Staff Client Help v7.1
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<h1><a name="XREF_37484_Copy_a_purchase"></a>Copy a Purchase Order Template </h1>
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<p>To create a new purchase order template that is similar to an existing one, you can copy the purchase order template and save it with a new name. To copy a purchase order template:</p>
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<ol>
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<li value="1">Select <b>Acquisitions, Templates, Purchase Order</b> and search for the existing template.</li>
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<li value="2">Select the template, right-click and select <b>Create Purchase Order</b> from the context menu.</li>
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</ol>
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<p class="indent2">The Purchase Order workform opens.</p>
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<li value="3">Select <b>Save as template</b> and name the template.</li>
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</ol>
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<p class="NoteShade"><b>Note:<br /></b>You can also open the purchase order template, select <b>File > New, Use existing template</b> and select the template with the same name. Then select <b>File > Save as template</b> and type a new name for the template in the Assign Template Name dialog box. If you select <b>File > New > Copy Workform</b>, the header data will be copied, but not the default line item.</p>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<h1><a name="XREF_90077_Create_a_new_on"></a>Create a New On-Order Item Template</h1>
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<p><a name="kanchor2137"></a><a name="IX_creating_23"></a><a name="kanchor2138"></a><a name="IX_creating_22"></a>To create a new template for automatically generating on-order item records:</p>
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<p class="NoteShade"><b>Tip:<br /></b>You can also create an on-order item template by saving an existing item record as a template, and then entering the information required for matching. See <a href="Creating_On-Order_Item_Templates.htm#XREF_98859_Matching_Process">Matching Using Branch, Collection, and/or Material Type</a>. Or, you can copy an on-order item template, change the information, and then save it with another name to create a new on-order template. </p>
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<ol>
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<li value="1">Select <b>File > New</b> from the Polaris Shortcut Bar.</li>
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</ol>
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<p class="indent2">The New dialog box appears.</p>
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<ol data-mc-continue="true">
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<li value="2">Select <b>Item Template</b> in the <b>Objects</b> box, and click <b>OK</b>. The Item Template workform opens.</li>
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<li value="3">Type a name that begins with <b>On-order</b> in the <b>Name</b> box.</li>
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<li value="4">If your library uses a supplier’s copy-level code to create on-order items, type the code in the <b>Name</b> field after <b>On-order</b>. See <a href="Creating_On-Order_Item_Templates.htm#XREF_92900_Copy_level_codes">Matching With Item Template Codes</a>.</li>
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<li value="5">Select the library that owns the template in the <b>Template owner </b>box.</li>
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<li value="6"><a name="kanchor2139"></a><a name="IX_required_information_1"></a><a name="kanchor2140"></a><a name="IX_required_fields_for_on"></a><a name="kanchor2141"></a><a name="IX_required_information"></a>Complete the following required fields:<ul type="disc"><li><b>Owner </b>(the library that owns the item record)</li><li><b>Assigned</b> (assigned branch)</li><li><b>Material type</b></li><li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Loan period </b></li><li><b style="font-style: normal;font-weight: bold; color: #000000;text-decoration: none;letter-spacing: 0.00em;">Fine code</b></li><li><b style="font-style: normal;font-weight: bold; color: #000000;text-decoration: none;letter-spacing: 0.00em;">Renewal limit</b></li><li><b style="font-style: normal;font-weight: bold; color: #000000;text-decoration: none;letter-spacing: 0.00em;">Stat code</b></li><li><b>Scheme</b> (shelving scheme)</li></ul></li>
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||||
</ol>
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||||
<p class="NoteShade"><b>Important</b>:<br />If required data is missing in the template, you will be unable to save it. </p>
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<ol data-mc-continue="true">
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<li value="7">Select the collection for the item in the<b> Collection</b> box.</li>
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<li value="8">Complete the other boxes on the on-order Item Template workform, and select <b>File > Save</b>.<MadCap:conditionalText data-mc-conditions="Primary.Online"> For more information on these fields, see <a href="../../Cataloging/PKitems/Create_a_single_new_item_record_manually.htm#XREF_50196_Create_a_new_item">Create a single new item record manually</a>.</MadCap:conditionalText></li>
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</ol>
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<h2><a name="TOC_Data_Copied_from"></a><a name="XREF_43993_Data_Copied_from"></a>Data Copied from Purchase Order Line to On-Order Item</h2>
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<p>This table shows the fields on the Purchase Order Line Item workform from which the data is copied and where this data appears on the on-order item. If you create on-order items from an invoice, the invoice line item fields are copied to the items.</p>
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<p class="NoteShade"><b>Tip:<br /></b>If the on-order item template also has information in any of these fields, the purchase order line item values are used.</p>
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<table class="TableStyle-BlueHeader" style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;width: 100%;" cellspacing="1">
