A PO template is a saved set of PO header information. This can also include distribution pattern information. (For more information on distribution patterns, see Working with a Distribution Pattern.)
You may want to use PO templates for these reasons:
• | If you want to use PO templates as session defaults for multiple purchase orders. (For more information on session defaults, see Working with Session Defaults.) |
• | If you want to use them to create new purchase orders directly. (For more information, see Creating a Purchase Order Using a PO Template.) |
PO templates used by themselves or as session defaults can save you time and effort as you work in your purchase orders. You can save many different PO templates so that you can choose the one that you want to use, instead of completing each of the PO header fields separately.
To use a PO template, you must first create it. You can create it in these ways:
• | From a PO header. You may want to do this if you are editing or creating a PO header that you want to use as a PO template. |
• | From scratch. You may want to do this if you do not have a PO header already on your system that you want to use as a PO template, or if you want to create multiple PO templates all at once from scratch. |
This section explains these topics:
• | Creating a PO Template from a PO Header |
• | Creating a PO Template from Scratch |
• | Editing a PO Template |
• | Deleting a PO Template |
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