Linking Purchase Order Templates to Tasks

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. In order to use a purchase order template, it must be linked to one or more tasks. Whenever a work order is generated from one of the tasks, a purchase order will be generated from the associated template.

There are two ways to link a purchase order template to a task:

From a task record (Unit Maintenance Plans | Tasks or Coding Definitions | Unit Maintenance Plans | Tasks): go to the Purchase Order Templates section of the task record and click New Task to Purchase Order Template Linkage. This lets you associate an existing purchase order template with the task.
From a purchase order template record (Coding Definitions | Unit Maintenance Plans | Purchase Order Templates): go to the Tasks section of the purchase order template record and click New Task to Purchase Order Template Linkage. This lets you associate an existing task record with the current template.

In both cases, the window that opens contains the following:

Task: The task that should be linked to the purchase order. For more on tasks, see Tasks.

Purchase Order Template: The purchase order template that should be linked to the task. For more, see Purchase Order Templates.

Save & New: Saves the current record and sets up the window for you to enter a new record. Fields in the new record will be blank or set to default values.

Save: Saves the current record. The editor window stays open in case you want to make more changes to the same record.

Save & Close: Saves the current record and closes the editor window.

Cancel: Closes the window without saving any changes you've made to the record since the last time you saved. When you Save the record, the Cancel button changes to Close, indicating that you can safely close the window without losing any changes.

Close: Closes the window. This button only appears after you've saved changes with Save or before you've entered any data at all. Otherwise, the button is labeled Cancel.