Placing Holds from Purchase Orders

If you have the Circulation permission to place a hold request, you can place a bibliographic-level hold request from the Line Items view (view 2) of the Purchase Order workform, the Purchase Order Line Item workform, or a purchase order line item in the Find Tool results list. If you are placing holds on bibliographic records without linked item records, a message appears if the Hold option If no items are attached: Alert in Staff Client is checked in Polaris Administration. See Set Holds options: Enabling, Item Status Restrictions, First Available Copy.

To place a hold from a purchase order line item:

Tip:
Click to place a bibliographic-level hold from a purchase order line item.

  1. Open the Purchase Order workform that contains the line item, or open the Purchase Order Line Item workform.
  2. Do one of the following steps:
    • From the Line Items view of the Purchase Order workform, right-click the line item and select Place Hold from the context menu.
    • From the Purchase Order Line Item workform, select Tools > Place Hold from the menu.

    3. The Hold Request workform appears.

  3. Follow the steps in Place single or consecutive hold requests.