Staff Client Help v7.2
This commit is contained in:
+83
@@ -0,0 +1,83 @@
|
||||
<!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 Administration" 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" /><title>Acquisitions Administration Reference</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/PDKacqref/Acquisitions_Administration_Reference.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>Acquisitions Administration Reference</h1>
|
||||
<p>The following tables include the permissions required to do specific Acquisitions tasks, and reference lists for Acquisitions permissions, parameters and profiles.</p>
|
||||
<ul>
|
||||
<li><a href="Acquisitions_Workflow_Permissions.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Acquisitions Workflow Permissions</span></a>
|
||||
</li>
|
||||
<li><a href="Acquisitions_Permissions_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Acquisitions Permissions Reference</span></a>
|
||||
</li>
|
||||
<li><a href="acqprofref.htm">Acquisitions Profiles Reference</a>
|
||||
</li>
|
||||
<li><a href="acqparamref.htm">Acquisitions Parameters Reference</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.2</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative" alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative Interfaces®</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+204
@@ -0,0 +1,204 @@
|
||||
<!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 Administration|Acquisitions Administration Reference" 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" /><title>Acquisitions Permissions Reference</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" />
|
||||
<link href="../../../Resources/TableStyles/BlueHeader.css" rel="stylesheet" data-mc-stylesheet-type="table" />
|
||||
<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/PDKacqref/Acquisitions_Permissions_Reference.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>Acquisitions Permissions Reference</h1>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To do an acquisitions task, both the staff member and the workstation on which they are doing the task must have the permission. For more information on the set of permissions required to do specific Acquisitions tasks, see <a href="Acquisitions_Workflow_Permissions.htm#XREF_20342_Setting">Acquisitions Workflow Permissions</a>.</p>
|
||||
<table style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;width: 100%;" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<col style="width: 1.49in;" class="TableStyle-BlueHeader-Column-Column1">
|
||||
</col>
|
||||
<col class="TableStyle-BlueHeader-Column-Column1">
|
||||
</col>
|
||||
<col class="TableStyle-BlueHeader-Column-Column1">
|
||||
</col>
|
||||
<col class="TableStyle-BlueHeader-Column-Column1">
|
||||
</col>
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Control Record</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Org Levels</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Permissions</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">Description</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Access acquisitions</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Allow</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Open Acquisitions workforms.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Adjust currency exchange rate</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Allow</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Update the currency exchange rates for enabled currencies.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Check in shelf ready materials</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Allow</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Use the Check In Shelf Ready Materials workform to receive shelf-ready items.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Claim alert list</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Access</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Process and manage Acquisitions claims.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Claim record</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Access, Create, Modify, Delete</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Manage claiming.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Create a bib record from acquisitions and serials</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Allow</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Create bibliographic records as part of acquisitions and serials processing.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Create and delete item record from acquisitions and serials</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Allow</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Create and delete item records while performing acquisitions and serials tasks. This permission is required to automatically delete item record when deleting serials issues.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Export acquisitions data</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Access</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Access the application to export acquisitions data from the Polaris ILS.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Fiscal Years</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Access, Create, Modify, Delete</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Work with fiscal year records</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Funds</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Access, Create, Modify, Delete, Transfer money between funds.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Maintain the budget accounts owned by the branch.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Invoices</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Access, Create, Modify, Delete, Pay invoices exceeding fund expenditure limits, Pay, Undo payment, Credit, Print vouchers</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Maintain invoices owned by the branch.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1"><span style="font-weight: normal;">Modify a bibliographic record from acquisitions and serials</span>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Allow</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Modify bibliographic records as part of acquisitions and serials processing. With this permission, you can change the <b>Display in PAC</b> setting for bibliographic records linked to the line items when you release or cancel a purchase order. This permission alone does not allow you to open bibliographic records and modify the MARC data. To do this, you also need the Cataloging permission <b>Bibliographic records: Modify</b>.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1"><span style="font-weight: normal;">Process EDI invoices</span>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Allow</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Use the Process EDI Invoices workform to display and process EDI invoices for partial shipments.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Purchase orders</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1"> Access; Change fund, destination, collection; Create; Delete; Delete cancelled orders; Modify; Print purchase orders; Print workslips; Release order exceeding fund encumbrance limits; Release order resulting in negative fund free balance; Release, receive, cancel, close PO; Send electronic purchase orders; Undo Receipt; Change fund, destination, collection</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Work with purchase orders at the branch at which the permissions were assigned.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Purge purchase orders and invoices</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Allow</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Use the purge process to remove old purchase orders and invoices from the database.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Receive ASN Shipments</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Allow</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Use the Receive ASN Shipment workform to receive shipments.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Run fiscal year utility</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Allow</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Use the fiscal year utility to roll over fiscal years.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Selection List Line Item Segments</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Access; Create; Modify; Delete</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">Work with selection list line item segments for the branches at which the permission is granted. </td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.2</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative" alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative Interfaces®</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+1919
