If you decide to buy a requested title, you can copy it to a purchase order. When you copy a purchase request to a purchase order, Horizon creates a PO line and copies the information on the request to the PO line. Horizon automatically changes the status of the request to “Ordered.” The request remains in the database until you delete it.
You copy a purchase request to a purchase order with the Copy PR(s) to PO option on the PR menu.
When you copy a request to a purchase order, Horizon copies the title, author, and ISBN or ISSN; it does not copy notes or status information.
To copy a request to a purchase order
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. |
To do this, search for the requests you want. You can search for requests by title keyword, category, status, or creation date. (For example, you can search for and display all requests with the status of “Selected.”) (For more information about searching for requests, see Searching, Reviewing, and Editing Purchase Requests.)
3 | In the List Purchase Request window, highlight the requests you want to copy to the purchase order. |
To save time, you can highlight multiple requests in the request list and copy them to a purchase order all at once.
4 | Choose PR, Copy PR(s) to PO. |
If there is more than one open purchase order, Horizon displays the Copy to Selection window. Highlight the purchase order you want to send the title to and click OK.
Horizon copies the purchase requests to the purchase order and brings the purchase order window to the front.
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