Create a New On-Order Item Template

To create a new template for automatically generating on-order item records:

Tip:
You can also create an on-order item template by saving an existing item record as a template, and then entering the information required for matching. See Matching Using Branch, Collection, and/or Material Type. Or, you can copy an on-order item template, change the information, and then save it with another name to create a new on-order template.

1. Select File > New from the Polaris Shortcut Bar.

The New dialog box appears.

2. Select Item Template in the Objects box, and click OK. The Item Template workform opens.
3. Type a name that begins with On-order in the Name box.
4. If your library uses a supplier’s copy-level code to create on-order items, type the code in the Name field after On-order. See Matching With Item Template Codes.
5. Select the library that owns the template in the Template owner box.
6. Complete the following required fields:
   • Owner (the library that owns the item record)
   • Assigned (assigned branch)
   • Material type
   • Loan period
   • Fine code
   • Renewal limit
   • Stat code
   • Scheme (shelving scheme)

Important:
If required data is missing in the template, you will be unable to save it.

7. Select the collection for the item in the Collection box.
8. Complete the other boxes on the on-order Item Template workform, and select File > Save. For more information on these fields, see Create a single new item record manually.

Data Copied from Purchase Order Line to On-Order Item

This table shows the fields on the Purchase Order Line Item workform from which the data is copied and where this data appears on the on-order item. If you create on-order items from an invoice, the invoice line item fields are copied to the items.

Tip:
If the on-order item template also has information in any of these fields, the purchase order line item values are used.

Purchase Order Line Item Fields	On-Order Item Template Fields
Destination (branch) Purchase Order Line Item workform	Assigned (branch) Item Record workform - header (all views)
Collection (Purchase Order Line Item workform	Collection Item Record workform - header (all views)
Material Type (Purchase Order Line Item workform	Material Type Item Record workform - Cataloging view
Unit Price Purchase Order Line Item workform	Price Item Record workform - header (all views)
Fund Purchase Order Line Item workform (segment)	Source Item Record workform - Source and Acquisition view
Line status date Purchase Order Line Item workform	Ordered Item Record workform - Source and Acquisition view
Order number Purchase Order Line Item workform	PO Item Record workform - Source and Acquisition view
Invoice number Purchase Order Line Item workform	Invoice Item Record workform - Source and Acquisition view
Public note Purchase Order Line Item workform - Instructions to Supplier view	Public note Item Record workform - Notes and Notices view
Non-public note Purchase Order Line Item workform - Instructions to Supplier view	Non-public note Item Record workform - Notes and Notices view