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List of fields saved in a template from the POL Summary tab

Using and manipulating PO Line templates

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  1. 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

  2. Enter (or edit) the relevant fields for your template
  3. Click Save as template, which is one of the commands under the ellipsis to the right of the "Purchase Order line details" header
    1. The Save as Template pop-up window appears
      1. Enter a template name
        1. To replace an existing template, select the current template in Existing Template
        2. You will only be able to edit your own existing templates
          1. 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.
          2. You can also call up any existing POL, choose Edit and save that as a template
      2. Click Save
      3. If you are replacing an existing template, click Confirm in the confirmation dialog box
  4. Note: a PO line is NOT created during the save process

 

Info

ASWG created some public templates to be used for training and once we go live.

    • ITS 625 / DIV / EBSCOUS / SO Non monograph
    • LAM / YANKEE / Mono
    • SCH / COUTTS / PJS (PJS = Print Journal Subscription)


Deleting a private template

  1. Call up any POL and click on Save as template
  2. Instead of saving, select the template you wish to delete fro the Existing template list
  3. Hit delete

 

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