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Unit: Acquisitions, Ordering
Date last reviewed: 0304/01/2021
Date of next review: March 20222023
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Verifying the Bibliographic Record
Creating the Purchase Order Creating Check-in Component
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Verifying the Bibliographic Record Anchor A A
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- Create a new purchase order in the Orders App.
- Enter the correct vendor code.
- Select "Ongoing" from the Order type field.
- Select "LTS Acquisitions" from the pop-down menu in the Bill to: and Ship to : fields.
- Check the "Approved box"
- Save and close.
- "Add the PO line" via "Title look-up"
- Acquisition method "Purchase"; Order format "Physical resource"
- Change Receiving Workflow to:
- Enter proper beginning volume and future volume(s) in the 'Instructions to Vendor' field
Example: Order for vol. 2 and continuation. - Physical unit price should be set at $0; Quantity physical "1".
- Add fund distribution
- Add location; Quantity physical "1".
- Create inventory as appropriate
- Material type "Book"
- Save & open order.
- Add in notes field on holdings MULTI-VOL. ORDERED (with date ordered) *** ADD VOLUMES AS THEY ARRIVE"
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