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<col class="TableStyle-BlueHeader-Column-Column1" style="width: 3.92in;" />
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<col class="TableStyle-BlueHeader-Column-Column1" style="width: 424px;" />
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<thead>
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<tr class="TableStyle-BlueHeader-Head-Header1">
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<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Purchase Order Line Item Fields</th>
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<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">On-Order Item Template Fields</th>
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</tr>
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</thead>
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<tbody>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="vertical-align: top;padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;">
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<p><b>Destination</b> (branch)</p>
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<p>Purchase Order Line Item workform</p>
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</td>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="vertical-align: top;padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
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<p><b>Assigned</b> (branch)</p>
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<p>Item Record workform - header (all views)</p>
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</td>
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</tr>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="vertical-align: top;padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;">
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<p><b>Collection</b>
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</p>
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<p>(Purchase Order Line Item workform</p>
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</td>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="vertical-align: top;padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;"><b>Collection</b>
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<p>Item Record workform - header (all views)</p>
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||||
</td>
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||||
</tr>
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||||
<tr class="TableStyle-BlueHeader-Body-Body1">
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||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
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||||
<p><b>Material Type</b>
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</p>
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||||
<p>(Purchase Order Line Item workform</p>
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</td>
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||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="vertical-align: top;padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;"><b>Material Type</b>
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<p>Item Record workform - Cataloging view</p>
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</td>
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||||
</tr>
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||||
<tr class="TableStyle-BlueHeader-Body-Body1">
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||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
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||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Unit Price</b>
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</p>
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<p class="FM_TableBody">Purchase Order Line Item workform</p>
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||||
</td>
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||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="vertical-align: top;padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
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||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Price</b>
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</p>
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<p class="FM_TableBody">Item Record workform - header (all views)</p>
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</td>
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</tr>
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||||
<tr class="TableStyle-BlueHeader-Body-Body1">
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||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
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<p class="KeepWithNext"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Fund</b>
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</p>
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<p class="FM_TableBody">Purchase Order Line Item workform (segment)</p>
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</td>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="vertical-align: top;padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
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<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Source</b>
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</p>
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<p class="FM_TableBody">Item Record workform - Source and Acquisition view</p>
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</td>
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||||
</tr>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
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<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Line status date</b>
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</p>
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<p class="FM_TableBody">Purchase Order Line Item workform</p>
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</td>
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||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="vertical-align: top;padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
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||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Ordered</b>
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||||
</p>
