Staff Client Help v7.3 - v8.0
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<h1><a name="XREF_50766_Acquisitions"></a>Acquisitions Record Levels</h1>
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<p><a name="kanchor2576"></a><a name="IX_described_51"></a><a name="kanchor2577"></a><a name="IX_described_50"></a><a name="kanchor2578"></a><a name="IX_described_49"></a><a name="kanchor2579"></a><a name="IX_header_line_item_segment"></a>Selection List, Purchase Order, and Invoice workforms contain information at the following levels: Header, Line Item and Segment.</p>
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<p>See also:</p>
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<ul type="disc">
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<li>
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<p class="FM_Task"><a href="#XREF_48653_Header_Information">Header Information</a>
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<li>
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<p class="FM_Task"><a href="#XREF_53446_Line_Items_List">Line Items List </a>
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<li>
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<p class="FM_Task"><a href="#XREF_74482_Individual_Line">Individual Line Items and Segments</a>
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<h2><a name="TOC_Header_Information"></a><a name="XREF_48653_Header_Information"></a>Header Information</h2>
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<p>The General view of the Selection List, Purchase Order, and Invoice workforms contain header information that relates to the record as a whole and applies to all line items in the record. For example, the supplier’s name on a purchase order is at the header level because it is the same supplier for all the line items on the purchase order. You can specify charges at the purchase order or invoice header level that apply to the whole order, such as shipping charges.</p>
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<h2><a name="TOC_Line_Items_List"></a><a name="XREF_53446_Line_Items_List"></a>Line Items List </h2>
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<p><a name="kanchor2580"></a><a name="IX_saving_your_place"></a><a name="kanchor2581"></a><a name="IX_saving_your_place_in"></a>The General view of the Selection List workform and the Line Items view of the Purchase Order and Invoice workforms have a list view where you can see and work with all the line items or titles in that record. Bibliographic information is at the line item level because it applies to all copies of the title.</p>
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<h2><a name="TOC_Individual_Line_Items"></a><a name="XREF_74482_Individual_Line"></a>Individual Line Items and Segments</h2>
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<p>When you select an individual line item on the Selection List, Purchase Order, or Invoice workform, the Line Item workform opens. This workform is composed of segments that contain the destination, collection, quantity, and fund for specific copies of the title.</p>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.4</span></div>
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<h1><a name="XREF_48827_Acquisitions_Setup"></a>Acquisitions Setup Checklist</h1>
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<p><a name="kanchor97"></a><a name="IX_checklist_for_setting_up"></a>Before you order materials using Polaris Acquisitions, do the following setup tasks:</p>
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<ul>
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<li>Make sure staff have the required permissions to do tasks in Acquisitions, including the permission to modify funds if they over-expend or over-encumber funds. They may also need Cataloging permissions to do certain tasks.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../PDKacqref/Acquisitions_Workflow_Permissions.htm#XREF_20342_Setting">Acquisitions Workflow Permissions</a>.</MadCap:conditionalText></li>
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<li>Set up Acquisitions profiles and parameters in Polaris Administration.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Acquisitions_Administration.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Acquisitions Administration Overview</span></a>.</MadCap:conditionalText></li>
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<li>Set up supplier records in Acquisitions. See <a href="../PAsuppliers/Setting_Up_Supplier_Records.htm#XREF_88531_Supplier_Records">Setting Up Supplier Records</a>.</li>
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<li>Set up fiscal years and funds in Acquisitions. See <a href="../PAbudget/Setting_Up_the_Acquisitions_Budget.htm#XREF_25361_Fiscal_Year_Window">Setting Up the Acquisitions Budget</a>.</li>
