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Approvals Soup to Nuts Training
Acquisitions
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PO
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Approval
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Acq. Record
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Cat. Record
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In Item
Add
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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
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Introduction to Voyager Acquisitions for Production
Staff
Handout
Interpreting a purchase order record
- In the header or line item details display, notice that some of the
tabs are yellow and some are gray. Yellow represents a tab that has
information behind it. Gray represents a tab with no information behind
it (for example, no notes or no invoice attached to the record).
- Header and footer information includes vendor, currency, claim intervals,
and the like. Properties shows when a record was created and updated.
Vendor history shows any change of vendor Related invoices links to
any invoices for this purchase order.
- In the bottom half of your screen, you can see the line item information.
If you need to widen a column to see the whole field (for example, the
fund field), you can drag and drop the right side of the column to temporarily
change the field width. This does not affect the order in any way ;
when you close this order and reopen it, it will display according to
system defaults.
- Note the toolbar for the new PO has save; save & close delete
(X) buttons at the top. Approve button will appear after the po is saved.
- Vendor code keep cursor on and it will display vendor name
The quick line item on button is a toggle. You can at any time look
at the full tabbed details display. You will see different results
clicking on the Details button, depending on whether quick line item
is on or off.) Note the color of the tabs which have information
behind them.
- If you click on the Order or Payment tabs, youll see ellipsis
by the number, which is a link to the PO or the Invoice. Similarly an
ellipsis by the vendor code in the PO header will take you to the vendor
record.
- New to Acquistions is the Fund code. This is a code attached
to each fund which will allow you to type a fund in instead of having
to choose it from the drop-down & scroll list.
[Intro to
Acq for Production Staff Handout] [Buttons
& Icons] [Workflows] [Line
Items Tab] [Approve
Processing Tab] [Item
Creation] [Interpret PO] |