Using Evergreen’s Acquistions Module

Documentation Interest Group

Table of Contents

I. Introduction
1. About This Documentation
2. About Evergreen
II. Acquisitions
3. Acquisitions Workflow
III. Invoices
4. Creating invoices and adding line items
Creating a blanket invoice
Adding line items from a Purchase Order or search results screen to an invoice
Search for line items from an invoice
Create an invoice for a purchase order
Link an existing invoice to a purchase order
5. Electronic Invoicing
6. View an invoice
IV. Managing patron purchase requests
7. Adding a request
8. Adding requests to selection lists
V. Placing purchase requests from a patron record
9. Receive Items From an Invoice
Receive Items in Batch (List Mode)
Receive Specific Copies (Numeric Mode)
VI. Selection Lists and Purchase Orders
10. Selection Lists
Create a selection list
Add items to a selection list
Clone selection lists
Merge selection lists
Delete selection lists
Mark Ready for Selector
Convert selection list to purchase order
11. Purchase Orders
Duplicate Purchase Order Name Warning Dialog
Purchase Order Activation Progress Bar
Activate Purchase Order with Zero Copies
Enhancements to Canceled and Delayed Items
Paid PO Line Items
12. Brief Records
Add brief records to a selection list
Add brief records to purchase orders
13. MARC Federated Search
14. Line Items
Return to Line Item
Display a Count of Existing Copies on Selection List and Purchase Order Lineitems
VII. Load MARC Order Records
15. Basic Upload Options
16. Record Matching Options
17. Default Upload Settings
18. Sticky Settings
19. Use Cases for MARC Order Upload form