Versions Compared

Version Old Version 13 New Version 14
Changes made by

Gerry Walden

Gerry Walden

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

General information about PO Line templates

...

Creating and using PO Line templates can save time when creating a POL.

The templates save information from the POL summary tab

. They do not save the Purchase type or PO Line owner fields

See: List of fields saved in a POL Template

 

A user can chose from a set of Public templates or create any number of their own private templates. 

A public template can

Public templates

    • Can be used by everyone
    • Anyone can create a public template
    • ;
    • Can be created by everyone;
    • Only the template owner or an Acquisitions Administrator can edit or delete
    • the
    • a public template
    • A private template can
    • .

Private templates

    • Can only be seen and used by the template owner / creator

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

...

    • .

Using and manipulating PO Line templates

...

Accessing a private or public template

  1. On the PO Line owner and type screen; fill in the Purchase type and PO Line owner fields
  2. Choose a template from the Load from template drop down menu

Creating or editing

...

a private template

Creating a new private template

1) Begin by following the procedures for manually creating a PO line.

See:

Enter (or edit)

Note: a PO line is NOT created by the saving of a template.


2) Complete or edit the relevant fields for your template

Click 

3) 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

finish: Click Save

 

Replacing an existing private template

, select

 

Select the current template in Existing Template.

 You

 You will only be able to edit your own existing templates

You can use


Creating a new private template from a public template

as the basis of your own version by calling it up under the Existing templates, Changing

:

Call up a public template under Existing templates. Change the Template name, and

saving

save it as a private template.

      • You can also call up any existing POL, choose Edit and then save
that
      • the result as a template
  • Click Save
  • If you are replacing an existing template, click Confirm in the confirmation dialog box
  • Note: a PO line is NOT created during the save process
    •  


    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 from the Existing template list
      3. Hit delete


    Info

    ASWG has created some public templates

    to be used

    for training and

    once we go live.

    production use:

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

     

     

    Html
    <style>
#main-content li
{
line-height: 1.65;
}
</style>