The basic ordering process is:
Roles for Viewing and Working with Orders
To create PO lines, you must have one of the following roles:
There are two ways to view existing orders:
Whether you view or edit an order, the main page of an order record is the PO Line Details page. It contains the owning or holding location for the material, vendor and price, funds encumbered by the order, acquisition method, material types, reporting codes, and other information.
Other tabs in the purchase order line include:
Order templates are a way to save yourself time and data entry during the ordering process for combinations of owning library, vendor, and order type that you place frequent orders for.
To create an order template, open any past order and then click on Save as template. Many of the mandatory fields will become part of the template and save you typing time. You can save it as either a public (visible to other staff) or personal template.
You might want to work with your colleagues and agree on a naming convention for templates, such as “POL Owner / Inventory Location (or owning library) / Vendor / Order Type.”