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

    Acquisitions: Create Dummy PO

    Created By: Shelley Schultz
    Created on: 5/15/2019



    [This article was copied from the Voyager Wiki.]

    Created by Shelley Schultz & Jerrie Bourgo @ Kirkwood Community College, September 5, 2001

    CREATE DUMMY PO

    Version 2000.1.2

    • Open Acquisitions and Cataloging
      • Login and password
      • Select Acquisitions

     

    • In Acquisitions
      • Set Defaults (Puzzle Piece)
        • Purchase Order Tab – Blank
        • Line Item Tab – Blank
        • Line Item Copies/Funds Tab – Blank
        • OK
      • Orders
        • New Purchase Order
          • Number: PO # if different from default (for practice add your initials before the number)
          • Type: Continuation
          • Site: Acquisitions Desk
          • Code:
            • SPECIFIC TO EACH SITE
            • Click on check mark
          • Ship to: Acquisitions Desk (optional)
          • Bill to: Acquisitions Desk (optional)
          • Currency Code: USD
          • Save
      • Turn Quick Line Item ON
        • Add Line (Bib Search) for title in database
        • Locate title
        • Highlight item
        • MARC
          • Click on blinking Cataloging icon
          • Verify correct record
          • Get Holdings
            • Check 852 field
        • Save to Database
          • If changes made in Marc or holdings records

     

    Return to Acquisitions

      • Details
        • Intended location (“Live At” location)
          • This creates MFHD
          • LOCATION IS SPECIFIC TO SITE
        • Number of copies (always 1)
        • Link to Holdings
          • Click ellipses once
          • Highlight appropriate holding
          • Click on “Link”
        • Ship to: make appropriate choice
        • Ledger
        • Commit to Fund
        • Line Item Type: Subscription
        • Check “Open Line Item Detail window after saving”
        • Save
      • Type Tab on Line Item screen
        • Line Item Type: Subscription
        • Start Piece Identification
          • Fill in enumeration and chronology for first issue you expect to receive
            • V.x, No.x
            • From VTLS sheet
        • Start Date
          • Date of first issue expected
        • Renewal Date
        • Subscription length
          • As appropriate
        • Vendor title number if Ebsco (3digits-3digits-3digits)
        • Vendor reference number
          • “(SNA)” for Ebsco
          • Title number
          • Renewal Date
        • Save
      • Subscription Pattern button
      • Subscription Maintenance screen appears
        • New
          • Title appears in Component Details
          • Category
            • Basic
            • Index
            • Supplement
          • Save
      • Subscription Maintenance (cont.)
        • Predictive Component Pattern
          • Make appropriate choice.)
          • Start prediction
            • Fill in as appropriate for first issue expected
            • Enumeration
            • Chronology
            • Convert Roman numerals to Arabic
            • Fill in 1st Issue Expected Date
            • Date of Month Expected
              • Must match 1st Issue Expected Date
            • OK (If provided)
            • If another screen pops up
              • Select appropriate issue
              • OK
        • Save changes made in subscription maintenance in “Component Details” Tab
        • Click on the “Purchase Order” screen to approve
          • Approve PO
          • Yes
          • Yes
        • Clear Workspace
        • Close PO
          • If asked to save all changes respond yes



    • Was this article helpful?
    //Feedback