Copy Lines/Segments to Another Purchase Order

To copy purchase order line items or line item segments to another purchase order:

Note:
When you cancel a purchase order line item, you have the option of canceling the holds or retaining them. If you choose to cancel the holds, the linked bibliographic record’s Display in PAC setting is cleared (if no other item records are linked to the bibliographic record). If you choose to retain the holds, the Display in PAC setting remains.

  1. Select the purchase order line items or line item segments to copy to another purchase order by one of the following methods:

    2. Note:
    You cannot copy lines if the purchase order has a payment method of depository agreement.

    • To copy all the lines, open the Purchase Order workform, and select Tools > Copy Lines To.
    • To copy selected lines, open the Purchase Order workform - Line Items view, select the lines, right-click and select Copy To from the context menu.
    • To copy a single line, open the Purchase Order Line Item workform, and select Tools > Copy To from the menu bar.
    • To copy a segment, open the Purchase Order Line Item workform, right-click a segment, and select Copy To from the context menu.

    The Copy Lines To dialog box appears.

  2. Click Purchase Order.
  3. Do one of the following:
    • To copy the lines to a new purchase order:
      1. Select the New checkbox.
      2. Type a number for the new purchase order in the Destination box. The New Purchase Order dialog box appears.
      3. Click OK.

    The lines are copied to the new purchase order.

    Note:
    An error message appears if you attempt to copy a line or lines that are not linked to a bibliographic record because the bibliographic record was deleted.

    • To copy the lines to an existing purchase order:
      1. Type the purchase order number in the Destination box, or click Find and use the Find Tool to search for and select the purchase order. If Polaris detects that the purchase order number you entered matches more than one purchase order, a dialog box appears asking you to choose one of the purchase orders matching the number.
      2. If the Choose Purchase Order dialog box appears, select the appropriate purchase order.
      3. Click OK to submit your settings.

    The lines are copied to the purchase order you selected.