You can search for your existing purchase requests and edit an existing purchase request.
Field | Description | ||||||||
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Audience Level | Select a WorldCat holdings audience level for the item. Available for WMS institutions only. See WorldCat holdings audience level. | ||||||||
Acquisition Type | Select an acquisitions type from the drop-down list. | ||||||||
Date Requested/Date Needed | Choose the dates the item was requested and/or when the item is needed. | ||||||||
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:
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Proposed Vendor | Select an In Use Vendor as the vendor you plan to order this purchase request from.
Note: The Proposed Vendor fields become read-only when the purchase request is added to an order. |
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Renewal Setting |
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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. |
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Request Number | View the request number. | ||||||||
Request Source/URL | Enter the URL of the material where this request came from (e.g. course reserves system). | ||||||||
Resource Requires Review | Check or uncheck the Resource requires review box as needed. | ||||||||
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. |
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Review Status | View the status of the review, including the time and date of the review and the name of the person who completed the review. | ||||||||
Statistics Value | Enter the number of volumes that you plan to receive for the item (1-99).
Note: The default value for this field is one, and zero is not an allowed value |
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Vendor Item URL | Enter the URL of the item in the vendor catalog. |
Note: The Proposed Pricing Settings only display for a purchase request that has not yet been ordered.
Field | Description |
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Tax Handling |
From the drop-down list, select a tax handling option.
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Currency | From the drop-down list, select the desired currency. |
Exchange Rate |
Only appears if the Currency is something other than the library's budget currency. Click Use Current Rate to enter the current exchange rate for the given currency. |
Note: After the purchase request has been ordered, the Proposed Pricing Settings are replaced by Pricing Settings from Order, which inherit the fields selected for the order.
Note: Toggling between Amount and Percentage may change the percentage assigned to each fund due to rounding issues when switching between those two modes of assigning costs.
Note: You can always select the current budget period, but the next budget period is only available if you have enabled it for use. To do this, go to the next budget selected and select Enable for Use.
Custom fields allow you to enter additional information about order items, purchase requests and invoice items that are not part of the standard data model of Acquisitions.
The following fields are editable from the field details screen: