(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 the provider record, copies are automatically added to the line items in the purchase order. You can then use the Batch Updater in the purchase order, or the Copies link in the line item, to add copy information to a line item. You can add copies to line items on a selection list or on a pending purchase order. Copies can not be added once a purchase order has been activated.

Adding Copies Batch Updater

Setting Batch Updater fields On The Fly

1. From within your purchase order or selection list.
2. Fill in the batch updater fields.
   • Copies – Enter the number of copies for the title
   • Owning Branch – Click on the drop down and select the three letter code for the owning library. Ex. WAK
   • Copy Location – A copy location of On Order will be assigned to the copy automatically unless a specific copy location is selected from the dropdown.
   • Collection Code – (optional) free text field
   • Fund – Select the fund from the dropdown.
   • Circ Modifier – Select the appropriate circ modifier from the dropdown.
3. Check off the line items you want to apply the update to.
4. Click Apply to Selected

OR

Using a Distribution Formula

1. From within your purchase order or selection list.
2. Check off the line items you wish to update.
3. Click on the Distribution Formula dropdown.
4. Select the appropriate Distribution Formula.
5. Click Apply to Selected

Adding Copies at the Copy Level for an Individual Line Item

1. From within your purchase order or selection list
2. Click on the Copies link of the line item you want to add copies to.
3. The line item details and Add/Edit Copies screen will open.

There are three methods for updating copies:

(1) Use the Batch Updater

1. In the Add/Edit items section of the screen, enter the number of copies you would like to order into the Item Count box and click Go. A line will be created for each copy.
2. Use the batch updater in the gray box to update the copies. Each field corresponds to the columns below.
   • Owning Branch – Click on the drop down and select the three letter code for the owning library. Ex. WAK
   • Copy Location – If no copy location is set it will automatically default to On Order.
   • Collection Code – (optional) free text field
   • Fund – Select the fund from the dropdown.
   • Circ Modifier – (recommended) Select the appropriate circ modifier from the dropdown.
   • Call Number – An On Order call number will be generated if not filled in.
3. Click Batch Update
4. Click Save Changes
5. Click the Return button to return to the purchase order.

OR

(2) Update Each Copy Separately

1. In the Add/Edit items section of the screen, enter the number of copies you would like to order into Item Count and click Go. A line will be created for each copy.
   • Owning Branch – Click on the drop down and select the three letter code for the owning library. Ex. WAK
   • Copy Location – If no copy location is set it will automatically default to On Order.
   • Collection Code – (optional) free text field
   • Fund – Select the fund from the dropdown.
   • Circ Modifier – (recommended) Select the appropriate circ modifier from the dropdown.
   • Call Number – An On Order call number will be generated if not filled in.
2. Click Save Changes
3. Click the Return button to return to the purchase order.

Removing Copies for an Individual Line Item

Copies can only be removed from a line item if the purchase order has not been activated. To remove a copy from a line item:

1. From within your purchase order or selection list
2. Click on the Copies link of the line item you want to delete copies from.
3. The line item details and Add/Edit Copies screen will open.
4. Click on the red X to the right of the copy you want to remove.
5. Click Save Changes
6. Click the Return button to return to the purchase order.