Create a Purchas Order from Lineitems section added.

Signed-off-by: Jennifer Pringle <jpringle@sitka.bclibraries.ca>

diff --git a/acq/acq-purchase-orders.xml b/acq/acq-purchase-orders.xml
index 139b2ef..f87a25d 100644 (file)
--- a/acq/acq-purchase-orders.xml
+++ b/acq/acq-purchase-orders.xml
@@ -101,11 +101,19 @@ purchase orders are also covered.</para></abstract>
 \r
 \r
 <section xml:id="create-purchase-order">\r
-<title>Create a Purchase Order</title>\r
+<title>Creating Purchase Order</title>\r
+\r
+<note><para>In addition to the methods described below, you can create a purchase order from a <link linkend="convert-selection-list">selection list</link>, a\r
+ batch <link linkend="marc-order-records">load of MARC order records</link>, the <link linkend="view-place-orders">View/Place Orders</link> link in the catalogue, \r
+<link linkend="catalog-record-ids">Catalog Record IDs</link> or \r
+the results from a <link linkend="marc-federated-search">MARC federated search</link>.</para></note>\r
+\r
+<para><link linkend="create-purchase-order-blank">Create a Blank Purchase Order</link></para>\r
+<para><link linkend="create-purchase-order-lineitem">Create a Purchase Order from Line Items</link></para>\r
+\r
+<simplesect xml:id="create-purchase-order-blank">\r
+<title>Create a Blank Purchase Order</title>\r
 <para>You can create a purchase order to which you can add brief records and charges.</para>\r
-<note><para>In addition to the method described here, you can create a purchase order from a <link linkend="convert-selection-list">selection list</link>, a batch \r
-<link linkend="marc-order-records">load of MARC order records</link>, the <link linkend="view-place-orders">View/Place Orders</link> link in the catalogue, or the results \r
-from a <link linkend="marc-federated-search">MARC federated search</link>.</para></note>\r
 \r
 <procedure>\r
 <step>\r
@@ -213,7 +221,132 @@ when the purchase order is activated. The <guilabel>Total Spent</guilabel> colum
 </listitem>\r
 </itemizedlist>\r
 </note>\r
+</simplesect>\r
+\r
+<simplesect xml:id="create-purchase-order-lineitem">\r
+<title>Create a Purchase Order from Line Items</title>\r
+\r
+\r
+<note><para>The instructions listed here are to be used in conjuction with the instructions for a <link linkend="marc-federated-search">MARC federated search</link>,\r
+<link linkend="catalog-record-ids">Catalog Record IDs</link>, and the <link linkend="view-place-orders">View/Place Orders</link> link in the catalogue.</para></note>\r
+\r
+<procedure>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>Select <menuchoice><guimenu>Actions</guimenu>\r
+<guimenuitem>Create Purchase Order</guimenuitem></menuchoice>.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of selection lists</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/convert-selection-1.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>A pop up box will appear.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of selection lists</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/convert-selection-2.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>Select the <guimenuitem>Ordering Agency</guimenuitem> from the drop down menu.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of selection lists</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/convert-selection-3.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>Enter the code for the <guilabel>provider</guilabel>. This field will auto-complete as you type.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of selection lists</alt>\r
 \r
+<imageobject>\r
+<imagedata fileref="media/convert-selection-4.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>If prepayment is required, check the box adjacent to <guilabel>Prepayment Required</guilabel>.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of selection lists</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/convert-selection-5.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+<tip><para>If prepayment is always required for a specific provider, your acquisitions administrator can set this in the provider's profile so it is automatically \r
+selected when you enter the provider code.</para>\r
+</tip>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>Choose to either add <guilabel>All Lineitems</guilabel> or <guilabel>Selected Lineitems</guilabel> to the purchase order.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of selection lists</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/convert-selection-6.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>Check the box adjacent to <guilabel>Import Bibs and Create Copies</guilabel> if you wish to import them at this time. If not previously selected bibliographic\r
+items will be imported and copies created when the purchase order is activated.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of selection lists</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/convert-selection-7.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>Click <guibutton>Submit</guibutton>.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of selection lists</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/convert-selection-8.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<para>Your purchase order will be created and open in the same tab.</para>\r
+</step>\r
+</procedure>\r
+\r
+</simplesect>\r
 </section>\r
 \r
 \r