Acquisitions

Acq3

Amy met with Lisa, Joanna, Jean, Laura on June 8 to fine-tune in Iris.  Approving invoices is done by FBO, not by Acq3.

• Inventory: Import single bibliographic records
• Inventory: View instance records being suppressed for staff
• Inventory: View, create, edit instances
• Inventory: View, create, edit, delete holdings
• Inventory: View, create, edit, delete items
• Invoice: Can view, edit and create new Invoices and Invoice lines
• Invoice: Can view, edit and delete Invoices and Invoice lines
• Notes: Can assign and unassign a note
• Notes: Can create a note
• Notes: Can delete a note
• Notes: Can edit a note
• Notes: Can view a note
• Orders: Create order lines
• Orders: Create orders
• Orders: Delete order lines
• Orders: Edit order lines
• Orders: Edit orders
• Orders: Export search results
• Orders: Remove orders
• Orders: Reopen purchase orders
• Orders: Unopen purchase orders
• Organizations: Interface usernames and passwords: view, edit, create, delete
• Organizations: View, edit, create
• Receiving: View, edit, create
• Receiving: View, edit, delete
• Settings (Orders): Can view and edit all settings
• Settings (Orders): Can view, edit, create new Order Templates
• Settings (Orders): Can view, edit, delete Order Templates
• Settings (Organizations): Can view and edit settings
• Settings (Receiving): Can view and edit settings

Acq2

Amy met with Lisa, Joanna, Jean, Laura on March 2 to fine-tune.  April 30 - Joanna and team requested I remove reopen and unopen PO’s; concern about someone accidentally deleting receipt histories for serials, which can be easily done by reopening a PO.

• Inventory: Move holdings
• Inventory: Move items
• Inventory: View instance records being suppressed for staff
• Inventory: View, create, edit instances
• Inventory: View, create, edit, delete holdings
• Inventory: View, create, edit, delete items
• Invoice: all permissions for Create, View, Edit and Delete invoice
• Notes: Can assign and unassign a note
• Notes: Can create a note
• Notes: Can delete a note
• Notes: Can edit a note
• Notes: Can view a note
• Orders: Create order lines
• Orders: Create orders
• Orders: Delete order lines
• Orders: Edit order lines
• Orders: Edit orders
• Orders: Remove orders
• Organizations: Interface usernames and passwords: view
• Organizations: View, edit
• Receiving: View, edit, create
• Receiving: View, edit, delete
• UI: invoice module is enabled
• UI: ui-notes module is enabled

Acq1

Amy met with Lisa, Joanna, Jean, Laura on March 2 to fine-tune. 

• Inventory: View instance records being suppressed for staff
• Inventory: View, create holdings
• Inventory: View, create, edit items
• Notes: Can assign and unassign a note
• Notes: Can create a note
• Notes: Can delete a note
• Notes: Can edit a note
• Notes: Can view a note
• Orders: View order lines
• Orders: View orders
• Organizations: View
• Receiving: View, edit, create
• UI: invoice module is enabled
• UI: ui-notes module is enabled