Templates - adding contract reference

Hi Sheena,

So I've had a quick play in the test system and I've created a template order for Capital H&B with the first line entered with zero value and the framework ref entered as the detail as per your email.

When you click into the template you can see the line I entered which is saved in the template.

To add the line from the template to the PO check the box under the add column and then click on the Add button and it adds the line from the template to a new PO

Then to add further lines to the order you just click the Add Non Catalogue-item button and add the lines as needed.

I'm not sure if that's much help but that's the only way I can see to ensure the same text is always added to their PO's, although your requisitioners will need to remember to use the template when placing orders to Capital.

If you need any help creating or saving the template please let me know.