Acquisitions Settings Reference

Configures acquisition claim and cancellation defaults. You can enter the contact information for the individual at the library who should be contacted concerning claims or cancellations. You can also specify the claim and cancellation notice information that appears on all new acquisition claims created for an organization.

Controls how funds are displayed in drop-down list boxes for the organization or staff member for whom the profile is set.

Determines if the Polaris API endpoint JobsPurchaseOrdersResultGet returns the Fund name or the Alternate Fund name. When set to Yes, the endpoint returns the Fund name. When set to No, the endpoint returns the Alternate Fund name.

Specifies whether the Close Purchase Orders SQL job closes purchase orders automatically. The SQL job closes purchase orders automatically when the following conditions are true:

• The Automatically close purchase orders parameter is set to Yes for the purchase order’s Ordered at organization

• The purchase order has a type of Firm, Gift, or Donation

• All line items have a status of Received, Canceled, or Partly Received

• All segments have a status of Canceled or Received

Specifies whether the system allows batch printing workslips during ASN receiving. For more information, see Print Workslips for an ASN Shipment.

Specifies whether the Alert checkbox is automatically selected for purchase order line items created from bulk added bibliographic records with more than one ISBN.

Specifies whether invalid data is replaced with default data when adding line items to a purchase order from a bibliographic record set.

Specifies whether 970 tags in bibliographic records are marked as processed when used to create line item segments in a purchase order or selection list. This eliminates duplicate line item segments in a purchase order, which would prevent it from being released.

Specifies whether invalid data is replaced with default data when adding line items to a selection list from a bibliographic record set.

Specifies whether information from the previous purchase order or invoice line item segment automatically populates fields in the new segment.

Specifies whether the system automatically creates a purchase order when you renew a serial subscription.

Specifies where Acquisitions logs and files are stored.

Specifies the default payment option selected in the Check/Voucher dialog box when staff members pay, prepay, or credit an invoice.

Specifies whether bibliographic records created from Acquisitions appear in the PAC.

Specifies whether a warning appears when a purchase order line item or invoice line item is saved, and the title will not display in the PAC because the Display in PAC checkbox is not checked.

Specifies how branches are displayed in selection list, purchase order, and invoice line item segments. If set to Yes, the default Destination is the same as the branch selected in the workform header (the Created at library in the Selection List workform, the Ordered at library in the Purchase Order workform, or the Paid by library in the Invoice workform). The drop-down list displays branches with the same parent library as the branch selected in the workform header. If set to No, the default branch selected is the user’s login branch, and all branches from all organizations in the system display in the Destination drop-down list.

Specifies whether Polaris automatically provides a purchase order number or the staff member enters the purchase order number when a purchase order is created. Be sure to specify the increment, prefix, and starting number for the Polaris-generated number.

Use this parameter to rename the Other header charge type to be used in purchase orders and invoices to specify a charge for the purchase order or invoice as a whole (at the header, rather than line item level). When the Other charge type is renamed, the new name appears in the list of charge types on the Purchase Order and Invoice workforms on view 1.

Specifies whether purchase order line items can be printed in batch from the Receive ASN Shipments workform.

Specifies whether a warning message appears when users receive a line item for which there is a hold request.

Specifies whether to copy the material type when line item segment data is copied in a selection list or purchase order.

Allows you to select a default fund to use when "Depository agreement" is selected in the Payment Method box on the Subscription Record workform, and no fund is selected.

Allows you to select a default fund to use when "Purchase" or "Free" is selected in the Payment Method box on the Subscription record workform, and no fund is selected.

Specifies whether the transmission of EDI files is in active or passive mode. If this profile is set to Yes, all EDI orders, purchase order acknowledgments and invoices for all EDI suppliers will be transmitted in passive mode. If this profile is set to No, they will be transmitted in active mode. The default is Yes - for new Polaris installations.