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<li>(Optional) Set up the purchase order templates in Acquisitions and on-order bibliographic and item templates in Cataloging. See <a href="../PAtemplates/Setting_Up_Templates_for_Acquisitions.htm#XREF_71112_Cataloging">Setting Up Templates for Acquisitions</a>.</li>
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<li>(Optional) Set up profiles with your suppliers to use their Web-based selection tools.</li>
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<li class="Checklist">(Optional) Set up importing profiles in Cataloging to import bibliographic records from your suppliers and create record sets. Polaris includes read-only import profiles specifically designed for acquisitions. These profiles cannot be changed, but they can be copied and renamed. The <b>Acq Bibs</b> import profile is designed to retain 970 tags when the incoming records are rejected as duplicates, and the <b>Enriched EDI Orders</b> import profile is designed to update on-order items to shelf-ready items.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Cataloging/PKimport/Setting_Up_Import_Profiles.htm#XREF_53954_Polaris_Read_only">Polaris Read-Only Import Profiles</a>.</MadCap:conditionalText></li>
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<li>(Optional) If you do EDI ordering, set up EDI ordering with your suppliers.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Setting_Up_EDI_Ordering.htm#XREF_17318_EDI_Ordering">Setting Up EDI Ordering</a>.</MadCap:conditionalText></li>
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<li>(Optional) If you use Polaris Titles to Go, set up Titles to Go.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Setting_Up_Titles_to_Go.htm#XREF_72362_Setting_Up_Title">Setting Up Titles to Go</a>.</MadCap:conditionalText></li>
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<li>(Optional) If you order from suppliers who use a currency other than US dollars, establish the foreign currency in Polaris.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Administering_Foreign_Currencies.htm#XREF_32231_Establish_Foreign">Administering Foreign Currencies</a>.</MadCap:conditionalText></li>
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<h1><a name="XREF_58946_Acquisitions"></a>Acquisitions Workflows, Record Types and Automatic Processes</h1>
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<p>This section provides an overview of the workflows, record types, and automatic processes used in Polaris Acquisitions.</p>
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<h2>Acquisitions Workflows</h2>
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<p>Your library can choose from a variety of ordering, receiving, and invoicing workflows to accomplish tasks in Acquisitions.</p>
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<p>See also:</p>
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<ul>
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<li><a href="../PAorder/Ordering.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Ordering</span></a>
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</li>
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<li><a href="../PAreceive/Receiving_Orders.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Receiving Orders</span></a>
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</li>
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<li><a href="../PAinv/Invoicing.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Invoicing</span></a>
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</li>
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</ul>
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<h2><a name="TOC_Acquisitions_Record_Types"></a><a name="XREF_99448_Acquisitions"></a>Acquisitions Record Types</h2>
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<p>In Polaris Acquisitions, various records store information about a library’s budgeting, ordering, and invoicing activities. Some Acquisitions records are also linked to Cataloging or Serials records. Acquisitions records, like other Polaris records, are displayed in workforms.</p>
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||||
<p>See also:</p>
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||||
<ul type="disc">
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||||
<li><a href="#XREF_93438_Fiscal_Year_Records">Fiscal Year Records</a>
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</li>
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<li><a href="#XREF_99490_Fund_Records">Fund Records</a>
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</li>
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||||
<li><a href="#XREF_95832_Supplier_Records">Supplier Records</a>
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</li>
