Filter Destination Branch Lists by Parent Library

To specify whether you want Destination branch lists in selection lists, purchase orders, and invoices to be filtered by the parent library:

  1. In the Administration Explorer tree view, expand the organization’s folder.
  2. Select Profiles and select the Acquisitions/Serials tab.
  3. Select Filter branches in line item segments and select Yes or No.

    4. If this filter is set to Yes, it also filters branches in the bulk add process. For more information on the implications of setting this filter, see Filtering Branches in Line Items.

Note:

This profile also affects which 970 tags are used in the bulk add process. See Filtering Branches in Line Items.

Tip:
If you want the profile to affect selection lists, you must set the profile at the system or library level. The profile can be set at the branch level for purchase order line items or invoice line items.

Related Information

The Filter branches in line item segments profile does not affect selection list line items when it is set at the branch level, but you can use the Acq fund droplist setup profile at the staff member level to specify exactly which branches’ funds appear in the selection list line item segments for that selector. See Specify how funds are displayed in Acquisitions.