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||||
<p class="FM_TableBody">Item Record workform - Source and Acquisition view</p>
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||||
</td>
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||||
</tr>
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||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Order number</b>
|
||||
</p>
|
||||
<p class="FM_TableBody">Purchase Order Line Item workform</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="vertical-align: top;padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">PO</b>
|
||||
</p>
|
||||
<p class="FM_TableBody">Item Record workform - Source and Acquisition view</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody"><b>Invoice number</b>
|
||||
</p>
|
||||
<p class="FM_TableBody">Purchase Order Line Item workform</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="vertical-align: top;padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody"><b>Invoice</b>
|
||||
</p>
|
||||
<p class="FM_TableBody">Item Record workform - Source and Acquisition view</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Public note</b>
|
||||
</p>
|
||||
<p class="FM_TableBody">Purchase Order Line Item workform - Instructions to Supplier view</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="vertical-align: top;padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Public note</b>
|
||||
</p>
|
||||
<p class="FM_TableBody">Item Record workform - Notes and Notices view</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Non-public note</b>
|
||||
</p>
|
||||
<p class="FM_TableBody">Purchase Order Line Item workform - Instructions to Supplier view</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1" style="vertical-align: top;padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Non-public note</b>
|
||||
</p>
|
||||
<p class="FM_TableBody">Item Record workform - Notes and Notices view</p>
|
||||
</td>
|
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|
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|
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<h1><a name="kanchor3139"></a><a name="IX_creating_19"></a><a name="kanchor3140"></a><a name="IX_creating_templates_for"></a><a name="XREF_32346_Create_a_PO"></a>Create a Purchase Order Template</h1>
|
||||
<p>You always start from the Purchase Order workform to create a new purchase order template, whether you create a new purchase order or use an existing one. If the purchase order contains line items, only the first line item on the Purchase Order workform will be saved in the template, but it can have an unlimited number of segments that are all retained. You can also save a purchase order as a template with only header information and no line item data.</p>
|
||||
<p>To create a purchase order template:</p>
|
||||
<ol>
|
||||
<li value="1">Create a new purchase order or search for and select an existing record.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Purchase Order workform opens.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">To create a template that includes a default purchase order line item with distribution data (segments), do one of the following steps:<ul type="disc"><li>If you are starting with a new purchase order, add a new line item with all the distribution information (segments). See <a href="../PAorder/Add_purchase_order_line_item_segments.htm#XREF_65800_Add_purchase_order">Add purchase order line item segments</a>.</li><li>If you are using an existing purchase order, open the first purchase order line item, and verify that the distribution information is set up correctly. The bibliographic information is not saved in the template.</li></ul></li>
|
||||
<li value="3">Select <b>File | Save</b><b> as Template </b>from the Purchase Order workform menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Assign Template Name dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Type a name for the template, and click <b>OK</b>. You can enter a maximum of 50 characters.</li>
|
||||
</ol>
|
||||
<p class="indent2">The purchase order template is saved with the name you gave it. If you set up the template with line item segments, one default line item with no title information is saved in the purchase order template.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You cannot type a purchase order number in the <b>Number</b> box when you create a template because the number is assigned when the purchase order is created. However, if you enter a suffix it will be retained in the template. When you search for a purchase order created with this template, you can include the suffix in the search criteria.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">(Optional) Type a purchase order suffix in the box to the right of the <b>Number</b> box. You can use the suffix box to indicate a type of order or a supplier.</li>
|
||||
<li value="6">Enter information or edit existing information for the new purchase order template.</li>
|
||||
</ol>
|
||||
<h4><a name="XREF_35001_Related_Topics"></a>Related Information</h4>
|
||||
<p><span class="FM_BulletHead"><a name="XREF_76672_Adding_or_changing"></a>Entering information on the Purchase Order workform</span> - See <a href="../PAorder/Creating_Purchase_Orders.htm#XREF_35568_Creating_a">Creating Purchase Orders</a>.</p>
|
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<tr>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1><a name="XREF_58296_Creating_On_Order"></a>Creating On-Order Bibliographic Templates</h1>
|
||||
<p><a name="kanchor4238"></a><a name="IX_described_56"></a>When you manually add a bibliographic record on the Purchase Order Line Item or Invoice Line Item workform, or use Titles to Go, you can select a bibliographic template from a drop-down list of templates. Any tags saved in the on-order bibliographic template, such as the 008 tag, the 245$h tag, and all 006/007 tags, will automatically appear in the new bibliographic record. All the other bibliographic information entered in the purchase order line item, such as the LCCN, ISBN, UPC, author, publisher, publication date, and edition, is used to create the bibliographic record.</p>
|
||||
<p>You can create on-order bibliographic templates for non-print materials, such as DVDs, so that they display correctly in the PAC. If you do not select a template when you are manually entering title information on a purchase order or invoice line item, the brief bibliographic record will be coded for a book.<MadCap:conditionalText data-mc-conditions="Primary.Online"> For more information, see <a href="../../Cataloging/PKTOMs/Type_of_Material_Codes_TOMs.htm#XREF_79954_Type_of_Material">Type of Material Codes (TOMs)</a>.</MadCap:conditionalText></p>
