ACQUISITIONS
Chapter 5. ORDERING
Editing Orders
The Edit Order function lets you edit various fields on the order record throughout the life of the order. The specific fields available for editing depend on the current status of the order.
To edit an order:
-
From the Acquisitions menu, select Order - Edit Order.
- The Order Lookup – Edit Order screen displays.
Order Lookup – Edit Order Screen
- Enter the term you wish to search for in the Search text box, then
select the field you wish to search from the in menu.
- You can search for orders by Order Number, EDI Order Number, ISBN, Title, PO Number or Title Begins with.
- Click the Lookup button.
- The Order Lookup – Edit Order screen refreshes to display a list of orders matching your search criteria.
- Each line in the list shows Order Number; the ISBN/UPC, Author and Title of the ordered item; the current Status of the order; and the date and time at which the most recent status change occurred (Status Date).
- Select the desired sort order from the Sort By menu; Order Number, Title, ISBN, Status or Status Date.
- Use the Prev, Next and Last links to view other pages of the list.
- Click a View link to view the Order Detail Entry in read-only format for
the associated order. Click an Order Number link to view the Order Detail Entry
in editable format for the associated order. See
Viewing and Editing the Order
Detail Entry for details.
- Click the Assign Location, Fund and Quantity link on an Order Detail Entry screen to add item details for new items (see Completing the Order for details).
- Click the Edit link for an item detail entry to edit item details for the associated entry (see Completing the Order for details).
- Click the Delete link for an item detail entry to delete the entry.
- Click the Close button
to return to the Staff Dashboard.