Filtering Branches in Line Items

You can set the Filter branches in line item segments profile to limit the destination branches that display in line item segments for selection lists, purchase orders, and invoices. You can also set this profile to limit the 970 tags that are used to create selection list or purchase order line item segments during the bulk add process.

If the profile is set to Yes, the branches are limited by the parent library as follows:

Purchase order line item segments - The branches in the Destination drop-down list box have the same parent library as the branch selected in the Ordered at Name box on the General view of the Purchase Order workform. The default branch selected in the segment is the same as the one selected in the Ordered at Name box.
Invoice line item segments - The branches in the Destination drop-down list box have the same parent library as the branch selected in the Paid by Name box on the General view of the Invoice workform. The default branch selected in the segment is the same as the one selected in the Paid by Name box.
Selection list line item segments - The branches in the Destination drop-down list box in the selection list line item segment have the same parent library as the one selected in the Created at Library on the Selection List Line Item workform.

Note: Selection list line items use the setting at the system or library level. Purchase order and invoice line items use the setting at the branch level.

Bulk add to selection list and Bulk add to purchase order - If the 970 tag has a subfield $l (branch abbreviation) with the same parent library as the Ordered At branch on the purchase order or the Library on the selection list, the 970 tag is used to create a segment on the purchase order or selection list. If the profile is set to Yes, and the branch abbreviation in a 970 tag does not have the same parent library as the Ordered At branch on the purchase order or the Library on the selection list, it will not be used in the purchase order line item. If the profile is set to No, the default branch selected in the Destination box is the user’s login branch, and the Destination list includes all branches in the library system. All 970 tags will be bulk-added to a purchase order or selection list if this profile is set to No.

Important: If selectors add selection list line item segments for branches with different parent libraries, the Filter branches in line item segments profile should be set to No. Then, use the Acq fund droplist setup profile at the staff member level to specify exactly which branches’ funds appear in the segments for that selector. See Specify how funds are displayed in Acquisitions. The user must also have the permission Selection list line item segment: Create, modify, delete for the branch selected in the Destination box for the selection list line item segment.