You can create a blanket invoice for purchases that are not attached to a purchase order.
-. Click Acquisitions -> Create invoice.
+. Click _Acquisitions_ -> _Create invoice_.
. Enter the invoice information in the top half of the screen.
. To add charges for materials not attached to a purchase order, click _Add
Charge..._ This functionality may also be used to add shipping, tax, and other fees.
. Select a charge type from the drop-down menu.
+
[NOTE]
-New charge types can be added via _Admin_ -> _Server Administration_ ->
-_Acquisitions_ -> _Invoice Item Type_.
+New charge types can be added via _Administration_ -> _Acquisitions
+Administration_ -> _Invoice Item Types_.
+
. Select a fund from the drop-down menu.
. Enter a _Title/Description_ of the resource.
+
[NOTE]
Prorating will only be applied to charge types that have the _Prorate?_ flag set
-to true. This setting can be adjusted via _Admin_ -> _Server Administration_
--> _Acquisitions_ -> _Invoice Item Type_.
+to true. This setting can be adjusted via _Administration_ ->
+_Acquisitions Administration_ -> _Invoice Item Types_.
+
- Click _Close_. Choose this option when you have completed the invoice. This
+
[NOTE]
Prorating will only be applied to charge types that have the Prorate? flag set
-to true. This setting can be adjusted via _Admin_ -> _Server Administration_
--> _Acquisitions_ -> Invoice Item Type.
+to true. This setting can be adjusted via _Administration_ ->
+_Acquisitions Administration_ -> _Invoice Item Types_.
+
- Click _Close_. Choose this option when you have completed the invoice. This
Selection Lists
~~~~~~~~~~~~~~~
-Selection lists allow you to create, manage, and save lists of items that you may want to purchase. To view your selection list, click Acquisitions -> My Selection Lists. Use the general search to view selection lists created by other users.
+Selection lists allow you to create, manage, and save lists of items
+that you may want to purchase. To view your selection list, click
+*Acquisitions* -> *My Selection Lists*. Use the general search to view selection lists created by other users.
Create a selection list
^^^^^^^^^^^^^^^^^^^^^^^
Selection lists can also be created through the My Selection Lists interface:
-. Click Acquisitions -> My Selection Lists.
+. Click *Acquisitions* -> *My Selection Lists*.
. Click the New Selection List drop down arrow.
. Enter the name of the selection list in the box that appears.
. Click Create.
Cloning selection lists enables you to copy one selection list into a new selection list. You can maintain both copies of the list, or you can delete the previous list.
-. Click Acquisitions -> My Selection Lists.
+. Click *Acquisitions* -> *My Selection Lists*.
. Check the box adjacent to the list that you want to clone.
. Click Clone Selected.
. Enter a name into the box that appears, and click Clone.
You can merge two or more selection lists into one selection list.
-. Click Acquisitions -> My Selection Lists.
+. Click *Acquisitions* -> *My Selection Lists*.
. Check the boxes adjacent to the selection lists that you want to merge, and click Merge Selected.
. Choose the Lead Selection List from the drop down menu. This is the list to which the items on the other list(s) will be transferred.
. Click Merge.
You can delete selection lists that you do not want to save. You will not be able to retrieve these items through the General Search after you have deleted the list. You must delete all line items from a selection list before you can delete the list.
-. Click Acquisitions -> My Selection Lists.
+. Click *Acquisitions* -> *My Selection Lists*.
. Check the box adjacent to the selection list(s) that you want to delete.
. Click Delete Selected.
. If you want to mark part of a selection list ready for selector, then you can check the box(es) of the line item(s) that you wish to mark ready for selector. If you want to mark the entire list ready for selector, then skip to step 2.
-. Click Actions -> Mark Ready for Selector.
+. Click *Actions* -> *Mark Ready for Selector*.
. A pop up box will appear. Choose to mark the selected line items or all line items.
. Click Go.
-. The screen will refresh. The marked line item(s) will be highlighted pink, and the status changes to selector~ready.
