Add local resources to an order or purchase request
Discover how to add new or existing local resources to an order or purchase request in WorldShare Acquisitions.
Note: Only active local resources can be added to an order or purchase request.
Add an existing local resource to an order
- Navigate to Local Resources > Local Resources.
- Search for a local resource or press <Enter> in the search box to view all local resources.
- Select Order from the Add to drop-down menu in the Action column for the local resource you want to add.
Or
Click the name of the local resource you want to add to an order, and then click Add to Order. - On the Add Item to Order window, adjust the Acquisition Type setting as needed.
- One-Time (default) - A local resource that is received in a single transaction.
- Subscription - A local resource that is received on a continual basis.
- (Optional) Apply a template (available for orders only). From the Apply Order Template drop-down list, click the template you want to apply.
- From the Existing Orders table, click Add in the Action column to add the local resource to an order. The number in the Items column increases.
- Click Close.
Add an existing local resource to a purchase request
- Navigate to Local Resources > Local Resources.
- Search for a local resource or press <Enter> in the search box to view all local resources.
- Select Purchase Request from the Add to drop-down menu in the Action column for the local resource you want to add.
Or
Click the name of the local resource you want to add to a purchase request, and then click Add to Purchase Request. - From the New Purchase Request window, adjust the Acquisition Type setting as needed.
- One-Time (default) - A local resource that is received in a single transaction.
- Subscription - A local resource that is received on a continual basis.
- Click Save.
Add a new local resource to an order
- Navigate to Local Resources > Local Resources.
- Click Create Local Resource and fill out the fields. See Create a local resource.
- Click Add to Order.
- On the Add Item to Order window, adjust the Acquisition Type setting as needed.
- One-Time (default) - A local resource that is received in a single transaction.
- Subscription - A local resource that is received on a continual basis.
- (Optional) Apply a template (available for orders only). From the Apply Order Template drop-down list, click the template you want to apply.
- From the Existing Orders table, click Add in the Action column to add the local resource to an order. The number in the Items column increases.
- Click Close.
Add a new local resource to a purchase request
- Navigate to Local Resources > Local Resources.
- Click Create Local Resource and fill out the fields. See Create a local resource.
- Click Add to Purchase Request.
- From the New Purchase Request window, adjust the Acquisition Type setting as needed.
- One-Time (default) - A local resource that is received in a single transaction.
- Subscription - A local resource that is received on a continual basis.
- Click Save.