Creating a PO Line Template

Creating a PO Line Template

Create a PO Line with all of the characteristics that you want to save, for example

• • Vendor and sub-account

  • Library and location

  • Acquisition method

  • Material type

  • Reporting codes

In the drop-down menu, select Save as template and press Go.

Name the template, e.g. Gift Books

Public Template: Yes (if you want other people to be able to use it)

To Modify a PO Line Template

Create a PO Line with all of the characteristics you want to save plus your modifications

In the drop-down menu, select Save as template and press Go.

Save it with the same name as the previous template.

A template with that name already exists - do you want to replace it? Confirm

Note that you can also delete a template at this point by choosing it from the drop-down menu and pressing Delete.

Using a PO Line Template

Create a PO Line.

Select Purchase Type and PO Line Owner.

Select the template you want to use in the drop-down menu next to Load from Template.

Create PO line