Ordering, Receiving, and Invoicing
Libraries using acquisitions generally follow three workflows for creating purchase orders and ordering items depending on the vendor’s capabilities.
- Enhanced On Order Records Workflow
- This workflow is used when the vendor supplies enhanced on order records.
- Shelf Ready Items Workflow
- This workflow is used when the vendor supplies enhanced on order records and sends items to the library processed and ready to go onto the shelf.
- Create Purchase Order from Scratch Workflow
- This workflow is used when creating a purchase order for a vendor that doesn’t supply MARC records.
For additional workflows click here.
Search
The acquisitions module has a centralized search feature that makes it easy to find purchase orders, invoices, and line items.
Information on using the search interface can be found here.
Administration
Staff with appropriate permissions can view and adjust the funds available to the library.
Fiscal Year End
On a yearly basis library staff will run fiscal year end and close out the year.
The Year End Checklist guides libraries through the process of preparing for and running the fiscal close out.