acq:purchaseorders
Differences
This shows you the differences between two versions of the page.
Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
acq:purchaseorders [2019/06/27 01:58] – [Canceling and Suspending] tlittle | acq:purchaseorders [2019/06/27 01:59] (current) – [Purchase Order Name] tlittle | ||
---|---|---|---|
Line 15: | Line 15: | ||
==== Purchase Order Information ==== | ==== Purchase Order Information ==== | ||
- | === Purchase Order Name === | ||
- | |||
- | By default a new purchase order is given the purchase order ID as a name. | ||
- | |||
- | You can change the name to any grouping of letters or numbers as determined by your library' | ||
- | |||
- | 1. Open or create a purchase order. | ||
- | |||
- | 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. | ||
- | |||
- | {{ : | ||
- | |||
- | 3. Click on the hyperlinked ID number. A pop-up box will appear. | ||
- | |||
- | 4. Enter a new name for your purchase order and click OK. | ||
- | |||
- | {{ : | ||
- | |||
- | 5. The new name will replace the internal ID number as the purchase order' | ||
- | |||
- | {{ : | ||
- | |||
=== View History === | === View History === | ||
Line 289: | Line 267: | ||
* 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. | ||
- | |||
- | |||
- | ===== Receiving and Un-Receiving ===== | ||
- | |||
- | See: [[acq: | ||
acq/purchaseorders.txt · Last modified: 2019/06/27 01:59 by tlittle