Differences

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--- acq:home [2021/02/03 15:25] – tlittle
+++ acq:home [2022/10/25 16:16] (current) – tlittle
@@ Line 1: / Line 1: @@
 ====== PINES Acquisitions ======
-<center>The Acquisitions Module allows your library to track funds and purchases through the Evergreen Integrated Library System.</center>
+The Acquisitions Module allows your library to track funds and purchases through the Evergreen Integrated Library System.
 Through Acquisitions, staff are able to:
@@ Line 11: / Line 11: @@
   * create invoices from purchase orders.
-Evergreen tracks items through the entire acquisitions process. When a purchase order is activated, the bibliographic records and holdings are loaded into the catalog and the funds for the purchase order are encumbered in the system. When an invoice is created and filled in, the funds are spent.
+Evergreen tracks items through the entire acquisitions process. When a purchase order is activated, the bibliographic records and holdings are loaded into the catalog and the funds for the purchase order are encumbered in the system. When an invoice is created and filled in--or sent electronically by the vendor--the funds are spent.
 ==== When should libraries use acquisitions? ====
@@ Line 24: / Line 24: @@
 ==== General Workflow ====
-This diagram illustrates the general workflow of the Acquisitions module.
+This diagram illustrates the general workflow of the Acquisitions module. (Click to see larger)
-{{:acq:acq_workflow_overview.png?direct |}}
+{{:acq:acq_workflow_final.png?direct|}}
 ===== Stop Using Acquisitions =====
 Some libraries want to "test drive" Acquisitions for a certain period of time to determine if it's useful for their library. This is perfectly fine, with one caveat.
@@ Line 37: / Line 36: @@
 To stop using Acquisitions, all that would be needed is the written confirmation from the director of the system.
-From that point, the actual stopping of Acquisitions would involve PINES contacting any EDI-enabled vendors to revert your accounts from using EDI ordering and invoicing back to "normal" ordering. We would also run cleanup reports to discard any remaining Acquisitions barcodes and close out any open purchase orders.
+From that point, the actual stopping of Acquisitions would involve PINES contacting any EDI-enabled vendors to revert your accounts from using EDI ordering and invoicing back to "normal" ordering. We would also run cleanup reports to discard any remaining Acquisitions barcodes and close out any open purchase orders and invoices.