Creating Orders for XBOs (Items Expected on Approval) (LTS Procedure #124)

Scope:  Occasionally, a patron requests an item that the Ordering staff either knows or suspects will arrive on one of the Library’s approval plans.  In both cases, a purchase order must be created to record the requester information .

Contact:   Masayo Uchiyama

Unit: Acquisitions (Ordering)

Date reviewed: 05/23/2017

Date of next review: May 2017

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. 

A.  Requested title expected/suspected to arrive on approval plan:

This purchase order does not need to be sent to the vendor. If the title has not been published or profiled by the vendor, we should still create a purchase order.

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's location.
8. In the fund code field, enter 521 for Coutts approval items or appropriate selector fund for other vendors.
9. Enter the requester information in the REQUESTOR note field. Example:  REQ:bm123@, Bat Man.
10. Approve the PO but do not print or send it to vendor via EDI. It is a placeholder only. 
11. In the Holdings screen, add a subfield “x” after “cts,rev” in the 852 field, and type "XBO REQ see PO".
12. If item is expected on Coutts Approval, suppress Bib and Holdings records.      
      

B. Requested title expected to arrive on NPAC blanket plan:

Records for items expected to arrive from Southeast Asia on the NPAC plan (usually for Echols) are entered solely to prevent duplication by firm orders.  A purchase order should be created and that will serve as a placeholder for Requestor or Receiving instructions. 

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 as NPAC
5. Import the bibliographic line item.
6. Leave the price at $0.
7. Select “ECH”as the item location.
8. In the fund code field, enter LOOK.
9. Enter the requester information in the REQUESTOR note field. Example: REQ:bm123@, Bat Man.
10. 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.
11. In the Holdings screen, add a subfield “x” after “Ech” in the 852 field, and  type ‘XBO REQ see PO’.