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Table of Contents

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Child pages (Children Display)

What are PO Line

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Templates?

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

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 POL Template

 

A user can chose from a set of Public templates or

create any

create any number of their own private templates. 

Public templates

    • Can be used by everyone
    • Can
    • any more info be provided here?  Such as: are Public templates accessible library-wide? Is it possible to edit who can view them? What is the role/use of public vs private templates?

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

Using and manipulating PO Line templates

Using 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 (use capital P or lower case p? Public vs Private – are these different? see examples in orange below)

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    • 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:

  1. PO Line type - choose the correct type
  2. PO Line owner - choose the correct POL Owner
  3. 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:

Warning
titleWarning

A PO line is NOT created by saving of a template.


  1. Complete or edit the relevant fields for your template
  2. Click on the row action item list icon (ellipsis icon) to the right of the Purchase Order line details header
  3. Choose Save as template
    1. The Save as Template dialog window opens
    2. Enter a template name - be descriptive (so you know what it it's for) but brief
    3. Choose No for Public Template?
  4. 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

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.
  • You can also call up any existing POL, choose Edit and save that as a template
  • Click Save
    1. 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

    How is a public template created or edited?

    Deleting a private template

    Call up any POL and click

    to create a private template:

    Use any POL to get to the Save as template option:

    1. Call up a public template under Existing templates
    2. Change the Template name
    3. Choose No for Public Template?
    4. Click Save

    If you know an existing POL was made with a public template:

    1. Find the POL using the search bar, in whatever way works for you
    2. Choose Edit
    3. Choose Save as template
    4. Add a Template name
    5. Choose No for Public Template?
    6. Click Save

     

    Delete a Private Template

    1. Find a PO Line
    2. Click on Save as template
    3. Instead of saving, select the template you wish to delete fro from the Existing template list
    4. Hit delete


    Info
    titleNote

    ASWG has created some public templates for training and production use:

     only those with the Acquisitions Administrator role can delete Public templates (why are we noting this here?  this is about deleting private templates, not public)

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