Vendor

To select the vendor you can either:

• Type the vendor code and press Tab, or
• Click Link, find the vendor, and click Select Record.

Once a vendor is selected, you'll see View and Clear buttons rather than Link. You can click View to see details of the vendor or Clear if you want to select a different vendor.

When you select a vendor the Currency and Delivery method will be automatically set to the values specified in the vendor details, but you can change the values for the PO if you wish. Select:

• "EDI Email" to send the PO to the vendor as an electronic order. This option will only be available if the SAN and e-mail address have been specified in the EDI information for the selected vendor.
• "EDI (FTP)" to ftp the PO to the vendor. This option will only be available if the SAN and ftp address have been specified in the EDI information for the selected vendor.
• "HTML (Email)" to send the PO in HTML format in an email.
• "PDF (Email)" to send the PO to the vendor as a PDF document attached to an email.
• "PDF Print" to print the PO in PDF format to mail to the vendor.
• "Plain Text (Email)" to send the PO as plain text in an email.

Location

If you select a specific location then this will be the only shipping address on the PO, i.e. all the items being ordered are to be delivered to this one location

If you select "<decentalised>" then we'll show a separate shipping address for each location specified in the order, e.g. two items to be shipped to location A, one item to location B and three items to location C.

Sort the orders on a PO

You can sort the orders on a PO by clicking a column heading. For example, if you want to sort by order date, click the Date column once to sort in ascending order and then click a second time sort in descending order.

Select orders on a PO

To select one order:

• Click the checkbox next to the order you want.
• Click anywhere in the row except the checkbox. This will automatically deselect any other orders that are currently selected.

To select multiple orders:

• Click the checkbox next to each order you want.
• Use SHIFT+Click to select consecutive orders. Click anywhere in the row except the checkbox. Click the first row you want, press and hold SHIFT and then click the last row you want.
• Use CTRL+Click to select specific orders. Click anywhere in the row except the checkbox.

Select or deselect the checkbox in the first column heading to select or deselect all the orders.

View order details on a PO

To view details of an order:

1. Select the order you want.
2. Click View or right-click and click View.

Edit an order on a PO

To edit an order:

1. Select the order you want.
2. Click Edit or right-click and click Edit.
3. Make your changes.
   • Bibliographic details
   • Order details
   • Continuous details
   • Funding and allocation
   • Claims and reminders
   • Reservations
   • Requestor
4. Click Save & Close to go back to the PO.

Remove an order from a PO

To remove orders from a PO:

1. Select the order or orders you want, and then click Remove. You can also right-click and click Remove. 

Copy an order on a PO 

To copy an existing order to create a new one:

1. Select the order you want.
2. Click Copy or right-click and click Copy. This opens a new order with all the details from the original order except for the ID, reservations and requestor.
3. Complete the order details, and click Save & Close. This saves the new order to the Order List, and returns you to the PO.