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Approvals Soup to Nuts Training
Acquisitions
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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
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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
Searching and record creation - Handout
Creating the Purchase Order
- Click on the Orders tab of the List Bar.
- Click on the New Purchase Order icon
- Fill in header and other information by tabbing from field to field.
Click on the Save button on the tool bar in the upper left corner of
the purchase order window.
As you are choosing options from drop down lists in your purchase
order, remember you can also click on the arrow and type the first letter
of your choice to select it, instead of scrolling down to your choice.
Header tab
Order Section
Number System generated. Do not change except as instructed
in specific procedures.
Type Click to select a PO type from the drop-down menu.
The types most frequently used will be Firm order (regular monographic
order), Continuation (all standing orders and subscriptions)
and Approval (approval plan books).
Site Click and select order site from the drop-down according
to posted procedures.
Locations Section
Ship to Click and select order site from the drop-down
according to posted procedures.
Bill to Click and select order site from the drop-down according
to posted procedures.
Vendor Section
Code Enter the code of the vendor you are using.
Account click to vendor account name if applicable
(usually for approval books). If not, skip this field.
Amounts System generated. Skip.
Status date System generated date. Changes when the purchase
order is modified. Skip.
Currency Select from the drop-down list.
Footer tab
Default claim and cancellation periods are in the footer. Generally
you only need to update the footer if you are placing a rush order and
need to check the rush box, as well as modify the prompted claim and
cancellation periods.
Notes tab
These are purchase order level notes only. Line item notes are added
later.
[Searching & Record Creation Handout] [Line
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