Follett VERSION 6.00, User Manual

Page: 372 / 730

04/04 372 Cataloging
Adding or editing an order
The on-screen dialog for adding or editing orders is the same. To create a new
order, click New from the Acquisitions Orders dialog in Cataloging. To retrieve
an existing order, search for it (see page 375), highlight it, and click Edit.
Filling out an order
To create a new order, complete the information on the four tabs on the Add
Order dialog. The first tab contains general order information:
The Order Number is provided by the application and displays the current
available order number upon opening the window. You can accept or edit
this number.
Select a vendor by clicking Select. If the vendor is not on the list, you can add
one by clicking New from the Select Vendor window.
The Contact Person information is taken from the information you added on
the System Setup | Setup | Acquisitions | Defaults tab. You can accept or
edit this information.
The order Status defaults to Opened. Other choices are Issued and Closed.
Changing the status to Issued sets the Issued date to the current date.
You can change the order status to Closed only if all the line items have been
either received or canceled.
Note:
An order may be closed only after it has been issued. Changing the
order status affects the Funding Sources allocated and spent amounts.
The Opened date defaults to the current date.
Checking the Send electronic catalog records on disk check box prints the
message, Please send electronic catalog records with this order," on your
order form.