Part VIII. Acquisitions

Table of Contents

81. Acquisitions
Acquisitions Workflow
82. Selection Lists and Purchase Orders
Selection Lists
Create a selection list
Add items to a selection list
Clone selection lists
Merge selection lists
Delete selection lists
Mark Ready for Selector
Convert selection list to purchase order
Purchase Orders
Duplicate Purchase Order Name Warning Dialog
Purchase Order Activation Progress Bar
Activate Purchase Order with Zero Copies
Enhancements to Canceled and Delayed Items
Paid PO Line Items
Brief Records
Add brief records to a selection list
Add brief records to purchase orders
MARC Federated Search
Line Items
Return to Line Item
Display a Count of Existing Copies on Selection List and Purchase Order Lineitems
83. Invoices
Creating invoices and adding line items
Creating a blanket invoice
Adding line items from a Purchase Order or search results screen to an invoice
Search for line items from an invoice
Create an invoice for a purchase order
Link an existing invoice to a purchase order
Electronic Invoicing
View an invoice
Receive Items From an Invoice
Receive Items in Batch (List Mode)
Receive Specific Copies (Numeric Mode)
84. Load MARC Order Records
Basic Upload Options
Record Matching Options
Default Upload Settings
Sticky Settings
Use Cases for MARC Order Upload form
85. Placing purchase requests from a patron record
86. Managing patron purchase requests
Adding a request
Adding requests to selection lists
87. "Blanket" Orders
More details about blanket orders