...
Unit: Acquisitions (Ordering)
Date last updated reviewed: 05/0113/20182020
Date of next review: May 2019 2021
...
Requested titles expected/suspected to arrive on an approval plan
Requested titles expected to arrive through the NPAC blanket plan
...
When an item has been profiled by a vendor for approval or is expected/suspected to come on approval, a purchase order should be created. The PO will serve as a placeholder for Requester or Receiving instructions.
...
- Create a new purchase order.
- Select “Approval” from the TYPE field.
- In the ORDER LOCATION, SHIP TO and BILL TO fields, select “LTS Approvals”.
- Enter the vendor code.
- Import the bibliographic line item.
- Leave the price at $0.
- Select “LTS review shelves” as the item's location.
- In the fund code field, enter 521 for Coutts approval items or appropriate selector fund for other vendors.
- Enter the requester information in the REQUESTER note field. Example: REQ:bm123@, Bat Man.
- Enter New & Noteworthy in the in the REQUESTER note field. Example: New & Noteworthy
- Approve the PO but do not print or send it to vendor via EDI. It is a placeholder only.
- In the Holdings screen, add a subfield “x” after “cts,rev” in the 852 field, and type "XBO REQ see PO" .or "XBO New & Noteworthy"
- Suppress Bib and Holdings records.
...