Creating a PO Line by Copying a PR

If a purchase request exists for a title you want to order, you can copy the request to a purchase order. When you copy a request, Horizon creates a PO line and copies the information on the request to the PO line. If the request is linked to a bib record, the new PO line will also be linked to that bib record. The request remains in the database until you delete it. You perform this task with the Copy PR(s) to PO option on the PR menu.

To save time, you can highlight multiple requests in the request list and copy them to a purchase order all at once.

To create a PO line by copying a PR

1 Open or create the purchase order you want to copy the purchase requests to.
2 Generate a list of the requests you want to copy to the purchase order. (For instructions on searching for purchase requests, see Making Batch Changes to Purchase Requests.)
3 Highlight the requests you want to copy to the purchase order.
4 Choose PR, Copy PR(s) to PO.

If more than one purchase order is open in the Acquisitions workspace, Horizon displays the Copy to Selection window.

5 If prompted, highlight the purchase order you want to copy the requests to.

Horizon copies the requests to the purchase order and brings the purchase order window to the front.

If you have set a distribution pattern for the purchase order to which you are copying the purchase request, Horizon displays a message asking you if you want to override any previous distribution information.

6 If you have set a distribution pattern for the purchase order, do one of these options; otherwise, continue with step 7:
If you want Horizon to complete the distribution information for the PO line using the currently selected distribution pattern on the purchase order, choose Yes.
If you want Horizon to complete the distribution information for the PO line using the existing distribution information from the copied PO line, choose No.
7 Update the PO line as necessary. (For a description of each field, see Edit PO Line Window.)

 


© 1998-2017 Sirsi Corporation