Chapter 14. Administration Functions in the Acquisitions Module


The following documentation is intended for users who will be managing funds and providers, managing EDI accounts, and creating drop down menus for invoices and purchase orders. This documentation will describe the purpose of each menu item in the Acquisitions menu in the Admin module and will present instructions for using each item. Front line processes are documented in The Acquisitions Module. This document is intended for first time users of the Acquisitions module as well as those who are familiar with the module and need only a reference guide. The contents of this document are ordered such that one who is new to the Acquisitions module could read through this document and set up the administrative portion of Acquisitions in Evergreen.

Table of Contents

Currency Types
Exchange Rates
Funding Sources
Fund Tags
Invoice menus
Invoice payment method
Distribution Formulas
Line item features
Line Item MARC Attribute Definitions
Cancel/Suspend reasons
Acquisitions Permissions in the Admin module

Currency Types

Currency types can be created and applied to funds in the administrative module. When a fund is applied to a copy or line item for purchase, the item will be purchased in the currency associated with that fund.

Create a currency type

  1. To create a new currency type, click Admin → Server Administration → Acquisitions→ Currency types.

  2. Enter the currency code. No limits exist on the number of characters that can be entered in this field.

  3. Enter the name of the currency type in Currency Label field. No limits exist on the number of characters that can be entered in this field.

  4. Click Save.

Edit a currency type

  1. To edit a currency type, click your cursor in the row that you want to edit. The row will turn blue.

  2. Double-click. The pop-up box will appear, and you can edit the fields.

  3. After making changes, click Save.


From the currency types interface, you can delete currencies that have never been applied to funds or used to make purchases.