The Acquisitions Menu

The Acquisitions menu provides access to features and functions related to the management of your library’s acquisitions activities.

To access the Acquisitions menu:

Click the Staff Dashboard link on any screen in the Search interface.
- The Staff Dashboard screen displays. The Dashboard displays all staff menus available for your user account.
The Acquisitions menu provides access to the following options:

Selection Lists – lets you create lists of titles that can be referenced during ordering. Selection Lists can be shared by multiple users, or can be configured for access by the list creator only (see Chapter 4, SELECTION LISTS for details).

Order – provides the features and functions necessary to create orders for items, encumber funds, and specify distribution for items received. The following options are available:

Place Order – lets you create a new order for items, encumber funds, and specify distribution (see Placing Orders for details).

Edit Order – lets you edit an “in process” order prior to transmission to the vendor (see Editing Orders for details).

Order Cancel – lets you generate cancellation letters for order placed through the Acquisitions module, and mark items cancelled by the vendor (see Order Cancel for details).

Order Status – lets you view the Order Detail Entry screen for a selected order (see Order Status for details).

Add Orders to Batch – lets you add orders to the batch file for subsequent printing and/or automatic transmission (see Adding Orders to the Batch File for details).

Print Purchase Orders – lets you print purchase orders for “paper” delivery, and view purchase orders sent via email or EDI X.12 transmission (see Printing Purchase Orders for details).

Receive – lets you “check in” (indicate receipt of) an item from a vendor (see Chapter 6, RECEIVING for details).

Receiving – provides the features and functions necessary to “check in” (indicate receipt of) orders from vendors. The following options are available:

Receive Orders – lets you “check in” (indicate receipt of) items from a vendor (see Receiving Orders for details).

Routing Slips – lets you print Routing Lists for one or more selected previously received titles (see Routing Slips for details).

Claiming – provides the features and functions necessary to process claims for missing items (expected items that have not yet been received), and generate claim letters. The following options are available:

Extract Claims – identifies orders containing items that have not been received within a specified number of days of placing the order (see Extracting Claims for details).

Review Claims – lets you review items for which claims will be generated and print claim letters for items being claimed (see Reviewing Claims for details).

File Maintenance – provides the features and functions necessary to create and maintain records in your library’s database, which are required by VERSO to support your library’s acquisition activities. The following options are available:

Vendor Maintenance – lets you create and maintain vendor records for each vendor from which you will acquire materials (see Vendor Maintenance for details).

MARC Location Mapping – lets you map locations data contained in MARC records to be uploaded to a Selection List to the appropriate location/collections used by your library (see MARC Location Mapping for details).

MARC Material Type Mapping – lets you map material type data contained in MARC records to be uploaded to a Selection List to the appropriate material types used by your library (see MARC Material Type Mapping for details).

Letter Maintenance – lets you create and maintain text for Order Letter, Claim Letter and Cancel Letter (see Letter Maintenance for details).

Routing Slip Management – lets you specify the content of the Routing Slips (see Routing Slip Management for details).

Library Profiles Maintenance – lets you create and maintain a Library Profile for each branch of your library (see Library Profiles Maintenance for details).

Foreign Currency Maintenance – lets you define and maintain currency exchange rates for foreign currency (see Foreign Currency Maintenance for details).

Branch Distribution Lists – lets you create and maintain distribution lists for received items (see Branch Distribution Lists for details).

Billing Address – lets you create one or more billing addresses (see Billing Address for details).

Acquisitions Configuration – lets you specify the default fiscal year used by the Acquisitions module, and to create and maintain passwords to access the fund edit and invoice edit features (see Acquisitions Configuration for details).

Financial Management – provides the features and functions necessary to create and maintain budget accounts into which you may distribute your library's acquisitions budget, and to process invoices and payments related to your library’s acquisition functions. The following options are available:

Invoice & Payments – lets you process invoices and payments related to your library’s acquisition functions (see Chapter 8, INVOICE AND PAYMENTS for details).

Fund Account Maintenance – lets you create separate budget accounts into which you may distribute your library's acquisitions budget for a given fiscal year (see Fund Account Maintenance for details).

Fund Categories – lets you distribute your library's acquisitions budget, for a specified period, among one or more fund categories (see Fund Categories for details).

Clone All Funds – lets you “clone” (duplicate) all existing funds from a selected prior fiscal year into a selected new fiscal year (see Cloning All Funds for details).

Fund Transfer – lets you perform a direct transfer of dollar amounts from one fund to another (see Direct Fund Transfer for details).

Run Reports – provides the features and functions necessary to generate statistical reports related to your library's acquisitions activities. The following options are available:

Run Reports – displays the Run Reports screen, from which you may select to generate a statistical report (see Submitting Report Requests for details).

View Reports – displays the View Reports screen, which displays a listing of all reports currently available for viewing and download (see Viewing and Downloading Reports for details).

EDI Doc Report - generates a listing that summarizes EDI messages sent from or received by the Acquisitions system during a specified time period (see EDI Doc Report for details).

Click the Home button to return to the Search interface.

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