The date the purchase request was created. This is a display-only field.
The source of the purchase request. Currently, the only source is “Manual Entry.” This is a display-only field.
Note: This field was added for use with a “purchase alert” feature that has not yet been implemented. This feature would automatically create a purchase request for titles in your library catalog that have a large number of requests or requests that are taking a long time to fill. In this case, Horizon would display something like “Purchase Alert” as the source to distinguish it from purchase requests you enter manually.
The number of the bib record that is linked to the purchase request. A bib record is linked to the PR if you created the PR by copying a title from staff searching. This is a display-only field.
The number automatically assigned to the PR. This is a display-only field.
Selection
Enter the code of the selection list you want this purchase request attached to.
Note: If the bib record for this purchase request is already attached to a selection list, then Horizon displays the selection list code in this field.
Title
Enter the item’s title or a description of the item, if you do not know the exact title. Enter the complete title, including the subtitle, if applicable.
Note: You can press F2 in the Edit Purchase Request window to search your catalog. (Staff searching must be open.) This lets you determine whether or not your library already owns the title. It also lets you search for a title and create a PR for it, if you are requesting another copy of a title the library already owns. If you create a purchase request by sending a title from staff searching, the bib is linked to the PR, and the Title Author, ISBN/ISSN, and Unit Price fields are complete with the information in the bib record.
Enter the author of the title (last name first). Be as accurate and complete as possible.
The item’s International Standard Book Number (ISBN). ISBNs are established by the publishing industry to uniquely identify monographs published throughout the world. Specific numbers within the ISBN identify the title, edition, publisher, and country of publication. ISBNs are assigned by publishers as their books are printed.
If the item is a monograph, enter its International Standard Book Number (ISBN). Note that different ISBNs are assigned to paperback and hardcover issues of the same title.
• | Some publications, such as books in a series, may have both an ISBN and an ISSN. The ISBN identifies specific books within the series, while the ISSN identifies the ongoing serial. |
• | If you use electronic ordering, many vendors use this number to identify the title that you are ordering. |
The item’s International Standard Music Number (ISMN). ISMNs are established by the publishing industry to uniquely identify pieces of music published throughout the world.
If the item is a piece of music, enter its International Standard Music Number (ISMN).
Note: If you use electronic ordering, vendors can use this number to identify the title that you are ordering.
The item’s International Standard Serial Number (ISSN). ISSNs are established by the publishing industry to uniquely identify serials published throughout the world. Unlike the ISBN, the ISSN is not comprised of parts that represent specific information, such as publisher and country. ISSNs are assigned to an entire serial, not to specific issues.
If the item is a serial, enter its International Standard Serial Number (ISSN).
Note: Some publications, such as books in a series, may have both an ISBN and an ISSN. The ISBN identifies specific books within the series, while the ISSN identifies the ongoing serial.
Note: If you use electronic ordering, vendors can use this number to identify the title that you are ordering.
The call number you want to assign to item records created from the purchase order, if you choose to create item records in Acquisitions. (For information, see Copy and Item Creation.) This information is useful if you have online vendors who supply spine labels with call number information. This field appears twice on the Edit Purchase Request (Desiderata) window: once in this bibliographic area, and once in the Distribution group.
Enter the call number you want to assign to the item records.
Note: If you use this purchase request to create a purchase order and use the vendor enhanced services for EDIFACT electronic orders, then Horizon sends this item type to the vendor for the PO line.
Note: If you have chosen to have copy or item records created at PO line approval or at receipt, the new copy or item records use the call number from the distribution group, not this call number.
The media type that Horizon assigns to copy records created in Acquisitions. Users can change the media type for these copy records later in Cataloging or Serials Control.
Enter the code of the media type you want, or click Codes to choose the media type from a list. To add or edit a media type, click Codes. Then click Add or Edit in the Code Lookup window.
Enter the item’s unit price. This is the price of a single copy before taxes, shipping, or other charges.
The vendor’s product ID is a set of numbers, letters, or both that the vendor uses to identify a title that you might be ordering (for example, a vendor’s catalog item ID/number, a vendor’s title ID/number, and so forth).
Enter the ID that the vendor uses for the title you are ordering.
Note: If you use electronic ordering, vendors can use this number to identify the title that you are ordering.
Specifies the current status of the purchase request. If you copy the purchase request to a purchase order, Horizon automatically changes its status to “Ordered.” After you receive the purchase order, Horizon automatically changes its status to “Received.”
Click the current status of the purchase request.
Note: You can change the name of a status or add a new status by editing the Values group in the “pr” view definition. (For more information, see Customizing Views.) Statuses you create must be assigned manually.
PR Categories group
This group lets you assign one or more categories to the purchase request. PR categories let you organize purchase requests for easy management and review. (For example, PR categories let you group requests by selector, subject matter, priority, and so on.)
To assign a category to the purchase request, click New. To display the other categories (if any) assigned to the purchase request, click the drop-down list. To remove a category, choose the category from the drop-down list and click Delete.
Enter any notes about the request. (For example: “This is a new edition of a title the library already owns.” or “Please rush. This item may go out of print if ordering is delayed.”)
