Modify Order Wizard PropertiesModify Order Wizard PropertiesYou can change certain system settings and defaults for the Modify Order wizard using the Set Properties window. The Modify Order wizard allows you to set the following properties.
Display Property Page
The Display Property Page value allows you to choose when to display the Modify Order wizard’s set properties window. Select one of the following options.
| • | Wizard Startup – Displays the Set Properties window the first time you access the wizard until you end the wizard session or log off the client. |
| • | Never – Does not display the Set Properties window as part of the wizard workflow. If Never is selected and you want to open the Set Properties window, point to the wizard’s toolbar button, right-click, and then click Properties on the shortcut menu. |
Depending on the value selected in Display Property Page, defaults may appear as the first step of the wizard. Property values that are changed in the first step of a wizard are retained only until the right-click method is used to set properties.
Behavior
On the Behavior tab, select or clear the following check boxes.
| • | ISXN Warnings Must Be Acknowledged – Displays ISBN or ISSN validation warnings when you type an incorrect ISBN/ISSN. You will have the opportunity to correct the ISBN or ISSN or acknowledge the warnings and continue. The dialog box displays separate lists for invalid ISBNs and invalid ISSNs. By default, this check box is selected. Although warnings display, you are not prevented from saving invalid ISBNs or ISSNs to the order records. |
| • | Remove Orderline – Allows you to remove orderlines when using this wizard. |
Defaults
On the Defaults tab, you can set defaults to customize your use of the wizard.
Search Preferences
Select the following search options.
| • | Preferred Search Type – Select one of the search method options. Search is the default search preference type. |
| • | Preferred Search Index – Select an index from the list. |
| • | Item Library – Select a default item library from the list. You may select an item library when performing a bibliographic search to limit your search results to include only items owned by the selected library. |
| • | Orders for Library – Select a default library for filtering the title list of orders. If no library is selected, the default will be ALL libraries. |
Order Basic Info
You can set a default Date Ready for the order. Type T for TODAY, N for NEVER, or type a date in the required date format.
Note If the Enter Date Ready value is disabled in Acquisitions Session Settings this field will not be editable. In addition, the default for the Date Ready property (regardless of setting) will be NEVER.
Segment Information
You can also set defaults for the following orderline segment information.
| • | Fund ID – Use the Browse Fund gadget to select a default fund for the orders. |
| • | Holding Code – Select a default holding code for the orders from the list. Use the Find Holding Code Gadget to limit your options. |
Helpers
On the Helpers tab, you can select the Helpers you want to display in the Modify Order wizard. Click the Helper buttons to display the Helper properties that you can set.
| • | Break Title Link Helper |
| • | Change Title Link Helper: Acquisitions |
| • | Display All Orderlines Helper |
| • | Display Bibliographic Description Helper |
| • | Produce Order Report Helper |
| • | Replace Fundings & Distributions Helper |
| • | Save Order Line to File Helper |
| • | View Order Reports Helper |
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