User Tools

Site Tools


acq:grids

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision
Previous revision
acq:grids [2021/10/21 19:30] tlittleacq:grids [2024/03/01 15:35] (current) tlittle
Line 2: Line 2:
  
  
-<note important><fc #ff0000>**IMPORTANT!**</fc> \\+<note important><color #ff0000>**IMPORTANT!**</color> \\
  
 Grid codes (branches and funds) must **EXACTLY** match your codes in Evergreen, otherwise they will not be populated when you do your cart uploads into Acquisitions.</note> Grid codes (branches and funds) must **EXACTLY** match your codes in Evergreen, otherwise they will not be populated when you do your cart uploads into Acquisitions.</note>
Line 149: Line 149:
 10. A little bit down the page will be a large box where you can copy and paste all of your branch/fund codes from Evergreen. 10. A little bit down the page will be a large box where you can copy and paste all of your branch/fund codes from Evergreen.
  
- 
-<note>If adding fund codes, I **highly** recommend to run this report to get all of your fund codes easily: Shared Templates>PINESacqadmin>Funds>List of funds with parameters. 
- 
-Open the report in Excel, and then you can just select and copy the entire column of Fund Code and paste into this box. Be sure not to leave a comma or an empty space on the end of your last fund code!</note> 
  
 {{:acq:pasted:20211021-151601.png?direct}} {{:acq:pasted:20211021-151601.png?direct}}
 <note important>Branch and fund codes must **exactly** match Evergreen or your uploads will not work. Branches must be in the shortname format, like ARL-WAT. Funds must use the fund __code__ not fund name.</note> <note important>Branch and fund codes must **exactly** match Evergreen or your uploads will not work. Branches must be in the shortname format, like ARL-WAT. Funds must use the fund __code__ not fund name.</note>
 +
 +If you are adding fund codes, I **highly** recommend to run this report before doing this step: Shared Templates>PINESacqadmin>Funds>List of funds with parameters.
 +
 +Open the report in Excel, and then you can select and copy the column for Fund Codes and paste it directly into this box in iPage. Make sure not to leave a hanging comma or space at the end of your last fund code!
  
 11. Once you've entered your branch/fund codes, click **Complete** on the far bottom right. 11. Once you've entered your branch/fund codes, click **Complete** on the far bottom right.
acq/grids.1634844631.txt.gz · Last modified: 2021/10/21 19:30 by tlittle