|
||||
<li><a href="#XREF_75400_Selection_List">Selection List Records</a>
|
||||
</li>
|
||||
<li><a href="#XREF_64870_Selection_List">Selection List Line Item Records</a>
|
||||
</li>
|
||||
<li><a href="#XREF_37963_Purchase_Order">Purchase Order Records</a>
|
||||
</li>
|
||||
<li><a href="#XREF_27893_Purchase_Order">Purchase Order Line Item Records</a>
|
||||
</li>
|
||||
<li><a href="#XREF_44467_Invoice_Records">Invoice Records</a>
|
||||
</li>
|
||||
<li><a href="#XREF_16491_Invoice_Line_Item">Invoice Line Item Records</a>
|
||||
</li>
|
||||
<li><a href="#XREF_96568_Claim_Records">Claim Records</a>
|
||||
</li>
|
||||
<li><a href="#XREF_70367_Automatic">Automatic Processing of Polaris Records</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h3><a name="TOC_Fiscal_Year_Records"></a><a name="XREF_93438_Fiscal_Year_Records"></a>Fiscal Year Records</h3>
|
||||
<p><a name="kanchor4676"></a><a name="IX_fiscal_year_described"></a><a name="kanchor4677"></a><a name="IX_described_39"></a>Fiscal year records track and manage funds for a specific period of time. You can create an unlimited number of fiscal year records, and they can have overlapping durations. Each fiscal year record can link to an unlimited number of fund records.</p>
|
||||
<p>When you set up the acquisitions budget, you start with a fiscal year record. You name the record, give it a start and end date, select the owner of the record, and include any notes. Then create the fund records that are linked to the fiscal year record. See <a href="../PAbudget/Setting_Up_Fiscal_Years.htm#XREF_33413_Creating_a_Fiscal">Setting Up Fiscal Years</a>.</p>
|
||||
<h3><a name="TOC_Fund_Records"></a><a name="XREF_99490_Fund_Records"></a>
|
||||
</h3>
|
||||
<h3>Fund Records</h3>
|
||||
<p><a name="kanchor4678"></a><a name="IX_fund_described"></a><a name="kanchor4679"></a><a name="IX_described_40"></a>Fund records track the purchase of library materials and services. You can set up funds for budget allocations, gifts, grants, donations, deposit accounts, and endowments. From the fund workform or from a fund record displayed in the Find Tool results list, you can go directly to purchase orders or invoices that are linked to this fund, whether the fund is used to pay for header charges or to pay for copies of the title. See <a href="../PAbudget/Managing_Funds.htm#XREF_70657_Managing_Funds">Managing Funds</a>.</p>
|
||||
<p class="indent2"><a name="kanchor4680"></a><a name="IX_links_to_other_records"></a>
|
||||
</p>
|
||||
<h3><a name="TOC_Supplier_Records"></a><a name="XREF_95832_Supplier_Records"></a>Supplier Records</h3>
|
||||
<p><a name="kanchor4681"></a><a name="IX_supplier_described"></a><a name="kanchor4682"></a><a name="IX_described_41"></a>Supplier records contain information about suppliers’ accounts with your library, including the supplier’s name, alternative name, contact person, account information, Standard Address Number (SAN), currency code, telephone numbers, addresses, instructions, electronic ordering information, claiming information, and notes. If the supplier accepts orders via Electronic Data Interchange (EDI), and your library wants to send orders electronically, the EDI ordering information is set up in the Supplier record. Each purchase order and invoice is linked to a supplier record, except Miscellaneous invoices, which do not require a linked supplier record. See <a href="../PAsuppliers/Setting_Up_Supplier_Records.htm#XREF_88531_Supplier_Records">Setting Up Supplier Records</a>.</p>
|
||||
<h3><a name="TOC_Selection_List_Records"></a><a name="XREF_75400_Selection_List"></a>Selection List Records</h3>
|
||||
<p><a name="kanchor4683"></a><a name="IX_selection_list_described"></a><a name="kanchor4684"></a><a name="IX_described_42"></a>Selection lists contain titles that a staff member (requestor) assembles as suggested purchases. The titles are then reviewed and approved or rejected by the appropriate individual (selector). Selection list line items can be copied from one selection list to another. Once approved, the titles can be copied to a purchase order. See <a href="../PAselections/Setting_Up_Selection_Lists.htm#XREF_52632_Setting_Up">Setting Up Selection Lists</a>.</p>
|
||||
<h3><a name="TOC_Selection_List_Line_Item"></a><a name="XREF_64870_Selection_List"></a>Selection List Line Item Records</h3>
|
||||
<p><a name="kanchor4685"></a><a name="IX_selection_list_line_item"></a><a name="kanchor4686"></a><a name="IX_described_43"></a>Selection list line item records include bibliographic and distribution information for each title on a selection list. The distribution information is listed in individual line item segments that show the quantity, destination, collection, and fund for the copies of the title. </p>
|
||||
<h3><a name="TOC_Purchase_Order_Records"></a><a name="XREF_37963_Purchase_Order"></a>Purchase Order Records</h3>
