Vendor Configuration Wizards
When an order is created, the order must identify a vendor. Each vendor is represented by a master vendor record and by a number of vendor cycle records. A master vendor record identifies the source of materials being acquired and contains constant information, such as addresses. Every vendor, publisher, or donor from whom the library acquires material should be represented by a vendor record. The vendor cycle records contain information about vendor activity for a specific time period.
Libraries using the Acquisitions and Serial Control modules will use vendor policies to denote vendor characteristics for budget management and statistical analysis. Click the Vendor Configuration wizard group button, and the following wizards appear.
| • | Currency Wizard |
| • | EDI Address Format Wizard |
| • | Vendor Address Format Wizard |
| • | Vendor Extended Information Format Wizard |
| • | Vendor Group Wizards |
Policy lists and policy values can be downloaded to files on your workstation. See the Export Policies Helper topic for more information.
Only one user at a time can work with policies. This is a safeguard to prevent users from modifying the same policy at the same time.
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