Attaching Purchase Order Line Items to a Copy Record

You can attach purchase order line items to a copy record in Serials Control. When you attach purchase order line items to copy records, you can view the purchase order line item information for the copy record from Serials. (Depending on your library workflow, Acquisitions staff may have automatically attached purchase order line items to a copy record in Acquisitions. If not, you can manually attach purchase order line items to copy records in Serials Control.)

To attach purchase order line items to a copy record

1 Search for the serials title you want and send it to Serials Control, if necessary.

Horizon displays the Copy List window.

2 Click View PO.

Horizon displays the List Copy PO Line Items window.

3 Click Candidates.

One of these results occurs:

If Horizon does not find any eligible purchase order line items that you can attach to this copy record, Horizon displays this message:

If Horizon finds eligible purchase order line items to attach to the copy record, Horizon displays the List Copy# PO Line Item Candidates window:

 

4 Highlight any purchase order line items that you want to attach to the copy record in the list box.
5 Click Attach.

Horizon displays the Edit PO Line Item Copy Dates window:

6 Enter the beginning date of the subscription period for the copy record in the Begin Date field.
7 Enter the end date of the subscription period for the copy record in the End Date field.
8 Click OK.

Horizon displays the List Copy PO Line Items window with the new purchase order line item attached.

 


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