Enter order data for a serial holdings record

You can enter order data for a Serial Holdings record and link to a purchase order line item segment. To enter the order data for a serial holdings record:

Important:
You can save a serial holdings record for a subscription without linking to a purchase order line item segment, but a serial holdings record for a standing order An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher. must be linked to a purchase order line item segment before it can be saved.

Open the Serial Holdings Record workform, and select View, Orders or click to display the Orders view.

 

Click Find next to the PO no box in the Purchase order section to search for the purchase order line item segment.

If the purchase order line item has one segment, the information from that segment is automatically brought into the serial holdings record. If it has multiple segments, a dialog box appears with a list of segments, and you select a segment from the list. If no purchase order line item segments match the destination and collection, an error message appears.

When you link to a matching purchase order line item segment, the following boxes are automatically filled in on the Serial Holdings Record workform:

• Destination (header)	• Maximum no. of claims (Orders view)
• Collection (header)	• Claim waiting period (Orders view)
• Ordered at (Orders view)	• PO no.
• Plan (Orders view)	• PO line no.
• Supplier Name (Orders view)	• Seg. no.
• Supplier SAN (Orders view)

 

Type the subscription start number in the Start number box.

If you have set up a subscription record for this serial title, select Tools > Add to Subscription Record to add this serial holdings record to the subscription record. See Create a subscription record.

The Start date and Expiration date boxes are filled in with the information from the linked subscription record.

If you intend to claim issues, enter any additional claiming data. See Enter claiming criteria in the serial holdings record.

If applicable, enter a date in the Intent to cancel box.

Select File > Save to save the serial holdings record.