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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.
Public templatestemplates
- Can be used by everyone;
- Can be created by everyone;
- Only the template owner or an Acquisitions Administrator can edit or delete a public template.
Private templates
- Can only be seen and used by the template owner / creator.
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Accessing a 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
Creating or editing a private template
Creating a new private template
- Begin by following the procedures for manually creating a PO line.
| Warning | ||
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A PO line is NOT created by |
saving of a template. |
- Complete 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 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
- You can also call up any existing POL, choose Edit and then save the result as a template
Deleting a private template
- Call up any POL and click on Save as template
- Instead of saving, select the template you wish to delete from the Existing template list
- Hit delete
| Info | ||
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ASWG has created some public templates for training and production use:
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| Html |
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<style>
#main-content li
{
line-height: 1.65;
}
</style> |