Create a Purchase Order Template

You always start from the Purchase Order workform to create a new purchase order template, whether you create a new purchase order or use an existing one. If the purchase order contains line items, only the first line item on the Purchase Order workform will be saved in the template, but it can have an unlimited number of segments that are all retained. You can also save a purchase order as a template with only header information and no line item data.

To create a purchase order template:

  1. Create a new purchase order or search for and select an existing record.

The Purchase Order workform opens.

  1. To create a template that includes a default purchase order line item with distribution data (segments), do one of the following steps:
    • If you are starting with a new purchase order, add a new line item with all the distribution information (segments). See Add purchase order line item segments.
    • If you are using an existing purchase order, open the first purchase order line item, and verify that the distribution information is set up correctly. The bibliographic information is not saved in the template.
  2. Select File > Save as Template from the Purchase Order workform menu.

The Assign Template Name dialog box appears.

  1. Type a name for the template, and click OK. You can enter a maximum of 50 characters.

The purchase order template is saved with the name you gave it. If you set up the template with line item segments, one default line item with no title information is saved in the purchase order template.

Tip:
You cannot type a purchase order number in the Number box when you create a template because the number is assigned when the purchase order is created. However, if you enter a suffix it will be retained in the template. When you search for a purchase order created with this template, you can include the suffix in the search criteria.

  1. (Optional) Type a purchase order suffix in the box to the right of the Number box. You can use the suffix box to indicate a type of order or a supplier.
  2. Enter information or edit existing information for the new purchase order template.

Related Information

Entering information on the Purchase Order workform - See Creating Purchase Orders.