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To add a template to your Templates List:

  1. Go to the Procurement Home Page.
  2. In the Shop Menu, click Shopping Cart Status.
  3. The Procurement application displays the Shopping Cart List.

  4. Click the Open icon (to the left of Shopping Cart name), to expand the template and view the quantities and items contained in the shopping cart:

Open icon
Close icon

  1. Click the Close icon to close up the Shopping Cart again and hide its contents.
  2. Choose a Shopping Cart that meets your requirements for a template.
  3. Click an Action icon, to add the Shopping Cart to the Templates list:

Save the Shopping Cart as a Personal Templates for your own use.
Every user who has a privilege to create a Shopping Cart can create Personal templates, however Personal templates are only available by the Sys User that created them. Only Shared templates can be viewed by users other than the Sys User that created them
Save the Shopping Cart as a Shared Templates for the use of all members of your Buying Organization (only Approvers and other advanced users are permitted to do this).

Note: The Save as Template icons are not displayed for a Shopping Cart that was created for a Blanket Order Release.

  1. The next time you select New Shopping Cart from Template in the Shop Menu, this new template will be shown in the Templates List.

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