The purpose of this article is to provide information on how you can maintain the templates in Supplier Portal.
Access Vendor Portal at Vendor Portal
Note: The recommended browser for the Vendor Portal is Chrome.
Navigation
On the Dashboard, navigate to Username. Click on My Profile.
Creating Coding Templates
Click on the Coding Templates button on the left-hand side to create a coding template for invoices, Purchase Request and Purchase Order Request.
Invoice Coding Template
Click on Create New button.
Provide the title for invoice coding template and select the invoice type from pull-down.
Enable the check box next to Global to make it available for Innovate employees.
Click on Add Line Item button. Provide Item Text, GL Account and Cost Center.
Finally, click on the Save button.
A confirmation message displays for successful creation of invoice coding template.
Purchase Request Coding Template
Click on Create New button.
Provide the title for Purchase Request coding template and select the Purchase Requisition type from pull-down.
Enable the check box next to Global to make it available for Innovate employees.
Click on Add Line Item button. Provide Material Code, Material Group GL Account and Cost Center.
Finally, click on the Save button.
A confirmation message displays for successful creation of Purchase Requisition coding template.
Purchase Order Request Coding Template
Click on Create New button.
Provide the title for Purchase Order Request coding template and select the Purchase Order Requisition type from pull-down.
Enable the check box next to Global to make it available for Innovate employees.
Click on Add Line Item button. Provide Material Code, Material Group and Cost Center.
Finally, click on the Save button.
A confirmation message displays for successful creation of Purchase Order Request coding template.