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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
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Voyager Acquisitions
Searching and record creation - Handout
Adding the Line Item Information
- Be sure "Quick line item" button is ON. Use Line
item menu>Add>By Bib ID (ALT-L-A-D) and key in the
Bib record number for the book you are ordering.
- Highlight the line item and click on the Details button at
the bottom of the purchase order screen. You should be able to add all
of the necessary ordering information using the Quick Line Item screen.
List price - Fill in price on order
PrePay Amount - Do not use
Intended Location - Fill in appropriate shelving location
Number of copies - Usually 1
Link to holdings - Leave blank unless you are ordering an ACX
and want to link to a specific holdings record.
Ship to - Leave blank
Ledger / Commit to Fund
To use fund code: Choose the appropriate Ledger from
the drop-down list(690 library for training purposes) ; then type
the fund code in Commit to Fund
To select the fund from the hierarchical ledger structure:
Click on the yellow open folder icon. Maneuver to the appropriate
reporting fund.
Line item type - Change if needed according to posted procedures
for different types of orders
Requester - Fill in if needed for reserve or circ orders
Instructions to vendor - Fill in if needed with any instructions
you wish to have print on the order.
- Click on Save. If there are any other fields you need to put information
in, Click Line Item information OFF, click on details and select the
appropriate tab. To close the record without approving it, click on
Save and Close.
To Approve
Click on the approve button at the top of the screen. Be sure
appropriate choices about printing order are checked. Check
for duplicates should always be checked. Approval pos and
confirming orders should also check "Receive on approve."
Once you approve the order, it is queued for printing.If
you make a mistake and later go back to delete the order, you must put
something in the orders basket to alert supervisors as to what happened
to the order.
[Searching & Record
Creation Handout] [Line Item Info] |