Modify Order Wizard

The Modify Order wizard guides you through the process of searching and modifying an existing order. The wizard uses the same multiple search options as are used in Display Order. Once an order is retrieved, the order and orderline that displays may be modified using the same processes as are available in the order creation wizards, including the ability to add a new orderline.

To modify an order

In the Order Search step, identify the order you want to modify. (See Order Search for information about the Order Search step).

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If you searched by catalog information and any title matched, a list of titles appears. Select one and click Modify Order to continue. If more than one order is linked to the title, a list of orders appears.

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If you searched by order information and any orders match, a list of orders appears. If you searched by Order ID and did not type text to search, all of the orders for a particular fiscal cycle and library appear. To display all cycles of any order, select an order in the list and click Display All Cycles.

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To modify an order in the list, select an order ID and click Modify Order.

The following process assumes your search resulted in a specific order/orderline. If your search resulted in a list of orders, see Modifying an Order from an Order List.

If you searched a specific order, the Modify Order window displays the Order, Title Info, Orderline, and Segments tabs.

Click the Order tab, and a summary of order information appears. Modify basic order information fields on the Order tab as desired. For more information, see the Order Tab: Acquisitions topic.

Click the Title Info tab to view basic information about the title. For more information, see the Title Info Tab: Acquisitions topic. When viewing the Title Info tab, the following helpers may be available.

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Display Bibliographic Description Helper – Click this helper to view detailed title information.

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Change Title Link Helper: Acquisitions or Break Title Link Helper – Click these helpers to modify the title link.

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Display All Orderlines Helper – Click this helper to view all orderlines linked to the order.

Click the Orderline tab, and detailed information about this orderline appears. Modify orderline information as desired. For more information, see the Orderline Tab: New Orderline topic.

Click the Segments tab, and funding and distribution information appears. Modify the fields on this tab as needed. For more information, see the Segments Tab topic. When displaying the Segments tab, the following helpers may be available.

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Replace Fundings & Distributions Helper – Click this helper to select a different funding/distribution template for this orderline.

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Find Holding Code Helper – Click this helper to select a holding code for a funding/distribution.

Click Save Your Changes. If a “Funding/distribution cluster is not balanced” dialog box appears, click OK, and you are returned to the Segments tab. You must balance the segments to continue.

After modifying an order, you may click one of the following options.

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Save Your Changes to save order and orderline modifications

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Finish to mark the order finished

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Return to Search to return to the search list of orders

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New Search to search a new list of orders

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Close to exit the Modify Order wizard

Important Considerations When Using this Wizard

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If an on-order title has linked holds, the message “This title has holds” will appear above the wizard tabs.

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You can create purchase orders within the wizard flow using the Produce Order Report and View Order Report helpers.

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You can output orderline data to a file using the Save Order Line to File helper.

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ISXN warnings may appear when creating orders. Correct the ISXN value before continuing. For more information see FAQs: ISBN/ISSN Validation.