The Sierra Acquisitions Module includes tools that allow users to queue and print purchase orders, receive order records, update funds, process invoices and handle your fiscal year close. The videos and training documents below will help you learn how to navigate the acquisitions module.
- CSDirect Acquisitions Documentation
- Acquisitions Checklist
- Acquisitions Permissions
- Acquisitions Parameters
- Acquisitions Sierra Record Structure
- Acquisitions Workflow
- Order Record Status in Sierra
Start off acquisitions training with a tour through the Funds Section of the module.
A brief overview of the Sierra Vendor record; used in both the Acquisitions and the Serials modules.
Creating an Order
Going through the steps of placing an order within the Sierra Acquisitions module.
Receiving & Paying an Invoice
Going through the steps of receiving and paying an invoice using Sierra Acquisitions.
Noting the differences with a Serials / Subscription Order and a Firm Order.