(New) Purchase Order Overview
This page explains the different parts and features in a purchase order. Header The blue bar at the top of...
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(New) Line Item Overview
A line item in a purchase order represents the title you are ordering. The line item tracks the number of... -
(New) Line Item Items [Copies]
Line item copies are now referred to as items. Each line item usually has one or more items associated with... -
(New) Loading MARC Order Records
A MARC record file obtained from a vendor can be loaded through the Load MARC Order Records interface to create... -
Direct Charges
Direct charges are used to expend funds without an associated line item. Types of direct charges include processing fees, shipping... -
Finding the Line Item Associated with the Item
There are often times when you need to look up the order for a particular item or title but don’t... -
(New) Activating a Purchase Order
This section covers the process of activating a purchase order, as well as issues that may arise during the process.... -
(New) Creating a Purchase Order Manually
Purchase orders can be created manually in Evergreen when you don’t have a file of MARC records to upload. There... -
Creating Blanket Invoices
You can create a blanket invoice for purchases that are not attached to a purchase order. There is no initial... -
(New) Blanket Order
A “Blanket Order” is a special type of Direct Charge that can be used to encumber an amount of money... -
Acquisitions Glossary
Listed here are terms commonly used in Evergreen Acquisitions. General Funds Purchase Orders -
(New) Processing/Cataloging Acquisitions Items
Getting the purchased item cataloged and out on the shelf is usually the final step in acquisitions. There are a...