The basic ordering process is:
Roles for Viewing and Working with Orders
To create PO lines, you must have one of the following roles:
Setting or Revising Default Acquisition Method:
Setting a Default Location for new PO Lines:
Creating/Editing Reporting Codes
There are two ways to view existing orders:
Whether you view or edit an order, the main page of an order record is the PO Line Details page. It contains the owning or holding location for the material, vendor and price, funds encumbered by the order, acquisition method, material types, reporting codes, and other information.
Order templates are a way to save yourself time and data entry during the ordering process. You can set up templates for combinations of owning library, vendor, and order type.