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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
  • A user can chose from a set of Public templates or create any number of their own private templates. 
    • Can any more info be provided here?  Such as: are Public templates accessible library-wide? yes. A public template can be used by everyone, but only the template owner or an Acquisitions Administrator can edit or delete the template. Is it possible to edit who can view them? What is the role/use of public vs private templates? A private template can only be seen and used by the template owner/creator --dab

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? probably best to use caps Public vs Private – are these different? see examples in orange below)

  1. Follow the procedure for manually creating a PO line. See Creating a One time (Monograph) and Continuous (Standing order and Serial) Order Line: Physical for more details
  2. Enter (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:
  4. Enter a template name
    1. To replace an existing template, select the current template in Existing Template. 
    2. You will only be able to edit your own existing templates
      1. You can 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.
      2. You can also call up any existing POL, choose Edit and save that as a template
  5. Click Save
    1. If you are replacing an existing template, click Confirm in the confirmation dialog box
  6. Note: a PO line is NOT created during the save process

How is a public template created or edited? ASWG will create some to be available for training and once we go live. Perhaps you could mention here that those with the role of Acquisitions Administrator will be able to create addtional Public templates

Deleting a private template

  1. Call up any POL and click on Save as template
  2. Instead of saving, select the template you wish to delete fro the Existing template list
  3. Hit delete
  4. Note: 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) just in case someone wonders??
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