Budget: closing out a budget

The financial year is almost over and you are currently planning the next year budget. Before closing a previous year budget, there are few things to consider, such as: what to do with unreceived orders and unspent funds, and if you need to mark a budget as inactive....

Acquisition workflow: How to manage order

After creating a budget and a vendor’s profile, you may proceed with these steps: Create baskets Go to AcquisitionsSearch for your vendorClick on “New basket”Give your basket a nameSave your basketClick on “Add to basket” to order an...

Add custom fields to an order basket

Go to Administration > Additional fields Click on “Order baskets (aqbasket)” Click on “Create field” Fill out the form Enter the field name If you want a drop-down menu in that field, select an authorized value category, otherwise it will be...

Merging bibliographic item records

Duplicate of a same item record can be merged together. A bibliographic records merge allows you to transfer all the information in one place. Acquisition and item details (e.g. barcode, check out history, item cost)  are all saved in the new record. During the...