|
||||
<p><a name="kanchor4239"></a><a name="IX_creating_on_order"></a><a name="kanchor4240"></a><a name="IX_creating_21"></a><a name="kanchor4241"></a><a name="IX_creating_20"></a>To create an on-order bibliographic template:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You could also open an existing template and copy it to create a new on-order bibliographic template.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File </b>><b> New</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The New dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select <b>Bibliographic Template</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Bibliographic Template workform opens.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">In the <b>Name</b> box, type a name that begins with <b>On-order</b>, such as <b>On-order DVD</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Begin the bibliographic template name with <b>On-order</b> or <b>On order </b>(with or without the hyphen).</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select the owner of the template in the <b>Template Owner</b> box.</li>
|
||||
<li value="5">In the <b>Owner</b> box, select the owner of the bibliographic records that are created using this template.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You do not need to set the <b>Display in PAC</b> check box in the bibliographic template. The new bibliographic record will use the setting for the purchase order line item.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Double-click <b>LDR.</b></li>
|
||||
</ol>
|
||||
<p class="indent2">The Leader dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">If you are creating a bibliographic template for non-print materials, select the appropriate value in the LDR/06 box.</li>
|
||||
<li value="8">Make any other changes in the Leader.</li>
|
||||
<li value="9">Click <b>OK</b> to save your changes and close the Leader dialog box.</li>
|
||||
<li value="10">Double-click <b>008.</b></li>
|
||||
</ol>
|
||||
<p class="indent2">The 008 dialog box appears. The type of 008 dialog box depends on the value you selected in the LDR/06 box.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="11">Select the appropriate options in the 008 dialog box, and click <b>OK</b>.</li>
|
||||
<li value="12">In the Bibliographic Template workform, type 006 (additional material characteristics) or 007 (physical description) to indicate the type of material, and type the appropriate subfield code, for example, <b>007 $v</b>.</li>
|
||||
<li value="13">Double-click 006 or 007.</li>
|
||||
</ol>
|
||||
<p class="indent2">The 006 or 007 dialog box appears. The dialog box depends on the subfield code you entered.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="14">Select the other character positions to save in the 006 or 007 tag, and click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The 006 or 007 dialog box closes and the Bibliographic Template workform is updated with the information you selected.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="15">Add any other tags to include in the template.</li>
|
||||
<li value="16">Save the bibliographic template.</li>
|
||||
</ol>
|
||||
<p class="FM_Heading4n"><a name="XREF_82972_Related_Topics"></a>Related Information</p>
|
||||
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|
||||
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|
||||
<p class="FM_Task"><a href="../PAorder/Adding_Titles_to_a_Purchase_Order.htm#XREF_37205_Adding_Purchase">Adding Titles to a Purchase Order</a>
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<MadCap:conditionalText data-mc-conditions="Primary.Online"><a href="../../Cataloging/PKcreate/Creating_MARC_Records.htm#XREF_42000_Creating">Creating MARC Records</a>
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<h1><a name="XREF_12390_Creating_On_Order"></a>Creating On-Order Item Templates</h1>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If your library sends Enriched EDI orders to receive shelf-ready materials from the vendor, you can update the on-order items by importing records with embedded holdings data. See <a href="../PAorder/Importing_and_Ordering_Processes.htm#XREF_11377_Enriched_EDI">Enriched EDI Orders and Shelf-Ready Items</a>.</p>
|
||||
<p><a name="kanchor753"></a><a name="IX_described_58"></a><a name="kanchor754"></a><a name="IX_described_57"></a>You can set up on-order item templates so that on-order items are created automatically when you release a purchase order that is not for a subscription or <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">standing order<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>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.</span></a>. If you choose to create on-order items when you release a purchase order, Polaris attempts to match the values in the fields on the purchase order line item and the values for the corresponding fields in an on-order item template. The matching of item templates against purchase order line item data can occur in two ways:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">Matching branch, collection, and/or material type. On-order templates that do not have a template code are matched to the purchase order line item based on branch, collection, and material type.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">Matching the item template code in the template name.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="indent2">If the supplier supports exporting copy-level codes in 970 $h, you can name on-order templates with this code and use it in the matching process. </p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="#XREF_98859_Matching_Process">Matching Using Branch, Collection, and/or Material Type</a>
|
||||
</li>
|
||||
<li><a href="#XREF_92900_Copy_level_codes">Matching With Item Template Codes</a>
|
||||
</li>
|
||||
<li><a href="Create_a_new_on-order_item_template.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Create a New On-Order Item Template</span></a>
|
||||
</li>
|
||||
<li><a href="Create_a_new_on-order_item_template.htm#XREF_43993_Data_Copied_from">Data Copied from Purchase Order Line to On-Order Item</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Matching_Using_Branch"></a><a name="XREF_98859_Matching_Process"></a>Matching Using Branch, Collection, and/or Material Type</h2>
