Page Comparison

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

• • • 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

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

2) Complete 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. 

• • • The Save as Template pop-up window appears
    • Enter a template name.

To finish: Click Save

Replacing an existing private template 

Select the current template in Existing Template. You will only be able to edit your own existing templates

Creating a new private template from a public template:

Call up a public template under Existing templates. Change the Template name, and save it as a private template.

• • • You can also call up any existing POL, choose Edit and then save the result as a template
      
      

Deleting a private template

1. 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

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