Enter any notes about the decision to select or reject the item. (For example: “The library already owns a copy of this title.”)
Enter any notes or instructions to the person who will order the item. (For example, you might indicate the vendor the item should be ordered from.)
Distribution group
This group lets you enter order information for individual locations, including the quantity, location, and budget.
To enter order information for a new location, click New. To display order information for another location, choose the location from the drop-down list. To delete the order information for a location, choose the location you want from the drop-down list and click Delete.
Quantity
Enter the number of copies you want to order. If you are ordering copies for more than one location, enter the number of copies for the location you are currently entering order information for.
Note: If you choose to purchase this item, Horizon transfers this quantity to the PO line and then automatically creates a separate distribution group for each quantity.
Note: You can enter virtually any number. Keep in mind that if you choose to purchase this item Horizon creates a separate record for each quantity and large quantities will increase the amount of time required to save the purchase order. If the tracking of individual quantities is not important, enter “1” in the Quantity field and specify the order quantity in the Title field (for example, “20,000 Library Strips”).
Location
Enter the location you want to order copies for, or click Codes to choose the location from a list. To use the location on the header, leave this field blank. To add or edit a location, click Codes. Then click Add or Edit in the Code Lookup window.
Note: Location codes are used throughout the system, not just in Acquisitions. You define location codes in the “location” view in the Table Editor.
Note: If you use this purchase request to create a purchase order and use the vendor enhanced services for EDIFACT electronic orders, then Horizon sends this location to the vendor for this PO line.
The budget to charge for the line item. To view information about the budget, such as its on-order and spent amounts, click Codes. Then click Edit in the Code Lookup window.
Enter the code of the budget you want to charge for the line item, or click Codes to choose the budget from a list. Be sure to specify the correct year when entering the code or choosing it from a list. When entering the code, you must enter the budget category code followed by a period and the budget year you want (for example, “bper.2002”). If no fiscal year is specified for the budget category, enter the category code followed by a period, but no year (for example, “arthist.”).
Note: If necessary, you can change the budget at any time.
Note: When you enter the budget, Horizon warns you if the budget is frozen or closed. Depending on your security, you may be able to override this warning and use the budget anyway.
The collection you want to assign to copy or item records created from the purchase order, if you choose to create copy or item records in Acquisitions. (For information, see Copy and Item Creation.) If you do not enter a collection, Horizon uses the collection from the PO header.
Enter the code of the collection you want to assign to the copy or item records, or click Codes to choose the collection from a list. To add or edit a collection, click Codes. Then click Add or Edit in the Code Lookup window.
Note: If you use this purchase request to create a purchase order and use the vendor enhanced services for EDIFACT electronic orders, then Horizon sends this collection to the vendor for this PO line.
The item type you want to assign to item records created from the purchase order, if you choose to create item records in Acquisitions. (For information, see Copy and Item Creation.) If you do not enter an item type, Horizon uses the item type from the PO header.
Enter the code of the item type you want to assign to the item records, or click Codes to choose the item type from a list. To add or edit an item type, click Codes. Then click Add or Edit in the Code Lookup window.
Note: If you use this purchase request to create a purchase order and use the vendor enhanced services for EDIFACT electronic orders, then Horizon sends this item type to the vendor for this PO line.
The call number you want to assign to item records created from the purchase order, if you choose to create item records in Acquisitions. (For information, see Copy and Item Creation.) This information is useful if you have online vendors who supply spine labels with call number information. This field appears twice on the Edit Purchase Request (Desiderata) window: once in the bibliographic area, and once in the Distribution group. The distribution group call number is specific to the distribution for an item. (For example, you can have the same title in general circulation and in reference, each requiring a different call number.)
Enter the call number you want to assign to the item records.
Note: If you use this purchase request to create a purchase order and use the vendor enhanced services for EDIFACT electronic orders, then Horizon sends this item type to the vendor for the PO line.
Note: If your library imports full MARC records, be aware Horizon overwrites the information in this field with bibliographic information entered by the online vendor for that ISBN number.
Note: If you have chosen to have copy or item records created at PO line approval or at receipt, the new copy or item records use this call number from the distribution group.
The part or volume information for the serials item. This information can help you in determining the exact item you want to order and the exact item received. This field gives both acquisitions and serials staff access to part and volume information for an item. (For example, serials staff can now use the Part/Volume field to specify a particular issue within an annual volume for a serial item by attaching a PO line item to a copy record. This is useful if an item needs replacement due to damage or loss. As another example, serials staff can use the Part/Volume field to specify a unique individual part for a general item, such as a map or supplemental index.)
Enter the part or volume information for the serials item. This information can help you in determining the exact item you want to order and the exact item received.
Note: If your library imports full MARC records, be aware Horizon overwrites the information in this field with bibliographic information entered by the online vendor for that ISBN number.
The edition of the item. This information can help you in determining the exact item you want to order.
Enter the edition of the item.
The publisher of the item. This information can help you in determining the exact item you want to order.
Enter publisher of the item.
The place where the item was published. This information can help you in determining the exact item you want to order.
Enter the place, including city and state, where the item was published.
The date the item was published. This information can help you in determining the exact item you want to order.
Enter the date the item was published.
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