You can organize and review purchase requests by category. You do this by creating PR category codes and assigning them to your purchase requests. Once categories are assigned, you can display and print lists of requests by category. These lists, which are sometimes called selection or desiderata lists, provide a convenient way to review, maintain, and process your library’s requests.
You can create any number of PR categories according to how you want to organize your requests. (For example, a category might identify the selector [Faculty Requests], the subject [Dance], the priority [Rush Items], or the selection status [Approved, On Hold, or Rejected].)
You assign categories in the Categories group on the PR record. If a purchase request applies to more than one category, you can assign multiple categories to it. As you review purchase requests, you can change the category that is assigned to a request to reflect a change in its status. (For example, you might change the category from On Hold to Approved.)
This section contains these topics:
• | Creating a PR Category |
• | Deleting a PR Category |
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