File diff suppressed because it is too large
Load Diff
+227
@@ -0,0 +1,227 @@
|
||||
<!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 Administration|Acquisitions Administration Reference" 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" /><title>Acquisitions Parameters Reference</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" />
|
||||
<link href="../../../Resources/TableStyles/BlueHeader.css" rel="stylesheet" data-mc-stylesheet-type="table" />
|
||||
<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/PDKacqref/acqparamref.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>Acquisitions Parameters Reference</h1>
|
||||
<p>These parameters are available under<b> Parameters > Acquisitions/Serials</b> in System Administration.</p>
|
||||
<table class="TableStyle-BlueHeader" cellspacing="1" style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;">
|
||||
</col>
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;">
|
||||
</col>
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;">
|
||||
</col>
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;">
|
||||
</col>
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Parameter</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Org Levels</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Description</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">Default Setting</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Bulk Add to PO: Add Alert to PO line item for multiple ISBNs</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies whether the Alert checkbox is automatically checked for purchase order line items created from bulk added bibliographic records with more than one ISBN. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">The default is Yes; to disable, set to No.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p><span>Bulk Add to PO/SL: Mark 970 data as processed</span>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies whether 970 tags in bibliographic records are marked as processed when used to create line item segments in a purchase order or selection list. This eliminates duplicate line item segments in a purchase order, which would prevent it from being released. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">The default is Yes; to disable, set to No.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Bulk Add to PO: Replace invalid fields with default data</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies whether invalid data is replaced with default data when adding line items to a purchase order from a bibliographic record set.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">The default is Yes; to disable, set to No.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p> Bulk Add to SL: Replace invalid fields with default data</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Specifies whether invalid data is replaced with default data when adding line items to a selection list from a bibliographic record set.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">The default is Yes; to disable, set to No.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Copy last segment data to next segment</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies whether information from the previous purchase order or invoice line item segment automatically populates fields in the new segment. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">The default is Yes; to disable, set to No.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Default payment option when paying/crediting invoices</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies the default payment option selected in the Check/Voucher dialog box when staff members pay, prepay, or credit an invoice. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">The default is Voucher.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Generate purchase order Number</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies whether Polaris automatically provides a purchase order number or the staff member enters the purchase order number when a purchase order is created. Be sure to specify the increment, prefix, and starting number for the Polaris-generated number </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">The default is No; to enable, set to Yes.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Last used purchase order Number</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Displays the number of the last purchase order produced by the selected organization. The number could be automatically generated or entered by a user. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p>This parameter is for information only; you cannot change the value.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Other charge description.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Use this parameter to rename the Other header charge type to be used in purchase orders and invoices to specify a charge for the purchase order or invoice as a whole (at the header, rather than line item level). When the Other charge type is renamed, the new name appears in the list of charge types on the Purchase Order and Invoice workforms on view 1. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">The default is Other</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>PO line item workslips: Batch print during ASN receiving .</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies whether purchase order line items can be printed in batch from the Receive ASN Shipments workform.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">The default is No; to enable, set to Yes</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>PO line item workslips: Print on-order item data</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies whether item data is printed on purchase order line item workslips.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">The default is Yes; to disable, set to No</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Prefix for system generated purchase order number</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies the prefix for the Polaris-generated purchase order number. Each branch organization can specify a different prefix to uniquely identify the purchase order. This parameter is not required for Polaris to generate purchase order numbers. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p>No default value is assigned.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1"> </td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1"> </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"> </td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Purchase order starting number</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies the number for the first generated purchase order number. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p> The default is 1.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Purchase order number increment</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Specifies the numerical interval Polaris automatically assigns between sequential purchase order numbers. For example, if the increment is set to 10 and one PO number is 10080, the next number to be generated is 10090. Polaris begins incrementing from the number specified in the Purchase Order Starting Number parameter, or from the value specified in the Last Used Purchase Order Number parameter, whichever is greater.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">The default is 1.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p>Transmit EDI files in passive mode FTP</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">System </td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Specifies whether the transmission of EDI files is in active or passive mode. If this profile is set to Yes, all EDI orders, purchase order acknowledgments and invoices for all EDI suppliers will be transmitted in passive mode. If this profile is set to No, they will be transmitted in active mode. The default is Yes - for new Polaris installations.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1"> If the EDIAgent has been run before at your site, the default setting is No.</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.2</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative" alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative Interfaces®</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+212
