Add to New or Existing Purchase Order Dialog Box

When you select records in a bibliographic record set to bulk add to a purchase order, you can choose to add them to a new or existing purchase order. See Creating Purchase Orders.

• If you choose New, the Add to New Purchase Order dialog box appears.
• To use a template, click Find next to the Order template box, and use the Find Tool to locate and select a template from the list. The PO number, suffix, ordered at location, supplier, order type, and payment method are defined in the template.
• If you are not using a template, specify the PO number, suffix, ordered at location, order type, and payment method. Click Find next to the Supplier box to search for and select a supplier.
• If you choose Existing, the Add to Existing Purchase Order dialog box appears. On the Add to Existing Purchase Order dialog box, the information in the header is already filled in and cannot be changed.
• Defaults are used to substitute for missing data in the bibliographic records, if your system administration parameter is set to use these defaults. See Set bulk add to use default data in purchase orders. The error report lists the records where substitutions were made.
• Enter defaults in the Material type, List price, Discount, Quantity, Collection, and Destination boxes.
• Click Find next to the Fund box to locate the default fund.
• Type the name for the error report, or click Browse to locate the report file.