Providers
Deactivating Baker & Taylor Provider Records
Funding Sources and Funds
- Fund Administration Interface
- About Funding Sources
- Grid Actions for a Selected Funding Source
- Create a New Funding Source
- Crediting (Adding Money to) a Funding Source
- Moving Money from a Fund back to a Funding Source
- About Funds
- Grid Actions for a Fund
- Creating a New Fund
- (New) Configuring a Fund Summary Report in Funds Administration
- Allocating Money to a Fund
- Viewing Fund Details
- Marking a Fund Inactive
- Interpreting Fund Totals
- Configuring a Fund Summary Report in Fund Administration
- Fund Tags
Acquisitions Searching
- Acquisitions Search Interface
- Creating a Custom Default Search
- Line Items Search Tab
- Purchase Orders Search Tab
- Invoices Search Tab
- Selection Lists Search Tab
- Finding the Line Item Associated with the Item
- How to Retrieve Open Invoices
Order Record Loading
Selection Lists
- About Selection Lists
- Creating a New Selection List
- Adding Line Items to a Selection List
- Viewing Selection Lists Owned by Others at Your Library
- Cloning a Selection List
- Deleting Selection Lists
Purchase Orders
- Purchase Order Overview
- Activating a Purchase Order
- Create a Purchase Order Manually Within Evergreen
- Setting a Pending Purchase Order for Overnight Deletion
- (Old) Adding Brief Records to a Purchase Order
- (Old) Changing the Line Item Estimated Price After Activation
Line Items
- Line Item Overview
- Line Item Items [Copies]
- Distribution Formulas
- Apply a Distribution Formula
- Line Item Notes and Alerts
- About Line Item Alert Notifications
- How to Delete an Item from a Line Item
- Line Item Sort Option in the Purchase Order
- Batch Updating Line Items in a Pending Purchase Order
- Batch Updating Funds in an Activated Purchase Order
Cancelling Orders
- (New) Cancelling Orders
- Cancelling Line Items in a Batch
- About Cancelled Orders
- Cancelling an Entire Purchase Order
- Cancelling a Line Item
- Cancelling Items in a Line Item
Invoices
- Invoice Overview – Updated for 3.13.5
- Invoice Overview – Legacy
- Creating an Invoice Manually – Updated for 3.13.5
- Creating an Invoice Manually – Legacy
- Blanket Orders
- Invoicing Blanket Orders – Updated for 3.13.5
- Invoicing Blanket Orders – Legacy
- Direct Charges – Updated for 3.13.5
- Direct Charges – Legacy
- Credit Memos – Updated for 3.13.5
- Credit Memos – Legacy
- Retrieve Open Invoices
- Processing EDI Invoices
EDI
On Order Item Processing
Fiscal Close
- Fiscal Close Checklist
- Fund Propagation and Rollover
- Fiscal Close
- Updating the Fiscal Year Field in Scheduled Acquisitions Reports