Add Supplier Instructions for a Purchase Order Line Item

To add any applicable supplier instructions or notes for a purchase order line item:

Note:
The supplier instructions are not required for a purchase order line item, but if any specific instructions apply to the title being ordered, you can enter them on the Purchase Order Line Item workform - Instructions to Supplier view. The claiming information is copied from the Purchase Order workform, but you can change it on the Purchase Order Line Item workform.

  1. Open the Purchase Order Line Item workform - Instructions to Supplier view.

    2. Tip:
    Click to display the Instructions to Supplier view.

  2. Select the cataloging services in the Cataloging services box.
  3. Select the backorder instructions in the Backorder box, and type the number of copies in the Quantity box.

    4. Tip:
    The Membership check box is selected if there is a linked serial holdings record with membership indicated.

  4. Type the confirmation date in the Confirm date box.
  5. Type a note that contains additional instructions in the Note box.
  6. Select the binding format in the Format box and the second choice for binding in the Substitution box.
  7. If the material is a rental, type a return date in the Rental return date box.
  8. Change the claim data if necessary. See Add the claiming criteria for a supplier.

    9. Tip:
    The public and non-public notes are copied to on-order line items, if on-order items are created.

  9. Type a public note in the Public note box.
  10. Type a note in the Non-public note box.
  11. Select File > Save to save the line item.