Copy a Purchase Order Template

To create a new purchase order template that is similar to an existing one, you can copy the purchase order template and save it with a new name. To copy a purchase order template:

1. Select Acquisitions, Templates, Purchase Order and search for the existing template.
2. Select the template, right-click and select Create Purchase Order from the context menu.

The Purchase Order workform opens.

3. Select Save as template and name the template.

Note:
You can also open the purchase order template, select File > New, Use existing template and select the template with the same name. Then select File > Save as template and type a new name for the template in the Assign Template Name dialog box. If you select File > New > Copy Workform, the header data will be copied, but not the default line item.