Acquisitions Initial Set-up

• Funding Sources

  • Refer to Chapter 15, Funding Sources for details.

• Funds

  • Refer to Chapter 16, Funds for details.

• Providers

  • Refer to Chapter 17, Providers for details.

• Claiming

  • Refer to the section called “Claim Policies” for details.

• Distribution Formulas (optional)

  • Refer to the section called “Distribution Formulas” for details.

• EDI Accounts (optional)

  • Refer to EDI for details.

Multi vs Single Branch Library

• The context org unit is the org unit responsible for placing and managing the order. It defines what org unit settings (eg copy locations) are in scope, what fiscal year to use, who is allowed to view/modify the PO, where the items should be delivered and the EDI SAN.

  • Multi-branch systems uploading records for multiple branches should choose the system.
  • Single branch libraries or branches responsible for their own orders should choose the branch.