Creating Purchase Order Templates

When you use templates to create purchase orders, you reduce the amount of data you need to enter for each purchase order you create. You can create a purchase order template from an existing or a new purchase order. If you use a template that has information in the following fields, the information is retained when you create a purchase order from the template:

Order number suffix
Ordered at library name and SAN
Order type
Header charge types
Authorization
Payment method
Plan name
Claim setup
Supplier
Discount applied
Sales tax
Order note
Material type (from line item)
Public and Non-public notes (from line item)
Instructions to supplier - all information except Order canceled date
Quantity (from segments)
Destination (from segments)
Collections (from segments)
Funds (from segments)