To configure PO line types, you must have the following role:
- Acquisitions Administrator
- General System Administrator
When creating a Purchase Order line, or a PO line (see Manually Creating a PO Line), you must assign it a PO line type, or purchase type. For an explanation of the physical and electronic purchase types that can be created from your search results, see Explanation of Purchase Types Workflow and Inventory.
When creating a PO line manually, for example after searching in the repository, certain enabled PO line types are presented as recommended, depending on the bibliographic record for which you are creating the PO line. However, you can assign any of the enabled PO line types to the PO line, not just the recommended ones (except when creating a PO line after searching the inventory for an electronic collection or portfolio; see the table below).
You can enable or disable PO line types. Disabled PO lines types are not available to assign to PO lines. Disabling a PO line type has no effect on existing PO lines with that type.
You enable or disable PO line types on the PO Line Type mapping table page (Configuration Menu > Acquisitions > Purchase Orders > PO Line Types). No other changes can be made on this page. For more information about mapping tables, see Mapping Tables.
For more information, see Explanation of Purchase Types Workflow and Inventory.
Mapping Table Page – PO Line Types
The following table lists the purchase types on the PO Line Types page. N/A indicates that the purchase type is not available for the item/order type after searching the repository for that resource type and selecting Order.
|PO Line Type||Code||Description||Electronic Portfolio - Main PO Line||Electronic Collection - Main PO Line||Electronic Portfolio / Collection - Additional PO Line|
|Access Type - Subscription||ACCESS_SERVICE_CO||Access subscription to an electronic service||N/A|
|Database Service - One Time||DB_SERVICE_OT||One time access to a database service||N/A|
|Digital - Non Archiving||DIGITAL_NONARCHIVING||Digital purchase without inventory||N/A||N/A|
|Electronic Book - Subscription||E_BOOK_CO||Subscription to an electronic book series||N/A||N/A||N/A|
|Electronic Book - One Time||E_BOOK_OT||One time purchase of an electronic book||N/A||N/A|
|Electronic Book - Standing Order||E_BOOK_SO||Standing order for the purchase of electronic books||N/A||N/A||N/A|
|Electronic Journal - Subscription||E_JOURNAL_CO||Subscription to an electronic journal||N/A||N/A|
|Electronic Journal - One Time||E_JOURNAL_OT||One time purchase of an electronic journal issue||N/A||N/A|
|Electronic Collection - Subscription||ELECTRONIC_COLLECTION_CO||Subscription to a collection of portfolios||N/A||N/A|
|Electronic Collection - One Time||ELECTRONIC_COLLECTION_OT||One time purchase of a collection of portfolios||N/A||N/A|
|Electronic Title - Standing Order||ELECTRONIC_SO||Standing order for the purchase of electronic titles||N/A||N/A||N/A|
|Electronic Title - One Time||ELECTRONIC_TITLE_OT||One time purchase of an electronic title||N/A||N/A|
|Electronic Title - Subscription||ELECTRONIC_TITLE_CO||Subscription to an electronic title series||N/A||N/A|
|Manuscript||MANUSCRIPT||Purchase of a physical manuscript||N/A||N/A||N/A|
|Map||MAP_OT||Purchase of a physical map||N/A||N/A||N/A|
|Microform||MICROFORM||Purchase of a physical microform||N/A||N/A||N/A|
|Mixed Material||MIXED||Purchase of an item with multiple physical material types (such as a book/DVD)||N/A||N/A||N/A|
|Other Service - Subscription||OTHER_SERVICES_CO||Any other subscription purchase||N/A|
|Other Service - One Time||OTHER_SERVICES_OT||Any other one time service or access purchase||N/A|
|Physical - Archiving||PHYSICAL_ARCHIVING||Physical order without inventory, for reporting purposes||N/A||N/A|
|Physical Computer File - Subscription||PHYSICAL_CF_CO||Software subscription that comes on CD/DVD||N/A||N/A||N/A|
|Physical Computer File - One Time||PHYSICAL_CF_OT||One time purchase of a software item on CD/DVD||N/A||N/A||N/A|
|Physical - Subscription||PRINT_CO||Any other subscription for physical items (games, posters, ...)||N/A||N/A||N/A|
|Physical - One Time||PRINT_OT||Any other one time physical item purchase
If the only physical items that you order are books, this type is essentially the same as Print Book - One Time.
|Physical - Standing Order Monograph||PRINT_SO||Any other standing order for single physical items
If the only physical items that you order are books, this type is essentially the same as Print Book - Standing Order.
|Physical - Standing Order Non Monograph||PRINT_SO_NONMON||Any other standing order for physical items in multiple parts||N/A||N/A||N/A|
|Print Book - One Time||PRINTED_BOOK_OT||One time physical book purchase||N/A||N/A||N/A|
|Print Book - Standing Order||PRINTED_BOOK_SO||Standing order for purchasing physical books||N/A||N/A||N/A|
|Print Journal - Subscription||PRINTED_JOURNAL_CO||Subscription to a physical journal||N/A||N/A||N/A|
|Print Journal - One Time||PRINTED_JOURNAL_OT||One time purchase of a physical journal issue||N/A||N/A||N/A|
|Sound Recording||RECORD_OT||Sound or music on CD or another audio format||N/A||N/A||N/A|
|Remote Computer File - Subscription||REMOTE_CF_CO||Subscription to software or a web site||N/A||N/A||N/A|
|Remote Computer File - One Time||REMOTE_CF_OT||One time software or web site access purchase||N/A||N/A||N/A|
|Musical Score||SCORE_OT||Purchase of sheet music or notations||N/A||N/A||N/A|
|Visual Material||VISUAL_MTL_OT||Video or pictures on DVD or other visual format||N/A||N/A||N/A|