Add Purchase Order Line Item Segments

To add purchase order line item segments:

Note:
For information on Polaris Administration profiles and parameters that affect purchase order line item segments, see Administration Settings That Affect Line Item Segments.

Tip:
If you used a purchase order template with a default line item, some segments may already appear.

1. Open the Purchase Order Line Item workform. See Add a purchase order line item.
2. Type the quantity of items to order in the Quantity box.
3. Select a destination branch in the Destination box.
4. Select a collection for the item in the Collection box.
5. Select a fund from the list, or click and use the Find Tool to search for and select a fund. To use multiple funds to pay for a segment, click to split the funds. For information on using more than one fund to pay for a line item segment, see Split funds for a purchase order line item segment.

The funds are allocated for this line item segment.

6. Type any charges associated with the segment. See Add charges for a purchase order line item segment.
7. Click in the next segment line to add the next segment, and add or change the segment information.
8. Select File > Save to save the segments.

Administration Settings That Affect Line Item Segments

The following Polaris Administration settings affect line item segments:

• If the Acquisitions parameter Copy last segment data to next segment is set to Yes in Polaris Administration, the data from the previous segment is copied to the new segment. See Enable copy segment data to next segment.
• The Polaris Administration profile Filter branches in line item segments controls which branch is selected as the default and the available branches in the drop-down list. See Filter destination branch lists by parent library.
• The Polaris Administration profile Acq fund droplist setup controls how funds are displayed. See Specify how funds are displayed in Acquisitions.