Order Name (required) |
Give a meaningful and unique name to avoid confusion with other orders. Follow local practice. |
Order Type (required) |
Approval Plan |
List of items received as part of an agreement with supplier to send items based on a profile. The library retains the right to return items not needed. |
Blanket Order |
List of items received as part of an agreement with a supplier to send items based on a profile. Vendors do not allow the return of items. |
DDA (Demand Driven Acquisitions) Plan |
List of items received as part of an agreement with supplier to trigger purchase of online materials based on patron usage. |
Gift/Donation List |
List of items received from a specific person or organization for free or at little cost to the library. |
Legal Deposit List |
List of items received as part of an arrangement with a governmental entity to keep some or all of its publications at the library. |
Purchase Order |
List of items created by library to be submitted to supplier. |
Standing Order |
List of items received as part of an agreement with supplier to send items belonging to a series or specific publication. |
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Vendor (not required for purchase orders) |
As you type, the system automatically suggests vendor names from those listed as in use in Vendors. Enter the vendor name in quotes (e.g., "Le Jour") to perform an exact phrase search. Exact phrase searching is useful in cases where the vendor name ends in a word that may match several other words in a vendor name (e.g., Le Jour matches vendor names that contain the word Journal). |
Vendor PO # (number) |
Add the order number from the vendor, if known. Follow local practice. |
Tax Handling |
Select a tax calculation method from the drop-down list.
Tax calculation method |
Description |
Tax item cost |
Calculates tax amount by multiplying tax percentage by the price |
Tax item, service charge, and shipping cost |
Calculates tax amount by multiplying tax percentage by the price, service charges, and shipping |
Includes taxes in costs |
Calculates tax amount by considering it as included in the price, service charges, and shipping |
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