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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.
Order. The PO includes essential information such as the vendor, the library’s billing and shipping information and the nature of the order (one-time or ongoing.) A purchase order (PO) includes a list of one or more titles or packages (physical or electronic) being ordered by the library from a vendor.
Order line. A purchase order line (POL) contains one of the titles or packages being ordered by the library. Order lines make up an order. Orders can contain multiple order lines. At least initially, most PO will have one POL.
Creating an order - One-time orders
New onetime One-time order - Physical item
Use for print books, dvds, and any other physical item.
New onetime One-time order - Electronic item
Use for ebooks, one-time purchases of electronic backfiles
Creating an order - Ongoing orders
Define and list the kinds of ongoing ordersIn FOLIO, ongoing orders include: subscriptions, standing orders, serials, continuations.
Ongoing order - Non-subscription (aka Standing order) - Print - Added Volume - Non package
Ongoing order - Non-subscription (aka Standing order) - Print - Analyzed - Non package
Ongoing order - Non-subscription (aka Standing order) - Print - CatSep - Package
Permissions
FOLIO community documentation for Orders includes the permissions required to interact with the app, and that determine what you can or cannot do within the app.
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