PR Categories

You can organize and review purchase requests by category. You do this by creating PR category codes and assigning them to your purchase requests. Once categories are assigned, you can display and print lists of requests by category. These lists provide a convenient way to review, maintain, and process your library’s requests.

You can create any number of PR categories according to how you want to organize your requests. A category might identify the selector (Faculty Requests), the subject (Dance), the priority (Rush Items), or the selection status (Approved, On Hold, or Rejected). To keep track of requests for out-of-print materials, you can create a category called “Out-of-Print Books.” (For instructions on creating PR categories, see “Creating a PR Category” in the Acquisitions Setup Guide.)

You assign categories in the Categories group on the PR record. If a purchase request applies to more than one category, you can assign multiple categories to it. As you review purchase requests, you can change the category that is assigned to a request to reflect a change in its status (for example, you might change the category from On Hold to Approved).

 


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