- *Get there:* More > Acquisitions
-`Setup <#acqsetup>`__
+.. _setup-label:
+
+Setup
---------------------
Before using the Acquisitions Module you will want to make sure that you
have completed all of the set up.
-First, set your `Acquisitions System Preferences <#acqprefs>`__ and
-`Acquisitions Administration <#acqadmin>`__ to match your library's
-workflow. Before setting your `EDI Accounts <#ediaccounts>`__ and
-`Library EANs <#libraryeans>`__ you will need to have `entered your
-vendors <#addacqvendor>`__.
+First, set your :ref:`Acquisitions System Preferences <acquisitions-label>` and
+:ref:`Acquisitions Administration <acquisitions-label>` to match your library's
+workflow. Before setting your :ref:`EDI Accounts` and
+:ref:`Library EANs` you will need to have :ref:`entered your
+vendors <add-a-vendor-label>`.
On the main acquisitions page you will see your library's funds listed.
#funds_total {display:none;}
- to the `IntranetUserCSS <#IntranetUserCSS>`__ preference.
+ to the :ref:`IntranetUserCSS` preference.
To see all active funds you can click the checkbox next to 'Show active
and inactive' above the funds table.
Breakdown of orders against the FIC Fund
|image782|
-Learn more in the `Budget/Fund Tracking <#fundtracking>`__ section of
+Learn more in the :ref:`Budget/Fund Tracking` section of
this manual.
-`Vendors <#acqvendors>`__
+.. _vendors-label:
+
+Vendors
-------------------------
Before any orders can be places you must first enter at least one
vendor.
-`Add a Vendor <#addacqvendor>`__
+.. _add-a-vendor-label:
+
+Add a Vendor
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
To add a vendor click the 'New Vendor' button on the Acquisitions page
- For List Prices and Invoice Prices choose the currency
- - Currencies are assigned in the `Currencies & Exchange
- Rates <#currexchangeadmin>`__ admin area
+ - Currencies are assigned in the :ref:`Currencies & Exchange
+ Rates <currencies-and-exchange-rates-label>` admin area
- If your library is charged tax mark your Tax Number as registered
- Notes are for internal use
-`View/Edit a Vendor <#editacqvendor>`__
+.. _view/edit-a-vendor-label:
+
+View/Edit a Vendor
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
To view a vendor's information page you must search for the vendor from
Receive shipment button
|image789|
-`Vendor Contracts <#vendorcontracts>`__
+.. _vendor-contracts-label:
+
+Vendor Contracts
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
You can define contracts (with a start and end date) and attach them to
much you spent on a specific contract with a vendor. In some places,
contracts are set up with a minimum and maximum yearly amount.
-`Add a Contract <#addvendorcontract>`__
+.. _add-a-contract-label:
+
+Add a Contract
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
At the top of a Vendor Information Page, you will see a 'New Contract'
Contract Pull Down on New Basket Form
|image793|
-`Managing Suggestions <#managesuggest>`__
+.. _managing-suggestions-label:
+
+Managing Suggestions
-----------------------------------------
Purchase suggestions can be generated in one of two ways. You can create
-suggestions via the staff client either for the library or `on the
-patron's behalf <#patronsuggestions>`__ from their record. Depending on
-your settings in the `suggestion <#suggestionspref>`__ system
+suggestions via the staff client either for the library or :ref:`on the
+patron's behalf <purchase-suggestions-label>` from their record. Depending on
+your settings in the :ref:`suggestion` system
preference, patrons may also be able to make purchase suggestions via
the OPAC. When a suggestion is waiting for library review, it will
appear on the Acquisitions home page under the vendor search.
You can also assign this suggestion to a fund. Edit suggestion fund
-This edit can trigger a notice (defined in the `Notices &
-Slips <#notices>`__ tool with the `TO\_PROCESS <#toprocessnotice>`__
+This edit can trigger a notice (defined in the :ref:`Notices &
+Slips <notices-&-slips-label>` tool with the `TO\_PROCESS <#toprocessnotice>`__
notice) to the fund owner that there is a suggestion ready for them to
-manage if you have turned on the `cron job to generate these
-notices <#emailsuggestfund>`__.
+manage if you have turned on the :ref:`cron job to generate these
+notices <email-suggestions-to-process-label>`.
Once you have clicked 'Submit' the suggestion will be moved to the
matching tab. The status will also be updated on the patron's account in
-the OPAC and an `email notice <#notices>`__ will be sent to the patron
+the OPAC and an :ref:`email notice <notices-&-slips-label>` will be sent to the patron
using the template that matches the status you have chosen.
