Overview of Tasks

This section outlines the tasks for acquiring most firm-order items and performing related tasks. Specific instructions for acquiring other types of items—including serials, gifts, and items received on an order plan—are included in other sections of this guide.

Be aware that Acquisitions work flow and procedures will vary by library, so you should be familiar with your library’s policies and procedures. While this section summarizes the options Horizon gives you, specific procedures may be adopted according to the needs of your library.

In general, acquisitions work in Horizon consists of these tasks:

1. Setting Up the Acquisitions Module
2. Keeping Selection Lists
3. Recording Purchase Requests
4. Selecting Titles and Conducting Pre-order Searches
5. Creating Purchase Orders
6. Approving Purchase Orders
7. Communicating Purchase Orders
8. Receiving Items
9. Sending Claims for Unreceived Items
10. Canceling Items
11. Recording Statements
12. Approving Statements
13. Printing Vouchers
14. Generating Reports
15. Undoing Transactions

 


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