Setting Up Templates for Acquisitions

You can set up purchase order, on-order item, and bibliographic templates to speed up acquisitions processing. Purchase order templates contain default data for the types of purchase orders your library most frequently uses. When you create a purchase order from a template that includes a line item, the default distribution information (quantity, branch, collection, and fund) is already filled in.

You can also set up on-order bibliographic templates for creating brief bibliographic records for materials other than books. Then, when you create a purchase order line item, you can select an on-order bibliographic template that already contains the appropriate bibliographic information for the type of material.

To create on-order items automatically when purchase orders are released, you must set up on-order item templates. Creating on-order items helps speed up processing of materials when they are received. You can specify whether to display on-order items in the public access catalog where patrons can place hold requests on them, or to display the items after their status changes from On-order to In.