Purchase suggestions in the OPAC
|image804|
-`Placing Orders <#placingacqorder>`__
+.. _placing-orders-label:
+
+Placing Orders
-------------------------------------
To place an order you must first search for the vendor or bookseller you
**Important**
If you are planning on using EDIFACT to submit your order you will
- need to first set up your library's `EDI Accounts <#ediaccounts>`__
- and `EANs <#libraryeans>`__.
+ need to first set up your library's :ref:`EDI Accounts`
+ and :ref:`EANs <library-eans-label>`.
+
+.. _create-a-basket-label:
-`Create a basket <#createacqbasket>`__
+Create a basket
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
**Note**
- If you're ordering standing items (items which arrive regularly) then
you will want to check the 'Orders are standing' box for this basket
-If you have `added contracts <#addvendorcontract>`__ to the vendor
+If you have :ref:`added contracts <add-a-contract-label>` to the vendor
you're ordering from, you will also have an option to choose which
contract you're ordering these items under.
listed under 'Catalog details.'
- If you allow patrons to make purchase suggestions (learn more in the
- `Managing Suggestions <#managesuggest>`__ section of this manual),
+ :ref:`Managing Suggestions` section of this manual),
then you can place orders from those suggestions. In order to keep
track of suggestions that have been ordered and received you must
place the order using this link.
- Orders added to the basket in this way will notify the patron via
email that their suggestion has been ordered and will update the
- patron's '`My purchase suggestions <#opacmysuggestions>`__' page
+ patron's ':ref:`My purchase suggestions <my-purchase-suggestions-label>`' page
in the OPAC.
- If you're using the `Serials <#serials>`__ module you can link your
New order from Z39.50 Search
|image821|
-- The next option for ordering is to order from a staged record (`learn
- more about staging records <#stagemarc>`__).
+- The next option for ordering is to order from a staged record (:ref:`learn
+ more about staging records <stage-marc-records-for-import-label>`).
**Note**
- Next to each title is a checkbox, check the items you would like
to order, or choose 'Check all' at the top. Depending on your
- settings in the `MarcFieldsToOrder <#MarcFieldsToOrder>`__
+ settings in the :ref:`MarcFieldsToOrder`
preference Koha will populate the next screen with with the
relevant Quantity, Price, Fund, Statistic 1, and Statistic 2 found
within the staged file.Add orders from staged file
With any of the above ordering options you're presented with an option
to notify patrons of the new item when it's received. The contents of
-that notification can be edited in the `Notices & Slips <#notices>`__
+that notification can be edited in the :ref:`Notices & Slips`
tool and will have the code of ACQ\_NOTIF\_ON\_RECEIV. In the 'Patrons'
section you will see an option to 'Add user'. Click that button to add
patrons who will be notified of the new issue.
patrons under the 'Patrons' sectionPatrons
After bringing in the bib information (for all import methods except for
-the staged file), if your `AcqCreateItem <#AcqCreateItem>`__ system
+the staged file), if your :ref:`AcqCreateItem` system
preference is set to add an item when ordering you will enter the item
info next. You need to fill out at least one item record and then click
the 'Add' button at the bottom left of the item form.
You cannot edit the quantity manually, you must click 'Add'
below the item form to add as many items as you're ordering.
-- The list of funds is populated by the `funds <#funds>`__ you have
+- The list of funds is populated by the :ref:`funds <funds-label>` you have
assigned in the Acquisitions Administration area.
- The currency pull down will have the
- `currencies <#currexchangeadmin>`__ you set up in the `Acquisitions
- Administration <#acqadmin>`__ area.
+ :ref:`currencies <currencies-and-exchange-rates-label>` you set up in the :ref:`Acquisitions
+ Administration <acquisitions-label>` area.
- The vendor price is the price before any taxes or discounts are
applied.
you enter this, hit tab and Koha will populate the rest of the cost
fields below.
-- If you added Planning Values when `creating the
- Fund <#addbudgetfund>`__, those values will appear in the two
+- If you added Planning Values when :ref:`creating the
+ Fund <add-a-fund-label>`, those values will appear in the two
Planning Value fields.
Once you have filled in all of the fields click 'Save' to add the item
**Important**
- You must close the basket to be able to `receive
- items <#receiveacqorder>`__ when they arrive. Only items in closed
+ You must close the basket to be able to :ref:`receive
+ items <receiving-orders-label>` when they arrive. Only items in closed
baskets will show as ready to receive.
