Wiki source code of 6 Templates

Last modified by Admin User on 2023/06/30 10:27
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1 Clicking 'Templates' from the Main Menu will open your templates list where you can scroll and select items to quickly and efficiently create a new requisition.
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3 = Template List =
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5 Templates are **saved lists of items**, also known as 'Favourites', which are purchased on a regular basis. These Templates will be created in PECOS P2P by yourself or by colleagues who have saved them for you to use: Templates are not created in the Mobile application.
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7 PECOS P2P Mobile is designed to let you find the appropriate list; select all or some of the items contained in it; edit the quantity; and add comments and any additional data that maybe required, before submitting as a new requisition.
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9 [[image:WebHome@Templates5.png||height="80%" width="80%"]]
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11 Scroll to find the Template that contains the items you wish to order.
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13 The list contains the Template Name, Type and Group to enable you to identify its contents.
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15 Tap to open the Template Detail screen where you can select items to add to a requisition.
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17 = Template Detail =
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19 The Template Detail screen shows all the items saved, displaying the item description, default quantity and price information. Items are listed in supplier order.
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21 Scroll to the bottom of the screen to display Internal and External Comments saved with the Template: these will be automatically added to your requisition. Although not displayed, accounting information saved to the Template will also be defaulted onto your requisition.
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23 The options for section are explained below.
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25 [[image:WebHome@ButtonSelectAll.png]] Tap the 'Select All' button at the top of the screen to automatically select all items in the template for adding to a requisition.
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27 [[image:WebHome@ButtonUnSelectAll.png]] Tap the 'Unselect All' button at the top of the screen to clear all selections.
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29 [[image:WebHome@IconTickedBox.png]] Tap the selection box to the right of an item to select it. A tick will appear and the item will be added to your requisition. To deselect, tap again to remove the tick.
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31 [[image:WebHome@IconEdit.png]] Tap the **edit** icon for an **Item** to **change the quantity** to be added to your requisition (note that this will not permanently change the default quantity).
32 [[image:WebHome@TemplateEditQuantity.png]]
33 Click 'OK' to update the quantity. The system will validate to ensure it is within the minimum or maximum order quantity for the item and update the extended price.
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36 [[image:WebHome@IconEdit.png]] Tap the **edit** icon against the Internal or External **Comment** to open a comment edit screen where text can be changed or entered.
37 [[image:WebHome@TemplateInternalComment.png]]
38 Click 'OK' to save your changes and apply the comment to your requisition.
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41 [[image:WebHome@ButtonCreate.png]] When finished, tap to add the selected items to a new requisition. A Requisition summary screen will display allowing you to review your selection before submitting or cancelling the requisition.
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43 [[image:WebHome@ButtonCancel.png]] Tap to cancel and return to the previous screen without creating a new requisition.
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