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Acquisitions in Evergreen

This is a living document that incorporates many elements of Evergreen Community Documentation under Creative Commons Attribution Share-Alike 4.0 License (https://creativecommons.org/licenses/by-sa/4.0/legalcode) and is available to share under the same license.
  • 1. Acquisitions Administration
    • 1.1. Getting Started with Acquisitions
    • 1.2. Funding Sources, Funds, and Fund Tags
    • 1.3. Providers
    • 1.4. Cancel/Delay Reasons
    • 1.5. Claiming
    • 1.6. Currency Types
    • 1.7. Distribution Formulas (optional)
    • 1.8. Electronic Data Interchange (EDI)
    • 1.9. Exchange Rates
    • 1.10. Fiscal Year Close-out Operation
    • 1.11. Acquisition Workflow
    • 1.12. Searching in Acquisitions Module
  • 2. Selection Lists and Purchase Orders
    • 2.1. Selection Lists
    • 2.2. Purchase Orders
    • 2.3. Purchase Order Line Items
    • 2.4. Brief Records
    • 2.5. MARC Federated Search
  • 3. Batch Load Purchase Order Records
    • 3.1. Load MARC Order Record
    • 3.2. Default Upload Settings
    • 3.3. Sticky Settings
  • 4. Invoices
    • 4.1. Creating Invoices and Adding Line Items
    • 4.2. Electronic Invoicing
    • 4.3. View An Invoice
    • 4.4. Receive Items From An Invoice
  • 5. Managing Patron Purchase Requests
    • 5.1. Patron Requests Administration
    • 5.2. Patron Purchase Requests
    • 5.3. Action For Request
    • 5.4. Placing Purchase Requests From A Patron Record

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