-If you have your `BasketConfirmations <#BasketConfirmations>`__
+If you have your :ref:`BasketConfirmations`
preference set to show a confirmation, you will be asked if you are sure
about closing the basket.
Once your order is entered you can search for it through acquisitions or
view the information on the biblio detail page in the staff client (if
-the `AcquisitionDetails <#AcquisitionDetails>`__ preference is set to
+the :ref:`AcquisitionDetails` preference is set to
'Display).Acquisitions details
-`Create a basket group <#acqbasketgroup>`__
+.. _create-a-basket-group-label:
+
+Create a basket group
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
A basket group is simply a group of baskets. In some libraries, you have
bulk. That said, it is possible to have one basket in a basket group if
that's the workflow used in your library.
-`Printing baskets <#printacqbasket>`__
+.. _printing-baskets-label:
+
+Printing baskets
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
When you are finished adding items to your basket, click 'Close this
Order found on PDF
|image838|
-`Receiving Orders <#receiveacqorder>`__
+.. _receiving-orders-label:
+
+Receiving Orders
---------------------------------------
**Important**
- You must close the basket to be able to `receive
- items <#receiveacqorder>`__ when they arrive. Only items in closed
+ You must close the basket to be able to :ref:`receive
+ items <receiving-orders-label>` when they arrive. Only items in closed
baskets will show as ready to receive.
Orders can be received from the vendor information page
One item marked (rcvd) in basket
|image850|
-`Invoices <#acqinvoices>`__
+.. _invoices-label:
+
+Invoices
---------------------------
When orders are received invoices are generated. Invoices can be
|image853|
If you're allowing the uploading of acquisitions files with the
-`AcqEnableFiles <#AcqEnableFiles>`__ preference you will see the option
+:ref:`AcqEnableFiles` preference you will see the option
to manage invoice files next to the link to 'Go to receipt
page'AcqEnableFiles
in the fields provided and click 'Merge'. The two invoices will become
one.
-`Claims & Late Orders <#acqclaims>`__
+.. _claims-&-late-orders-label:
+
+Claims & Late Orders
-------------------------------------
If you have entered in an email address for the vendors in your system
entered on the vendor record.
If you would rather use a different acquisition claim letter (other than
-the default) you can `create that in the notices module <#addnotices>`__
+the default) you can :ref:`create that in the notices module <adding-notices-&-slips-label>`
and choose it from the menu above the list of late items.
Choose a Claim Letter
|image859|
-`Acquisition Searches <#acqsearch>`__
+.. _acquisition-searches-label:
+
+Acquisition Searches
-------------------------------------
At the top of the various Acquisition pages there is a quick search box
Full Order Search
|image865|
-`Budget/Fund Tracking <#fundtracking>`__
+.. _budget/fund-tracking-label:
+
+Budget/Fund Tracking
----------------------------------------
On the main acquisitions page there will be a table showing you all of
Titles Spent
|image867|
-`EDI Process <#ediprocess>`__
+.. _edi-process-label:
+
+EDI Process
-----------------------------
Previous sections explain all ordering options, this section pulls out
Koha uses the EDIFACT standard not the X12 standard for electronic
ordering.
-`EDI Questions for Vendors <#ediquestions>`__
+.. _edi-questions-for-vendors-label:
+
+EDI Questions for Vendors
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
You will want to gather the following information from your vendors
before beginning the set up process in Koha.
