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List of fields saved in a template from the POL Summary tab
- See: List of fields saved in a POL Template (TtT)
Using and manipulating PO Line templates
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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
See:
Placing one-time orders for physical item (TtT)
Physical Standing Order Monograph and Print book - Standing Order Creation
Physical Standing Order Non-Monograph - Standing Order Creation - 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
- The Save as Template pop-up window appears
- Note: a PO line is NOT created during the save process
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ASWG created some public templates to be used for training and once we go live.
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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
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