Adding PO Line Distribution Grid

For each title you order on the Purchase Order Line Item workform, you must enter at least one line item segment that specifies the number of copies, destination, collection, and fund. If the purchase order was created with a template that has a default line item, the segment information is already filled in for the first line item on the purchase order. The segment specifies the destination, collection, and fund allocation for the individual copies of the title. The destination and the fund allocation are required to add a segment, but the collection is optional.

The default branch selected in the Destination box and the list of available branches in the drop-down list are controlled by the Polaris Administration profile Filter branches in line item segments. If the profile is set to Yes, the default Destination is the same as the Ordered at branch on the Purchase Order workform, and the available branches in the Destination list have the same parent library as the Ordered at branch. If the profile is set to No, the default Destination is the same as the user’s login branch, and the drop-down list box displays all branches in the system. See Filter destination branch lists by parent library.

When you choose a fund for the line item segment, you can select the fund from a list of available funds. The display of the funds is controlled by the settings in the Acquisitions/Serials profile Acq fund droplist setup. See Specify how funds are displayed in Acquisitions. In addition, the available funds depend on the order type and payment method. See Order Types, Payment Methods, and Fund Types.

Use the Orders and Charges tabbed pages on the bottom of the Purchase Order Line Item workform to specify the order information and additional charges related to the copies ordered in the segment. The Totals tabbed page displays the totals for the segment.