Create a New Acquisitions Record

To create a new Polaris Acquisitions record:

1. Select File > New from the Polaris Shortcut Bar.

The New dialog box appears.

Tip:
Select Acquisitions Objects to limit the list by Acquisitions record types.

2. Select one of the following Acquisitions record types:

• Fiscal Year
• Fund
• Invoice
• Purchase Order
• Selection List
• Supplier Record

If there are existing templates that can be used for the record type, the templates are displayed in the New dialog box. For Acquisitions records, only purchase orders have templates.

3. To use a template to create the new record, if appropriate, select Existing Template, and select a template from the list.
4. Click OK.

Note:
If you are creating multiple purchase orders using the same template, select the template, and select the Make session default box. When you create the next purchase order, the template is automatically selected.

The appropriate workform appears for the record you want to create.