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Order templates help automate adding routine purchase and insertion orders. Templates contain important, but generic, information about a kind of purchase.

Purchase order templates help automate adding routine purchase and insertion orders. Templates contain important, but generic, information about a kind of purchase.

Templates can be created for all kinds of purchases (e.g., printing, delivery, typesetting, etc.). Dozens of templates can be set up, and their settings can be changed anytime. Once a template is made, it is applied to new POs -- the template’s details are copied to the new purchase order, replacing your PO preferences.

Every template has a unique and descriptive name, which is customizable (like Fedex). When a purchase order is added, you’ll select a template by selecting a template name from a pop-up menu. Templates contain standard information for a purchase order, including a vendor number, description, shipping instructions, and approval names. This information is copied from a template but can be changed on the purchase order to make it more exact for a particular purchase.

Changing the purchase order’s details doesn’t affect the template itself. The only way to change a template is in the PO Templates window.



To add a purchase order template

1 Choose Setup > PO Templates.

2 Click the add button, or choose Edit > Add New PO Template.

3 Enter the template’s name, then its details.

The name identifies the template, so it should be brief, descriptive, and unique. The same template name can’t be used twice. (You can change the template’s name, or any part of the template, later if you change your mind.)

4 Click Save.

To edit a purchase order template:

1 Find a PO template.

2 Click the edit button, or choose Edit > Edit menu

3 Make your changes, then click Save.

To delete a purchase order template:

1 Find a PO template.

2 Click the delete button, or choose Edit > Delete menu

Deleting a template doesn’t affect any purchase orders that used it. Once a template is deleted, its name can be reused later on a new template.