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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 any number of their own private templates.
Public templates
- Can be used by everyone;
- Can be created by everyone;anyone
- 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.
Using and manipulating PO Line templates
Accessing a
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Private or
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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
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Private Template
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Create a New Private Template
Begin by following the procedures for manually creating a PO line
...
:
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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
- on the row action item list icon (ellipsis icon) to the right of the
- Purchase Order line details
- header
- Choose Save as template
- The Save as Template
- dialog window
- opens
- Enter a template name
- - be descriptive (so you know what it it's for) but brief
- Choose No for Public Template?
- Click Save
Replacing an existing private template
Replace 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 templateCreate a Private Template from a Public Template
There are two ways to use a public template to create a private template:
Use any POL to get to the Save as template option:
- Call up a public template under Existing templates
- Change the Template name
Deleting a private template
Call up any POL and click- Choose No for Public Template?
- Click Save
If you know an existing POL was made with a public template:
- Find the POL using the search bar, in whatever way works for you
- Choose Edit
- Choose Save as template
- Add a Template name
- Choose No for Public Template?
- Click Save
Delete a Private Template
- Find a PO Line
- Click on Save as template
- Instead of saving, select the template you wish to delete from the Existing template list
- Hit delete
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ASWG has created some public templates for training and production use:
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