Add to New or Existing Purchase Order Dialog Box

The Add to New or Existing Purchase Order dialog box appears when you right-click a record set in the Find Tool, and select Add to Purchase Order, New from the context menu. It also appears when you select Tools, Add all records to purchase order, New or when you select specific titles in a record set, and select Tools, Add selected records to purchase order, New on the Record Set workform. See Creating Purchase Orders.

Use the Add to Purchase Order dialog box to:

• Enter the purchase information for a new purchase order -
  • Type the purchase order number and suffix.
  • Click Find if you want to search for and select a purchase order template.
  • Select the library that is placing the order in the Ordered at box.
  • Select the order type.
  • Select the payment method.
  • Click Find to search for and select the supplier.

Note:
This default information is used only when bibliographic records do not contain 970 tags that supply the price, material type, destination, collection and fund information necessary to create the purchase order line item segments.

• Enter the default information to create the line item segments - If the information is not present in the bibliographic records, specify the following defaults:
  • Select the material type
  • Select the destination
  • Select the collection
  • Select the fund or click Find to locate the fund.
  • Type the quantity of copies for each segment.
  • Type the list price for the title.

Specify a location for the bulk add report - Enter the directory in the File name box, or click Browse to locate the directory. The report displays instances where default data was used in place of missing or invalid data during the bulk add process.