There are several order maintenance tasks that are managed from the PO Line Details screen. To get to that screen, find your order and click on Edit. Note that these options only appear after the order has been sent; if it hasn't been sent yet - if it's waiting for review, for instance - you can just edit the original order.
There are two ways to change the vendor for an order using the buttons along the top:
The bibliographic reference is the brief bib description in the POL, as we saw earlier. Changing the bib reference does not mean changing the bib record a POL is linked to, or the holdings or items. Changing the bib reference is useful when an order was made on a provisional or stub bib record, but there is now better information available on the bib record that can be added to the POL description.
This feature is relevant for title-based PO lines, and cannot be performed on cancelled PO lines.
If you click on Change Bib Reference – either in the row action list or on the POL details screen – Alma will perform a repository search to find the correct updated bib information. There may be only one result, in which case click on it, or there may be more than one, in which case find the one you want and click on that. Alma will update the information accordingly in the POL bib description.
You can also Relink a POL to a different bib record, which moves the corresponding items and holdings to that new bib record. You might do this if your item matched an existing bib record better than the one imported for the order, or if the POL is linked to a bib record for single volume that’s actually part of a multivolume work with a separate bib record.
Relinking works in the same way as changing the bib reference: click on Relink, perform the search to find the bib record you want to link the order (and its holdings and items) to, and click on that result in the list. In addition, when you relink the bib record, the bib reference will automatically update to the new information as well.
The Relink option is only available for PO lines with the following statues: