Acquisition Proposal file

You can record information about the acquisitions process with the Acquisition Proposal file in the Activities module.

Overview

The Acquisition Proposal file in the Activities module lets you record the details of a prospective acquisition in a sequence of logical steps from proposal through to approval or refusal.

It is possible to create new Object records for items considered for acquisition. Alternatively, if you do not want to create new Object records for each considered item, you can list them in the free text field, Item Description.

Acquisition Proposal window - Details tab

Status and file number fields

• Procedural Status

• File No.

Source fields

• Source Name

• Source Role

• Source Phone

• Source Email

• Source Address

Item fields

• Number of Items

• Item Description

Price and valuation fields

• Price

• Valuation

• Price/Valuation Notes

Funder fields

• Funder

• Funding Type

• Funding Amount

Acquisition Proposal window - Administration tab

Administration fields

• Proposed By

• Reason

• Date Proposed

• Method

Department, curator, and registrar fields

• Department

• Curator in Charge

• Registrar in Charge

Recommendation fields

• Recommendation Name

• Recommendation Title

• Recommendation Date

• Recommendation Notes

Approval fields

• Approval Name

• Approval Title

• Approval Date

• Approval Notes

General fields

• General Flag

• General Flag Notes

• General Notes

Other party fields

• Other Party

• Other Party Role

• Other Party Notes

Other windows in the Acquisition Proposal file

• Objects & Activities

• Correspondence History

• Document References

• Photo/Audio-Visual References

• Diary

• Tasks & Their Costs

• Authority Management

• User Defined Fields

• User Views