How do I create a one-time POL for a title with multiple volumes?

Answer

To place an order for a Print/Physical Book - One Time title with multiple volumes so the volumes can be received on the same holdings record:

  1. Perform an All Titles repository search in the NZ
  2. Click Order from the correct bib record
  3. PO Line Owner and Type screen opens
    • PO Line Type: Print book - One Time
    • PO Line Owner: [select the ordering Library]
    • Click Create PO Line

    PO Line Owner and Type
  4. Purchase Order Line Details screen opens
    • Click Delete from the existing Holdings/Item Record ellipses
      delete existing holdings
  • Click Add Location
    add location
  • Change the item number from 1 to the number of items to be received
  • Change the location to the location used for ordering
  • Click Add
    select add
  • Continue filling out the POL based on the library’s acquisitions workflow
  • Click Order Now (or Save and Continue if the library workflow uses the PO packaging overnight job for new orders)

 

When the item is ready to be received there will be X number of items to be received from the One-Time tab:

  1. Go to Acquisitions>Receiving and Invoicing>Receive
  2. Click on the One-Time tab
  3. Search for the POL
  4. Click Manage Items from the ellipses of the POL being received
    manage items
  5. The number of items from the POL will be ready to be received. Only receive the item(s) that have arrived. The one-time POL will remain under receiving until all items have been received.
    receive items

Topics

  • Last Updated Sep 14, 2023
  • Views 141
  • Answered By Margaret McGee

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