xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="acquisitions-module_admin_functions">\r
<info>\r
<title>Administration Functions in the Acquisitions Module</title>\r
- <abstract>The following documentation is intended for users who will be managing funds and providers, managing EDI accounts, and creating drop down menus for invoices and purchase orders. This documentation will describe the purpose of each menu item in the Acquisitions menu in the Admin module and will present instructions for using each item. Front line processes are documented in The Acquisitions Module.\r
- This document is intended for first time users of the Acquisitions module as well as those who are familiar with the module and need only a reference guide. The contents of this document are ordered such that one who is new to the Acquisitions module\r
- could read through this document and set up the administrative portion of Acquisitions in Evergreen.</abstract>\r
+ <abstract>The following documentation is intended for users who will be managing funds and providers, managing EDI accounts, and creating drop down menus for invoices and purchase orders. This \r
+ documentation will describe the purpose of each menu item in the Acquisitions menu in the Admin module and will present instructions for using each item. Front line processes are documented in The \r
+ Acquisitions Module. This document is intended for first time users of the Acquisitions module as well as those who are familiar with the module and need only a reference guide. The \r
+ contents of this document are ordered such that one who is new to the Acquisitions module could read through this document and set up the administrative portion of Acquisitions in Evergreen.\r
+ </abstract>\r
</info>\r
<section id="acq_admin_currency_types">\r
-<title>Currency Types</title>\r
-<simpara>Currency types can be created and applied to funds in the administrative module.\r
-When a fund is applied to a copy or line item for purchase, the item will be purchased in\r
-the currency associated with that fund.</simpara>\r
-<section id="acq_admin_create_a_currency_type">\r
-<title>Create a currency type</title>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-To create a new currency type, click Admin → Server Administration → Acquisitions→ Currency types.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the currency code. No limits exist on the number of characters that can be entered in this field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the name of the currency type in Currency Label field. No limits exist on the number of characters that can be entered in\r
-this field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Save.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="acq_admin_edit_a_currency_type">\r
-<title>Edit a currency type</title>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-To edit a currency type, click your cursor in the row that you want to edit. The row will turn blue.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Double-click. The pop-up box will appear, and you can edit the fields.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-After making changes, click Save.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-<note><simpara>From the currency types interface, you can delete currencies that have never been applied to funds or used to make purchases.</simpara></note>\r
-</section>\r
+ <title>Currency Types</title>\r
+ <simpara>Currency types can be created and applied to funds in the administrative module.\r
+ When a fund is applied to a copy or line item for purchase, the item will be purchased in\r
+ the currency associated with that fund.</simpara>\r
+ <simplesect>\r
+ <title>Create a currency type</title>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>To create a new currency type, click Admin → Server Administration → Acquisitions→ Currency types.</simpara></listitem>\r
+ <listitem><simpara>Enter the currency code. No limits exist on the number of characters that can be entered in this field.</simpara></listitem>\r
+ <listitem><simpara>Enter the name of the currency type in Currency Label field. No limits exist on the number of characters that can be entered in\r
+ this field.</simpara></listitem>\r
+ <listitem><simpara>Click Save.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Edit a currency type</title>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>To edit a currency type, click your cursor in the row that you want to edit. The row will turn blue.</simpara></listitem>\r
+ <listitem><simpara>Double-click. The pop-up box will appear, and you can edit the fields.</simpara></listitem>\r
+ <listitem><simpara>After making changes, click Save.</simpara></listitem>\r
+ </orderedlist>\r
+ <note><simpara>From the currency types interface, you can delete currencies that have never been applied to funds or used to make purchases.</simpara></note>\r
+ </simplesect>\r
</section>\r
<section id="acq_admin_exchange_rates">\r
-<title>Exchange Rates</title>\r
-<simpara>Exchange rates define the rate of exchange between currencies. Evergreen will automatically calculate exchange rates for purchases.\r
-Evergreen assumes that the currency of the purchasing fund is identical to the currency of the provider, but it provides for two unique\r
-situations:\r
-If the currency of the fund that is used for the purchase is different from the currency of the provider as listed in the provider\r
-profile, then Evergreen will use the exchange rate to calculate the price of the item in the currency of the fund and debit the fund\r
-accordingly.\r