|
||||
<p><a name="kanchor4687"></a><a name="IX_purchase_order_described"></a><a name="kanchor4688"></a><a name="IX_described_44"></a>Purchase order records contain instructions, cumulative totals, header charges, and notes as well as line items for each title ordered. When you create a purchase order, you can select a template that includes the order type, payment method, claim information, discount, library name, supplier, and distribution information. See <a href="../PAorder/Ordering.htm#XREF_33273_Ordering">Ordering</a>.</p>
|
||||
<h3><a name="TOC_Purchase_Order_Line_Item"></a><a name="XREF_27893_Purchase_Order"></a>Purchase Order Line Item Records</h3>
|
||||
<p><a name="kanchor4689"></a><a name="IX_purchase_order_line_item"></a><a name="kanchor4690"></a><a name="IX_described_45"></a>Purchase order line item records contain bibliographic, claiming, and distribution information for the title being ordered. The distribution information is in segments that specify the quantity, destination, collection, and fund for the title. The segment data can be copied to a new line. Line items can be copied to invoices and to other purchase orders.</p>
|
||||
<h3><a name="TOC_Invoice_Records"></a><a name="XREF_44467_Invoice_Records"></a>Invoice Records</h3>
|
||||
<p><a name="kanchor4691"></a><a name="IX_invoice_described"></a><a name="kanchor4692"></a><a name="IX_described_46"></a>Invoice records contain itemized lists of the materials shipped to the library. An invoice may also include header charges for services provided by the supplier, such as cataloging and shipping, as well as any credits from the supplier. The EDI file name appears if the invoice was sent electronically. See <a href="../PAinv/Creating_Invoices.htm#XREF_40447_Creating_Invoices">Creating Invoices</a>.</p>
|
||||
<h3><a name="TOC_Invoice_Line_Item_Records"></a><a name="XREF_16491_Invoice_Line_Item"></a>Invoice Line Item Records</h3>
|
||||
<p><a name="kanchor4693"></a><a name="IX_invoice_line_item"></a><a name="kanchor4694"></a><a name="IX_described_47"></a>Invoice line item records contain information about specific titles. Within each invoice line item are segments that specify the quantity, destination, collection, fund, fiscal year, payment status, and charges related to the copies of the title.</p>
|
||||
<h3><a name="TOC_Claim_Records"></a><a name="XREF_96568_Claim_Records"></a>Claim Records</h3>
|
||||
<p><a name="kanchor4695"></a><a name="IX_described_48"></a><a name="kanchor4696"></a><a name="IX_claim_described"></a>When an item is not received as expected, you can claim the item and a claim record is created automatically. You can use the Claim workform to specify why the item was claimed, to enter a response from the supplier, or to view an item’s claim history. See <a href="../PAclaim/Claiming.htm#XREF_19682_Claiming_Items">Claiming</a>.</p>
|
||||
<h3><a name="TOC_Automatic_Processing_of"></a><a name="XREF_70367_Automatic"></a>Automatic Processing of Polaris Records</h3>
|
||||
<p>The Polaris Acquisitions menu also includes options for automatic processing of records:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Claim Alert List</span> - This workform lists items eligible for claiming and pending claims for items that have not been received. See <a href="../PAclaim/Claiming.htm#XREF_19682_Claiming_Items">Claiming</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Templates</span> - When you select <b>Templates > Purchase Orders</b> from the Acquisitions menu, you can search for purchase order templates to use to create new purchase order records. You can also select a template when you select <b>File > New > Purchase Order</b>. See <a href="../PAtemplates/Setting_Up_Templates_for_Acquisitions.htm#XREF_71112_Cataloging">Setting Up Templates for Acquisitions</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>EDI Services</b> - This menu item includes the following submenu:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Check In Shelf-Ready Materials</span> -<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services/PPckin/Checking_In_Shelf-Ready_Items.htm#XREF_33764_Checking_In_New">Checking In Shelf-Ready Items</a>.</MadCap:conditionalText></p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Process EDI Invoices</span> - See <a href="../PAinv/Process_EDI_invoices_for_partial_shipments.htm#XREF_77703_Process_EDI">Process EDI invoices for partial shipments</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Receive ASN Shipments </span>- See <a href="../PAreceive/Receive_using_the_Advanced_Shipping_Notice_ASN.htm#XREF_91690_Receive_Using_the">Receive using the Advanced Shipping Notice (ASN)</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Purchase order release and on-order item records -</span> When a purchase order is released and the user opts to create on-order item records, the matching process attempts to match an on-order item template to the purchase order line item. See <a href="../PAtemplates/Creating_On-Order_Item_Templates.htm#XREF_98859_Matching_Process">Matching Using Branch, Collection, and/or Material Type</a>.</p>
