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View and edit a purchase request

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Discover how to search for existing purchase orders and how to edit existing purchase requests in WorldShare Acquisitions.

You can search for your existing purchase orders and edit an existing purchase request.

Search for existing purchase orders

  1. On the left navigation, click Purchase Request > Request Items.
  2. Click Search. All purchase requests appear.
    • Results are sorted alphabetically by title.
    • To change the sort order, click any column heading.
    • Filter orders and plans by using the filters at the top of the page.
  3. Click the Title to view or edit the purchase request.

Edit existing purchase requests

  1. There are two places to edit purchase requests
    1. Request Items screen - Purchase request must have a Review Status of "Pending" or "Rejected".
    2. Pending Requests screen
  2. Click Search to view all purchase requests.
  3. Click the Title of the purchase request you wish to edit.
    1. From the General tab, the following fields are editable:
      Purchase request editable fields - Table
      Field Description
      Acquisition Type Select an acquisitions type from the drop-down list.
      Display in WorldCat
      (Pending purchase requests only)      		 Select this button to display the item in WorldCat once it has been ordered.
      ISBN/ISSN Select an ISBN/ISSN from the drop-down list.
      Place Patron Hold
      (Pending purchase requests only)      		 Select this button to place a patron hold on the item.
      Processing Type Select a processing type from the drop-down list:
      Requestor
      (Rejected purchase requests only)      		 Enter the name of the person who requested the item.

       Note: This is an auto-suggest text field. Auto-suggestions for field-appropriate elements start with the first keystroke in the text field. Auto-suggestions include an email address for the user which is pulled from Delivery Notification of the WorldShare Admin module. If no email exists in the Delivery Notification section, the Library Record email address will be used.
      Reviewer Enter the name of the person who will review the purchase request.

       Note: This is an auto-suggest text field. Auto-suggestions for field-appropriate elements start with the first keystroke in the text field. Auto-suggestions include an email address for the user which is pulled from Delivery Notification of the WorldShare Admin module. If no email exists in the Delivery Notification section, the Library Record email address will be used.
    2. Click the Notes tab to add or edit notes for the purchase order.
      • Click Add Note to add a note to the purchase request.
        1. Fill in the fields:
          1. In the Type field, select whether the note is a Staff or Vendor note.
          2. In the Note field, enter the note.
          3. (Optional) In the Show on field, select whether the note should be displayed as a pop-up message on payment, receiving, or receiving and payment.
        2. Click Save.
      • Click the pencil button () next to the note you want to edit.
        1. Edit the fields.
        2. Click Save.
  4. Click Save.