-When money is transferred between funds that use different currency types, Evergreen will automatically use the exchange rate to convert\r
-the money to the currency of the receiving fund. During such transfers, however, staff can override the automatic conversion by providing\r
-an explicit amount to credit to the receiving fund.</simpara>\r
-<section id="acq_admin_create_an_exchange_rate">\r
-<title>Create an exchange rate</title>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-To create a new exchange rate, click Admin → Server Administration → Acquisitions → Exchange Rates.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click New Exchange Rate.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the From Currency from the drop down menu populated by the currency types.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the To Currency from the drop down menu populated by the currency types.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the exchange Ratio.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Save.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="acq_admin_edit_an_exchange_rate">\r
-<title>Edit an Exchange Rate</title>\r
-<simpara>Edit an exchange rate just as you would edit a currency type. See section 1.2 for instructions.</simpara>\r
-</section>\r
+ <title>Exchange Rates</title>\r
+ <simpara>Exchange rates define the rate of exchange between currencies. Evergreen will automatically calculate exchange rates for purchases.\r
+ Evergreen assumes that the currency of the purchasing fund is identical to the currency of the provider, but it provides for two unique\r
+ situations:\r
+ If the currency of the fund that is used for the purchase is different from the currency of the provider as listed in the provider\r
+ profile, then Evergreen will use the exchange rate to calculate the price of the item in the currency of the fund and debit the fund\r
+ accordingly.\r
+ When money is transferred between funds that use different currency types, Evergreen will automatically use the exchange rate to convert\r
+ the money to the currency of the receiving fund. During such transfers, however, staff can override the automatic conversion by providing\r
+ an explicit amount to credit to the receiving fund.</simpara>\r
+ <simplesect>\r
+ <title>Create an exchange rate</title>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>To create a new exchange rate, click Admin → Server Administration → Acquisitions → Exchange Rates.</simpara></listitem>\r
+ <listitem><simpara>Click New Exchange Rate.</simpara></listitem>\r
+ <listitem><simpara>Enter the From Currency from the drop down menu populated by the currency types.</simpara></listitem>\r
+ <listitem><simpara>Enter the To Currency from the drop down menu populated by the currency types.</simpara></listitem>\r
+ <listitem><simpara>Enter the exchange Ratio.</simpara></listitem>\r
+ <listitem><simpara>Click Save.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Edit an Exchange Rate</title>\r
+ <simpara>Edit an exchange rate just as you would edit a currency type.</simpara>\r
+ </simplesect>\r
</section>\r
<section id="acq_admin_funding_sources">\r
-<title>Funding Sources</title>\r
-<simpara>Funding sources allow you to specify the sources that contribute monies to your fund(s). You can create as few or as many funding\r
-sources as you need.</simpara>\r
-<section id="acq_admin_create_a_funding_source">\r
-<title>Create a funding source</title>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-To create a new funding source, click Admin → Server Administration → Acquisitions → Funding Source.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a funding source name. No limits exist on the number of characters that can be entered in this field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select an owner from the drop down menu. The owner indicates the organizational unit(s) whose staff can use this funding source.\r
-This menu is populated with the shortnames that you created for your libraries in the organizational units tree (See\r
-Admin → Server Administration → Organizational Units).\r
-</simpara>\r
-<literallayout class="monospaced">The rule of parental inheritance applies to this list. For example, if a system is made the owner of a funding source,\r
-then users with appropriate permissions at the branches within the system could also use the funding source.</literallayout>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Create a code for the source. No limits exist on the number of characters that can be entered in this field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select a currency from the drop down menu. This menu is populated from the choices in the Currency Types interface.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Save.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="acq_admin_allocate_credits_to_funding_sources">\r
-<title>Allocate Credits to Funding Sources</title>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Apply a credit to this funding source.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the amount of money that the funding source contributes to the organization. Funding sources are not tied to fiscal\r
-or calendar years, so you can continue to add money to the same funding source over multiple years, e.g. County\r
-Funding. Alternatively, you can name funding sources by year, e.g. County Funding 2010 and County Funding 2011, and apply\r
