Print workslips for purchase order line items
Printed workslips, which are optional, can facillitate your library's processing workflows as the physical items are received. The Polaris Administration parameter PO line item workslips: Print on-order item data parameters specifies whether item data or segment data is printed on the workslip.
If the parameter is set to print item data, and there are item records linked to the purchase order line item, the item number, call number, material type, destination, and fund are printed on the bottom of the workslip for each line item segment that has item data. The workslip includes a blank line for any segments that do not have item data. If the purchase order line item has no linked items, the segment information (quantity, destination, collection, material type, location, and fund) is printed instead. However, if the parameter is set to not print item data on workslips, only segment data is printed even when on-order items are linked to the purchase order line item.
The workslip also includes any notes entered for the purchase order line item. The Rush/Alert checkbox is checked if the box is checked on the Purchase Order Line Item workform. The Holds box is checked if there are holds placed on the linked bibliographic record.
To print a workslip:
- From the Line Items view of the Purchase Order or Invoice workform, select one or more line items.
- Right-click and select Print > PO Line ItemWorkslip, or click the printer icon.
- Click Print on the Adobe Reader toolbar to print the workslip, and click
to close Adobe Reader.
Note:
For orders where the supplier provides an ASN, workslips can also be printed from the Receive ASN Shipments workform. See Receive using the Advanced Shipping Notice (ASN).
Note:
You can also print a single workslip from the Purchase Order Line Item workform or from the Find Tool results list.
The Workslip pdf opens in Adobe Reader.