Deleting Unwanted Templates

Document templates can be created for requisitions and purchase orders so that they can be re-used in the future. This is particularly useful for similar items that are ordered on a regular basis. This might include catering supplies, cleaning supplies, stationery, etc.

There may be times when you have too many templates or there are templates that are no longer needed.

  1. Create or open a document of the required type, i.e. to delete a requisition template, you must create or open a requisition.
  2. Click the Template icon to display the TemplatesFor window.
  3. Click the Delete icon adjacent to the template you want to delete. A warning message is displayed.
  4. Click Delete to remove the template.