Page Comparison

Name

Definition

Guidelines for use

Example(s)

acq-expecting_credit

This tag will alert acq staff that there’s an expected credit or refund due against a one-time order

• Click the tag icon next to the blue Action button in the POL and select the tag from the menu

  • Remove the tag when credit or refund is applied to the record

acq-notify

This tag will alert acq staff that there’s a patron notify on a POL

• Click the tag icon next to the blue Action button in the POL, or select the tag from the menu in the PO line details accordion if in the edit mode

  • Remove the tag upon receipt (and mark the notify ‘done’)

acq-s/o

This tag will be used to identify standing order invoices (any invoice that will pay against a fund that ends with “NS” or “SR”)

• After completing the first invoice screen, click the tag icon next to the blue ACTIONS button and select the tag from the menu

  • The tag can be filtered in the Invoice app

acq-s/o_expecting_credit

This tag will alert acq staff that there’s an expected credit or refund due against a standing order

• Click the tag icon next to the blue Action button in the POL and select the tag from the menu

  • Remove the tag when credit or refund is applied to the record

 acq-s/o_under_review

This tag will be used to identify standing order POLs that are under review

•  Click the tag icon next to the blue ACTIONS button in the POL and select the tag from the menu

acq-membership

This tag will be used to identity membership records (both part of membership and paid on records).

•  Click the tag icon next to the blue ACTIONS button in the POL and select the tag from the menu

  • Currently, our “Acquisitions Method” field uses both “Technical” (mainly in migrated records) and “Membership” (for newer or updated records). Having a tag helps to pull records together as needed and provides another way of filtering the records.