-credits each year to the matching source.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-To apply a credit, click on the hyperlinked name of the funding source. The Funding Source Details will appear.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Apply credit.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter an amount to apply to this funding source.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a note. This field is optional.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Apply.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="acq_admin_allocate_credits_to_funds">\r
-<title>Allocate credits to funds</title>\r
-<simpara>If you have already set up your funds, then you can then click the Allocate to Fund button to apply credits from the\r
-funding sources to the funds. If you have not yet set up your funds, or you need to add a new one, you can allocate\r
-credits to funds from the funds interface. See section 1.2 for more information.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-To allocate credits to funds, click Allocate to Fund.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the amount that you want to allocate.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a note. This field is optional.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Apply.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="acq_admin_track_debits_and_credits">\r
-<title>Track Debits and Credits</title>\r
-<simpara>You can track credits to and allocations from each funding source. These amounts are updated when credits and allocations are\r
-made in the Funding Source Details. Access the Funding Source Details by clicking on the hyperlinked name of the Funding Source.</simpara>\r
-</section>\r
+ <title>Funding Sources</title>\r
+ <simpara>Funding sources allow you to specify the sources that contribute monies to your fund(s). You can create as few or as many funding\r
+ sources as you need.</simpara>\r
+ <simplesect>\r
+ <title>Create a funding source</title>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>To create a new funding source, click Admin → Server Administration → Acquisitions → Funding Source.</simpara></listitem>\r
+ <listitem><simpara>Enter a funding source name. No limits exist on the number of characters that can be entered in this field.</simpara></listitem>\r
+ <listitem><simpara>Select an owner from the drop down menu. The owner indicates the organizational unit(s) whose staff can use this funding source.\r
+ This menu is populated with the shortnames that you created for your libraries in the organizational units tree (See\r
+ Admin → Server Administration → Organizational Units).</simpara>\r
+ <literallayout class="monospaced">The rule of parental inheritance applies to this list. For example, if a system is made the owner of a funding source,\r
+ then users with appropriate permissions at the branches within the system could also use the funding source.</literallayout></listitem>\r
+ <listitem><simpara>Create a code for the source. No limits exist on the number of characters that can be entered in this field.</simpara></listitem>\r
+ <listitem><simpara>Select a currency from the drop down menu. This menu is populated from the choices in the Currency Types interface.</simpara></listitem>\r
+ <listitem><simpara>Click Save.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Allocate Credits to Funding Sources</title>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Apply a credit to this funding source.</simpara></listitem>\r
+ <listitem><simpara>Enter the amount of money that the funding source contributes to the organization. Funding sources are not tied to fiscal\r
+ or calendar years, so you can continue to add money to the same funding source over multiple years, e.g. County\r
+ Funding. Alternatively, you can name funding sources by year, e.g. County Funding 2010 and County Funding 2011, and apply\r
+ credits each year to the matching source.</simpara></listitem>\r
+ <listitem><simpara>To apply a credit, click on the hyperlinked name of the funding source. The Funding Source Details will appear.</simpara></listitem>\r
+ <listitem><simpara>Click Apply credit.</simpara></listitem>\r
+ <listitem><simpara>Enter an amount to apply to this funding source.</simpara></listitem>\r
+ <listitem><simpara>Enter a note. This field is optional.</simpara></listitem>\r
+ <listitem><simpara>Click Apply.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Allocate credits to funds</title>\r
+ <simpara>If you have already set up your funds, then you can then click the Allocate to Fund button to apply credits from the\r
+ funding sources to the funds. If you have not yet set up your funds, or you need to add a new one, you can allocate\r
+ credits to funds from the funds interface. See section 1.2 for more information.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>To allocate credits to funds, click Allocate to Fund.</simpara></listitem>\r
+ <listitem><simpara>Enter the amount that you want to allocate.</simpara></listitem>\r
+ <listitem><simpara>Enter a note. This field is optional.</simpara></listitem>\r
+ <listitem><simpara>Click Apply.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Track Debits and Credits</title>\r
+ <simpara>You can track credits to and allocations from each funding source. These amounts are updated when credits and allocations are\r
+ made in the Funding Source Details. Access the Funding Source Details by clicking on the hyperlinked name of the Funding Source.</simpara>\r
+ </simplesect>\r
</section>\r
<section id="acq_admin_fund_tags">\r
-<title>Fund Tags</title>\r
-<simpara>You can apply tags to funds so that you can group funds for easy reporting. For example, you have three funds for children’s materials: Children’s Board Books, Children’s DVDs, and Children’s CDs. Assign a fund tag of “children’s” to each fund.\r
