Mandarin Serials and Acquisitions is a tracking and purchasing application that automates serials receiving, routing, claims, and reports, as well as the acquisi- tions needs of today’s libraries. With this application, librarians can track a serial through a 10-year subscription or publication period. It also replaces time-con- suming manual purchasing and receiving procedures; error prone, manual accounting; and inconvenient paper files with fast, automated purchasing methods, automatic fund calculation and entry, and automated purchase orders, records, and reports.
Features include:
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Automates the serial receipt schedule, creating a forecast, so the system knows when to expect each issue. Even irregular publication schedules are easily accommodated. -
Calculates budgets, balances, encumbrances, and transactions as each acquisitions transaction is performed. -
Displays current budget status and actual balances. An early warning alert of fund depletion can be set based on a library-specified value. -
Generates routing slips and purchase orders, records the receipt of each item, and generates invoices. -
Allows purchase orders to be received in full or part. The system allows for items to be returned to the vendor for exchange, credit, or refund. -
Monitors and updates status of purchase orders. -
Provides notification of overdue items and a convenient procedure to ini- tiate claim action, including customizable claim letters, on vendors that are reported to have delinquent orders. -
Creates reports displaying information allowing instant vendor, serial, item, account, and purchase order analysis. Reports can be viewed, printed, or exported to a file. -
Allows customization and limiting of user access privileges by function and level of access. -
Utilizes security profiles to add and modify user privileges, and provide password protection.
Licensing
Mandarin Serials and Acquisitions is site licensed and there is no restriction on the number of client workstations that can access Serials and Acquisitions.
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