**EDI Accounts:** *This is the basic connection information for your
-vendor. This will be used to fill in the `EDI Accounts <#ediaccounts>`__
+vendor. This will be used to fill in the :ref:`EDI Accounts`
section.*
- **Vendor:** The name of the vendor
- **Account description(s):** (the summary of what this number is for)
**EANs:** *Each library using EDIfact needs to specify a buyer
-identifier know as a SAN or EAN. This will fill in the `Library
-EANs <#libraryeans>`__ setting.*
+identifier know as a SAN or EAN. This will fill in the :ref:`Library
+EANs <library-eans-label>` setting.*
- **Library**
(92) Assigned by buyer
**MARC Order Fields or Grid Ordering:** *These values will fill in the
-`MarcFieldsToOrder <#MarcFieldsToOrder>`__ preference.*
+:ref:`MarcFieldsToOrder` preference.*
- **price:** MARC21 field that contains the item price
- **sort2:** MARC21 field that will populate custom field sort2
-`EDI Setup <#edisetup>`__
+.. _edi-setup-label:
+
+EDI Setup
~~~~~~~~~~~~~~~~~~~~~~~~~
Before you begin ordering using EDI you will want to take the following
steps:
-- Ask your vendor/bookseller/jobber for `connection
- information <#ediquestions>`__
+- Ask your vendor/bookseller/jobber for :ref:`connection
+ information <edi-questions-for-vendors-label>`
- It might also be beneficial to ask for a few sample EDIFACT files
from the vendor
-- Share with your vendor/bookseller/jobber your `library
- codes <#libsgroups>`__, `item type codes <#itemtypeadmin>`__, `fund
- codes <#funds>`__, and any other codes or `authorized
- values <#authorizedvalues>`__ they might need for creating your MARC
+- Share with your vendor/bookseller/jobber your :ref:`library
+ codes <libraries-&-groups-label>`, :ref:`item type codes <item-types-label>`, :ref:`fund
+ codes <funds-label>`, and any other codes or :ref:`authorized
+ values <authorized-values-label>` they might need for creating your MARC
order records
- Communicate with your support provider or the community about whether
vendors here:
https://github.com/bywatersolutions/koha-plugin-edifact-enhanced
-- `Enter the vendor/bookseller/jobber <#addacqvendor>`__ in
+- :ref:`Enter the vendor/bookseller/jobber <add-a-vendor-label>` in
Acquisitions
-- Review your `Acquisitions system preferences <#acqprefs>`__
+- Review your :ref:`Acquisitions system preferences <acquisitions-label>`
- - Be sure to fill in the `MarcFieldsToOrder <#MarcFieldsToOrder>`__
+ - Be sure to fill in the :ref:`MarcFieldsToOrder`
preference with values for order files
-- Enter your `EDI Accounts <#ediaccounts>`__
+- Enter your :ref:`EDI Accounts`
+
+- Enter your :ref:`Library EANs`
-- Enter your `Library EANs <#libraryeans>`__
+- Turn on the :ref:`EDI Cron <edi-message-processing-label>` so that it can process files
-- Turn on the `EDI Cron <#edicron>`__ so that it can process files
+.. _edi-ordering-label:
-`EDI Ordering <#ediordering>`__
+EDI Ordering
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The first step in ordering using EDI happens on the book vendor's
and/or "MARC order." Once you have this MARC file downloaded to your
computer you will want to log in to Koha and continue the process there.
-Visit the `Stage MARC Records for Import <#stagemarc>`__ tool and upload
+Visit the :ref:`Stage MARC Records for Import` tool and upload
your file. Once presented with the confirmation screen proceed to
Acquisitions.
-In Acquisitions `create a basket <#createacqbasket>`__ for the vendor
+In Acquisitions :ref:`create a basket <create-a-basket-label>` for the vendor
you ordered from. From the basket, choose to `order from a staged
file <#orderfromstagedfile>`__ and click 'Order' next to the file you
downloaded from your vendor and staged in Koha.
From the confirmation screen you will see all of the data in the MARC
file related to your order. If you are not seeing fields such as fund
and quantity filled in then be sure to confirm that your
-`MarcFieldsToOrder <#MarcFieldsToOrder>`__ preference is set right.
+:ref:`MarcFieldsToOrder` preference is set right.
Once you have added all of the items to the basket you can click the
'Create EDIFACT order' button.
EDIFACT Order
-This will generate a pending file in the `EDIFACT
-Messages <#edifactmsg>`__ in Koha. The pending files will be processed
-by the `EDI Cron Job <#edicron>`__ and sent to your vendor.
+This will generate a pending file in the :ref:`EDIFACT
+Messages <edifact-messages-label>` in Koha. The pending files will be processed
+by the :ref:`EDI Cron Job <edi-message-processing-label>` and sent to your vendor.
-`EDI Invoicing <#ediinvoice>`__
+.. _edi-invoicing-label:
+
+EDI Invoicing
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
When the book vendor is done processing your files they will send an
-invoice via EDI as well. The `EDI Cron Job <#edicron>`__ will grab
+invoice via EDI as well. The :ref:`EDI Cron Job <edi-message-processing-label>` will grab
invoices and mark items found in the invoice as received and update your
funds without any need for manual intervention.
-`EDIFACT Messages <#edifactmsg>`__
+.. _edifact-messages-label:
+
+EDIFACT Messages
----------------------------------
A log of all messages sent and received via EDIFACT can be found under
projects / kohadocs.git / blobdiff