-When you need to report on the amount that has been spent on all children’s materials,\r
-you can run a report on the fund tag to find total expenditures on children’s materials\r
-rather than reporting on each individual fund.</simpara>\r
-<section id="acq_admin_create_a_fund_tag">\r
-<title>Create a Fund Tag</title>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-To create a fund tag, click Admin → Server Administration → Acquisitions → Fund Tags.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click New Fund Tag. No limits exist on the number of characters that can be entered in this field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select a Fund Tag Owner from the drop down menu. The owner indicates the organizational unit(s) whose staff can use this\r
-fund tag. This menu is populated with the shortnames that you created for your libraries in the organizational units tree\r
-(See Admin → Server Administration → Organizational Units).\r
-</simpara>\r
-<note><simpara>The rule of parental inheritance applies to this list.</simpara></note>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a Fund Tag Name. No limits exist on the number of characters that can be entered in this field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Save.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
+ <title>Fund Tags</title>\r
+ <simpara>You can apply tags to funds so that you can group funds for easy reporting. For example, you have three funds for children’s materials: Children’s Board Books, Children’s DVDs, and \r
+ Children’s CDs. Assign a fund tag of “children’s” to each fund.\r
+ When you need to report on the amount that has been spent on all children’s materials,\r
+ you can run a report on the fund tag to find total expenditures on children’s materials\r
+ rather than reporting on each individual fund.</simpara>\r
+ <simplesect>\r
+ <title>Create a Fund Tag</title>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>To create a fund tag, click Admin → Server Administration → Acquisitions → Fund Tags.</simpara></listitem>\r
+ <listitem><simpara>Click New Fund Tag. No limits exist on the number of characters that can be entered in this field.</simpara></listitem>\r
+ <listitem><simpara>Select a Fund Tag Owner from the drop down menu. The owner indicates the organizational unit(s) whose staff can use this\r
+ fund tag. This menu is populated with the shortnames that you created for your libraries in the organizational units tree\r
+ (See Admin → Server Administration → Organizational Units).</simpara>\r
+ <note><simpara>The rule of parental inheritance applies to this list.</simpara></note></listitem>\r
+ <listitem><simpara>Enter a Fund Tag Name. No limits exist on the number of characters that can be entered in this field.</simpara></listitem>\r
+ <listitem><simpara>Click Save.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
</section>\r
<section id="acq_admin_funds">\r
-<title>Funds</title>\r
-<simpara>Funds allow you to allocate credits toward specific purchases. In the funds interface,\r
-you can create funds; allocate credits from funding sources to funds; transfer money\r
-between funds; and apply fund tags to funds.\r
-Funds are created for a specific year, either fiscal or calendar. These funds are owned\r
-by org units. At the top of the funds interface, you can set a contextual org unit and\r
-year. The drop down menu at the top of the screen enables you to focus on funds that\r
-are owned by specific organizational units during specific years.</simpara>\r
-<section id="acq_admin_create_a_fund">\r
-<title>Create a fund</title>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-To create a new fund, click Admin → Server Administration → Acquisitions → Funds.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a name for the fund. No limits exist on the number of characters that can be entered in this field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Create a code for the fund. No limits exist on the number of characters that can be entered in this field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a year for the fund. This can be a fiscal year or a calendar year. The format of the year is YYYY.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select an org unit from the drop down menu. The org unit indicates the organizational units whose staff can use this fund. This menu is populated with the shortnames that you created for your libraries in the organizational units tree (See Admin → Server Administration → Organizational Units).\r
-</simpara>\r
-<note><simpara>The rule of parental inheritance applies to this list. See section</simpara></note>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select a currency type from the drop down menu. This menu is comprised of entries in the currency types menu. When a fund\r
-is applied to a line item or copy, the price of the item will be encumbered in the currency associated with the fund.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click the Active box to activate this fund. You cannot make purchases from this fund if it is not active.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a Balance Stop Percent. The balance stop percent prevents you from making purchases when only a specified amount of the fund remains. For example, if you want to leave a five percent balance in the fund, then you would enter 5 in the field.\r
