Renew a Subscription from the Subscription Record

The subscription renewal process can automatically create purchase orders if your organization has set this option in Polaris Administration (see Setting Up Subscriptions).

To renew a subscription from the Subscription Record workform:

Note:
If you are not using subscription records, you can simply extend the subscription end date by typing a new date in the End date box in the publication pattern in the Serial Holdings Record, generate more issues, and receive them. See Specify the publication pattern for a serial title. You can use an invoice with one line item to indicate the expenditure for the renewal.

1. Display the subscription in the Subscription Record workform:
2. Select Tools, Renew from the Subscription Record menu.
   • If the Polaris Administration Serials parameter Create Purchase Order at subscription renewal is set to Yes, the Renew Subscriptions dialog box appears with the Create POs at Subscription Renewal box checked. The Order at library is set to the default library. Click Continue to renew the subscription. For information on setting this parameter, see Set up subscriptions.
   • If the Create Purchase Order at subscription renewal parameter is set to No, the dialog box does not appear.

Tip:
You can clear the check box to renew the subscription without creating a purchase order.

The subscription is renewed. If your library chooses to create purchase orders upon renewal, a new purchase order is created with one line item per subscription record. The line item contains a segment for each unique combination of destination and collection from the subscription record’s linked serial holdings records. If a purchase order was previously linked to this subscription record, the previous purchase order is closed.