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Acquisitions in Evergreen

• 1. Training and Learning Resources
  • 1.1. NC Cardinal resources
  • 1.2. External Resources
  • 1.3. Primary and Secondary Acquisitions Contacts
• 2. Acquisitions Basics
  • 2.1. Getting Started with Acquisitions
  • 2.2. Acquisition Workflow
  • 2.3. Acquisitions Processes
  • 2.4. Definitions
• 3. Acquisitions Administration
  • 3.1. Searching in Acquisitions Module
  • 3.2. Funding Sources
  • 3.3. Funds
  • 3.4. Providers
  • 3.5. Setting Up Grids in Vendor Accounts
  • 3.6. Cancel/Delay Reasons
  • 3.7. Claiming
  • 3.8. Currency Types
  • 3.9. Distribution Formulas (optional)
  • 3.10. Electronic Data Interchange (EDI)
  • 3.11. Exchange Rates
• 4. Selection Lists and Purchase Orders
  • 4.1. Selection Lists
  • 4.2. Purchase Orders
  • 4.3. Purchase Order Line Items
  • 4.4. Brief Records
  • 4.5. MARC Federated Search
  • 4.6. Deleting Purchase Orders
• 5. Batch Load Purchase Order Records
  • 5.1. Load MARC Order Record
  • 5.2. Default Upload Settings
  • 5.3. Overlaying Item Acquisitions Records after Receiving
  • 5.4. Sticky Settings
• 6. Invoices
  • 6.1. Creating Invoices and Adding Line Items
  • 6.2. Electronic Invoicing
  • 6.3. View An Invoice
  • 6.4. Receive Items From An Invoice
  • 6.5. Receiving Cancelled Items on Invoices
• 7. Acquisitions Year End
  • 7.1. Year End Procedure
  • 7.2. Year End Dry Run
  • 7.3. Fiscal Year Close-out Operation
  • 7.4. Fund Propagation and Rollover
• 8. Managing Patron Purchase Requests
  • 8.1. Patron Purchase Requests
  • 8.2. Patron Requests Administration
  • 8.3. Action For Request
  • 8.4. Placing Purchase Requests From A Patron Record

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