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Using and manipulating PO Line templates
Using a
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private or public template
- On the PO Line owner and type screen; fill in the Purchase type and PO Line owner fields
- Choose a template from the Load from template drop down menu
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- Follow the procedure for manually creating a PO line. See Creating a One time (Monograph) and Continuous (Standing order and Serial) Order Line: Physical for more details
- Enter (or edit) the relevant fields for your template
- Click Save as template, which is one of the commands under the ellipsis to the right of the "Purchase Order line details" header.
- The Save as Template pop-up window appears
- Enter a template name
- To replace an
- existing template, select the current template in Existing Template.
- You will only be able to edit your own existing templates
- You can use a public template as the basis of your own version by calling it up under the Existing templates, Changing the Template name, and saving it as a
- private template.
- You can also call up any existing POL, choose Edit and save that as a template
- Click Save
- If you are replacing an existing template, click Confirm in the confirmation dialog box
- Enter a template name
- Note: a PO line is NOT created during the save process
ASWG will create some
Info |
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ASWG created some public templates to be |
used for training and once we go live. |
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Note |
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Please note: those with the role of Acquisitions Administrator will be able to create |
additional public templates and delete public templates. |
Deleting a private template
- Call up any POL and click on Save as template
- Instead of saving, select the template you wish to delete fro the Existing template list
- Hit delete