Skip to Content
Last modified by BibOS Admin on 2026/11/14 19:08
Hide last authors
BibOS Admin 1.1 1 Map the route from a purchase decision to a received library item.
2
3 {{toc/}}
4
5 Check the official Koha manual for your installed version.
6
7 {{id name="the-workflow"/}}
8 == Understand the purchasing workflow ==
9
10 Koha acquisitions supports vendor records, orders and purchase budgets. Configuration includes budgets and funds, and the workflow can connect orders with catalogue records and received items.
11
12 {{id name="prepare-decisions"/}}
13 == Document your purchasing decisions ==
14
15 1. List the people who request, approve, order and receive materials.
16 1. Define the budget periods and funds your team actually reports against.
17 1. Gather vendor details and decide how orders will be communicated.
18 1. Agree when catalogue records and item records should be created.
19 1. Choose an example order that includes a partial delivery or another common exception.
20
21 {{id name="trial-order"/}}
22 == Follow one order all the way through ==
23
24 In a test environment, follow an order from creation to receipt and invoice handling. At each step, ask who owns the next action and which amount should appear in your reporting.
25
26 Do not assume a change of library system will replace your finance process. Record what needs to be exchanged with finance and which system is authoritative for each decision.
27
28 {{id name="sources"/}}
29 == Official references ==
30
31 * [[Koha manual: acquisitions>>https://koha-community.org/manual/latest/en/html/acquisitions.html]]
32
33 == Related guides ==
34
35 * [[Useful reports and reliable counts>>doc:Guides.operations.reports.WebHome]]
36 * [[Catalogue records and items>>doc:Guides.catalogue.catalogue-records.WebHome]]
37