Update PO Lines Information ADVANCED

Owned by Corinna Baksik
Last updated: Jun 13, 2022 by Amy Dittman



REMEMBER: Only designated staff members are permitted to run jobs. Refer to the matrix at Jobs & Batch Processes to see which staff members are approved to run which jobs.


Parameters and Planning

This job allows three dimensions of orders to be updated on a set of PO Lines:

  1. Acquisition Method
  2. PO Line Type
  3. POL Owner

Use cases for this job:

  • Acquisition Method: Update Acquisition Method to Technical for orders that do not need to be associated with a fund
  • PO Line Type: Orders that migrated from Aleph to Alma incorrectly e.g. subscriptions coded as standing orders and vice versa
  • POL Owner: POL owning Libraries that are incorrect for a particular reason (e.g. sole-sponsored non-NERL orders owned by ITS 625 eResources)

Limits to Updates by Job

  • While The purchase type must remain within the same inventory type and continuity, it does work to change within ongoing continuity types. For example Physical Standing Order Non-Monograph can become Physical - Subscription, but it cannot become Electronic Title Standing Order non-Monograph or Electronic Title - Subscription.
  • Update PO Lines Information Job Cannot Be Restored

Creating the Set

Running the Job

  • Identify the job from the subset for Update PO Lines
  • Select the set created above for this purpose
  • Check off the box next to the parameter(s) you intend to use & Select the appropriate value from the drop-down menu associated with that parameter
  • Review the outcome of the job before clicking Submit

Reviewing Job Results


Reviewing records changed by the job 


In the Job Report 



Harvard Documentation


Ex Libris documentation