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.
Lets 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 dont
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. Well look at the Standard Search, in which
you can combine up to 4 terms using Boolean operators, a little later
II. List Bar demonstration
Lets take a little time to see how the List bar functions.
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
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
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
Creation] [Searching] [Interpreting