Accrual Mode |
Whether accrual mode is enabled on the item. |
Acquisitions Type |
Type |
Description |
One-Time |
A one-time order. |
Subscription |
An order for an item that is published in an ongoing manner (no end date) but is typically purchased by period. Usually requires renewal by the purchaser at the end of the period. |
|
Budget Period |
The budget period of the fund assigned to the item. All budget periods (past, present, and future) are options. |
Claims |
Number of times the item has been claimed. |
Copies Not Received |
Number of copies not received. |
Currency |
The currency used by the vendor. Enter the currency name or currency abbreviation by which you want to filter the search results. You can select multiple currencies from the list. |
Custom Fields |
Any custom fields you have configured to display on order items. |
Date Created |
Date the purchase request was created. |
Date Needed |
Date by which the item is needed.
- Select one of the following options:
- More than ___ days ago - Enter a number in the text field.
- Within the next ___ days - Enter a number in the text field.
- Custom date range - Enter a number range in the From and To fields or use the calendar button ().
- Click Apply.
|
Date Requested |
Date the item was requested.
- Select one of the following options:
- More than ___ days ago - Enter a number in the text field.
- Custom date range - Enter a number range in the From and To fields or use the calendar button ().
- Click Apply.
|
Disencumbrance Method |
Type |
Description |
By Amount |
Item was invoiced partially and disencumbered items are based on the amount paid for the order item. |
By Percentage |
Item was invoiced partially and disencumbered items are based on the percentage assigned to the invoice item. |
|
Display for Discovery |
Option |
Description |
Display On-Order Items |
When the order is placed, all order items will appear in Discovery with a status of On Order. |
Do Not Display On-Order Items |
When the order is placed, no order items will appear in Discovery. |
|
EDIFACT Message Date |
The date that the EDIFACT order response file associated with the item was uploaded |
Encumbrance |
The encumbrance amount for the item.
- Select one of the following options:
- More than ___ - Enter a dollar amount in the text field.
- Custom amount range - Enter a price range in the From and To fields.
- Click Apply.
|
End Date |
The date the subscription ends. |
Expected Fulfillment Date |
The date that fulfillment is expected for the item. |
Expected Fulfillment Date Source |
The source that set the expected fulfillment date.
- Select one of the following options:
- More than ___ days ago - Enter a number of days in the text field.
- Within the next ___ days - Enter a number of days in the text field.
- From ___ To ___ - Enter a date range in the From and To fields.
- Click Apply.
|
Fund Code |
Unique ID used to interoperate with other systems. |
Invoice Status |
Status |
Description |
Open |
Invoice not paid |
Paid |
Invoice paid |
Ready for Payment |
Invoice ready for payment |
|
Last Claimed |
Date the item was last claimed. |
Material Type |
The item's material type, as determined in the WorldCat record. You can search for material types by entering a keyword into the search box. |
Order Status |
Status |
Description |
Cancellation Requested |
Purchase request has been requested to be canceled |
Cancelled |
Purchase request has been canceled |
Not Cancelled |
Purchase request not yet canceled |
Not On Order |
Purchase request not yet on order |
Open |
Purchase request not ordered |
Ordered |
Purchase request ordered. |
|
Order Type |
Type |
Description |
Approval Plan |
List of items received as part of an agreement with supplier to send items based on a profile. The library retains the right to return items not needed. |
Blanket Order |
List of items received as part of an agreement with a supplier to send items based on a profile. Vendors do not allow the return of items. |
DDA Plan |
List of items received as part of an agreement with a supplier to trigger the purchase of online materials based on patron usage. |
Gift/Donation List |
List of items received from a specific person or organization for free or at little cost to the library. |
Legal Deposit List |
List of items received as part of an arrangement with a governmental entity to keep some or all of its publications at the library. |
Purchase Order |
List of items created by the library to be submitted to the supplier. |
Standing Order |
List of items received as part of an agreement with supplier to send items belonging to a series or specific publication. |
|
Place Date |
Date the purchase request was placed. |
Place Patron Hold |
Whether the item has a patron hold placed or not. |
Processing Type |
Type |
Description |
Electronic Product |
A nonphysical, electronic title. May be a single item or a multi-part item. May be issued in parts indefinitely. |
Monographic Series |
Monographs released in successive volumes by a single publisher. Each volume in the series has a unique title and ISBN, but all volumes share a common series title. |
Serial |
Print serials and multi-part monographs where multiple barcodes are applied. |
Monograph |
Monographs where only one barcode is applied. |
|
Proposed Vendor |
The vendor you plan to order this purchase request from |
Purchase Status |
Status |
Description |
Invoiced |
Item is invoiced |
Not Invoiced |
Item is not invoiced |
Paid |
Item is paid |
Partially Invoiced |
Item is partially invoiced |
Partially Paid |
Item is partially paid |
|
Receipt Sent |
Choose Yes or No and click Apply. |
Quantity |
The total quantity of items included in the purchase request. |
Receipt Status |
Status |
Description |
Not Received |
Copies have not been received |
Not Tracked |
Copies are not being tracked
Note: The Do Not Track action can only be applied to items with the Processing Type of Serial or eProduct. Monographs cannot have the Receipt Status of Not Tracked.
|
Partially Received |
Copies have been partially received |
Received |
Copies have been received |
Returned |
Copies have been returned |
|
Renewal Settings |
Setting |
Description |
Renew (default) |
Subscription has been renewed |
Do Not Renew (Canceled) |
Subscription has been canceled |
Do Not Renew (Waiting For Review) |
Subscription must be reviewed before being renewed |
|
Renewal Status |
Whether the subscription item has been renewed or not. |
Request Source |
The source of the purchase request (e.g., Staff). |
Request Status |
Whether the purchase request has been requested or not. |
Requestor |
The person who requested the item. |
Requires Attention |
Whether the item has been flagged for attention or not. |
Resource Type |
WorldCat resource, Knowledge base collection, Knowledge base title |
Resource Requires Review |
Whether the item has been flagged for resource review or not. |
Review Status |
Status |
Description |
Approved |
Purchase request has been approved. |
Pending |
Purchase request is being reviewed. |
Rejected |
Purchase request has been rejected. |
|
Reviewer |
The person assigned to review the purchase request. |
Sent to Renewal List |
Whether the item was sent to the renewal list or not. |
Shipping Type |
Standard, Express, Next Day, Other |
Start Date |
The date the subscription starts. |
Unit Price |
The price of the item. |
Vendor |
To search for a vendor, enter the vendor name into the search box. |
Vendor Response |
A vendor's response regarding the order item. |
Volume |
Whether the item is a part of a series or not. |