+. The screen will refresh. The marked line item(s) will be highlighted pink, and the status changes to selector-ready.
image::media/acq_selection_mark_ready.png[mark ready]
Use the Actions menu to convert a selection list to a purchase order.
-. From a selection list, click Actions ~> Create Purchase Order.
+. From a selection list, click *Actions* -> *Create Purchase Order*.
. A pop up box will appear.
. Select the ordering agency from the drop down menu.
. Enter the provider.
Activate Purchase Order with Zero Copies
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-In previous versions, by default, a purchase order could be activated with or
-without copies attached to line items.
-
-In versions 2.3 and above, by default, a purchase order cannot be activated if a line item
-on the purchase order has zero copies. A new feature enables you to activate a
-purchase order that lacks copies.
-
-To activate a purchase order with line items that have zero copies, check the
-box *Allow activation with zero-copy lineitems*.
+By default, a purchase order cannot be activated if a line item on the
+purchase order has zero copies. To activate a purchase order with line
+items that have zero copies, check the box *Allow activation with
+zero-copy lineitems*.
image::media/Zero_Copies1.jpg[Zero_Copies1]
Enhancements to Canceled and Delayed Items
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-Cancel/Delay reasons have been modified so that you can easily differentiate between canceled and delayed items. Each label now begins with *Canceled* or *Delayed*. To view the list, click *Administration* -> *Server Administration* -> *Acquisitions* -> *Cancel Reasons*.
+Cancel/Delay reasons have been modified so that you can easily
+differentiate between canceled and delayed items. Each label now begins
+with *Canceled* or *Delayed*. To view the list, click *Administration*
+-> *Acquisitions Administration* -> *Cancel Reasons*.
The cancel/delay reason label is displayed as the line item status in the list of line items or as the copy status in the list of copies.
Brief Records
~~~~~~~~~~~~~
-Brief records are short bibliographic records with minimal information that are often used as placeholder records until items are received. Brief records can be added to selection lists or purchase orders and can be imported into the catalog. You can add brief records to new or existing selection lists. You can add brief records to new, pending or on~order purchase orders.
+Brief records are short bibliographic records with minimal information that are often used as placeholder records until items are received. Brief records can be added to selection lists or purchase orders and can be imported into the catalog. You can add brief records to new or existing selection lists. You can add brief records to new, pending or on-order purchase orders.
Add brief records to a selection list
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-. Click Acquisitions -> New Brief Record. You can also add brief records to an existing selection list by clicking the Actions menu on the selection list and choosing Add Brief Record.
+. Click *Acquisitions* -> *New Brief Record*. You can also add brief records to an existing selection list by clicking the Actions menu on the selection list and choosing Add Brief Record.
. Choose a selection list from the drop down menu, or enter the name of a new selection list.
. Enter bibliographic information in the desired fields.
. Click Save Record.
The MARC Federated Search enables you to import bibliographic records into a selection list or purchase order from a Z39.50 source.
-. Click Acquisitions -> MARC Federated Search.
+. Click *Acquisitions* -> *MARC Federated Search*.
. Check the boxes of Z39.50 services that you want to search. Your local Evergreen Catalog is checked by default. Click Submit.
+
image::media/acq_marc_search.png[search form]
. A list of results will appear. Click the "Copies" link to add copy information to the line item. See the <<_line_items,section on Line Items>> for more information.
. Click the Notes link to add notes or line item alerts to the line item. See the <<_line_items,section on Line Items>> for more information.
. Enter a price in the "Estimated Price" field.
-. You can save the line item(s) to a selection list by checking the box on the line item and clicking Actions -> Save Items to Selection List. You can also create a purchase order from the line item(s) by checking the box on the line item and clicking Actions ~> Create Purchase Order.
+. You can save the line item(s) to a selection list by checking the box
+on the line item and clicking *Actions* -> *Save Items to Selection
+List*. You can also create a purchase order from the line item(s) by
+checking the box on the line item and clicking Actions -> Create
+Purchase Order.
image::media/acq_marc_search-2.png[line item]
projects / evergreen / pines.git / commitdiff