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Approvals Soup to Nuts Training
Acquisitions
Module
Faster
Method
PO
Defaults
Approval
Vendors
Approval
training checklist
Continuations
Training
Check
Acq. Record
Check
Cat. Record
Check
In Item
Add
the Piece
Add
continued
Intro to Acq
Production Staff
Buttons
& Icons
Defaults
& Prefs.
Workflows
Approve
Processing
Item
Creation
Searching
Interpreting
PO
Intro
to Acq Production Staff Handout
Buttons
& Icons
Workflows
Line
Items
Approve
Processing
Item
Creation
Interpret
PO
Monographic
Receipts
Find
Order
Check
Order
Receive
Order
Finishing
Up
Periodicals
Check In
Acquisitions
Module
Periodicals
Check-in
Tips
and Hints
Searching and
Record Creation
Searching
Creating
a PO
PO
Continued
Line
Item Info.
Finishing
Up
Searching
and Record Creation Handout
Line
Items Info.
Serials Check-in
Issues
with Components
Issues
continued
Creating
a Component
Creating
Continued
Claiming
Series Checks in
Voyager
Serial
Volume cont.
Bookset
etc.
Monographic
Series
Monographic
Series cont.
Series Checks in
Voyager Script
Bookset
Standing Order
Monographic
Series
Acq for Selectors(WPD)
Monographs
and Funds
Serialsand
Mono series Handouts
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Voyager Acquisitions: Approvals Soup to Nuts Training
Acquisitions module
- Search for a vendor code if necessary (The appropriate code for the
approval vendor record generally starts with the letters "AP-".)
- Set appropriate defaults, especially for locations and funds.
THE APPROVAL PO
- Create a purchase order header, filling in all fields (be sure to
use order type "approval".) If there is an across-the-board
discount on the invoice, choose as appropriate "Approval"
or "Deposit account" from the drop-down list on the Account
button. This causes the correct discount to prompt in each line. Save
the PO header to the database.
- Add line items to the purchase order for each book being kept by
using Line item>Add>By Bib ID (ALT-L-A-D). Fill in all
the fields on the line items with appropriate values. Use list price.
Be sure to check that all locations are correct. YOU MUST CHECK THE
LOCATION WHILE THE ORDER IS PENDING.
- Approve the purchase order; be sure to unclick "Print
Purchase Order" and click "Receive on Approve"
in the Approve Purchase Order dialog box. Save and close.
RETURNS
- If there are any returns, create a returns purchase order. The order
number should match the order number for the rest of the books, preceded
by "R". For example, PO 12345 and PO R12345.
Note : A new bib record created for a returned book, such as a
rejected title, or a new edition we are not keeping, must be suppressed
from the catalog by clicking "Suppress from OPAC" on the
bib record system tab. Such records should also have an 852 |x "Approval
book returned" in the mfhd. Other books being returned as duplicates
should simply be linked to the existing mfhd record.
- The note field on each line item on the returns PO should have a
note explaining the return, which is as specific as possible.
For example, "Duplicate of Micawber approval copy",
"Duplicate of standing order copy", "Duplicate of copy
received on firm order 12345 from BNA."
- Approve the returns purchase order; be sure to unclick
"Print Purchase Order" and also unclick
"Receive on Approve" in the Approve Purchase
Order dialog box. Save and close.
FINISHING UP
- Write the vendor code and the Purchase Order number(s) on the invoice.
Deliver complete invoices to the designated spot in Order Division.
Deliver returns (with invoices included) to the designated spot in
Order Division.
[Approvals Soup
to Nuts] [Acquisitions Module] [Faster
Method] [PO
Defaults] [Approval
Vendors] |