Creating Workslips

When you create a purchase order, you can enter a workslip note on the PO line to record special handling instructions for the item. At receiving, Horizon can print this note on the purchase order’s workslip. A workslip is a printout that contains bibliographic, distribution, and special handling information for a purchase order.

When you receive an item, you can have Horizon print its workslip and attach it to the item so staff can refer to the workslip as the item is processed. You can display a workslip in Horizon, or print it to a full-page or receipt printer.

Here is an example of a receipt-format printed workslip:

Here is an example of a full-sheet (Windows printer) format workslip:

Before you can print acquisitions workslips in Horizon, your system administrator will have to set up your printer preference, using either a Windows or receipt (port) printer. You may also want to change the format of the distribution portion of your workslips to better meet your library’s needs. In addition, your system administrator needs to set up workslip passkey and role security options. (For more information about workslip setup, see “Setting Up Workslips” in the “Workslips” section of the Acquisitions Setup Guide.)

This section explains these topics:

 


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