Creating Copy Records for PO Line Items

You can create a copy record for a PO line item with the New Copy button in the List PO Line Item Copy Candidates window, as explained in the steps that follow. This button lets you create a copy record for individual line items. (For information about the other options for creating copy records in Acquisitions, see Creating Copy Records in Acquisitions.)

If the line’s bib record has item records but no existing copy records, Horizon will move all the item records to the new copy record.

To create copy records for PO line items

1 Open the purchase order that contains the line item you want to create a copy record for.
2 In the PO window, highlight the line and click Item Detail to display the List PO Line Item Detail window.
3 Highlight the item you want to create a copy record for and click Copy.

Horizon displays the List PO Line Item Copy Candidates window.

4 Click New Copy.

Note: If a copy record is already attached to the line item, the New Copy button is disabled since a copy record already exists for the line item. If you want to attach the line item to another copy record instead, you must first detach the existing copy record. To do this, click Detach.

Horizon prompts you to enter a begin and end date for the subscription:

5 Enter the subscription’s begin and end dates, and click OK.

You must enter begin and end dates in order to attach the copy record to the PO line item. If you do not know the exact dates, enter approximate dates. You can change the dates later by clicking the Dates button.

Horizon creates the copy record and attaches it to the line item. The window changes from the List PO Line Item Copy Candidates window to the List PO Line Item Copy window, and the label on the left-most button changes from “Attach” to “Detach.” Horizon also disables the New Copy and Sort buttons since they no longer apply, and enables the Dates button so you can change the copy’s subscription date if necessary.

 


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