|
||||
</li>
|
||||
</ul>
|
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</div>
|
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</div>
|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.4</span></div>
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<h1><a name="XREF_95777_Create_a_new"></a>Create a New Acquisitions Record</h1>
|
||||
<p>To create a new Polaris Acquisitions record:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File > New</b> from the Polaris Shortcut Bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">The New dialog box appears.</p>
|
||||
<p class="NoteShade"><b>Tip</b>:<br />Select <b>Acquisitions Objects to limit the list by </b>Acquisitions record types.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select one of the following Acquisitions record types:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>Fiscal Year</b>
|
||||
</li>
|
||||
<li><b>Fund</b>
|
||||
</li>
|
||||
<li><b>Invoice</b>
|
||||
</li>
|
||||
<li><b>Purchase Order</b>
|
||||
</li>
|
||||
<li><b>Selection List</b>
|
||||
</li>
|
||||
<li><b>Supplier Record</b>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="indent2">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.</p>
|
||||
<ol start="3">
|
||||
<li value="3">To use a template to create the new record, if appropriate, select <b>Existing Template</b>, and select a template from the list.</li>
|
||||
<li value="4">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you are creating multiple purchase orders using the same template, select the template, and select the <b>Make session default</b> box. When you create the next purchase order, the template is automatically selected.</p>
|
||||
<p class="indent2">The appropriate workform appears for the record you want to create.</p>
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|
||||
<h1><a name="XREF_28446_List_order_records"></a>Find Acquisitions Records</h1>
|
||||
<p>To find an existing Acquisitions record:</p>
|
||||
<ol>
|
||||
<li value="1">On the Polaris Shortcut bar select <b>Acquisitions.</b></li>
|
||||
</ol>
|
||||
<p class="indent2">The Acquisitions menu appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select the record type in the menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Find Tool appears with the record type selected in the <b>Object</b> box.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The Find Tool does not appear when you select<b> Claim Alert List, </b>or any<b> EDI Services</b> option (Check In Shelf-Ready Materials, Process EDI Invoices, Receive ASN Shipments) because they are tools for processing records.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select what you want to search by from the list in the <b>Search</b><b>by</b> box.</li>
|
||||
<li value="4">To focus your search, select an option in the <b>Limit by</b> box and select or type a value in the <b>Value </b>box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can save your searching preferences (<b>Search</b><b>by</b>, <b>Limit by, Sort by</b>) by selecting <b>Options > Save as User Default</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Choose one of the following search types in the <b>Type</b> box:<ul type="disc"><li><b>Exact match (implicitly truncated)</b></li><li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Exact match (explicitly truncated)</b></li><li><b>Keyword search</b></li><li><b>Phrase search</b></li></ul></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor4056"></a><a name="IX_searching_using_keywords"></a><a name="kanchor4057"></a><a name="IX_using_keywords"></a><a name="kanchor4058"></a><a name="IX_searching_in_acquisitions"></a><b>Note:<br /></b>Keyword and phrase searching are available only when you are searching for a record that is linked to a bibliographic or item record, and there is an indexed field in the <b>By </b>box. For example, you can search for a Purchase Order Line Item by <b>Title</b> because the purchase order line item is linked to a bibliographic record and Title is an indexed field. The search is actually looking for the bibliographic record with that title, and it returns the linked purchase order line items that are linked to the bibliographic records. You may also see automatic suggestions for phrase or keyword searching if your library has enabled this option in Polaris Administration.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">To display the results in a specific sort order, select a sort option in the <b>Sort by</b> box.</li>
|
||||
