Providers
Fund Administration
- (New) Fund Administration Interface
- (New) Configuring a Fund Summary Report in Funds Administration
- (New) Funding Sources
- Funding Source Examples
- (New) Funds
- (New) Allocating Money to a Fund
- (New) Move Money from a Fund to a Funding Source
- (New) Fund Tags
- Interpreting Fund Amounts
- (Old) Adding, Editing and Managing Funding Sources
- (Old) Managing Funds
- (Old) Fund Tags
Acquisitions Searching
- Acquisitions Search Interface
- Creating a Custom Default Search
- Line Items Search Tab
- Purchase Orders Search Tab
- Invoices Search Tab
- Selection Lists Search Tab
- (New) Finding the Line Item Associated with the Item
- How to Retrieve Open Invoices
Order Record Loading
- (New) Load MARC Order Records
- (New) Creating Templates for the Load MARC Order Record Form
- (New) Loading a File of Order Records
- (Old) Load MARC Order Records
Purchase Orders
- (New) Purchase Order Overview
- (New) Activating a Purchase Order
- (New) Creating a New Purchase Order Manually
- (New) Distribution Formulas
- Setting a Pending Purchase Order for Overnight Deletion
- (Old) Purchase Order Overview
- (Old) Activating a Purchase Order
- (Old) Creating a Purchase Order Manually
- (Old) Adding Brief Records to a Purchase Order
- (Old) Changing the Line Item Estimated Price After Activation
- (Old) Setting a Pending Purchase Order for Overnight Deletion
Line Items
- (New) Line Item Overview
- (New) Line Item Items [Copies]
- (New) Line Item Notes and Alerts
- (New) Deleting an Item from a Line Item
- (New) Line Item Sort Option in the Purchase Order
- (New) Canceling Orders
- (Old) Line Item Overview
- (Old) Canceling Orders
On Order Item Processing
Selection Lists
- (Old) About Selection Lists
- (Old) Adding a Line Item to a Selection List from the Catalog
- (Old) Adding a Brief (Temp) Record to a Selection List
- (Old) My Selection Lists
Invoicing
- Creating an Invoice Manually
- EDI Invoice Processing
- Direct Charges
- (New) Blanket Orders
- (Old) Blanket Orders
- Credit Memos
EDI
Fiscal Close
- (New) Fiscal Close Checklist
- (New) Fund Propagation and Rollover
- (New) Fiscal Close
- (Old) Fiscal Close
- Updating the Fiscal Year Field in Scheduled Acquisitions Reports