About Purchase Orders
A purchase order is the paper or electronic order you send to a vendor to acquire new material. Most of the tasks in Acquisitions center around the creation, tracking, receiving, and invoicing of the items on the purchase order. You can create purchase orders for a variety of items, including firm orders, standing orders, subscriptions, prepaid material, and items you receive on an approval plan or blanket order. Purchase orders keep track of the items you have ordered, received, and entered an invoice for. They also let you generate claims for items you do not receive in a timely manner.
Before you order an item, you should search your catalog to make sure you do not already own the title. Once you identify one or more items to order, you can add the items to an existing purchase order or create a new purchase order and add the items to it. You can continue to update a purchase order and add lines to it up until the time you send it to the vendor.
When you are ready to send the purchase order to the vendor, you can print it or create an electronic order for it. The claiming cycle begins on the day you print the purchase order or create an electronic order for it. As items come in from the vendor, you can receive and invoice them in Horizon. You can also perform several other order-related tasks, including recording back orders, printing claims, canceling items, and undoing order activity.
This section covers these topics as they relate to creating purchase orders:
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