Acquisitions Permissions Reference

This topic lists all acquisitions permission control records in alphabetical order. Use Ctrl+F to search for a control record, and then select it to view more information.

Note:
To perform an acquisitions task, both the staff member and the workstation must have the appropriate permission.

Description	Open Acquisitions workforms.
Organization level	System
Permission	Allow

Description	Update the currency exchange rates for enabled currencies.
Organization level	System, Library
Permission	Allow

Description	Use the Check In Shelf Ready Materials workform to receive shelf-ready items.
Organization level	System
Permission	Allow

Description	Process and manage Acquisitions claims.
Organization level	System
Permission	Allow

Description	Manage claiming.
Organization level	Branch
Permission	Access, Create, Modify, Delete

Description	Create bibliographic records as part of acquisitions and serials processing.
Organization level	System
Permission	Allow

Description	Create and delete item records while performing acquisitions and serials tasks. This permission is required to automatically delete item record when deleting serials issues.
Organization level	System
Permission	Allow

Description	Access the application to export acquisitions data from the Polaris ILS.
Organization level	System
Permission	Allow

Description	Work with fiscal year records
Organization level	Branch
Permission	Access, Create, Modify, Delete

Description	Maintain the budget accounts owned by the branch.
Organization level	Branch
Permission	Access, Create, Modify, Delete, Transfer money between funds

Description	Maintain invoices owned by the branch.
Organization level	Branch
Permission	Access, Create, Modify, Delete, Pay invoices exceeding fund expenditure limits, Pay, Undo payment, Credit, Print vouchers

Description	Modify bibliographic records as part of acquisitions and serials processing. With this permission, you can change the Display in PAC setting for bibliographic records linked to the line items when you release or cancel a purchase order. This permission alone does not allow you to open bibliographic records and modify the MARC data. To do this, you also need the Cataloging permission Bibliographic records: Modify.
Organization level	System
Permission	Allow

Description	Modify tax rates in the Tax Rates database table.
Organization level	System
Permission	Allow

Description	Use the Process EDI Invoices workform to display and process EDI invoices for partial shipments.
Organization level	System
Permission	Allow

Description	Work with purchase orders at the branch at which the permissions were assigned.
Organization level	Branch
Permission	Access; Change fund, destination, collection; Create; Delete; Delete cancelled orders; Modify; Print purchase orders; Print workslips; Release order exceeding fund encumbrance limits; Release order resulting in negative fund free balance; Release, receive, cancel, close PO; Send electronic purchase orders; Undo Receipt; Change fund, destination, collection

Description	Use the purge process to remove old purchase orders and invoices from the database.
Organization level	System
Permission	Allow

Description	Use the Receive ASN Shipment workform to receive shipments.
Organization level	System
Permission	Allow

Description	Use the fiscal year utility to roll over fiscal years.
Organization level	System
Permission	Allow

Description	Work with selection list line item segments for the branches at which the permission is granted.
Organization level	Branch
Permission	Access, Create, Modify, Delete