Order From Selection List Wizard

The Order From Selection List wizard guides you through the process of retrieving a selection list and using it as a source for creating orders. Orders can be generated in three ways: one order per selection list with one orderline for each list line, one order per list line, or one order per vendor. Make your selection in wizard properties. The selection list decision records will populate the order and orderline fields accordingly.

The following steps are for creating One Order Per Selection List. To create one order per selection list line, see Selection List Ordering – One Order Per List Line. To create one order per vendor, see Selection List Ordering – One Order Per Vendor.

If you will always allow individual, multiple vendors to be maintained in the selection lists being ordered, then do not use the One Order Per Selection List option. Use one of the other options, and retain either option for all order processing. Use the Display Selection List wizard to verify whether or not multiple vendors were used in a selection list before using the Order From Selection List wizard. See Selection List Ordering Options for more information.

To create one order per selection list

1 Click the Order From Selection List wizard.
2 In the Order Selection Lists wizard default properties, click One Order Per Selection List.
3 Use the Selection List Search to identify the selection list for which you want to create orders. Only selection lists with a READY status will appear.
4 If your selection list search resulted in a single selection list, the Selection List and List tabs appear. Otherwise, selection lists matching your search criteria appear in a table. Select a list, click Order From Selection List, and the Selection List and Lines tabs appear.
5 On the Selection List Tab, review the selection list control information. Only the selection list extended information can be modified on this tab. For more information about these fields, see the tab topic.
6 On the Lines Tab: Selection List, the titles that have been selected appear. The number of decisions and quantity to order display. The Display List Line Tool and the Display Bibliographic Description tool (Display Bibliographic Description Helper) are available for viewing detailed information about the list lines. For more information, see the tab topic.
7 To place an order, click Order From Selection List on the Selection List tab, and the Enter Order Information window opens.
8 Under Creating New Order, type a Vendor ID or use the Browse Vendor Gadget to select an ID. The vendor defaults to the vendor selected in wizard properties. Select an order type and date ready. Click OK.
9 If the Review Orderlines behavior property is selected, the following tabs appear. Review the information on these tabs to verify the orderline information, or make modifications as required.
• Title Info Tab: Acquisitions
• Orderline Tab: New Orderline
• Segments Tab

Order helpers and tools are available when reviewing and modifying the information on these tabs. See the tab topics for more information.

10 If the orderline information on these tabs is correct, click Save Your Changes, and the next orderline appears.
11 If an Unbalanced Segments dialog box displays after you click Save Your Changes, click OK, and modify the funding or distribution segments.
12 Review the information for the next orderline and click Save Your Changes. Continue this process until you review all orderlines. When you save changes for the last orderline, you are returned to the Selection List and Lines tabs. If all selection list lines are ordered, the status of the selection list is changed to ORDERED.
13 Or, if the Review Orderlines behavior property is not selected, after selecting a vendor and order type and clicking OK, the Selection List and Lines tabs appear, displaying all lines ordered for this list.

You may only order from selection lists for the libraries allowed by the acquisitions maintenance libraries settings.

Only list lines with BUY decisions are presented for ordering.

If Turn Off Shadow Flag for Ordered Titles is selected in behavior properties, when selection list titles are converted to an order, they are automatically “unshadowed.”

After ordering from a selection list, you can click one of the following options.

• Modify Selection List to make changes to the current list
• Return to List to select another list form the list of search results
• New Search to search another selection list
• Close to exit the Order From Selection List wizard

Related topics 

Overview

Order From Selection List Wizard Properties

Selection List Ordering – One Order Per List Line

Selection List Ordering – One Order Per Vendor

Getting Started with Selection Lists

FAQs: Working with Orderline Segments