Add New Orderline Tool

Acquisitions > Acquisitions Module Toolkit > Add New Orderline Tool

Add New Orderline Tool

Use the Add New Orderline tool to add an orderline to an existing order. The Add New Orderline tool is not available for recurring orders. Recurring orders can only contain one pattern orderline.

To add a new orderline

On the Orderlines tab, click the Add New Orderline tool.

In the Item Search, identify the title you want to order. If the title you want to order is not in the catalog, click the Add Temporary Title Helper, if available, to create a title and call number for ordering. Alternately, you may click the SmartPort helper (SmartPort Wizard), if available, to capture a title and call number for ordering.

Click Order This Title, and the Title Info and Orderline tabs appear.

On the Orderline tab, accept or change any default values under New Orderline, or type values for the Unit Price, Quantity, and ISBN/ISSN. The Unit price and Quantity fields are required. Use the Parts in Set Gadget to select values for multi-volume materials.

You can select the Sum Distribution Quantities check box to sum distributed quantities and automatically calculate the orderline quantities. The Quantity field is unavailable when you use this option. See the tab topic for more information.

If you start the order, but then decide to use Sum Distribution Quantities, you can use the Recalculate Funding and Orderline Quantities Helper to update the Quantity and Funded Quantity fields from the distributed quantity.

For dated orders, the Days in Sub Period and Renewal Date fields appear. Type values for these required fields. See the Orderline Tab: New Orderline topic for more information.

Under Additional Orderline Information, type any special information for this orderline in the Orderline Extended Information fields.

Click Continue to display the Segments tab and add fundings and distributions information for this orderline. Typically, one funding and one distribution segment display for the full quantity of copies ordered. Default Fund ID and Holding Code values are based on your wizard properties. Add, modify, or delete fundings and distributions using the tools in the Segments tab toolbox. Use the Replace Fundings & Distributions Helper to apply a frequently ordered pattern. See the Segments Tab topic for more information.

If the Use Quantity Matching for Order Maps property is selected, and you had ordered a quantity matching an existing Order Map, those defaults would display. If you had ordered a quantity matching more than one existing Order Map, you would be prompted to select from a list of Order Maps.

Note: If you selected Sum Funded Quantities on the Orderline tab, there is no orderline quantity to be used with quantity matching, and Quantity Matching for Order Maps is disabled. You may use the Replace Fundings & Distributions helper to select an order map from a list.

Click Add Orderline to save the changes you have made to the fundings and distributions, and return to the Orderlines tab.

If an unbalanced segments message appears, you are returned to the Segments tab. You must balance the segments to continue.

In multilibrary systems that use the Fund Library Authorization policy, a message displays when the holding code library is not authorized in the associated fund cycle. When the message window is closed, the insertion point will be placed in the first Fund ID field on the Segments tab that did not pass validation. An invalid fund cycle/holding code pair will not be saved. See FAQs: Understanding Fund Library Authorization for more information.