Adding Titles to a Purchase Order

The line items on the purchase order contain information about the titles you are ordering. The existing claiming and discount information is copied from the linked purchase order to the line item, but you can change this information on the Purchase Order Line Item workform. For more information on the claiming data, see Add or change claiming information for an order.

Within each line item is at least one segment that specifies the distribution (destination and collection) and the quantity ordered. The segments also specify the fund or funds allocated for the copy or copies of the title.

If you used a template to create the purchase order, it contains one default line item without bibliographic data but with distribution information. You add the bibliographic record information by finding an existing record or by typing the information. When you add more line items, the template data will be used for as long as your logged-in session is open.

You can edit the segment data and then copy it to the next purchase order line item without copying the bibliographic information. Copying all the distribution information saves you from selecting the destination, collection, and fund for each segment in the copied line item.

If you are using Polaris Titles to Go, you can check a title’s availability at your supplier’s site while remaining in the Purchase Order Line Item workform. If the title is not found in your local database, Titles to Go uses Web Services to bring back bibliographic and availability information from the supplier. See Using Polaris Titles to Go.