Managing Templates

You can edit or delete templates from your Purchase Order system at any time. However, you cannot delete the default template (selected in the P/O Options screen). More...

You can change everything in template records except the identifying code. To change the code, you first add a template with the code you want to use, then delete the template with the code you do not want.

Transactions that existed before you change the template are not affected by your editing.

Note: In multicurrency ledgers, you can assign a template only to a vendor that uses the same currency as the specified tax group.

To edit templates:

  1. Open Purchase Orders > P/O Setup > Templates.
  2. Type the code for the record you want to edit, or select it from the Finder beside the Template field.
  3. Make the changes you need.
  4. Click Save.

To delete templates:

  1. Open Purchase Orders > P/O Setup > Templates.
  2. Type the code for the record you want to delete, or select it using the Finder or the navigation buttons beside the Template field.
  3. Click Delete.
  4. If a message appears asking you to confirm the deletion, click Yes.