Acquisitions Setup Guide

Acquisitions requires that you define certain information before you begin using Acquisitions features. (For example, you need to create library budgets, enter vendor information, and define extra charge types.) Most of these tasks were completed when you installed Horizon; however, you can add to or update the information on an ongoing basis as needed. (For example, you may need to add vendors, update your budgets for a new fiscal year, or update a currency’s exchange rate.)

The list below shows the information you must set up for Acquisitions. You enter much of this information in views in the Table Editor. Most of these views are available in the Acquisitions\Acquisitions Setup folder on the navigation bar (unless you have removed them). You can also access the views through the Table Editor itself. In addition, you can enter most of this information “on-the-fly” as you perform tasks in Acquisitions. (For more information, see Creating or Editing Codes On-the-Fly.)

This guide assumes that you know how to use the Table Editor. (For more information, see “Horizon Table Editor” in the “Getting Started” chapter of the System Administration Guide.)

Whenever you make a change to Horizon setup, you should exit Horizon and restart it on any workstation where you want the change to take effect.

This guide contains these major sections:

 


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