Creating and Editing Workslip Notes

Workslips let you give circulation staff request information or special handling instructions for an item, and distribution and bibliographic information to cataloging staff.

The bibliographic information contained on a workslip comes from the PO line, not the bib record for the item. This means that the title on your bib record may differ slightly from the title entered on the PO line. (For example, the authority records used during the creation of a bib record in Horizon Cataloging do not govern the bibliographic information entered at the PO line.)

Similarly, the distribution information comes from the PO line, not the item record. A workslip’s distribution information normally sorts by location.

This table discusses several points in the purchase order process at which you can create or edit a workslip note in Acquisitions:

During this task

You create a workslip note this way

Creating or editing a new PO line

When you create or edit a new PO line (in the Edit PO Line window), you can add a workslip note in the Workslip Note field.

Receiving a title

When you receive a PO line, any workslip note attached to this PO line appears in the Receive PO Line window.

You can then add to the note, edit it, or enter an entirely new note for the title.

Receiving a title at invoice

When you receive and invoice a title simultaneously in the Invoice PO Line window, you can edit the workslip note that was entered when the purchase order was created.

(If the Receive Items box on this window cannot be changed, you cannot edit the workslip note, because the items have already been received.)

You can then add to the note, edit it, or enter an entirely new note for the title.

 


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