Copy a single selection list line to a PO

You can copy a single selection list line item from the Selection List Line Item workform or from the Find Tool.

To copy a selection list line to a purchase order.

Important:
The selection list line must contain a unit price and fund data before it can be copied to a purchase order. See Add titles to a selection list one at a time.

Use the Find Tool to search for a selection list line item for the title to copy to the purchase order.

The selection list line item appears in the Find Tool results list.

Do one of the following steps:

• Right-click the selection list line item in the Find Tool results list, and select Copy To from the context menu.
• Double-click the selection list line item in the Find Tool results list to open the selection list line item in the Selection List Line Item workform, and select Tools > Copy to Purchase Order from the menu.

The Copy Lines To dialog box appears.

Choose one of the following options:

• To copy the line to a new purchase order, select the New check box.
• To copy the line to an existing purchase order, click Find to search for and select the purchase order, or type the purchase order’s number or name in the Destination box.

Click OK on the Copy Lines To dialog box.

• If you are copying to an existing purchase order, skip the next step.
• If you are copying to a new purchase order, the New Purchase Order dialog box appears. Go to the next step.

To copy the selection list line to a new purchase order, type a number and suffix for the purchase order in the PO number and Suffix boxes. You can also select a different owner, order type, payment type, and supplier. Then, click OK.

A message asks you to confirm that you want to copy the selection list line.

Click OK to confirm that you want to copy the selection list line.

Polaris performs duplicate detection against other selection lists and other purchase orders.

• If there are no duplicates, the selection list line is copied to the purchase order you specified.
• If there are duplicate lines in another selection list or purchase order, a message asks if you want to print the duplicates report.

If a message informs you that a duplicate was found, and you want to print the report, click Yes.

The Selection List Duplicates report appears in Adobe Reader. For more information on the Selection List Duplicates Report, see Check a selection list for duplicates and print a report.

Related Information

• Copying a manually-entered selection list line item - If the selection list line item was created manually by typing the information in the General and Additional Description views of the Selection List Line Item workform, it is not linked to a bibliographic record. However, when you copy the selection list line item to a purchase order, a brief bibliographic record is created. A message asks if you want to display the title in the PAC. Click Yes to allow the bibliographic record to display in the PAC, or No if you do not want the record to display.

Note:
You can select No and later opt to display the records in the PAC when you release the purchase order.

• Copying a selection list line item with a title from a Z39.50 search - If you added a line item’s bibliographic information by searching a remote database for the title, the linked bibliographic record has a status of Provisional. When the selection list line item is copied to a purchase order, the status of the linked bibliographic record changes to Final.

• Notes in the selection list line item - If there are notes in the Note box on the Additional Description view of the Selection List Line Item workform, they are copied to the Non-public notes box on the Purchase Order Line Item workform.