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- 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 REQUESTOR note field. Example Example: REQ:bm123@, Bat Man.
- 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".
- If item is expected on Coutts Approval, suppress Bib and Holdings records.
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- 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 as NPAC
- Import the bibliographic line item.
- Leave the price at $0.
- Select “ECH”as the item location.
- In the fund code field, enter LOOK.
- Enter the requester information in the REQUESTOR note field. Example: REQ:bm123@, Bat Man.
- Approve the PO but do not print or send it to vendor via EDI. This PO does not need to be sent to the vendor.
- In the Holdings screen, add a subfield “x” after “Ech” in the 852 field, and type ‘XBO REQ see PO’.
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