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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

Introduction to Voyager Acquisitions for Production Staff

I. General remarks

The focus of Voyager Acquisitions is the line item. The line item is equivalent to a particular title on order You can access the line item from Cataloging, from the purchase order, or the invoice; no matter how you approach it, all the information about that title is available in the line item display.

Let’s start by looking at the main acquisitions screen. At the left is the List Bar, which is defaulting to line items  in a "vanilla" Voyager installation.

Various activities that relate to line items are organized into functions (tabs) on the List Bar. People working in different areas can set a different default function to display when the module is opened. The active choice jumps to the top and its associated activities display.

To the right of the List bar, near the top of the screen, is a Search area. This is always visible on your initial Acq screen; you don’t have to click on the search icon. This is called a Quick search and can only search one index, such as PO number, Bibliographic information, Create date, etc. We’ll look at the Standard Search, in which you can combine up to 4 terms using Boolean operators, a little later on.

II. List Bar demonstration

Let’s take a little time to see how the List bar functions.

Line items

Note that there is only one activity listed under Line items — Search line items. Click on the Search line items icon to activate a line item search. You can see that your Quick search area is now defaulting to "Search line items." Click on the drop-down menu to see what indexes are available to search line items. In fact they are very similar to the indexes that you can use to search for purchase orders.

If you click on the Orders tab, you have two activities listed: New purchase order and Search orders. Look at the Quick search box and notice that it is still defaulting to Search line items. In order to search for an order you must click on the Search orders icon. Notice how that changes the display on the Quick search box. If you click on the drop-down menu, you will see the indexes you are familiar with from the current version of Acquisitions.

Next on the list bar is the Invoices tab, which allows a New Invoice or a Search Invoices choice. Again, clicking on the Search Invoices icon will change the display on the Quick Search area.

Ledgers and funds

This area contains the activities — ledgers, funds and currency, which create the background structure that allows you to create orders or invoices. This is not an area that staff generally need to use, except possibly to search for a currency code.


This area contains all the background structure for vendor records - including the profile information that allows us to send orders and receive invoices electronically. Note, again, that clicking on the Search Vendors icon changes the display on the Quick search area.  


This area governs all the activities involved in serials check-in, including checking in, looking at serials history (receipts, claims and marked issues), creating and assigning publication patterns and routing lists.

Order Maintenance

This area on the tab now houses the problem list on the claim list. However, you can also view claims and problems information and issues claims or mark problems directly from the purchase order or serial check in record.


This area allows for the processing — sending or receiving — of electronic acquisitions information such as orders, claims and invoices.

[Introduction to Acq for Production Staff]  [Buttons & Icons]  [Defaults/Preferences]  [Workflows]  [Approve Processing]  [Item Creation]  [Searching]  [Interpreting PO]