Chapter 9. Creating Purchase Orders

Table of Contents

Via Create Purchase Order
Via Load MARC Order Records
Via View/Place Orders
Via a Selection List
Via MARC Federated Search
Via Load Catalog Record IDs

Via Create Purchase Order

  1. Go to AcquisitionsCreate Purchase Order
  2. Choose your library from the Ordering Agency drop down menu. The Ordering Agency for multi-branch libraries is often the system rather than specific branches.
  3. If desired, enter a purchase order name. Your providers may have requirements for the naming of purchase orders.

    1. If you do not enter a name the purchase order ID will be used.
    2. You can change the name to any grouping of letters or numbers as determined by your library’s policies.
    3. You can reuse purchase order names as long as a name is never used twice in the same year.
  4. Choose your provider from the drop down menu.
  5. If prepayment is required, check the box for Prepayment Required.
  6. Click Create

  7. The purchase order is created.

  8. See Chapter 10, Adding Line Items to Purchase Orders.

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