Enter Purchase Order Information, Subscription Details, and Membership Information

You can do the following on the Orders tab of the Serial Holdings Record workform:

• View and Edit Purchase Order Information
• Set Subscription Details
• Enter Membership Details

View and Edit Purchase Order Information

To view and edit purchase order information

1. Select an Owner.

   Standard Address Number (SAN) appears automatically when you select an owner organization.

2. Enter Plan information.

3. Enter supplier information:

   1. Select the Find button beside the Supplier field.

      The Supplier Find Tool opens.

   2. Search for a supplier and select it.

   3. Select OPEN.

      Leap populates the Supplier and SAN fields.

4. To link a purchase order line item to the serial holdings record, do the following:

   Note:
   Leap requires that you add a link to a purchase order line item before you save a serial holdings record with an order type of Standing Order.

   1. Select the LINK button beside the PO Number field.

      Leap displays potential matching purchase order line item segments on the PO Line Item Segments dialog.

      Note:

      A purchase order line item segment is a potential match if the following conditions are true:

      • The segment belongs to a purchase order with an order type of Subscription or Standing Order.
      • The purchase order has the same bib control number, destination organization, and supplier as the serial holdings record.
      • The segment has a status of On Order, Backordered, Out of Print, or Never Published.
   2. Select a segment.

   3. Select CONTINUE.

      Leap populates the PO Number, PO Line Number, and Segment Number fields.

Set Subscription Details

Use the Subscription Details section to specify the subscription start and duration information.

To enter subscription details

1. Enter a Start Number.

   Note:
   Start Date and Expiration Date are only editable for standing order parts.

2. Select (using the calendar) or type the Intent to Cancel Date.

Enter Membership Details

To enter membership details

1. Select Designation to indicate that the subscription is included in a membership to a professional organization.

   Member Name and Member Organization become editable.

2. Enter the Member Name.

3. Enter the name of the Member Organization.

   Note:
   Member Name and Member Organization are visible only in these fields and only to library staff.