(Old) Line Item Overview
Anatomy of a Line Item Title of the item. This also links to view of the brief order record and...
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(Old) Add Copies to a Line Item
By default, line items have no copies attached to them. If a default number of copies has been specified in... -
(New) Distribution Formulas (Line Item Templates)
Distribution Formulas can be used as templates for applying item attributes to line items in a purchase order. You can... -
(Old) Activating a Purchase Order
This section covers the process of activating a purchase order, as well as issues that may arise during the process.... -
(Old) Canceling Orders
There are times when you need to cancel a purchase order, a line item, or an individual copy on a... -
(New) Purchase Order Overview
This page explains the different parts and features in a purchase order. Header The blue bar at the top of... -
(New) Line Item Overview
A line item in a purchase order represents the title you are ordering. The line item tracks the number of... -
(New) Line Item Notes and Alerts
Notes and/or alerts can be added to a line item to call attention to it or to send a note... -
(New) Line Item Items [Copies]
Line item copies are now referred to as items. Each line item usually has one or more items associated with... -
Finding the Line Item Associated with the Item
There are often times when you need to look up the order for a particular item or title but don’t... -
(New) Creating a Purchase Order Manually
Purchase orders can be created manually in Evergreen when you don’t have a file of MARC records to upload. There... -
(New) Processing/Cataloging Acquisitions Items
Getting the purchased item cataloged and out on the shelf is usually the final step in acquisitions. There are a...