Searching and record creation
Line item type - Change if needed according to posted procedures
for different types of orders
Requester - Fill in if needed for reserve or circ orders
Instructions to vendor - Fill in if needed with any instructions
you wish to have print on the order.
Click on Save.
If there are any other fields in the record that need to be added,
click Quick Line Item Off, click on Details, and open
the appropriate tab to update the record.
(Demonstrate changing isbn/music number on bib info tab ; Demonstrate
split funding only rarely used. Not used for fund 1713 or 1601)
To finish up:
To approve: Click on the approve button. Be sure appropriate
choices about printing order are checked. Check for duplicates should
always be checked. Approval pos and confirming
orders should also check Receive on approve.
Once you approve the order, it is queued for printing. If
you make a mistake and later go back to delete the order, you must put
something in the orders basket to alert supervisors as to what happened
to the order.
To close the record without approving it, click on Save and Close.
We have what we refer to as a Certification process, during which your
work will be checked. Until you are certified in creating orders, they
should be left as pending until a supervisor checks them.
[Searching & Record
Creation] [Searching] [Creating
a PO] [PO
Item Info.] [Finishing Up]