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ACQUISITIONS

CONTENTS

   

 


CHAPTER 1. INTRODUCTION

Overview

The Acquisitions Menu

Organization of the Guide

Optional Features

CHAPTER 2. FILE MAINTENANCE

Overview

Billing Address

Vendor Maintenance

Vendor Management

Adding or Editing Sub-Accounts

Viewing Vendor Performance

Letter Maintenance

Routing Slip Management

Library Profiles Maintenance

Adding or Editing a Library Profile

Foreign Currency Maintenance

Adding and Editing Currency Exchange Rates

Branch Distribution Lists

Adding a Branch Distribution List

Adding Branches to a Distribution List

MARC Location Mapping

MARC Material Type Mapping

Acquisitions Configuration

CHAPTER 3. FUND ACCOUNT MAINTENANCE

Overview

Fund Categories

Adding and Editing Funding Source Categories

Fund Account Maintenance

Adding and Editing Fund Accounts

Direct Fund Transfer

Cloning All Funds

Saving the “Clone All Funds” Summary Report

CHAPTER 4. SELECTION LISTS

Overview

Creating and Editing Selection Lists

Adding Titles to a Selection List

Setting Defaults for Selection Lists

Searching the Catalog

Manual Entry

Uploading MARC Records

Editing, Copying and Deleting Titles

Deleting Selection Lists

Batch Ordering from a Selection List

CHAPTER 5. ORDERING

Overview

Placing Orders

Searching the Catalog

Using Manual Entry

Completing the Order

Editing Orders

Order Cancel

Canceling an Order

Order Status

Viewing and Editing the Order Detail Entry

Editing Item Details

Adding Orders to the Batch File

Printing Purchase Orders

CHAPTER 6. RECEIVING

Overview

Receiving Orders

Finding an Order

Receiving an Order

Setting Defaults for Item Conversion

Undoing Receipt of an Order

Routing Slips

Searching for Routing Slips

Viewing, Configuring, Sorting and Filtering the Routing Slips List

Printing Routing Slips

CHAPTER 7. CLAIMING

Overview

Extracting Claims

Reviewing Claims

Printing Claim Letters

CHAPTER 8. INVOICE AND PAYMENTS

Overview

Identifying the Invoice and Vendor

Building the Invoice

Finalizing the Invoice

Adding Orders to the Invoice

Invoice Entry Without an Order

Adjusting the Invoice Total

Editing Invoice Data

Approving an Invoice

CHAPTER 9. REPORTS

Overview

Submitting Report Requests

Acquisitions Reports

Order Listing

Order Item Listing

Invoice Listing

Invoice Detail Listing

OverSpent Funds

Order History

Fund History

Claimed

Branch Distribution List

Viewing and Downloading Reports

Downloading Reports

Deleting Reports

EDI Doc Report