@@ -0,0 +1,212 @@
|
||||
<!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 Administration|Acquisitions Administration Reference" 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" /><title>Acquisitions and Serials Profiles Reference</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" />
|
||||
<link href="../../../Resources/TableStyles/BlueHeader.css" rel="stylesheet" data-mc-stylesheet-type="table" />
|
||||
<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/PDKacqref/acqprofref.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>Acquisitions and Serials Profiles Reference</h1>
|
||||
<p>These profiles are available when you select Profiles, Acquisitions/Serials at the listed organizational levels. </p>
|
||||
<table cellspacing="1" style="margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;">
|
||||
</col>
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;">
|
||||
</col>
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;">
|
||||
</col>
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;">
|
||||
</col>
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Profile </th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Org Levels</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Description</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">Default Setting</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Acq claim/cancellation defaults</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Sets the default values for creating claim or cancellation notices.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"> </td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Acq fund droplist setup</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch, Staff</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Specifies whether fund drop-down lists in Acquisitions workforms display the fund name, the fund alternative name, or both. It also specifies whether only the branch’s funds, or the all funds for all branches linked to the parent library are displayed in purchase orders, invoices, and selection lists. For selection lists, you can also specify the exact destinations and funds that display in selection list line item segments.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"> </td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Default directory</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch, Workstation</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies where Acquisitions logs and files are stored. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">The default is C:\Polaris Report.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Display in PAC: Brief bibliographic records created from Acquisitions records</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies whether bibliographic records created from Acquisitions appear in the PAC. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">The default is Yes; to disable, set to No.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Display in PAC: Warn if unchecked at POLI/INLI save</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies whether a warning appears when a purchase order line item or invoice line item is saved, and the title will not display in the PAC because the Display in PAC checkbox is not checked.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"> The default is Yes; to disable, set to No.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>EDI invoice defaults</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies the default values to use for EDI invoices when no matching purchase order line item is found. Includes settings for the following: holding invoices for partial shipments so they are not created automatically; updating linked purchase order line items to received automatically when the EDI invoice is created; loading the supplier’s header charges; updating on-order item records’ circulation status. Also specifies the e-mail address for the invoice log.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"> </td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Filter branches in line item segments</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies how branches are displayed in selection list, purchase order, and invoice line item segments. If set to Yes, the default Destination is the same as the branch selected in the workform header (the Created at library in the Selection List workform, the Ordered at library in the Purchase Order workform, or the Paid by library in the Invoice workform). The drop-down list displays branches with the same parent library as the branch selected in the workform header. If set to No, the default branch selected is the user’s login branch, and all branches from all organizations in the system display in the Destination drop-down list.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">The default is No; to enable, set to Yes</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Override Acquisitions Blocks</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Staff</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Specifies whether the selected staff member can override permission blocks in Acquisitions functions. Staff members with this profile set to Yes must also have permissions to do the restricted functions.
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p>The default is No; to enable, set to Yes.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Receiving line items: Warn if linked hold requests
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>Specifies whether a warning message appears when users receive a line item for which there is a hold request.
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p>The default is Yes; to disable, set to No.
|
||||
</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p><span>Retain material type when copying line item segment data</span>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p><span>Specifies whether to copy the material type when line item segment data is copied in a selection list or purchase order.</span>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"> The default is Yes; to disable, set to No.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p><span>Selection list line item defaults</span>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch, Staff</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p><span>Sets the default distribution and supplier information for selection lists.</span>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"> </td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p><span>Titles to Go</span>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">System, Library, Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p><span>Enables the Titles to Go service with the suppliers you select.</span>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1"> </td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.2</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative" alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative Interfaces®</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user