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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

The Main Acq Screen

Various activities that relate to line items are organized into functions (tabs) on the List Bar. You can choose the default function that displays 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 the Quick Search area. You can only search one index, such as PO number, Bibliographic information, Create date, etc. using the quick search. The Standard Search, or Boolean search, is accessed by the arrow to the right of the search icon in the tool bar.

List Bar demonstration

Line items
  • Search line items – searches for individual line items (titles on order). Indexes are very similar to the indexes that you can use to search for purchase orders.
  • New purchase order – opens PO template

  • Search orders – changes default Quick Search option to order searching.
  • New Invoice - opens invoice template

  • Search Invoices - changes default Quick Search option to invoice searching.
Ledgers and funds
  • Ledgers, funds and currency activities, 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.  
  • Background structure for vendor records- including the profile information that allows us to send orders and receive invoices electronically.

  • Search vendors - changes the display on the Quick search area.
  • All 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
  • Problem list and claims list. You can also now view claims and problems information and issues claims or mark problems directly from the purchase order or invoice.
  • This area allows for the processing – sending or receiving – of electronic acquisitions information such as orders or invoices.

[Intro to Acq for Production Staff Handout]  [Buttons & Icons]   [Workflows]  [Line Items Tab]  [Approve Processing Tab]  [Item Creation]  [Interpret PO]