Acquisitions Record Levels

Selection List, Purchase Order, and Invoice workforms contain information at the following levels: Header, Line Item and Segment.

See also:

• Header Information

• Line Items List

• Individual Line Items and Segments

Header Information

The General view of the Selection List, Purchase Order, and Invoice workforms contain header information that relates to the record as a whole and applies to all line items in the record. For example, the supplier’s name on a purchase order is at the header level because it is the same supplier for all the line items on the purchase order. You can specify charges at the purchase order or invoice header level that apply to the whole order, such as shipping charges.

Line Items List

The General view of the Selection List workform and the Line Items view of the Purchase Order and Invoice workforms have a list view where you can see and work with all the line items or titles in that record. Bibliographic information is at the line item level because it applies to all copies of the title.

Individual Line Items and Segments

When you select an individual line item on the Selection List, Purchase Order, or Invoice workform, the Line Item workform opens. This workform is composed of segments that contain the destination, collection, quantity, and fund for specific copies of the title.