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Acquisition units. The Five Colleges use Acquisitions Units in the form of 2 letter codes (AC, HC, MH, SC, UM) that will allow staff to create and edit orders and perform other acquisitions-related functions for their home libraries. (View access will be available for records in the other Acquisitions Units. ) Acquisition Units are assigned in the Settings app. See Settings > Acquisition units for more information.
Organization. Any institution with whom your library interacts (this may or may not be an institution from whom you purchase materials).
Vendor. Any institution from whom your library purchases materials.
Permissions
The permissions listed below allow you Table of Contents
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Permissions
FOLIO community documentation for Organizations includes the permissions required to interact with the Organizations app, and that determine what you can or cannot do within the app.
You can assign permissions to users in the Users app. If none of these permissions are assigned to a user, they are unable to see the Organizations app or any related information.
The following are all the Organizations permissions:
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Organizations: Interface usernames and passwords: view. This permission allows the user to view the usernames and passwords that appear in the Interface section.
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Organizations: Interface usernames and passwords: view, edit, create, delete. This permission allows the user to create, edit, and delete the usernames and passwords that appear in the Interface section. Note: This permission must always have the Organizations: View, edit, create or Organizations: View, edit, delete permissions assigned along with it.
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Organizations: Manage acquisition units. This permission allows the user to change the assignment of acquisition units for the organization when editing a record.
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Organizations: View. This permission allows the user to search and view organization records and settings. The user can also access Contacts and Interfaces but cannot access Interface usernames and passwords.
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Organizations: View, edit. This permission allows the user to edit and view organizations. The user can also access Contacts and view organization settings, but they cannot access Interface usernames and passwords.
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Organizations: View, edit, create. This permission allows the user to create, edit, and view organizations. The user can also access Contacts and view organization settings, but they cannot access Interface usernames and passwords.
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, then they will be unable to see the Organizations app or any related information.
Creating an organization
When creating an organization, you either create it as a general organization or specifically as a vendor. If you create the organization as a vendor, you can add additional vendor-related information. For more information on creating a vendor, see Creating a vendor.
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Name (required). The name of the organization. IMPORTANT: Remember to prefix with the two letter code.
Code (required). A unique identifier for the organization. IMPORTANT: Remember to prefix with the two letter code. Note: You cannot have duplicate vendor codes. The codes for each organization must be different.
Accounting code. The accounting code used by your library in your payment system in reference to the organization.
Organization status (required). Select an organization status: Active, Inactive, or Pending. The status you select here is evaluated by the Orders and Invoices apps. Orders can only be opened and invoices can only be paid if the organization is a vendor with an Active status. You may want to use the Pending status to signify that the organization record is a draft.
Default language. Select the organization’s default language.
Vendor. If you are creating a vendor organization, select the Vendor checkbox . See Creating a vendor for more information.
Acquisition unit. Select the Acquisition units you want to apply to the organization record, if usingfor your library. See Settings > Acquisition units for more information.
Description. Enter a description of the organization.
Alternative names. Alternative names used by the organization, such as abbreviations or prior names. Including alternative names can facilitate searching,
Adding an alternative name
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Find the Alternative name you want to delete.
Click the trash can icon. The alternative name is deleted and is removed from the record once you save the organization.
Contact information
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The Contact information section stores organizational contact information that is not specific to individual people at the organization. You can add contact information for specific individuals in the Contact people section, which is described below.
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