Special Considerations for Editing Order Records

When you edit an order record in Acquisitions, consider the following:

Financial Report for an Order Record

Whenever you change the financial information for an order record and save the record, Acquisitions displays a Financial Report. Choose OK to save the record and return to editing, or choose Cancel.

The Financial Report indicates whether a purchase order has been queued and shows a table of the encumbrance to be posted, the fund name, and whether the fund has reached the spending percentage at which you should be warned (see the Warn if fund reaches what percent of the budget acquisitions option).

You can preview the Financial Report by choosing the View Finances button while you are editing the record.

Order Record Pop-Up Messages

If you access an order record that contains a MESSAGE variable-length field, Sierra displays the message from this field in a dialog box when you first access the record for editing. Note that Sierra displays this message in any function where you can access order records.

For information on adding a MESSAGE field to an order record, see Adding Messages to Order Records.

Show Hold Alert

In the Orders function, if you want to be notified of the number of bibliographic-level holds placed on an order record while you are editing, choose the Show Hold Alert during receiving option. After you enter the RDATE fixed-length field for an order record with a hold, the system notifies you of the number of holds placed on it.

Suppress Bibliographic Record Prompt

If your library has the Bibliographic Suppression upon Cancellation feature enabled, Sierra prompts you to suppress the bibliographic record from public display in the WebPAC when you cancel an order and that order is the only attached record. This prompt appears whenever you change the status of the order record to 'z' (cancelled), whether manually or during the claiming/cancellation process.