Add to the Purchase request's "Approve and Order" action an option to select a PO line template.
This idea was submitted on behalf of Alma's Product management team as we would like to understand the need and use cases of the idea's description below - any comment is welcome.
Currently it is possible to save PO line as a template and utilize this template any time a new order is created (using the designated "Load from template") option (see attached image 1).
The suggested idea is to allow users the option to choose a relevant PO line template when approving a purchase request (see attached image 2), this will allow the PO line created from the purchase request to be populated with relevant fields (Reporting codes/Acquisition Method/Note to vendor etc. ) which were saved as part of the template.
This will prevent the need to edit the newly created PO line and manually add the fields which will be added automatically via the template selection (see attached image 3) as part of the purchase request approval flow.