email link

Princeton University Order Division Documentation

Online demos list

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.
    Approve Processing
    Item Creation
  Interpreting PO

Intro to Acq Production Staff Handout
  Buttons & Icons
    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
  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

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

Voyager Acquisitions
Searching and record creation

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 in the record that need to be added, click Quick Line Item Off, click on Details, and open the appropriate tab to update the record.

(Demonstrate changing isbn/music number on bib info tab ; Demonstrate split funding – only rarely used. Not used for fund 1713 or 1601)

To finish up:

To approve: Click on the approve button. Be sure appropriate choices about printing order are checked. Check for duplicates should always be checked. Approval po’s 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.

To close the record without approving it, click on Save and Close.

We have what we refer to as a Certification process, during which your work will be checked. Until you are certified in creating orders, they should be left as pending until a supervisor checks them.


[Searching & Record Creation]  [Searching]  [Creating a PO]  [PO Continued]  [Line Item Info.]  [Finishing Up]