[IUG] Invoicing?

[Steve McGuirl <acquisitions at nysoclib dot org>]

We are a subscription library with a small Acquisitions staff, and the
process of invoicing all of our purchases is putting a terrible strain on
limited staff time. We are also in a somewhat unusual situation in that our
accountant is truly in charge of tracking the total Acquisitions budget,
giving us reports throughout the year. Unlike a public or university library
we do not have to be nearly as diligent about tracking several different
book buying funds, rolling over encumbrances from the previous year, and so
forth. 

 

Now, my question is this: Does anyone out there NOT use the invoicing module
in the Millennium Acquisitions module, and still compile some basic
statistics? How do you do it? I have looked into the Simplified Acquisitions
program, and it looks too simple for our needs. Some questions I have been
kicking around: Is it possible to change order status to 'a' ("fully paid")
once the invoice has been approved and forwarded to Accounting for payment,
change the e-price (if necessary) to reflect what's on the vendor invoice,
and still be able to accurately report on money spent on the specialty funds
we have set up such as children's books, replacements, and so forth? Since
most of our books do not fall into this category, we would save much time
spent on entering line after line of invoices. 

 

Any suggestions or recommendations would be most appreciated.

 

Thank you.

 

 

 

Steven McGuirl

Acquisitions Librarian

New York Society Library

53 East 79th Street

New York, NY 10021

212-288-6900, ext. 247

www.nysoclib.org

 



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