|
||||
<p>On-order templates that do not have a template code can be matched to the purchase order line item based on branch, collection, and material type. If no on-order template is found that matches all three fields, the system looks for an on-order item template with a matching branch and collection. If no item template is found, the system looks for an on-order item template with at least a matching branch. If no on-order item template matches the branch in the purchase order line item, no item record is created.</p>
|
||||
<p>If multiple templates satisfy the matching criteria, the system uses the first template found to create an item record. Once Polaris finds an item template that has matching values in at least the branch field, the on-order item is created using information from the on-order item template and from the purchase order. If both the on-order item template and the purchase order line item have information in the same fields, the information in the purchase order line item is used. See <a href="Create_a_new_on-order_item_template.htm#XREF_43993_Data_Copied_from">Data Copied from Purchase Order Line to On-Order Item</a>.</p>
|
||||
<p>In addition, the fund, release date, price, and purchase order number are copied from the purchase order line item to the Source and Acquisition view of the Item Record workform. If the item template already had a price or other order information, it is overlaid by the information from the purchase order line item. See <a href="Create_a_new_on-order_item_template.htm#XREF_43993_Data_Copied_from">Data Copied from Purchase Order Line to On-Order Item</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The invoice number appears automatically on the Source and Acquisition view if the purchase order is prepaid, or it appears later when the line items are copied to an invoice. When you create item records from an invoice without a linked purchase order (for example, you receive items as part of a blanket or <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">approval plan<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An arrangement with a publisher or vendor to send materials automatically. With an approval plan, it is not necessary for the library to order each title individually, and titles that are not considered appropriate may be returned by the library. An approval plan with a vendor is usually an agreement that the library will receive current imprints selected for the library on the basis of a detailed profile.</span></a>), the invoice number appears in the item record, but there is no purchase order number.</p>
|
||||
<p>When a purchase order is released and the user opts to create on-order item records, the automatic matching process looks for an on-order item template with values in certain fields that match the values in the corresponding fields in the purchase order line item.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The item template must be named <b>On-order</b> or <b>On order</b> (with or without the hyphen).</p>
|
||||
<p>The matching process attempts to match an on-order item template to the purchase order line item as follows:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The branch field is labeled <b>Destination</b> in the Purchase Order Line Item workform and <b>Assigned</b> in the Item Template workform.</p>
|
||||
<p class="indent2">
|
||||
<img alt="matchingprocess.gif" style="margin-bottom: -3.511pt;width: 444;height: 149;" id="image12" src="matchingprocess_444x149.gif" /> </p>
|
||||
<p class="FM_Step">Match on values in 3 fields: branch, collection, material type</p>
|
||||
<p class="FM_Step">Match on values in 2 fields: branch, collection</p>
|
||||
<p class="FM_Step">Match on values in 1 field: branch</p>
|
||||
<table class="TableStyle-BlueHeader" style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;width: 100%;" cellspacing="1">
|
||||
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|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 424px;" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Purchase Order Line Item Fields</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">On-Order Item Template Fields</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
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|
||||
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|
||||
<p><b>Destination</b> (branch)</p>
|
||||
<p>(Purchase Order Line Item workform - segment)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="vertical-align: top;padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;"><b>Assigned</b> (branch)</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="vertical-align: top;padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;">
|
||||
<p><b>Collection</b>
|
||||
</p>
|
||||
<p>(Purchase Order Line Item workform - segment)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="vertical-align: top;padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;"><b>Collection</b>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p><b>Material Type</b>
|
||||
</p>
|
||||
<p>(Purchase Order Line Item workform - line item)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1" style="vertical-align: top;padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: none;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;"><b>Material Type</b>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<h2><a name="TOC_Matching_With_Item"></a><a name="XREF_92900_Copy_level_codes"></a>Matching With Item Template Codes</h2>
|
||||
<p><a name="kanchor755"></a><a name="IX_copy_level_codes_in_on"></a>Some libraries add <span style="font-style: italic;">holdings</span> or <span style="font-style: italic;">copy-level </span>codes to the supplier’s database, in addition to the library’s distribution and fund codes. When a staff member selects titles and creates the shopping cart on the supplier’s site, they also select the appropriate copy-level codes, distribution codes, and fund data. When the brief MARC records are exported from the supplier’s site, the records contain the order data and the copy-level code in one or more 970 tags.</p>
|
||||
<p>The library then imports the brief bibliographic records in Polaris, and bulk-adds them to a purchase order. The 970 order data creates the purchase order line items and segments. The copy-level codes are saved in the database to be used in on-order item creation.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The copy-level codes bulk-added from<span style="letter-spacing: -0.02em;"> </span>the 970 $h are stored in the purchase order<span style="letter-spacing: -0.02em;"> </span>line item segment table. While they are not visible in the purchase order<span style="letter-spacing: -0.02em;"> </span>line item, they are displayed in the PO line item segment property sheet.</p>
