Acquisitions Manual and Shortcuts

Acquisitions Manual 5.1

Acquisitions Keyboard Shortcuts (PDF)

Manual Contents

  1. Getting Started With Acquisitions
    • Acquisitions Workflow Overview
    • Fiscal Year Records
    • Fund Records
    • Supplier Records
    • EDI (Electronic Data Interchange)
    • Web Selection Tools
    • Importing Brief Order Records
    • On-order Item Templates
    • Purchase Order Templates
    • On-order Bibliographic Templates
  2. Selection Lists
    • Manually Creating Selection Lists
    • Bulk Creating Selection Lists
    • Copying a Selection list to a PO
  3. Purchase Orders
    • Manually creating purchase orders
    • Bulk creating purchase orders
    • Titles to Go
    • Releasing purchase orders
    • Purchase order acknowledgements
    • Updating POLI statuses
  4. Receiving and Invoicing
    • Manual receiving and invoicing options
    • Creating a new manual invoice
    • Rapid Receipt—receiving and invoicing at the same time
    • Receiving on the PO or POLI and copying to an invoice
    • Balancing invoices–Distributing charges
    • Balancing invoices–Header charges
    • Paying invoices
    • Printing invoices and workslips
    • Undo invoice payment
    • EDI invoicing options
    • EDI invoices
    • ASN (Advance Shipping Notice)
    • Preparation for EDI testing
    • Misc. invoices
    • Creating an invoice without a PO
    • Credits
  5. Managing Purchase Orders
    • Canceling items
    • The acquisitions claim alert list
    • Claiming items from the claim alert list