Part III. Acquisitions Administration

Table of Contents

15. Acquisitions Module Configuration
16. Funding Sources
Create a Funding Source
Edit a Funding Source
Delete a Funding Source
Apply Credit
Allocate Credit to Funds - Funding Source Interface
Track Credits and Allocations
17. Funds
Create a Fund
Edit a Fund
Delete a Fund
Allocate to Funds - Funds Interface
Transfer Credit Between Funds
Track Balances and Expenditures
18. Providers
Create a Provider
Edit Provider
Delete Provider
Holding Subfields
View a Provider’s Invoices
19. Acquisitions Settings in the Library Settings Editor
20. Permissions
Acquisitions Permission Groups
Granting Acquisitions Permissions
21. Acquisitions Year End
Year End Checklist
Sitka’s Acquisitions Year End Procedure
Fund Propagation and Rollover
22. Optional Administrative Set-up
Claim Policies
Distribution Formulas
Line Item Alerts
Electronic Data Interchange (EDI)
Enhanced On Order records
23. Acquisitions Reports

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