Part III. Acquisitions Administration

Table of Contents

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

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