Overview of Purchase Request Tasks

To create, review, and maintain your purchase requests, complete these tasks:

1. Create the PR category codes you want to assign to your purchase requests, if you have not already. (For instructions, see “Creating a PR Category” in the Acquisitions Setup Guide.)

You can add new categories at any time as the need arises.

2. As you receive purchase requests or identify items you want to consider for purchase, create purchase requests for them in Horizon. (For instructions, see See "Creating a Purchase Request" on page See "Creating a Purchase Request". If the request is for another copy of a title you already own, Creating a Purchase Request for a Title in Staff Searching)
3. Review and update your requests periodically to identify items you plan to order. (For information, see Searching, Reviewing, and Editing Purchase Requests.)
4. Copy requests you decide to purchase to a purchase order. (For instructions, see Copying a Request to a Purchase Order.)
5. Delete old purchase requests as necessary. (For instructions, see Deleting Purchase Requests.)

 


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