3.1 - General Comments
Introduction:
The Acquisitions Module is used by libraries to order library materials, monitor fund expenditures and encumbrances, maintain vendor information and monitor vendor expenditure, and to provide details of invoice payments and the receipt of orders. In addition, the number of items purchased can also be maintained.
NOTE: The next iteration of the Acquisitions Module is BLUECloud Acquisitions - which as of April 2024, is not yet ready for general release.
- Each Library Service has its own Purchase Order Number range – this number range is numerical and the module creates a unique order number for each order.
- The optimum number of orderlines per order is 24 as this is the number of lines which appear on the screen. It is however possible to have more orderlines than this.
3.1.1 – Fiscal Cycles
In the Acquisitions Module, the fiscal cycle is used to identify a particular funding period. Every order, fund and vendor has a fiscal cycle attached to it, and each fund, order and vendor cycle must match each other’s formatting. The fiscal cycle format is limited to 5 characters in Symphony.
Where the fiscal cycle spans two calendar years (such as 2023-2024) the fiscal cycle for both Vendors and Funds will be identified as the second year of the financial year. For example:
Financial Year
Fiscal Cycle
2022-2023
2023
2023-2024
2024
2024-2025
2025