Enter Acquisitions Information for an Item Record

Note:
The fund, order date, price, and purchase order number are automatically filled in on the Source and Acquisition view of the Item Record workform if on-order item records were created when the purchase order was released. If the item was purchased with a donor fund, the donor information also appears. You can track the items that were paid for with donor funds in Acquisitions using the Items Ordered by Donor Fund report. See Acquisitions Reports. The invoice number appears on this view when the invoice is paid.

To enter source and acquisition information for an item record if the information was not copied from the purchase order and fund records in Acquisitions:

Note:
This view also displays circulation statistics for the item.

1. Open the Item Record workform.
2. Select View > Source and Acquisition or click .
3. If the information is not carried over from a purchase order that uses a donation fund, specify the acquisitions information for the item as follows:

• Type the name for the fund used to purchase the item in the Funding box.
• If the item was purchased using donated funds, type the donor’s name in the Donor first name, Middle, and Last name boxes. Or, if it was an organization that donated the funds, type the name in the Donor organization box.

Note:
If the item was created automatically from the embedded holdings information in an imported bibliographic record, the Import date, Bib record, and Source boxes are filled in.

4. Select File > Save, press CTRL+S, or click .