-You can also enter negative numbers to prevent over expenditure. When the fund reaches its balance stop percent, it will appear in red when you apply funds to copies.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a Balance Warning Percent. The balance warning percent gives you a warning that the fund is low. You can specify any percent. For example, if you want to be warned when the fund has only 10 percent of its balance remaining, then enter 10 in\r
-the field. When the fund reaches its balance warning percent, it will appear in yellow when you apply funds to copies.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Check the Propagate box to propagate funds. When you propagate a fund, the ILS will create a new fund for the following fiscal year with the same parameters as your current fund. All of the settings transfer except for the year and the amount of\r
-money in the fund. Propagation occurs during the fiscal year close-out operation.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Check the Rollover box if you want to roll over remaining funds into the same fund next year.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Save.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="acq_admin_allocate_credits_from_funding_sources_to_funds">\r
-<title>Allocate Credits from Funding Sources to Funds</title>\r
-<simpara>Credits can be applied to funds from funding sources using the fund interface. The\r
-credits that you apply to the fund can be applied later to purchases.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-To access funds, click Admin → Server Administration → Acquisitions → Funds.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click the hyperlinked name of the fund.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-To add a credit to the fund, click the Create Allocation tab.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Choose a Funding Source from the drop down menu.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter an amount that you want to apply to the fund from the funding source.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a note. This field is optional.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Apply.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="acq_admin_transfer_credits_between_funds">\r
-<title>Transfer credits between funds</title>\r
-<simpara>The credits that you allocate to funds can be transferred between funds if desired. In\r
-the following example, you can transfer $500.00 from the Young Adult Fiction fund to\r
-the Children’s DVD fund.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-To access funds, click Admin → Server Administration → Acquisitions → Funds.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click the hyperlinked name of the originating fund.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-The Fund Details screen appears. Click Transfer Money.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the amount that you would like to transfer.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-From the drop down menu, select the destination fund.\r
-\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Add a note. This field is optional.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Transfer.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="acq_admin_track_balances_and_expenditures">\r
-<title>Track Balances and Expenditures</title>\r
-<simpara>The Fund Details allows you to track the fund’s balance, encumbrances, and amount\r
-spent. It also allows you to track allocations from the funding source(s), debits, and\r
-fund tags.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-To access the fund details, click on the hyperlinked name of the fund that you\r
-created.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-The Summary allows you to track the following:\r
-</simpara>\r
-<orderedlist numeration="loweralpha">\r
-<listitem>\r
-<simpara>\r
-Balance – The balance is calculated by subtracting both items that have been\r
-invoiced and encumbrances from the total allocated to the fund.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Total Allocated – This amount is the total amount allocated from the Funding\r
-Source.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Spent Balance – This balance is calculated by subtracting only the items that\r
-have been invoiced from the total allocated to the fund. It does not include\r
-encumbrances.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Total Debits – The total debits are calculated by adding the cost of items that\r
-have been invoiced and encumbrances.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Total Spent – The total spent is calculated by adding the cost of items that\r
-have been invoiced. It does not include encumbrances.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Total Encumbered – The total encumbered is calculated by adding all\r
-encumbrances.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="acq_admin_edit_a_fund">\r
-<title>Edit a Fund</title>\r
-<simpara>Edit a fund just as you would edit a currency type.</simpara>\r
-</section>\r
-<section id="acq_admin_perform_year_end_closeout_operation">\r
-<title>Perform Year End Closeout Operation</title>\r
-<simpara>The Year End Closeout Operation allows you to deactivate funds for the current year\r
-and create analogous funds for the next year. It transfers encumbrances to the\r
-analogous funds, and it rolls over any remaining funds if you checked the rollover box\r
-when creating the fund.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-To access the year end closeout of a fund, click Admin → Server Administration →\r
