How can I keep track of requests for out-of-print materials?
Create a PR category called “Out-of-Print.” Then when you receive a request for an out-of-print item, create a purchase request for it and assign the “Out-of-Print” category to it. (For instructions on creating a PR Category, see “Creating a PR Category” in the Acquisitions Setup Guide. For instructions on creating a purchase request, see Creating a Purchase Request.) Follow these same procedures for tracking any other type of request.
How do I handle prepaid orders in Horizon?
When you create the purchase order, set the Spent Event field in the PO header to “Create Invoice at PO Line Approval (Prepaid).” (For more information, see Creating a Prepaid Order.)
Can I use Acquisitions to track gifts received by the library?
Yes. (For information on tracking gifts in Acquisitions, see Gifts and Exchanges.)
How do I keep track of items not acquired on a firm-order (for example, standing orders, subscriptions, and items received on an approval plan)?
For information, see Acquisitions Methods.
Does Horizon accommodate centralized ordering practices?
Yes. (For information, see Central Ordering.)
Does Horizon display Acquisitions titles in PAC?
Yes, if you choose to display them. Some libraries like to show the titles that are on order in their catalog so borrowers can see that a particular title they are looking for is on order. Other libraries prefer not to show these titles until after they are received, or after they are received and fully cataloged. Horizon lets you choose the option that is best for your library on an order-by-order basis. (For more information, see Copy and Item Creation.)
Can requests be placed on titles that are on order?
Yes. (For information, see Placing a Request on an Acquisitions Title.) Also, be aware that requests may be restricted by location, borrower type, item type, and item status. (For more information, see “Setting Up the Request Privileges Parameters” in the Circulation Setup Guide.) Also, make sure the item statuses “On Order” (r) and “Newly Acquired” (n) are set to allow requests. To do this, check the “item_status” view in the Table Editor; make sure the Request? box for these statuses is marked.
How do I access order information from staff searching?
For information, see Displaying Order Information in Staff Searching.
What happens when I import MARC records for titles that are on order?
The MARC records replace the short bib records created in Acquisitions, if you choose to overlay existing bib records. (For more information, Importing MARC Records for Acquisitions Titles.)
When does Horizon encumber and expend funds for ordered items?
For information, see Encumbrances and Expenditures.
Can I identify the person for whom an item is being ordered somewhere on the purchase order?
Yes. (For instructions, see Identifying the Person or Department an Order Is For.) This also lets you print a borrower label when you receive the item, which you can use as a delivery slip to expedite the delivery of the item to the person. Some libraries may also use this feature to identify the requestor of the title.
Is it possible to split the cost of an item between more than one budget?
Yes. (For instructions, see Entering Multiple Budgets for a PO Line.)
How can I view the status of items on a purchase order?
For information, see Reviewing Item Detail for a PO Line.
Is it possible to cancel, suspend, or force claims in Acquisitions?
Yes. (For instructions, see Canceling, Suspending, or Forcing Claims.)
Can I reprint claim letters?
Currently, Horizon does not include functionality for reprinting a claim letter. (For a work around, see Reprinting Claim Letters.)
I’d like to change the messages that appear on claim letters and cancellation notices. How do I do this?
To change the message on claim letters, see Changing Claim Messages. To change the message on cancellation notices, see Changing the Cancellation Message.
Does Horizon generate proforma invoices?
Yes. (For more information, see Proforma Invoices.)
What are my options for editing a purchase order after it has been printed?
For information, see Editing Purchase Orders.
How do I delete old purchase orders?
Horizon currently does not provide a process for deleting old purchase orders.
Can I view copy and issue information from Acquisitions?
Yes. Users in Serials can also view order information from Serials. (For more information, see Viewing Issue Information.)
Does Horizon provide a report of vendor performance?
Yes. Vendor performance statistics are included in the Acquisitions Details report that is printed by Day End. (For more information about this report, see Acquisitions Detail Report.)
How do I correct mistakes made in Acquisitions?
Fortunately, Horizon provides a wide range of options for undoing order transactions and correcting mistakes. (For step-by-step instructions on these tasks, see Correcting Mistakes.)
Can I record a back order in Acquisitions?
Yes. (For information, see Recording a Back Order.)
Can I restrict users from accessing certain features or views in Acquisitions?
Yes. You can determine the views, menu options, and features that a user can access. This is determined by the passkey that is assigned to the user ID. (For more information, see “Security” in the Acquisitions Setup Guide.)
Can I restrict access to certain budgets?
Yes. (For information, see “Restricting Access to a Budget” in the Acquisitions Setup Guide.)
Does Horizon warn users about over-encumbrances and over-expenditures?
Yes. If the Budget and Contract Checking feature is activated in your Acquisitions Parameters, Horizon will warn users when an action will encumber or expend funds against a budget or vendor contract beyond the limits you define. (For more information, see “Budget Limit Checking” and “Contract Limit Checking” in the Acquisitions Setup Guide.)
Does Horizon allow the “freezing” and closing of budgets?
Yes. You can assign a status of Open, Frozen, or Closed to a budget. (For more information, see “Changing a Budget’s Status” in the Acquisitions Setup Guide.)
Can I track vendor contracts, including deposit and pre-encumbered fund accounts in Horizon?
Yes. (For information, see “Vendor Contracts” in the Acquisitions Setup Guide.)
I’d like to customize the windows in Acquisitions. Is this possible?
Yes. You do this by editing the view for the window you want to change. You can add or remove certain fields, make a field required, change the name, length, or default settings for a field, and so on. (For more information, see Customizing Views.)
Is it possible to customize the bibliographic information that is included on the purchase order?
Yes. With help from Horizon Support, you can customize the bibliographic and nonbibliographic fields that are included on purchase orders and purchase requests. (For example, you can add the publisher, edition, and publication date to your purchase orders.) (For more information, talk with your system administrator or call Horizon Support.)
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