Creating Records Using the MARC Workforms
There will be times when there’s no matching record in the database, and you can’t find one via Z30.50. The...
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Fiscal Close Checklist
This checklist will help you navigate through your fiscal close. To keep your funds accurate it is important to clean... -
Fiscal Close
Fiscal Close is a process you run to close out one fiscal year and begin another. Fiscal Close is usually... -
(New) Purchase Order Overview
This page explains the different parts and features in a purchase order. Header The blue bar at the top of... -
(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 Notes and Alerts
Notes and/or alerts can be added to a line item to call attention to it or to send a note... -
(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...