include multiple line item options, quantity breaks, and price components. For more information about types, see XPress Request Type List.

  • XPress request templates are predefined documents that store crucial content for an XPress request. For example, they determine line item specifications, primary suppliers, and price components. Every XPress template is based on an XPress request type.

  • XPress request documents are the live pricing requests that are seen by suppliers. They contain specific line items that suppliers will bid on. Every XPress request is based on an XPress request template.

To see a list of XPress request templates, choose XPress in the navigation bar and select XPress Request Templates from the Request dropdown list.

On the XPress Request List: Templates page, you can view XPress request templates in the following ways:

Report

Description

All Print XPress Templates

View a list of all Print XPress templates.

All XPress Request Templates

View a list of all XPress request templates.

All Inactive XPress Request Templates

View a list of all inactive XPress request templates.

On this page, you can also:

  • Create or change an XPress request template

  • Export an XPress request template list to a CSV file or to a PDF file

Activities

Creating an XPress Request Template

XPress request templates are predefined documents that store crucial content for an XPress request. For example, they determine line item specifications, primary suppliers, and price components.

Note Note

The XPress request type determines the tabs that appear in an XPress request template. All tabs might not appear in every template.

End of the note.

To create an XPress request template:

  1. Choose XPress in the navigation bar and select Create XPress Request Template from the Requests dropdown list.

    Note Note

    You can also create an XPress request by choosing Create on the XPress Request: Templates page.

    End of the note.

  2. In the Create dialog box, select the type of template to create and click Create.

  3. On the Header page, fill in the fields under Job Description and add suppliers, event terms, and collaborators to the template.

    For more information, see XPress Request Template Header.

  4. Choose the Schedule tab to add a schedule to the template.

  5. On the Schedule page, choose Add to add an event to the schedule.

    For more information, see Adding an event to a schedule.

  6. Choose the Specifications tab to add specifications to the template.

  7. On the Specifications page, choose Add to add a line item specification. Fill in the fields in the Line Item Specification dialog box and choose OK.

    For more information, see XPress Request Template Specifications.

  8. Choose the Price Components tab to break down line item prices into components for this template.

  9. On the Price Components page, choose Add to add price components.

    For more information, see XPress Request Template Price Components.

  10. Choose the Accounting tab to add accounting information to the template.

    For more information, see Adding accounting information to a sourcing document.

  11. Save your entriesr.

Editing an XPress Request Template

  1. Coose XPress in the navigation bar and select XPress Request Templates from the Requests dropdown list.

  2. On the XPress Request page, choose the name of the template to edit.

  3. Proceed as outlined above.