Acquisition User Guide
Welcome to Horizon Acquisitions. Acquisitions is an integrated piece of the Horizon library system that manages the acquisition of library material. Working in concert with staff searching, Cataloging, and Serials, Acquisitions helps you perform all the functions of your acquisitions department, including order creation, claiming, receiving, cancellation, invoice entry, fund tracking, desiderata (wish-list) file creation, vendor file maintenance, and statistical reporting.
The Acquisitions User’s and Administrator’s Guide is for all users of Acquisitions, including system administrators. It explains how to set up and use the module to acquire items for your library. It covers all the steps in the acquisitions cycle—from creating purchase requests and conducting pre-order searches—to receiving items and entering invoices. It also explains how to review and print Acquisitions reports. All setup and administration-related topics that are specific to Acquisitions are covered in the Acquisitions Setup Guide, not in this guide or the System Administration Guide.
This guide contains these major sections:
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Getting started explains the basic information you need to begin using Acquisitions, and gives you an overview of this guide. |
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Selection list explains how to set up, create, use, and maintain selection lists of items you want to keep track of. |
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Purchase requests explains how to record, organize, and review requests you receive for new library material. |
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Purchase orders explains how to create and communicate purchase orders, how to claim and receive purchase order items, and how to perform related tasks. |
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Statements explains how to record vendor statements, including regular invoices, supplemental invoices, credit memos, and nontitle invoices. It also explains other statement-related tasks. |
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Vouchers explains how to create and print vouchers and perform related tasks. |
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Reports explains how to generate “canned” and custom reports to monitor and evaluate Acquisitions activity. |
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Technical topics provides technical information about the Acquisitions module. It includes sections on correcting mistakes, customizing views, saving Acquisitions data to a file, troubleshooting, and error messages. |
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Window and dialog box descriptions explains each window, dialog box, and message box in Acquisitions. In addition, this appendix explains most fields, buttons, and options each the windows and dialog boxes. |
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