PO Line Templates

Owned by Jaime (she/her/hers) McAllister-Grande (Unlicensed)
Last updated: Jun 27, 2019 by Jennifer Koerber (Unlicensed)

What are 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 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

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.


Create a Private Template from a Public Template

There are two ways to use a public template 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 from the Existing template list
  4. 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)