Creating a PO Line for a Title in Staff Searching

If you want to order an additional copy of a title you already own, you can copy the title from staff searching to a purchase order. When you copy a title from staff searching, Horizon creates a PO line and copies the bib information to the PO line.

Copying a title from staff searching to a purchase order links the title’s bib record to the new PO line. (The bib number is displayed window in the bib# field on the PO Line window.) If you create item records in Acquisitions, Horizon attaches the item records to this bib record.

Changing the bib information for a PO line item that you copied from staff searching does not change the information on the bib record. If the new title is different enough to require a different bib record, create the PO line from scratch instead of copying it from staff searching.

You perform this task with the Edit, Send to menu in staff searching.

To create a PO line for a title in staff searching

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

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

3 Highlight the title that you want and send to the purchase order.

Horizon displays the PO window.

Horizon copies the title information into a new PO line displays it in PO window. The arrow points to the first title you sent. If you have set a distribution pattern for a purchase order, then when you send a bib record to that purchase order, Horizon applies the distribution pattern to the PO line.

4 Choose the PO line you want to edit.

Note that the Title, Author, and ISBN/ISSN fields are completed with the information from the bib. (Other fields may also be completed, depending on your setup.)

5 Complete the rest of the fields in the window. (For a description of each field, see Edit PO Line Window.)

Note that the number of the bib record you copied from staff searching is displayed in the bib# field.

6 Save the file.

 


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