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  1. Open FOLIO Organizations, click New

  2. For Org. name, use 5C two letter prefix for the appropriate campus & for the vendor code

    • Org. code is required regardless of whether or not the org. is a vendor

    • Org. codes do not support spaces, ampersands (&), and possibly other non-latin alphabet characters

  3. Add any relevant alternative/previous names for the organization for searching

  4. Add appropriate acquisitions team to record.

  5. Set Organization Status Active (required field)

    • At this point you could save and close and move on.

  6. If the organization is a vendor, toggle the vendor box to “yes” to fill out additional fields

    • Work outside of FOLIO with Accounts Payable to create a vendor code for campus systems and record in the appropriate field in FOLIO.

    • See specific FAWG documentation for steps to create accounts/EDI info/etc.

  7. Add any relevant interfaces

  8. Add any relevant contact people / contact information

  9. Save & Close

Notes:

  • Organizations are closely shared between Acquisitions & ERM but each group might have a different reason for creating or accessing the record. Please see relevant FAWG discussions for more specific acq. information.