-Acquisitions → Funds.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Fund Propagation and Rollover.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Check the box adjacent to Perform Fiscal Year Close-Out Operation.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Notice that the context org unit reflects the context org unit that you selected at\r
-the top of the Funds screen.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-If you want to perform the close-out operation on the context org unit and its child\r
-units, then check the box adjacent to Include Funds for Descendant Org Units.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Check the box adjacent to dry run if you want to test changes to the funds before\r
-they are enacted. Evergreen will generate a summary of the changes that would\r
-occur during the selected operations. No data will be changed.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Process.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Evergreen will begin the propagation process. Evergreen will make a clone of each\r
-fund, but it will increment the year by .\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
+ <title>Funds</title>\r
+ <simpara>Funds allow you to allocate credits toward specific purchases. In the funds interface,\r
+ you can create funds; allocate credits from funding sources to funds; transfer money\r
+ between funds; and apply fund tags to funds.\r
+ Funds are created for a specific year, either fiscal or calendar. These funds are owned\r
+ by org units. At the top of the funds interface, you can set a contextual org unit and\r
+ year. The drop down menu at the top of the screen enables you to focus on funds that\r
+ are owned by specific organizational units during specific years.</simpara>\r
+ <simplesect>\r
+ <title>Create a fund</title>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>To create a new fund, click Admin → Server Administration → Acquisitions → Funds.</simpara></listitem>\r
+ <listitem><simpara>Enter a name for the fund. No limits exist on the number of characters that can be entered in this field.</simpara></listitem>\r
+ <listitem><simpara>Create a code for the fund. No limits exist on the number of characters that can be entered in this field.</simpara></listitem>\r
+ <listitem><simpara>Enter a year for the fund. This can be a fiscal year or a calendar year. The format of the year is YYYY.</simpara></listitem>\r
+ <listitem><simpara>Select an org unit from the drop down menu. The org unit indicates the organizational units whose staff can use this fund. This menu is populated with the \r
+ shortnames that you created for your libraries in the organizational units tree (See Admin → Server Administration → Organizational Units).</simpara>\r
+ <note><simpara>The rule of parental inheritance applies to this list. See section</simpara></note></listitem>\r
+ <listitem><simpara>Select a currency type from the drop down menu. This menu is comprised of entries in the currency types menu. When a fund\r
+ is applied to a line item or copy, the price of the item will be encumbered in the currency associated with the fund.</simpara></listitem>\r
+ <listitem><simpara>Click the Active box to activate this fund. You cannot make purchases from this fund if it is not active.</simpara></listitem>\r
+ <listitem><simpara>Enter a Balance Stop Percent. The balance stop percent prevents you from making purchases when only a specified amount of the\r
+ fund remains. For example, if you want to leave a five percent balance in the fund, then you would enter 5 in the field.\r
+ You can also enter negative numbers to prevent over expenditure. When the fund reaches its balance stop percent, it will appear in \r
+ red when you apply funds to copies.</simpara></listitem>\r
+ <listitem><simpara>Enter a Balance Warning Percent. The balance warning percent gives you a warning that the fund is low. You can specify any percent. For example, if you want to be \r
+ warned when the fund has only 10 percent of its balance remaining, then enter 10 in the field. When the fund reaches its balance warning percent, it will appear in yellow when you \r
+ apply funds to copies.</simpara></listitem>\r
+ <listitem><simpara>Check the Propagate box to propagate funds. When you propagate a fund, the ILS will create a new fund for the following fisca \r
+ year with the same parameters as your current fund. All of the settings transfer except for the year and the amount of\r
+ money in the fund. Propagation occurs during the fiscal year close-out operation.</simpara></listitem>\r
+ <listitem><simpara>Check the Rollover box if you want to roll over remaining funds into the same fund next year.</simpara></listitem>\r
+ <listitem><simpara>Click Save.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Allocate Credits from Funding Sources to Funds</title>\r
+ <simpara>Credits can be applied to funds from funding sources using the fund interface. The\r
+ credits that you apply to the fund can be applied later to purchases.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>To access funds, click Admin → Server Administration → Acquisitions → Funds.</simpara></listitem>\r
+ <listitem><simpara>Click the hyperlinked name of the fund.</simpara></listitem>\r
+ <listitem><simpara>To add a credit to the fund, click the Create Allocation tab.</simpara></listitem>\r
+ <listitem><simpara>Choose a Funding Source from the drop down menu.</simpara></listitem>\r
+ <listitem><simpara>Enter an amount that you want to apply to the fund from the funding source.</simpara></listitem>\r
