Order requests screen

Not for use in US libraries.

Use Create title in order to add a new title that does not already exist in your catalog to an order. Opens a New title window. Here, you can manually add a new title to an order. Enter the following information:

• Media
• Title type
• Title*
• Author
• Author function
• Pub. year
• Language
• ISBN, EAN,...
• Local order ID*
• Youth/Adult
• Fiction/Non-fiction
• Material type
• Youth

*required in order to save an order

Click Save. The title is added to the selected order.

 Note: Do not use Search in Dutch catalog, this functionality is not available, a message "No titles found" will return.

Use New file on order to create a new order file. A Series window opens. Enter the following information:

• Series* - Select from the drop-down list
• Offer* - Automatically generated, but can be edited. Limit 6 characters.
• Type* -Select from the drop-down list
• PO Number - A PO number must meet the following requirements:
  • It must be between 3 and 40 characters long.
  • It must be unique.
  • It can include numbers, letters, and the following special characters: # -
• Status - The status of the order request. Select one of the following from the drop-down menu:
  • 1 - Preparation
  • 2 - To order
  • 3 - Finishing
  • 4 - Ordered 
  • 5 - Confirmed
  • 6 - Block
• Closing date - Click the calendar icon to select the date the order will close
• Closing time - Enter a time when the order will close. Uses 24 hour time
• Subject - Enter subject code
• Explanation - Enter a description of the order

Click Agree to save the order with no titles.

Select Read offer to associate the order with an existing title file. A Read offer window opens. Select the offer file from the File* drop-down list. To email a copy, enter an address in Email to customer_ID, then click Agree to run immediately or Run tonight to run the file overnight.

Use Edit file on order to edit an ordered file. Select the file line to edit. A Change selection window opens. The following can be edited:

• Series
• PO Number - An edited PO number must meet the following requirements:
  • It must be between 3 and 40 characters long.
  • It must be unique.
  • It can include numbers, letters, and the following special characters: # -
• Status
• Closing date
• Closing time
• Subject
• Explanation

Use Remove to delete an order or a title.

To delete an order:

1. Select the Orders tab.
2. Select the order line you want to remove and go to Management > Remove. A confirmation message appears.
   • Select Yes, remove titles offered to remove the order entirely, including the titles.
   • Select Yes, keep titles offered to remove the order but retain the titles at the bottom of the order list.
   • Select No to cancel the action.
3. Click OK. the order line is deleted.

To delete a title:

1. Select the Title/Orders tab.
2. Select the title line you want to remove and go to Management > Remove. A confirmation message appears.
   • Select Yes, remove titles offered to remove the order entirely, including the titles.
   • Select Yes, keep titles offered to remove the order but retain the titles at the bottom of the order list.
   • Select No to cancel the action.
3. Click OK. The title is deleted from the order.

 Note: To remove titles that are status I – Ordered, see View items – Delete orders.