|
||||
<p>To create on-order items, the library creates item templates with the copy-level code in the template name. When the purchase order is released, the copy-level codes in the purchase order line item segments are matched to the template codes and create the on-order items. To make the match, the stored value from the 970$h must match the code in the item template name.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The item template must be named <b>On-order</b> or <b>On order</b> (with or without the hyphen). If your library uses a copy-level code supplied by the vendor in 970 tag $h, the item template name must also include this code.</p>
|
||||
<p>Follow these general steps to use copy-level item template codes in the creation of on-order items:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>For detailed instructions for creating on-order item templates, see <a href="Create_a_new_on-order_item_template.htm#XREF_90077_Create_a_new_on">Create a new on-order item template</a>.</p>
|
||||
<ol>
|
||||
<li value="1">Define copy-level codes on the supplier’s materials selection Web site. The codes can contain at least one alpha or numeric character, not to exceed 10 characters.</li>
|
||||
<li value="2">For each copy-level code, create an on-order item template with the code in the template name, following <b>On-Order</b>. For example, <b>On-order MAV4WKBCD Main AV 4 Week</b>.</li>
|
||||
<li value="3">Select titles on the supplier’s Web site, select the appropriate code for each copy, and other order data, including branch, quantity, fund and price.</li>
|
||||
<li value="4">Download the brief acquisitions bibliographic records containing the 970 tags with the copy-level code in subfield h. </li>
|
||||
<li value="5">Import the bibliographic records into a record set, and bulk-add them to a purchase order.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The 970 subfields l (location), f (fund), q (quantity), and p (price) are used to create the distribution and fund data in the purchase order line item segments. For more information, see <a href="../PAorder/Importing_and_Ordering_Processes.htm#XREF_55207_The_Bulk_Add">The Bulk Add Process</a>.<br /><br />The collection code ($c) and material type ($m) are not necessary if the item template code is included in the $h. If the 970 tag contains a $h, but not a $c, and a matching template is found, the <b>Assigned Collection</b> from the template is copied to the <b>Collection</b> field in the purchase order line item segment.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Release the purchase order and select the option to create on-order item records.</li>
|
||||
</ol>
|
||||
<p class="indent2">To automatically create the item records using the tags in the 970 $h, the system looks for a matching item template that has all these characteristics:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">the template’s name begins with <b>On-order</b> (with or without the hyphen);</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">the item template code in the template’s name matches the copy-level code stored in the purchase order line item segment table;</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">the item template code contains at least one alpha or numeric character, not to exceed 10 characters;</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">the item template code is preceded and followed by one space, though it may be in any position in the Item Template name field;</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">the item template code does not contain any diacritic characters within the code;</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">and the branch in the <b>Assigned field</b> in the on-order item template matches the branch in the <b>Destination</b> field in the purchase order line item segment.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="indent2">If the template has all these characteristics, on-order items are created. If no on-order item template has all these characteristics, an error message appears and no on-order item records are created.</p>
|
||||
<p class="indent2">The following table displays examples of correct and incorrect item template codes:</p>
|
||||
<table class="TableStyle-BlueHeader" style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;width: 100%;" cellspacing="1">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 3.92in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 424px;" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Correct Item Template Code in Template Name Field</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">Incorrect ItemTemplate Code</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="vertical-align: top;padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;" rowspan="2">On Order ABIO Adult Biography</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">On Order ABI_O Biography</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody">On Order ABIOAdult Biography</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody">On-Order AFIC Adult Fiction</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody">On-Order A@FIC Adult Fiction</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+147
@@ -0,0 +1,147 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Acquisitions |Setting Up Templates for Acquisitions" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" /><title>Creating Purchase Order Templates</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
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|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
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<script>/* <![CDATA[ */
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||||
window.dataLayer = window.dataLayer || [];
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||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Acquisitions/PAtemplates/Creating_Purchase_Order_Templates.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_15094_Creating_a"></a>Creating Purchase Order Templates</h1>
|
||||
