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1. Prefix Order (PO) numbers with two letter codes

2. Select appropriate Acquisitions Unit

3. When creating an order, consult this guide to Shared Non-shared record locations to determine when to link to an existing Instance and when to import a new record

4. Prefix Organization records with two letter codes

   1. Applies to both the Name (eg, AC AMALIVRE) as well as the Code (eg, ACAUX)

   2. We will not be sharing records for contact people from across schools (Ex. there will be 5 Amy Thurlows in Organizations each with individual content)

5. Prefix all templates with two letter codes

6. If using Expense Classes in Finance, prefix with two letter codes

7. Optional: Prefix invoices with institutional Organization/Vendor code (which includes 2 letter code) and the vendor's invoice number (eg, MHYCONT60155).  Note: prefixing Organization/Vendor code is required.

8. Prefix all Notes Helper App (from the Notes Accordion) Notes with two letter codes

9. Prefix all Tags with two letter codes

   1. It is easy to accidentally create a tag - this is not always as fixable

   2. Notes from Aaron: 

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