Ordering Titles from a Selection List

Once you have gathered titles into a selection list, reviewed the titles, and decided which titles you want to buy, you can create a purchase order from the selection list. After you create the purchase order, you can do any of the tasks for a purchase order. (For more information, see Purchase orders.)

If you have organized selection list titles in purchase requests, you can also create an order from the purchase request. (For more information, see Creating a PO Line by Copying a PR.)

Effects

Horizon automatically creates a purchase order for the selection list title.

To order titles from a selection list

1 Open or create the purchase order you want.
2 Search for the selection list you want to view.

Proceed with the search until Horizon displays either a Titles List window or the Bibliographic Detail window.

3 Highlight all the titles that you want to send to the purchase order and send them to the purchase order you want.

Horizon displays the PO window.

Horizon adds a PO line to the purchase order for each title in the selection list that you chose. You can do any tasks with the purchase order that you would do with any other purchase order. (For more information, see the Purchase orders.)

If you edit the selection list title from the purchase order, the purchase order does not show that the title is attached to a selection list. This is because the item is no longer a selection, but is being ordered. However, you can still see the title on the selection list in staff searching. You should delete the title from the active selection list or deactivate the selection list if you are no longer using it. (For more information on deleting a title from a selection list, see Deleting a Title from a Selection List. For more information on making a selection list inactive, see Making a Selection List Inactive.)

 


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