Chapter 10. Adding Line Items to Purchase Orders

Table of Contents

Via a Brief Record
Via View/Place Orders
Via Load Catalog Record IDs
Via MARC Federated Search

Individual line items can be added to an existing pending purchase order in four ways:

These options are used with providers that do not supply MARC record files to be loaded via the Load MARC Order Records interface.

Via a Brief Record

  1. Go to Acquisitions → Purchase Orders.
  2. Search for and find your purchase order.
  3. Open your purchase order.
  4. From the Actions menu select Add Brief Record.

  5. Enter the appropriate information for your brief record.
  6. Click Add Record.

  7. A line item is created from your brief record and appears on your purchase order.

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