+ <listitem><simpara>Enter a note. This field is optional.</simpara></listitem>\r
+ <listitem><simpara>Click Apply.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Transfer credits between funds</title>\r
+ <simpara>The credits that you allocate to funds can be transferred between funds if desired. In\r
+ the following example, you can transfer $500.00 from the Young Adult Fiction fund to\r
+ the Children’s DVD fund.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>To access funds, click Admin → Server Administration → Acquisitions → Funds.</simpara></listitem>\r
+ <listitem><simpara>Click the hyperlinked name of the originating fund.</simpara></listitem>\r
+ <listitem><simpara>The Fund Details screen appears. Click Transfer Money.</simpara></listitem>\r
+ <listitem><simpara>Enter the amount that you would like to transfer.</simpara></listitem>\r
+ <listitem><simpara>From the drop down menu, select the destination fund.\r
+ </simpara></listitem>\r
+ <listitem><simpara>Add a note. This field is optional.</simpara></listitem>\r
+ <listitem><simpara>Click Transfer.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Track Balances and Expenditures</title>\r
+ <simpara>The Fund Details allows you to track the fund’s balance, encumbrances, and amount\r
+ spent. It also allows you to track allocations from the funding source(s), debits, and\r
+ fund tags.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>To access the fund details, click on the hyperlinked name of the fund that you\r
+ created.</simpara></listitem>\r
+ <listitem><simpara>The Summary allows you to track the following:</simpara>\r
+ <orderedlist numeration="loweralpha">\r
+ <listitem><simpara>Balance – The balance is calculated by subtracting both items that have been\r
+ invoiced and encumbrances from the total allocated to the fund.</simpara></listitem>\r
+ <listitem><simpara>Total Allocated – This amount is the total amount allocated from the Funding\r
+ Source.</simpara></listitem>\r
+ <listitem><simpara>Spent Balance – This balance is calculated by subtracting only the items that\r
+ have been invoiced from the total allocated to the fund. It does not include\r
+ encumbrances.</simpara></listitem>\r
+ <listitem><simpara>Total Debits – The total debits are calculated by adding the cost of items that\r
+ have been invoiced and encumbrances.</simpara></listitem>\r
+ <listitem><simpara>Total Spent – The total spent is calculated by adding the cost of items that\r
+ have been invoiced. It does not include encumbrances.</simpara></listitem>\r
+ <listitem><simpara>Total Encumbered – The total encumbered is calculated by adding all\r
+ encumbrances.</simpara></listitem>\r
+ </orderedlist></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Edit a Fund</title>\r
+ <simpara>Edit a fund just as you would edit a currency type.</simpara>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Perform Year End Closeout Operation</title>\r
+ <simpara>The Year End Closeout Operation allows you to deactivate funds for the current year\r
+ and create analogous funds for the next year. It transfers encumbrances to the\r
+ analogous funds, and it rolls over any remaining funds if you checked the rollover box\r
+ when creating the fund.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>To access the year end closeout of a fund, click Admin → Server Administration →\r
+ Acquisitions → Funds.</simpara></listitem>\r
+ <listitem><simpara>Click Fund Propagation and Rollover.</simpara></listitem>\r
+ <listitem><simpara>Check the box adjacent to Perform Fiscal Year Close-Out Operation.</simpara></listitem>\r
+ <listitem><simpara>Notice that the context org unit reflects the context org unit that you selected at\r
+ the top of the Funds screen.</simpara></listitem>\r
+ <listitem><simpara>If you want to perform the close-out operation on the context org unit and its child\r
+ units, then check the box adjacent to Include Funds for Descendant Org Units.</simpara></listitem>\r
+ <listitem><simpara>Check the box adjacent to dry run if you want to test changes to the funds before\r
+ they are enacted. Evergreen will generate a summary of the changes that would\r
+ occur during the selected operations. No data will be changed.</simpara></listitem>\r
+ <listitem><simpara>Click Process.</simpara></listitem>\r
+ <listitem><simpara>Evergreen will begin the propagation process. Evergreen will make a clone of each\r
+ fund, but it will increment the year by .</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
</section>\r
<section id="acq_admin_providers">\r
-<title>Providers</title>\r
-<simpara>Providers are vendors. You can create a provider profile that includes contact\r
-information for the provider, holdings information, invoices, and other information.</simpara>\r
-<section id="acq_admin_create_a_provider">\r
-<title>Create a provider</title>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-To create a new provider, click Admin → Server Administration →Acquisitions →\r
-Providers.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the provider name.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Create a code for the provider. No limits exist on the number of characters that can\r
-be entered in this field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select an owner from the drop down menu. The owner indicates the organizational units whose staff can use this provider. This menu is populated with the shortnames that you created for your libraries in the organizational units tree (See Admin → Server Administration → Organizational Units).\r
-</simpara>\r
