Search and filter purchase requests

Show/hide columns

You can choose the columns that appear.

1. Click the gray gear button () above the right-most column.
2. In the Show Columns window, select or deselect the columns you want to show or hide.
3. Close the Show Columns window by clicking anywhere outside it.

Available purchase request columns

Purchase request columns - Table

Column	Description
Date Needed	Click the item's title to view or edit the purchase request details.
Date Requested	Date the item was requested.
Notes	Any notes about the purchase request. Click the Add Note button () to add a new note. Click the Add/Edit Note button () to add or edit notes.
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.
Place Patron Hold	Whether the item has a patron hold placed or not.
Request Source	The source of the purchase request (e.g., Staff).
Requestor	The person who requested the item.
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.
Title	Click the item's title to view or edit the purchase request details.

Show/hide filters

You can choose the filters that appear. All filters appear, by default. Selected filters have a check mark next to their name.

1. Click Filters (at the top right of the screen).
2. To select or deselect a filter, click on the filter name.
3. (Optional) You can search through the list of filters by entering a keyword in the search box.

Available purchase request filters

Purchase request filters - Table

Filter	Description
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.