Activating your purchase order


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When the appropriate criteria have been met the Activate Order button will appear and you can proceed with the following:

Click the button Activate Order.
When you activate the order the bibliographic records and copies will be imported into the catalogue using the Vandelay interface, if not previously imported. See How to Load Bibliographic Records and Items into the Catalogue for instructions on using the Vandelay interface.
The funds associated with the purchases will be encumbered.

After you click Activate Order, you will be presented with the record import interface for records that are not already in the catalog. Once you complete entering in the parameters for the record import interface, the progress screen will appear. As of Evergreen 2.9, this progress screen consists of a progress bar in the foreground, and a tally of the following in the background of the bottom-left corner:

Lineitems processed
Vandelay Records processed
Bib Records Merged/Imported
ACQ Copies Processed
Debits Encumbered
Real Copies Processed

Activate Purchase Order without loading items

It is possible to activate a purchase order without loading items. Once the purchase order has been activated without loading items, it is not possible to load the items. This feature should only be used in situations where the copies have already been added to the catalogue, such as:

Cleaning up pre-acquisitions backlog
Direct purchases that have already been catalogued

To use this feature, click the Activate Without Loading Items button.

Activate Purchase Order with Zero Copies

By default, a purchase order cannot be activated if a line item on the purchase order has zero copies. To activate a purchase order with line items that have zero copies, check the box Allow activation with zero-copy lineitems.