Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
Next revision Both sides next revision
endowment_fund_orders [2009/02/23 17:43]
jbajgier
endowment_fund_orders [2012/07/20 21:10]
sstangroom
Line 13: Line 13:
 === Endowment orders & Midwest Library Services === === Endowment orders & Midwest Library Services ===
 We have an arrangement with Midwest Library Services for endowment orders. Paper purchase orders for anything published in the U.S. can be sent to them. A vendor note “please invoice separately” should be input into the order. Both the endowment name and “please invoice separately” should be highlighted on the printed slip (do not send any endowment orders electronically - the special information we need highlighted gets lost in the transmission). Midwest will send a proforma invoice to us if necessary. Processing supervisor generally calls Midwest to warn them ahead of time. We have an arrangement with Midwest Library Services for endowment orders. Paper purchase orders for anything published in the U.S. can be sent to them. A vendor note “please invoice separately” should be input into the order. Both the endowment name and “please invoice separately” should be highlighted on the printed slip (do not send any endowment orders electronically - the special information we need highlighted gets lost in the transmission). Midwest will send a proforma invoice to us if necessary. Processing supervisor generally calls Midwest to warn them ahead of time.
-Endowments administered by Foundation Office +==== Endowments administered by Foundation Office ​====
 **Bestor Endowment** **Bestor Endowment**
  
Line 46: Line 45:
  
 Donated for acquisition of general library materials, the biological sciences selector has traditionally been awarded these monies and typically by entomological related items. Donated for acquisition of general library materials, the biological sciences selector has traditionally been awarded these monies and typically by entomological related items.
-Endowments administered by Library+Endowments administered by Library.
  
 +==== Other Endowments ====
 The following endowments can used to purchase any materials needed by the Library. When placing orders, acquisitions staff should input a special account code as designated by the selector. Unlike the endowments above (and with the exception of Friends of the Library restricted orders), we do not need to have vendors invoice us separately. The invoices are input into Innopac, deducted from the appropriate acquisitions account spreadsheet,​ and payment vouchers are created in Acquisitions. The following endowments can used to purchase any materials needed by the Library. When placing orders, acquisitions staff should input a special account code as designated by the selector. Unlike the endowments above (and with the exception of Friends of the Library restricted orders), we do not need to have vendors invoice us separately. The invoices are input into Innopac, deducted from the appropriate acquisitions account spreadsheet,​ and payment vouchers are created in Acquisitions.
  
Line 70: Line 70:
 The Library also receives monies each year from the Friends of the Library in both restricted and unrestricted funds. The Secretary of the Friends notifies Collection Development & Acquisitions how much money they are giving to the Library, and of that amount how much is for restricted and unrestricted orders. Restricted fund orders include materials purchased through a donation. These orders have their own budget codes as well, i.e., **FOL—Iliardi,​ FOL—Phinney,​ FOL—Rothstein,​ FOL—FOL Colly**. We should request that vendors bill these specific FOL separately as well even though they are paid through the library. The Library also receives monies each year from the Friends of the Library in both restricted and unrestricted funds. The Secretary of the Friends notifies Collection Development & Acquisitions how much money they are giving to the Library, and of that amount how much is for restricted and unrestricted orders. Restricted fund orders include materials purchased through a donation. These orders have their own budget codes as well, i.e., **FOL—Iliardi,​ FOL—Phinney,​ FOL—Rothstein,​ FOL—FOL Colly**. We should request that vendors bill these specific FOL separately as well even though they are paid through the library.
  
 +
 + --- //​[[stangroom@library.umass.edu|Primary contact: Scott Stangroom]]//​
endowment_fund_orders.txt · Last modified: 2021/08/04 13:53 by sstangroom
[unknown link type]Back to top
www.chimeric.de Creative Commons License Valid CSS Driven by DokuWiki do yourself a favour and use a real browser - get firefox!! Recent changes RSS feed Valid XHTML 1.0