Expectations for Acquisitions

The Evergreen Acquisitions module DOES:

• Allow you to keep track of your funds and purchased items with as much granularity as desired
• Allow you to run reports on your spending and purchased items
• Provide structure to your purchasing process
• Have up-to-date information on fund balances, encumbered and spent funds
• Provide second point of reconciliation with accounting software
• Allow you to continue to use vendor websites while also utilizing Evergreen for fund tracking
• Accomodate for both in-house and vendor supplied cataloging services
• Provide accountability for purchases, receipt of materials, and fund management via permission levels and user actions tracking
• Provide the option for using on-order holds for your patrons
• Allow staff to see on-order items in the catalog, even if you choose not to do on-order holds for patrons

However, Acquisitions DOES NOT:

• Communicate with your accounting system (e.g. Blackbaud)
• Send payments to vendors