Using a Pick List Report

After you flag an item for reserve, you can generate and print a Pick List report. This report lists all of the items that you need to retrieve from other locations, such as the owning location, and place on reserve. You can choose the location for which you want to generate the Pick List. After you retrieve the items, you can use a Pick List to place the items on reserve.

You can generate these types of Pick Lists:

Prepare and Show. Lets you generate a list of items that are checked in to another location and that you need to retrieve and place on reserve. Horizon flags each item for reserve and changes the item status to “rb” (reserve bookroom).
Show. Lets you generate a list of items from a previous Pick List, that have not yet been placed on reserve. This type of Pick List is useful when a Pick List has been prepared, but not yet printed.
Cumulative. Lets you generate a list of items with a reserve bookroom (rb) status at another location.

To use a Pick List report

1 Start one of these Pick List processes:
Pick List: Prepare and Show
Pick List: Show
Pick List: Cumulative

The default location of these processes is the Reserve Bookroom\Reports folder on the navigation bar.

Horizon displays the List Reserve Bookroom Pick List window:

2 If you want to print the list, choose File, Print.
3 If you want to place an item on reserve, highlight the item, then click Place on Reserve.

Horizon changes the item status and places the item on reserve:

4 Close the List Reserve Bookroom Pick List window.

 


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