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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 number of their own private templates. 

Public templates

    • 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.

Using and manipulating PO Line templates

Accessing 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

Creating a new private template

1) Begin by following the procedures for manually creating a PO line.

Note: a PO line is NOT created by the saving of a template.


2) Complete 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
      • 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

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 from the Existing template list
    3. Hit delete


Note

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

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

 

 

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