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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

  • 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 private template

Creating a new private template

Warning

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


  • Complete or edit the relevant fields for your template
  • 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

    • Call up any POL and click on Save as template
    • Instead of saving, select the template you wish to delete from the Existing template list
    • 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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