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RLIN21
Documentation
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
Documentation Home
|
Introduction to Voyager Acquisitions for Production
Staff
Handout
The Main Acq Screen
Various activities that relate to line items are organized into functions
(tabs) on the List Bar. You can choose the default function that
displays when the module is opened. The active choice jumps to the top
and its associated activities display.
To the right of the List bar, near the top of the screen, is the Quick
Search area. You can only search one index, such as PO number, Bibliographic
information, Create date, etc. using the quick search. The Standard
Search, or Boolean search, is accessed by the arrow to the right of
the search icon in the tool bar.
List Bar demonstration
Line items
- Search line items searches for individual line items
(titles on order). Indexes are very similar to the indexes that you
can use to search for purchase orders.
Orders
- New purchase order opens PO template
- Search orders changes default Quick Search option
to order searching.
Invoices
- New Invoice - opens invoice template
- Search Invoices - changes default Quick Search option to
invoice searching.
Ledgers and funds
- Ledgers, funds and currency activities, which create the background
structure that allows you to create orders or invoices. This is not
an area that staff generally need to use, except possibly to search
for a currency code.
Vendor
- Background structure for vendor records- including the profile information
that allows us to send orders and receive invoices electronically.
- Search vendors - changes the display on the Quick search
area.
Check-in
- All activities involved in serials check-in, including checking
in, looking at serials history (receipts, claims and marked
issues), creating and assigning publication patterns and routing
lists.
Order Maintenance
- Problem list and claims list. You can also now view claims and problems
information and issues claims or mark problems directly from the purchase
order or invoice.
EDI
- This area allows for the processing sending or receiving
of electronic acquisitions information such as orders or invoices.
[Intro to Acq for Production Staff Handout] [Buttons
& Icons] [Workflows] [Line
Items Tab] [Approve
Processing Tab] [Item
Creation] [Interpret
PO] |