Opening and Saving a Folder Definition

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Distribution

Director of Procurement Services

IS User

PO Purchaser^*

PO Requester^*

Related Procedures

None

Ownership

The Training Manager is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

Order Entry
M ® Folder ® Open or Save or Save As
Toolbar

To Open Another Folder Definition

1. Select Folder ® Open to load a predefined folder definition. Or, click the Open Folder button located in the upper left corner of the folder block.

2. Select a private or public folder definition from the list window that is displayed, and click OK to replace the current folder definition with the new folder definition.

3. Select Folder ® Save to save any layout or query changes made to the current folder definition or choose Folder ® Save As to save the current folder definition under a new name. If there are any pending changes to the information in the folder, you will be prompted to commit the changes.

4. Click OK after you have completed the information requested in the Save Folder window.

If you save a folder definition to Open as Default and then open another folder definition and save that second definition also as Open as Default, the second definition is reset as the new default.

If you modify a public folder definition in any way, saving it makes it a private folder definition. This means that the public folder available to all other users has not been modified, but that you have saved your own private version of that folder in a modified way.

Effective: 08/13/04

Revision: 2