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