Releasing and Transmitting Purchase Orders

After your library has verified all purchase order information (including charges, destination, collection, fund allocations, and totals), the purchase order is ready to be released. When you release a purchase order, Polaris automatically does the following actions:

Note:
If the purchase order status is continuing, received, part received, canceled, or closed, you cannot release the purchase order.

Changes the status of the purchase order from pending to released for a firm order.
Changes the status from pending to continuing for a standing order An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher. or subscription.
Saves the purchase order number and suffix.

Note:
The purchase order number and/or purchase order number suffix can be changed after the order is released. The Properties sheet displays the original purchase order number.
Expends funds if the purchase order is prepaid or the payment method is depository agreement.
Creates an invoice with the same number as the purchase order if the method is prepaid or depository agreement.
Encumbers funds if the payment method is purchase. If the purchase order is linked to a foreign supplier, the amount encumbered in the linked fund is converted to the base currency using the current exchange rate.
Creates item records for the titles in the purchase order if the purchase order type is firm, donation, or gift, and you have chosen this option.
Calculates the claim alert date for each purchase order line item if you have opted to include claim information.