Creating a PO Line by Copying a Line from Another PO
If you want to add a line to a purchase order that is similar to an existing line on another purchase order, you can copy the existing line to the purchase order and change it as necessary. If the line you are copying is linked to a bib record, the new line will also be linked to that bib record. You perform this task with the Copy Line(s) to PO option on the PO Line menu.
You can control which fields are copied in the views. (For more information, see the “Introduction to Horizon Views” chapter of the System Administration Guide.)
To create a PO line by copying a line from another PO
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1
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Open or create the purchase order you want to add a line to. |
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2
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Highlight the line or lines you want to copy. |
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3
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Choose PO Line, Copy Line(s) to PO. |
If more than one purchase order is open in the Acquisitions workspace, Horizon displays the Copy to Selection window.
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4
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If prompted, highlight the purchase order you want to copy the line to and click OK. |
Horizon copies the line to the purchase order and displays the purchase order you copied the line to. The arrow points to the first line that was copied.
If you have set a distribution pattern for the purchase order to which you are copying the PO line, Horizon displays a message asking you if you want to override any previous distribution information.
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5
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If you have set a distribution pattern for the purchase order, do one of these options; otherwise, continue with step 6: |
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If you want Horizon to complete the distribution information for the PO line using the currently selected distribution pattern on the purchase order, choose Yes. |
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If you want Horizon to complete the distribution information for the PO line using the existing distribution information from the copied PO line, choose No. |
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6
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Choose the PO line you want to edit. |
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7
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Update the PO line as necessary. |
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