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acq:questionanswer [2019/12/10 17:11] – tlittleacq:questionanswer [2024/04/03 18:52] (current) – tlittle
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 ???Is there a cheat sheet of what to do when I'm making an Acquisitions order? ???Is there a cheat sheet of what to do when I'm making an Acquisitions order?
  
-!!! There is now.+!!! 
   * Create your cart on your vendor's website.   * Create your cart on your vendor's website.
   * **[[acq:marcdownloads|Download the cart to your computer]]**.   * **[[acq:marcdownloads|Download the cart to your computer]]**.
-  * Upload the file through [[acq:addrecords#load_marc_order_records|Load MARC Order Records]].+  * Upload the file through **[[acq:addrecords#load_marc_order_records|Load MARC Order Records]]**. 
 +  * **[[acq:searching#searching_for_purchase_orders|Search for your purchase order]]** by ordering agency and creation time (date).
   * Wait until all the lineitems on your purchase order say "catalog" and not "link to catalog."   * Wait until all the lineitems on your purchase order say "catalog" and not "link to catalog."
-  * Make sure all your copies have quantity, branch, shelving location, circ mod, fund, and price info. [[acq:lineitemshowto#use_the_batch_updater|Add it if they don't]]. +  * Make sure all your copies have quantity, branch, fund, and price info. **[[acq:lineitemshowto#use_the_batch_updater|Add it if they don't]]**. 
-  * [[acq:purchaseorders_howto#activate_a_purchase_order|Activate the order]]. +  * **[[acq:purchaseorders_howto#activate_a_purchase_order|Activate the order]]**. 
-  * When items come in, [[acq:receiving|mark them as received]]. +  * When items come in, **[[acq:receiving|mark them as received]]**. 
-  * When you receive your printed invoice from the vendor, if it's an EDI vendor then [[acq:searching#searching_for_invoices|search for the invoice in Acquisitions]]. +  * When you receive your printed invoice from the vendor, if it's an EDI vendor then **[[acq:searching#searching_for_invoices|search for the invoice in Acquisitions]]**. 
-  * If it's not an EDI vendor, [[acq:invoices#creating_invoices|create the invoice]].+  * If it's not an EDI vendor, **[[acq:invoices#creating_invoices|create the invoice]]**.
   * Make sure all the prices on your vendor invoice and Acquisitions invoice match; and that all the items on the invoice have been received.   * Make sure all the prices on your vendor invoice and Acquisitions invoice match; and that all the items on the invoice have been received.
   * Save and close the invoice.   * Save and close the invoice.
acq/questionanswer.1575997889.txt.gz · Last modified: 2019/12/10 17:11 by tlittle