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acq:purchaseorders [2019/06/27 01:58] – [Canceling and Suspending] tlittleacq:purchaseorders [2019/06/27 01:59] (current) – [Purchase Order Name] tlittle
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 ==== Purchase Order Information ==== ==== Purchase Order Information ====
-=== Purchase Order Name === 
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-By default a new purchase order is given the purchase order ID as a name. 
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-You can change the name to any grouping of letters or numbers as determined by your library's policies. You can reuse purchase order names as long as a name is never used twice in the same year. 
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-1. Open or create a purchase order. 
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-2. The name of the purchase order is in the top left column of the purchase order. The hyperlinked number is an internal ID number that Evergreen has assigned. 
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-{{  :acq:manual:5_po_name_12.png?nolink&  }} 
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-3. Click on the hyperlinked ID number. A pop-up box will appear. 
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-4. Enter a new name for your purchase order and click OK. 
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-{{  :acq:manual:5_po_name_13.png?nolink&  }} 
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-5. The new name will replace the internal ID number as the purchase order's name. 
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-{{  :acq:manual:5_po_name_14.png?nolink&  }} 
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 === View History === === View History ===
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   * The funds associated with the purchases will be encumbered. This includes any direct charges that may have been added to the purchase order.   * The funds associated with the purchases will be encumbered. This includes any direct charges that may have been added to the purchase order.
   * The tab will reload with several changes: an activation date and time, encumbered funds displayed, invoicing and cancel order buttons now available.   * The tab will reload with several changes: an activation date and time, encumbered funds displayed, invoicing and cancel order buttons now available.
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-===== Receiving and Un-Receiving ===== 
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-See: [[acq:receiving#receiving_and_un-receiving_purchase_orders|Receiving and Un-Receiving Purchase Orders]]. 
  
  
  
acq/purchaseorders.txt · Last modified: 2019/06/27 01:59 by tlittle