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Unit: Acquisitions, Ordering
Date last reviewedupdated: 03/01/2024
Date of next review: March 2025
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Verifying the Instance Record
Creating the Purchase Order
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Verifying the Instance Record Anchor A A
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- Change Receiving Workflow to:
- Enter proper beginning volume and future volume(s) in the 'Instructions to Vendor' field
Example: Order for vol. 2 and continue until cancelled or complete. - Physical unit price should be set at $0; Quantity physical "1".
- Add fund distribution
- Add location; Quantity physical "1".
- Save & open order.
- Add a note in the notes field on the holdings record: MULTI-VOL. ORDERED (with date ordered) *** ADD VOLUMES AS THEY ARRIVE"
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