Tips and precautions for transition from Sublibraries to Order Units method

Question

Are there special tips and precautions for the transition from Sublibraries to Order Units method in Acquisition?

Answer

To use Order Units method in Acquisition

- Edit $alephe_tab/tab_sub_library.lng table
- Create the new Order Units (Sublibrary Type 5 in col.2) and save the file
- In xxx50/tab/tab100 set the switch USE-ORDER-UNIT=Y

Note: other tab100 switches with impact on the Order Unit setup/behavior, including:
CHECK-ORDER-PERMISSION=N means that the order information is always displayed without relation to order unit or sublibrary.
TWO-LEVEL-VENDOR=Y, among other things, means that the vendor and budget usage are checked against the order unit.

- Restart the PC Server
- Connect to the Acquisitions module in GUI

To update the users staff to work with Order Units

- Right-click on the Key icon to the right of the operations bar and select the Staff Privileges option from the pop-up menu
- Highlights a user ID and click Sublibraries/Order Units button in GUI Staff Privileges window to assign allowed Order Units for the user's activity in Acquisitions

Important Note:
- if a Budget was assigned to particular sublibraries it is necessary to assign it to the new Order Units, otherwise no update is required
- if a Vendor was assigned to particular sublibraries it is necessary to assign it to the new Order Units, otherwise no update is required.

Category: Acquisitions (500)

Subject: Orders (500)

• Article last edited: 10/8/2013