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Acquisitions in Evergreen

• 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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