[OPEN-ILS-GENERAL] Purchase Orders in 2.0

[Sally Fortin]

Hi,

You are correct that if you click View/Place Orders from the catalog 
record, then you can add the bib record to a new PO, but you cannot add 
it to an existing PO.  Jenny is correct that you can add a brief record 
to an existing PO, but you can't add bib records through the MARC 
Federated Search or the catalog to an existing PO.

Hope that helps!

Thanks,
Sally

On 2/7/2011 12:19 PM, Tim Spindler wrote:
> I have found the same thing.  I assumed it was designed that way to 
> avoid changing a PO once its created.
>
> ____________________________
>
> Tim Spindler
>
> Manager of Library Applications
>
> tspindler at cwmars.org <mailto:tspindler at cwmars.org>
>
> 508-755-3323 x20
>
> C/W MARS, Inc.
> http://www.cwmars.org
>
>
> On Mon, Feb 7, 2011 at 11:44 AM, Turner, Jennifer M 
> <jennifer.turner at mnsu.edu <mailto:jennifer.turner at mnsu.edu>> wrote:
>
>     Hi Mary and all,
>
>     Your findings mirror my findings – I can create POs from selection
>     lists and ad brief records to existing POs, but cannot find a way
>     to add bibs that exist in the Evergreen catalog or the MARC
>     Federated Search tool to existing POs.  I would be interested to
>     see if I am missing something, too.
>
>     Thanks,
>
>     Jenny
>
>     ==============================
>
>     Jennifer Turner
>
>     PALS, A Program of the Minnesota State Colleges and Universities
>
>     Minnesota State University, Mankato
>
>     ML 3022
>
>     Mankato, MN 56001
>
>     507-389-2000
>
>     /* Through Our Work, Knowledge Grows */
>
>     *From:*open-ils-general-bounces at list.georgialibraries.org
>     <mailto:open-ils-general-bounces at list.georgialibraries.org>
>     [mailto:open-ils-general-bounces at list.georgialibraries.org
>     <mailto:open-ils-general-bounces at list.georgialibraries.org>] *On
>     Behalf Of *Mary Llewellyn
>     *Sent:* Thursday, February 03, 2011 4:04 PM
>     *To:* open-ils-general at list.georgialibraries.org
>     <mailto:open-ils-general at list.georgialibraries.org>
>     *Subject:* [OPEN-ILS-GENERAL] Purchase Orders in 2.0
>
>     Hi all,
>
>     I'm testing acquisitions in 2.0 and purchase orders have me
>     stumped.  I want to be able to establish a PO and add items to it
>     later on. The only way I can find to do that is by manually
>     creating a brief record. What I'm looking to do is to be able to
>     search the local catalog and send bib records to the established
>     PO, but when I choose the action "View/Place Orders", I find I can
>     add to an existing selection list or I can create a new PO. I
>     don't get a choice to add to the PO I'd previously created. What
>     am I missing? Or is the intent to always work from a selection
>     list before creating a PO?
>
>     Thank you,
>
>     Mary
>
>
>     Mary Llewellyn
>
>     Mary Llewellyn
>     Database Manager
>     Bibliomation, Inc.
>     Middlebury, CT
>
>     mllewell at biblio.org <mailto:mllewell at biblio.org>
>
>
>
>
> -- 
> __________________________
> Tim Spindler
> tjspindler at gmail.com <mailto:tjspindler at gmail.com>


-- 
Sally Fortin
Educational Services Manager
Equinox Software Inc. / Your Library's Guide to Open Source
Tel:    770-709-5572
Email:  sfortin at esilibrary.com
Fax:    1-866-497-6390

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