PO Line Status Definitions

• In Review – The initial status of a newly created PO Line. PO Lines with the In Review status are displayed on the Purchase Order Lines in Review page: Acquisitions > Purchase order lines > Review. The PO Lines remain in this status if:
  
  • The operator/manager does not click Order Now or Edit > Save and Continue for the PO Line.
  • Validation for the PO Line fails.
  • Criteria for configured Purchasing Review Rules have been met.
• Manual Packaging – The PO Line passed normalization, validation, and alert processing, and is ready to be manually packaged into a PO.
• Auto Packaging – The PO Line passed normalization, validation, and alert processing, and is ready to be automatically packaged into a PO.
• Ready – The PO Line was packaged into a PO and is ready to be sent. For a PO to be sent to a vendor, all of its PO Lines must have a status of Ready.
• Sent – The PO in which the PO Line is packaged was approved and sent to the vendor. This status is relevant for both electronic and physical one-time PO Lines and for inactive electronic continuous PO Lines.
• Closed – The PO Line was closed. It can be closed for different reasons:
  • The line was manually closed.
  • The PO Line is a one-time order, and all items ordered have been received and paid for.
• Waiting for Manual Renewal – The manual PO Line was fully processed and received/activated and its renewal date is the same as the current date, and is to be renewed manually/
  
  • PO Lines with the status Recurring Renewal change to Waiting for Manual Renewal if they are marked for Manual Renew and the time to notify about the renewal arrives (this is configured as a certain number of days before the renewal date)
• Recurring Renewal – The PO Line was fully processed and received/activated and will be renewed automatically.
  • Continuous physical PO Lines that are sent to the vendor have Recurring Renewal status even if the renewal is done manually but the renewal date has not yet arrived
  • Continuous electronic PO Lines receive this status once they are activated and the user clicks Done in the task list
• Waiting for Invoice – The PO Line is ready to be associated with an invoice
  • One-time PO Lines that are not fully invoiced receive this status once they have been activated (e-resource) or received (print or physical resources)
• Under Evaluation – Indicates that the PO Line is under evaluation (a trial was requested or started)
  • PO Lines with this status can be edited only by a Trial Manager/Operator
• Under Evaluation (Renewal) – The PO Line renewal is being evaluated and has not yet been decided
  • PO Lines with this status can be edited only by a Trial Manager/Operator
• Deferred – The PO Line was set aside to be handled at a later date 
• Canceled – The PO Line was canceled.
• Deleted – The PO Line was deleted from the system.

PO Line Statuses Table

POL Status Stages Within the Technical Services Workflow 

*Adapted from https://wiki.harvard.edu/confluence/display/LibraryStaffDoc/POL+Statuses