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What are PO Line
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Templates?
Creating and using PO Line templates can save time when creating a POL
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The templates save information from the POL summary tab
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. They do not save the Purchase type or PO Line owner fields
See: List of fields saved in a
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- Ordered Items section: (as long as the "Assign inventory manually" box is unchecked)
- Number of items to add (Physical items)
- Library/Location (Physical item and holding)
- License (Electronic items)
- Item policy (Physical items)
- Receiving Note (Physical items)
- Vendor Information section:
- Material supplier (Physical and Electronic items)
- Expected receipt date (Physical items)
- Expected activation after ordering (days) (Electronic items)
- Or expected activation date (Electronic items)
- Pricing section:
- Quantity for pricing (Physical items)
- Funding section:
- Fund (Physical and Electronic items)
- PO Line Details section:
- Acquisition method (Physical and Electronic items)
- Reporting code / secondary reporting code / tertiary reporting code (Physical and Electronic items)
- Note to vendor (Physical and Electronic items)
- Material type (Physical items)
- Rush (Physical items)
- Renewal section:
- Renewal date (Physical and Electronic items)
- Renewal reminder period (days) (Physical and Electronic items)
- Additional section:
- Manual packaging (Physical and Electronic items)
- Binding/Routing during receiving (Physical items)
To create or edit a Private template
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A user can chose from a set of Public templates or create any number of their own private templates.
Public templates
- Can be used by everyone
- Can be created by 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 PO Line Templates
When you create an order, you can select an existing template from the initial PO Line owner and type screen:
- PO Line type - choose the correct type
- PO Line owner - choose the correct POL Owner
- Load from template - choose from an existing template to apply it to your order
Creating or Editing a Private Template
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
Replace an Existing Private Template
Select the current template in Existing Template. You will only be able to edit your own existing templates
, but you can.
Create a Private Template from a Public Template
There are two ways to 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.To delete a private template
Call up any POL and clickto 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
- 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 fro from the Existing template list
- Hit delete
- NOTE: only those with the Acquisitions Administrator role can delete Public templates
To use a Private or public template
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ASWG has created some public templates for training and production use:
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