<li value="7">Type the search characters in the <b>For</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor4059"></a><a name="IX_searching_2"></a><a name="kanchor4060"></a><a name="IX_using_in_exact_match"></a><a name="kanchor4061"></a><a name="IX_searching_using_wildcards"></a><a name="kanchor4062"></a><a name="IX_notes_fields"></a><b>Important:<br /></b>When you select <b>Exact match (implicitly truncated),</b> the search will find terms <span style="font-style: italic;">after</span> the term you entered, as if there were a wildcard character after the term. Add an asterisk <span style="font-style: italic;">before</span> the term to get results where the search term is not at the beginning.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Click <b>Search </b>to start the record search.</li>
|
||||
</ol>
|
||||
<p class="indent2">The results list appears at the bottom of the Find Tool.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9">Double-click the record you want to open.</li>
|
||||
</ol>
|
||||
<p class="indent2">The record appears in the appropriate workform.</p>
|
||||
<h4><a name="XREF_98905_Related_Information"></a>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Searching with the Find Tool</span> -<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Polaris_Basics/PIfindrec/Finding_Polaris_Records.htm#XREF_30000_Finding_Polaris" title="Finding Polaris Records" alt="Finding Polaris Records">Finding Polaris Records</a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Printing from the Find Tool</span> - You can print the results list to create an instant report. For example, you could search for purchase orders that were released within a certain date range, limit the results to show only the received purchase orders, and click the <b>Total</b> column header to sort the results by dollar amount. Right-click, and select <b>Print > List View</b> to print the list.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.4</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+77
@@ -0,0 +1,77 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Acquisitions |Starting an Acquisitions Task" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Link to other records</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Acquisitions/PAstart/Link_to_other_records.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_21142_Multi_branch"></a><a name="XREF_35472_Linking_Records"></a>Link to Other Records</h1>
|
||||
<p><a name="kanchor2906"></a><a name="IX_opening_records_from"></a><a name="kanchor2907"></a><a name="IX_linking_to_other_records"></a>You can access records by linking to them from the <span class="mc-variable III_Variables.Find_Tool variable">Find Tool</span> results list or from a record’s workform. You can also create a new linked record from a workform. Use one of the following methods to link to another record.</p>
|
||||
<ul type="disc">
|
||||
<li>From the workform’s menu bar - Select <b>Links </b>and select the type of record to see existing links.</li>
|
||||
<li>From the workform’s menu bar - Select <b>Tools </b>><b> Create <span style="font-style: italic;">record type</span></b>. This creates a new linked record.</li>
|
||||
<li>From the workform’s Line Items view - Right-click the line item, and select <b>Links </b>from the context menu.</li>
|
||||
<li>From the Find Tool results list - Right-click the record, and select <b>Links</b> from the context menu.</li>
|
||||
</ul>
|
||||
<p class="KeepWithNext">The following example shows linking from the <span class="mc-variable III_Variables.Find_Tool variable">Find Tool</span>.</p>
|
||||
<p class="indent2">
|
||||
<img alt="LinkFTool.gif" style="margin-bottom: 0.000pt;width: 600;height: 361;" id="image16" src="../../../Resources/Images/FTLinks_600x361.png" />
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.4</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+76
@@ -0,0 +1,76 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Acquisitions " data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Starting an Acquisitions Task</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Acquisitions/PAstart/Starting_an_Acquisitions_Task.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_27860_Accessing_Polaris"></a>Starting an Acquisitions Task</h1>
|
||||
<p>You start a task in Polaris Acquisitions by finding or linking to an existing record, or by creating a new record.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Find_acquisitions_records.htm#XREF_28446_List_order_records">Find Acquisitions Records</a>
|
||||
</li>
|
||||
<li><a href="Link_to_other_records.htm#XREF_21142_Multi_branch">Link to Other Records</a>
|
||||
</li>
|
||||
<li><a href="Create_a_new_Acquisitions_record.htm#XREF_95777_Create_a_new">Create a New Acquisitions Record</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.4</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user