Sitka’s Evergreen Acquisitions Documentation
		Next

Sitka’s Evergreen Acquisitions Documentation

Table of Contents

I. Introduction

1. An Introduction to Acquisitions

2. Acquisitions Module Configuration

3. New Features in Evergreen Acquisitions Version 3.11

Searching
Ordering
Cancelling and Claiming
Administration

4. Recommended Workflows

Workflow: Upload MARC Records
Workflow: Order Shelf Ready Items
Workflow: Order from the Catalogue
Workflow: Blanket Orders
Workflow: Invoice Only

II. Searching

5. Acquisitions Search

General Search
Line Items Search
Purchase Orders Search
Invoices Search
Search for Selection Lists
Creating a New Default Search
Originating Acquisition

III. Selecting Using Selection Lists

6. Creating Selection Lists

Via a New Selection List
Via Load MARC Order Records
Via View/Place Orders
Via a Brief Record
Via MARC Federated Search
Via Load Catalog Record IDs

7. Adding Line Items to Selection Lists

Via a Brief Record
Via View/Place Orders
Via Load MARC Order Records
Via Load Catalog Record IDs
Via MARC Federated Search

8. Working with Selection Lists

Viewing Selection Lists
Cloning Selection Lists
Merging Selection Lists
Deleting Selection Lists

IV. Ordering

9. Creating Purchase Orders

Via Create Purchase Order
Via Load MARC Order Records
Via View/Place Orders
Via a Selection List
Via MARC Federated Search
Via Load Catalog Record IDs

10. Adding Line Items to Purchase Orders

Via a Brief Record
Via View/Place Orders
Via Load Catalog Record IDs
Via MARC Federated Search

11. Working with Purchase Orders

Activating Purchase Orders
Updating Purchase Order Names
Purchase Order Actions
Deleting a Purchase Order
Delaying a Purchase Order
Canceling a Purchase Order

12. Working with Line Items

Line Item Attributes
Add Items to a Line Item
Line Item Batch updater
Line Item Actions
Line Item Notes and Alerts
Line Item Status
Deleting a Line Item
Delaying Line Items
Canceling Line Items

13. Working with Load MARC Order Records

Load MARC Order Record Fields
Import Errors
Setting Up Load MARC Order Records

V. Receiving and Invoicing

14. Receive

Receive Purchase Order
Receive Line items
Receive Copies
Receive Items on the Invoice

15. Invoices

Invoice details
Add Line items to the Invoice
View an Invoice
Close an Invoice
Re-open an Invoice
Print Invoices

VI. Claiming

16. Claiming

Claim Policies
Claim-Ready Items
Claim Vouchers

VII. Managing Funds

17. Fund Administration

Funding Sources
Funds
Fund Tags

18. Acquisitions Year End

Year End Checklist
Sitka’s Acquisitions Year End Procedure
Fund Propagation and Rollover

VIII. Reporting on Acquisitions

19. Acquisitions Reports

IX. Administration

20. Permissions

Acquisitions Permission Groups
Granting Acquisitions Permissions

21. Acquisitions Settings in the Library Settings Editor

22. Providers

Create a Provider
Edit Provider
Delete Provider
Holding Definitions
View a Provider’s Invoices
View Purchase Orders

23. Optional Administrative Set-up

Claiming
Distribution Formulas
Line Item Alerts
Electronic Data Interchange (EDI)
Enhanced On Order records

X. Sitka’s Acquisitions Defaults

24. Currencies and Exchange Rates

Currency Types
Exchange Rates

25. Cancel Reasons

26. Invoice Item Types

27. Payment Methods

28. Line Item MARC Attributes

29. New Sitka Defaults

A. Licensing

Index

List of Tables

13.1. Purchase Order
13.2. Upload Settings
13.3. This Upload
21.1. Acquisitions Settings - General
21.2. Acquisitions Settings - Load MARC Order Records Defaults
21.3. Acquisitions Settings - Load MARC Order Records Defaults Not in Use