Using Distribution Patterns, PO Templates, or Session Defaults

Horizon lets you choose from three tools so that you can create purchase orders more quickly, efficiently, and with less room for error. Here are the three tools you can use:

Distribution patterns. These are saved sets of location, quantity, item, and other distribution information for a PO line.
PO templates. These are pre-saved PO headers.
Session defaults. These are a set of PO header information (either from a PO template or from an open PO header) and possibly distribution pattern information that Horizon uses to automatically populate newly created purchase orders.

You can choose which tools you want to use to best fit your library’s acquisitions workflow. If you want to use any of these features, you should do these tasks in this order:

1. Create distribution patterns.

You do this task only if you want to use distribution patterns in PO templates or for a single purchase order’s newly created PO lines.

2. Create PO templates.

You do this task only if you want to use PO templates as session defaults, or use them to create new purchase orders directly.

3. Set session defaults.

You do this task only if you want to create several new purchase orders with the same PO header (either from a PO template or from an open PO header that you want to use) and possibly distribution information.

Once you do these tasks, you can use these features to create your purchase orders more quickly and efficiently.

This section explains these topics:

 


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