Edit Acquisitions Parameters Window

Current Fiscal Year

Defines the current fiscal year. Horizon uses the year in this field to perform certain functions in Acquisitions.

Enter the current fiscal year.

Track Budget Transactions

Mark this box if you want Horizon to record each transaction that affects your budgets. If budget tracking is on, Horizon records the date and time of each transaction, the transaction amount, and the person who performed the transaction.

Take Note:

To access the budget transaction record, you must use an SQL server reporting tool, such as ReportSmith.

Check Budget and Vendor Cont/Acct Limits

Lets you specify if you want to use the limit checking feature for budget and vendor contracts/accounts. The limit checking feature provides warnings when users try to perform a function that will encumber or expend funds against a budget or vendor contract/account beyond the limits defined on the budget or vendor record. Users can override this warning only if their security settings allow it. (For more information on limit checking, Budget Limit Checking and Contract Limit Checking.)

Mark this box if you want Horizon to provide warnings when users try to perform a function that will encumber or expend funds against a budget or vendor contract/account beyond the limits defined on the budget or vendor record.

Auto PO Line Approval on

Lets you choose how you want Horizon to automatically approve PO lines, if you want automatic PO line approval. (For more information, see “Approving PO Lines” in the “Purchase Orders” chapter of the Acquisitions Guide.)

Mark any or all of these boxes:

Save PO Line. Mark this box if you want Horizon to automatically approve a PO line when you save the line.
Copy Lines to PO. Mark this box if you want Horizon to automatically approve a PO line when you copy a PO line to the same or another PO when you use the “Copy Line(s) to PO” option on the PO Line menu.
Renew PO Lines. Mark this box if you want Horizon to automatically approve a PO line when you renew the PO line.

Print Workslip at Receiving

Lets you choose from seven options for printing workslips during the receiving process. (For more information, see the “Purchase Orders” chapter of the Acquisitions Guide.)

Choose one of these options:

No Workslip (show Request Alert). Choose this option if you do not want workslips to print automatically at receiving.
Auto Print. Choose this option if you want workslips to print automatically after a title has been received.
Auto Print only if request or note. Choose this option if you want workslips to print automatically only if there are requests for a title, or if there are workslip notes.
Prompt to print. Choose this option if you want the user to be prompted to print the workslip for the each title as it displays.
Prompt to print only if request or note. Choose this option if you want the user to be prompted to print only those titles with requests or workslip notes.
Batch Print. Choose this option if you want the workslips for titles received at a workstation to be batched for later printing. Batch print works with either receipt or Windows printers.
Batch print only if request or note. Choose this option if you want the workslips for titles with requests or workslip notes to be batched for later printing.

Currency Code (ISO 4217)

The base currency in Horizon uses the ISO 4217 currency code. You can find this code by searching popular financial web sites, or by entering “ISO 4217” in the search field of any Internet search engine.

Enter The ISO 4217 currency code. (For example, enter “USD” for the currency in the United States of America.)

ISBN search index

Enter or choose the code for an exact match ISBN search index.

Multi Location EDI.

Mark this box if you want to upload and process EDIFACT files at multiple locations.

One Tag Only from Bib on PO

Lets you specify to use one or multiple ISBNs in the PO.

This setting also affects other tags that are brought over from the bib record when you create a PO.

Mark the checkbox to indicate that the system should use one ISBN in the PO. Clear the checkbox to allow multiple ISBNs in the PO.

ISBN duplication index

Enter or choose the code for a search index to check for duplicate ISBNs against. The default index is isbnEX (ISBN/ISSN Exact Match).

ISSN duplication index

Enter or choose the code for a search index to check for duplicate ISSNs against. The default index is issnEX (ISSN Exact (only 022).

Print purchase orders without labels

Mark this box if you want Horizon to always include edition and publication information from order lines in purchase orders, regardless of how the labels are configured in the marc_usage table. If this box is marked, notes and volume numbers will also be printed with the purchase orders.

 


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