Approvals Soup to Nuts Training
Intro to Acq
to Acq Production Staff Handout
and Record Creation Handout
Series Checks in
Series Checks in
Acq for Selectors(WPD)
Mono series Handouts
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
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.
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]