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Princeton University Order Division Documentation

Online demos list

RLIN21 Documentation

Approvals Soup to Nuts Training
  Acquisitions Module
  Faster Method
  PO Defaults
  Approval Vendors

Approval training checklist

Continuations Training
  Check Acq. Record
  Check Cat. Record
  Check In Item
  Add the Piece
  Add continued

Intro to Acq Production Staff
  Buttons & Icons
  Defaults & Prefs.
    Approve Processing
    Item Creation
  Interpreting PO

Intro to Acq Production Staff Handout
  Buttons & Icons
    Line Items
    Approve Processing
    Item Creation
  Interpret PO

Monographic Receipts
  Find Order
  Check Order
  Receive Order
  Finishing Up

Periodicals Check In
  Acquisitions Module
  Periodicals Check-in
  Tips and Hints

Searching and Record Creation
  Creating a PO
  PO Continued
  Line Item Info.
  Finishing Up

Searching and Record Creation Handout
  Line Items Info.

Serials Check-in
  Issues with Components
  Issues continued
  Creating a Component
  Creating Continued

Series Checks in Voyager
  Serial Volume cont.
  Bookset etc.
  Monographic Series
  Monographic Series cont.

Series Checks in Voyager Script
  Bookset Standing Order
  Monographic Series

Acq for Selectors(WPD)
  Monographs and Funds
  Serialsand Mono series   Handouts

Documentation Home

Voyager Acquisitions
Searching and record creation - Handout

Creating the Purchase Order

  1. Click on the Orders tab of the List Bar.

  2. Click on the New Purchase Order icon

  3. Fill in header and other information by tabbing from field to field. Click on the Save button on the tool bar in the upper left corner of the purchase order window.

As you are choosing options from drop down lists in your purchase order, remember you can also click on the arrow and type the first letter of your choice to select it, instead of scrolling down to your choice.

Header tab

Order Section
Number – System generated. Do not change except as instructed in specific procedures.

Type – Click to select a PO type from the drop-down menu. The types most frequently used will be Firm order (regular monographic order), Continuation (all standing orders and subscriptions) and Approval (approval plan books).

Site –
Click and select order site from the drop-down according to posted procedures.
Locations Section

Ship to – Click and select order site from the drop-down according to posted procedures.

Bill to –
Click and select order site from the drop-down according to posted procedures.
Vendor Section

Code –Enter the code of the vendor you are using.

Account – click to vendor account name if applicable (usually for approval books). If not, skip this field.

– System generated. Skip.

Status date
– System generated date. Changes when the purchase order is modified. Skip.

–Select from the drop-down list.

Footer tab

Default claim and cancellation periods are in the footer. Generally you only need to update the footer if you are placing a rush order and need to check the rush box, as well as modify the prompted claim and cancellation periods.

Notes tab

These are purchase order level notes only. Line item notes are added later.

[Searching & Record Creation Handout]  [Line Items Info]