View and Enter Details About Serial Holdings Record Orders

You can do the following on the Orders tab of the Serial Holdings Record workform:

View and Edit Purchase Order Information

To view and edit purchase order information

Select Owner and enter Plan information.
Standard Address Number (SAN) appears automatically when you select an owner organization.
To enter supplier information, select the Find button beside the Supplier field. The Supplier Find Tool opens. For help using the Find Tool, see Using the Find Tool.

Use the Subscription Details section to specify the subscription start and duration information.

To enter subscription details

Enter a Start Number.

Note:
Start Date and Expiration Date are only editable for standing order parts.
Select (using the calendar) or type the Intent to Cancel Date.

To enter membership details

Select Designation to indicate that the subscription is included in a membership to a professional organization.
Member Name and Member Organization become editable.
Enter the Member Name.
Enter the name of the Member Organization.

Note:
Member Name and Member Organization are visible only in these fields and only to library staff.

Next, view and enter details about claims.