Viewing Purchase Order Information from Serials Control

You can view purchase order information from the Copy List window in Serials Control.

To view purchase order information from Serials Control

1 Search for the serials title you want and send it to Serials Control, if necessary.

Horizon displays the Copy List window:

2 Click View PO.

Horizon displays the List Copy PO Line Items window if purchase order lines are attached to this copy record. You can view purchase order information in this window:

 

This table describes each default property of the List Copy PO Line Items window, including buttons, columns, and displayonly fields:

Window property

Description

Title field

This displayonly field shows the title of the serial copy record to which purchase order lines are attached. This information comes from the bib attached to the copy record.

Copy Desc field

This displayonly field shows the description of the copy record. This information comes from the copy record.

ISSN field

This displayonly field shows the ISSN of the copy record title. This information comes from the copy record.

Copy column

This column shows the copy record number of each purchase order line item in the list box.

Part/Volume

This displayonly field lets serials staff view part and volume information for an item. The Part/Volume field is useful if a new item needs to be ordered or if an item needs replacement due to damage or loss.

For example, serials staff can attach a purchase order line item to a copy record, then check the Part/Volume field to be sure a particular issue within an annual volume for a serial item is on order. As another example, acquisitions staff can use the Part/Volume field to specify a unique individual part for a general item that is on order, such as a map or supplemental index.

PO Number column

This column shows the purchase order number of each purchase order line item in the list box.

Line column

This column shows the line on which the purchase order item is listed on purchase order.

Item column

This column shows the number for each purchase order line item in the list box.

Begin column

This column shows the beginning date of the subscription period for each purchase order line item in the list box.

End column

This column shows the end date of the subscription period for each purchase order line item in the list box.

Ordered column

This column shows the order date of each purchase order line item in the list box.

Invoiced column

This column shows the invoiced date of each purchase order line item in the list box.

Unit Price column

This column shows the unit price of each purchase order line item in the list box.

History button

Click this button to view the history of each purchase order line item. (For more information see Viewing Purchase Order Line Item History Information from Serials Control.)

Total field

This displayonly field lists the total number of PO lines attached to the copy record.

Dates button

Click this button to display the Edit PO Line Item Copy Dates window, where you can specify the beginning and ending date of a subscription period for a purchase order line item.

Candidates button

Click this button to display the List Copy PO Line Item Candidates window, where you can attach additional purchase order line items to the copy record.

Detach button

Click this button to detach currently attached purchase order line items from a copy record.

Sort button

Click this button to display a sort window that lets you sort purchase order line items in the list box.

Display button

Click this button to display a window that lets you change the columns that display for the purchase order line item in the list box.

 


© 1998-2017 Sirsi Corporation