Creating a Purchase Request from a Selection List

Once you have gathered titles into a selection list, you can create a purchase request from the selection list. You may want to create a purchase request to help narrow the list of items you are thinking of buying. After you create the purchase request, you can do any of the tasks for a purchase request, such as ordering the title. (For example, you may want to use the purchase request batch editing feature to mark the titles with the PR statuses of Requested, Selected, or Rejected.)

If you already know that you want to order the title, you do not have to create a purchase request. Instead, you can send a title from a selection list to an open purchase order and order the title. (For more information, see Ordering Titles from a Selection List.)

Effects

Horizon automatically creates a purchase request from a selection list.

To create a purchase request from a selection list

1 Search for the selection list you want to view.

Proceed with the search until Horizon displays either a Titles List window or the Bibliographic Detail window.

2 Highlight all the titles that you want to send to the purchase request and send the titles to the Purchase Request process.

Horizon displays the List Purchase Request (Desiderata) window with the added titles.

You can do any tasks with the purchase request that you would do with any other purchase request (such as, add the titles to a PR category). (For more information, see the “Purchase Requests” chapter.)

You can see the selection list that the purchase request is attached to by editing the selection list title from the purchase request list:

If you want to, you can create an order from the purchase request. (For more information, see Copying a Request to a Purchase Order.)

 


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