Select

1. Items selected based on Blanket/Standing Order criteria
2. Not completed in Sitka’s Evergreen

Order

1. Click Acquisitions → Create Purchase Order
2. Choose the correct Ordering Agency.
3. Enter a Purchase Order Name.
4. Enter the Provider code.
5. Click Save.
6. Click New Charge.
7. Choose Blanket Order from the Charge Type drop down menu.
8. Choose a Fund from the Fund drop down menu.
9. Enter the Estimated Cost for the blanket order.
10. Click Save New Charges

11. Click Activate Order

    1. Refer to the section called “Activate Purchase Order” for details.

Invoice and Receive

1. Click Acquisitions → Purchase Orders
2. Search for your Purchase Order (by name, by open etc)
3. From the purchase order screen, click Create Invoice
4. Enter the Invoice information. Refer to the section called “Invoice details” for details.

5. Enter the amount billed into the Billed field.

   1. The Paid field will auto-fill to match.
   2. The Fund will auto-populate with the Fund used on the Purchase Order.
6. Enter an optional Title / Description.
7. Click Save.

8. Click Close to close the invoice.

   1. Funds will change from encumbered to spent.

Final Invoice

1. Click Acquisitions → Purchase Orders
2. Search for your Purchase Order (by name, by open etc)
3. From the purchase order screen, click Create Invoice
4. Check the Final Invoice for Blanket Order checkbox.

5. Enter the amount billed into the Billed field.

   1. The Paid field will auto-fill to match.
   2. The Fund will auto-populate with the Fund used on the Purchase Order.
6. Enter an optional Title / Description.
7. Click Save.

8. Click Close to close the invoice.

   1. The Purchase Order will be marked as received and any remaining encumbrances set to $0.00.

Catalogue

1. Retrieve bibliographic record from the catalogue, Import a record from Z39.50 or do original cataloguing.
2. Add Volume/Copy.
3. Process items.
4. Check in items.