<p><a name="kanchor5539"></a><a name="IX_overview_59"></a><a name="kanchor5540"></a><a name="IX_information_copied_to"></a>When you use templates to create purchase orders, you reduce the amount of data you need to enter for each purchase order you create. You can create a purchase order template from an existing or a new purchase order. If you use a template that has information in the following fields, the information is retained when you create a purchase order from the template:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">Order number suffix</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Ordered at library name and SAN</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Order type</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Header charge types</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Authorization</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Payment method</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Plan name</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Claim setup</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Supplier</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Discount applied</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Sales tax</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Order note</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Material type (from line item)</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Public and Non-public notes (from line item)</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Instructions to supplier - all information except <b>Order canceled date</b></p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Quantity (from segments)</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Destination (from segments)</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Collections (from segments)</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Funds (from segments)</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="KeepWithNext">See also:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Create_a_purchase_order_template.htm#XREF_32346_Create_a_PO">Create a purchase order template</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Copy_a_purchase_order_template.htm#XREF_37484_Copy_a_purchase">Copy a purchase order template</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Rename_a_purchase_order_template.htm#XREF_69932_Rename_a_PO">Rename a purchase order template</a>
|
||||
</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+89
@@ -0,0 +1,89 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Acquisitions |Setting Up Templates for Acquisitions|Creating Purchase Order Templates" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" /><title>Rename a purchase order template</title>
|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
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<script>/* <![CDATA[ */
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window.dataLayer = window.dataLayer || [];
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Acquisitions/PAtemplates/Rename_a_purchase_order_template.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
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</div>
|
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<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor5143"></a><a name="IX_renaming_1"></a><a name="kanchor5144"></a><a name="IX_renaming"></a><a name="XREF_69932_Rename_a_PO"></a>Rename a Purchase Order Template </h1>
|
||||
<p>To use all the information in a purchase order template, but give it a new name:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Acquisitions, Templates, Purchase Order</b> from the Polaris Shortcut Bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Find Tool appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Search for the template you want to rename.</li>
|
||||
</ol>
|
||||
<p class="indent2">A list of templates appears in the Find Tool results list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Right-click the template name, and select <b>Rename</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Rename a Purchase Order Template dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Type a new name for the template. You can enter a maximum of 50 characters.</li>
|
||||
<li value="5">Click <b>OK</b> to save the purchase order template using the new name.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+90
@@ -0,0 +1,90 @@
|
||||
<!DOCTYPE html>
|
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<h1><a name="XREF_71112_Cataloging"></a>Setting Up Templates for Acquisitions</h1>
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<p><a name="kanchor917"></a><a name="IX_overview_58"></a>You can set up purchase order, on-order item, and bibliographic templates to speed up acquisitions processing. Purchase order templates contain default data for the types of purchase orders your library most frequently uses. When you create a purchase order from a template that includes a line item, the default distribution information (quantity, branch, collection, and fund) is already filled in. </p>
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<p>You can also set up on-order bibliographic templates for creating brief bibliographic records for materials other than books. Then, when you create a purchase order line item, you can select an on-order bibliographic template that already contains the appropriate bibliographic information for the type of material.</p>
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<p>To create on-order items automatically when purchase orders are released, you must set up on-order item templates. Creating on-order items helps speed up processing of materials when they are received. You can specify whether to display on-order items in the public access catalog where patrons can place hold requests on them, or to display the items after their status changes from On-order to In.</p>
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<p class="FM_Task" data-mc-conditions="Primary.Online"><a href="Creating_Purchase_Order_Templates.htm#XREF_15094_Creating_a">Creating Purchase Order Templates</a>
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<p class="FM_Task" data-mc-conditions="Primary.Online"><a href="Creating_On-Order_Bibliographic_Templates.htm#XREF_58296_Creating_On_Order">Creating On-Order Bibliographic Templates</a>
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<p class="FM_Task" data-mc-conditions="Primary.Online"><a href="Creating_On-Order_Item_Templates.htm#XREF_12390_Creating_On_Order">Creating On-Order Item Templates</a>
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