How to add templates on Sage 300 Purchase Orders


  1. Open Purchase Orders > P/O Setup > Templates.
  2. Type a unique code of up to six characters to identify the template.
  3. Type information and make selections, as needed, to define the template.
    • Note: You must specify a tax group and terms code for each template.
  4. Click Add.
  5. To add another template, click the New icon beside the Template Code field, and then
    repeat steps 2 through 4 for each template you want to add.