Administering Purchase Orders

Your staff can use several different methods to create purchase orders in Polaris. They can import records into Cataloging record sets and bulk add them to a purchase order, or they can copy titles from selection lists. They can also add titles one at a time. You can set up ordering to fit your organization’s workflow.

Do the following tasks to set up ordering for your organization:

Set permissions for staff members (and their workstations) that allow them to access, create, modify and delete purchase orders.
Enable or disable automatic numbering for purchase orders.
Set up the display of branches in purchase orders to display all branches or a limited list of branches.
Set up the display of funds in purchase orders to display a limited list of funds. You can also reduce the funds list by displaying only the fund name or fund alternative name.
Specify whether segment data will be copied when a subsequent purchase order line item segment is added.
Specify whether the material type will be retained when users select File | New | Copy Segment Data from an existing purchase order line item.
Specify if an alert should appear automatically on a purchase order line item if a bulk-added bibliographic record contains multiple ISBNs.
Specify whether defaults will be used for missing data when titles are bulk-added to purchase orders.
Mark 970 data as processed after bibliographic records are bulk-added to purchase orders.
Specify whether brief bibliographic records will display in the PAC. These are the brief records that are created when the purchase order line item is saved.
Specify whether a warning should appear when a purchase order line item or invoice line item is saved and the Display in PAC option is not selected in the linked bibliographic record.
Specify another header charge type to be used for purchase orders and invoices.
If you want to use Titles to Go, contact your Polaris Implementation Manager or Polaris Site Manager to activate your access to the Polaris Administration profile for enabling Titles to Go. Then, contact your supplier and tell them of your plan to use Titles to Go (Baker & Taylor does not require you to contact them before using Titles to Go). The supplier will give you the necessary authentication information.
Specify whether on-order item data is printed on purchase order line item workslips.
Specify whether purchase orders will be closed automatically via an SQL job.

Set up import profiles specifically for Acquisitions tasks.