Page History

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Date of next review: May 2016

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Requested titles expected to arrive on an approval plan plan 

Requested titles suspected to arrive on an approval plan

Requested titles expected to arrive through the NPAC blanket plan plan 

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When an item has been profiled by a vendor for approval or is expected to come on approval, a purchase order should be created.  The PO will serve as a placeholder for Requester or Receiving instructions. ln that scenario, follow steps in section A below. If it is not clear whether a vendor has profiled an item for approval but is suspected to come on approval, follow steps in section B below.

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1. Create a new purchase order.
2. Select “Approval” from the TYPE field. 
3. In the ORDER LOCATION, SHIP TO and BILL TO fields, select “LTS Approvals”. 
4. Enter the vendor code.
5. Import the bibliographic line item.
6. Leave the price at $0.
7. Select “LTS review shelves” as the item location.
8. In the fund code field, enter 521 for YBP approval items or appropriate selector fund for other vendors.
9. Enter the requester information in the REQUESTOR note field, as REQ:bm123@, Bat Man.
10. Approve the PO but do not print or send it to vendor via EDI.
11. In the Holdings screen, add a subfield “x” after “cts,rev” in the 852 field, and type ‘XBO REQ’.
    
    

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1. Create a new purchase order.
2. In the Type field, select “Firm”.
3. In the  Location, Ship to: and Bill to: fields, select “LTS Acquisitions”, as in a conventional firm order.
4. Enter the vendor code.
5. In the Line Item Details, include a price if it is given on the request.  The item’s location should be “LTS review shelves”.
6. In the Fund Code field, type “521”.
   
7. Enter the requester information in the REQUESTOR note field, as REQ:bm123@, Bat Man.
8. When the purchase order is complete, DO NOT APPROVE it.  It will be approved in the regular workflow with the daily orders.
9. Adjust the MFHD for an “Approval Unclear” line item:
   • Open the MFHD that corresponds to the XBO line item.
   • After the cts,rev location, insert a $x and type in the location to which the selector would send this book if it were NOT to come on approval.  This will help the Receiving staff to route the item properly if it must be received on this firm order (as opposed to arriving on the Approval plan).
     
     

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