Skip to main content
ExLibris
  • Subscribe by RSS
  • Ex Libris Knowledge Center

    Enabling/Disabling PO Line Types

    Translatable
    To configure PO line types, you must have the following role:
    • Acquisitions Administrator
    • General System Administrator
    When creating a PO line (see Manually Creating a PO Line), you must assign it a PO line type, or purchase type. 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, all enabled PO line types can be assigned to the PO line (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 on the PO Line Type mapping table page (Acquisitions > Acquisitions Configuration > 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 TablesMapping Tables.
    Mapping Table Page – PO Line Types
    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.
    The following table lists the purchase types on this 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 clicking Order.
    Purchase Types According to Item 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
    Database Service - One Time DB_SERVICE_OT One time access to a database service
    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
    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 portfolio series 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_TUTLE_CO Subscription to an electronic title series N/A N/A
    Manuscript MANUSCRIPT Purchase of a physical or electronic manuscript N/A N/A N/A
    Map MAP_OT Purchase of a physical or electronic map N/A N/A N/A
    Microform MICROFORM Purchase of a physical or electronic microform N/A N/A N/A
    Mixed Material MIXED Purchase of an item with multiple material types (such as a book/DVD) N/A N/A N/A
    Other Service - Subscription OTHER_SERVICES_CO Any other subscription purchase
    Other Service - One Time OTHER_SERVICES_OT Any other one time service or access purchase
    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.
    N/A N/A N/A
    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.
    N/A N/A N/A
    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