-<note><simpara>The rule of parental inheritance applies to this list. See section .1\r
-for more information.</simpara></note>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select a currency from the drop down menu. This drop down list is populated by the\r
-list of currencies available in the currency types.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-A provider must be active in order for purchases to be made from that provider. To\r
-activate the provider, check the box adjacent to Active. To deactivate a vendor,\r
-uncheck the box.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select a default claim policy from the drop down box. This list is derived from the\r
-claim policies that can be created\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select an EDI default. This list is derived from the EDI accounts that can be created.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the provider’s email address.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-In the Fax Phone field, enter the provider’s fax number.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-In the holdings tag field, enter the tag in which the provider places holdings data.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-In the phone field, enter the provider’s phone number.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-If prepayment is required to purchase from this provider, then check the box\r
-adjacent to prepayment required.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the Standard Address Number (SAN) for your provider.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the web address for the provider’s website in the URL field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Save.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="acq_admin_add_contact_and_holdings_information_to_providers">\r
-<title>Add contact and holdings information to providers</title>\r
-<simpara>After you save the provider profile, the screen reloads so that you can save additional\r
-information about the provider. You can also access this screen by clicking the\r
-hyperlinked name of the provider on the Providers screen. The tabs allow you to add a\r
-provider address and contact, attribute definitions, and holding subfields. You can also\r
-view invoices associated with the provider.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Enter a Provider Address, and click Save.\r
-</simpara>\r
-<note><simpara>Required fields for the provider address are: Street 1, city, state,\r
-country, post code. You may have multiple valid addresses.</simpara></note>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the Provider Contact, and click Save.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Your vendor may include information that is specific to your organization in MARC\r
-tags. You can specify the types of information that should be entered in each MARC\r
-tag. Enter attribute definitions to correlate MARC tags with the information that\r
-they should contain in incoming vendor records. Some technical knowledge is\r
-required to enter XPath information.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-You may have entered a holdings tag when you created the provider profile. You\r
-can also enter holdings subfields. Holdings subfields allow you to specify subfields\r
-within the holdings tag to which your vendor adds holdings information.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click invoices to access invoices associated with a provider.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="acq_admin_edit_a_provider">\r
-<title>Edit a provider</title>\r
-<simpara>Edit a provider just as you would edit a currency type.</simpara>\r
-<note><simpara>You can delete providers only if no purchase orders have been assigned\r
-to them.</simpara></note>\r
-</section>\r
+ <title>Providers</title>\r
+ <simpara>Providers are vendors. You can create a provider profile that includes contact\r
+ information for the provider, holdings information, invoices, and other information.</simpara>\r
+ <simplesect>\r
+ <title>Create a provider</title>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>To create a new provider, click Admin → Server Administration →Acquisitions →\r
+ Providers.</simpara></listitem>\r
+ <listitem><simpara>Enter the provider name.</simpara></listitem>\r
+ <listitem><simpara>Create a code for the provider. No limits exist on the number of characters that can\r
+ be entered in this field.</simpara></listitem>\r
+ <listitem><simpara>Select an owner from the drop down menu. The owner indicates the organizational units whose staff can use this provider. This menu is populated with the shortnames \r
+ that you created for your libraries in the organizational units tree (See Admin → Server Administration → Organizational Units).</simpara>\r
+ <note><simpara>The rule of parental inheritance applies to this list. See section .1\r
+ for more information.</simpara></note></listitem>\r
+ <listitem><simpara>Select a currency from the drop down menu. This drop down list is populated by the\r
+ list of currencies available in the currency types.</simpara></listitem>\r
+ <listitem><simpara>A provider must be active in order for purchases to be made from that provider. To\r
+ activate the provider, check the box adjacent to Active. To deactivate a vendor,\r
+ uncheck the box.</simpara></listitem>\r
+ <listitem><simpara>Select a default claim policy from the drop down box. This list is derived from the\r
+ claim policies that can be created</simpara></listitem>\r
+ <listitem><simpara>Select an EDI default. This list is derived from the EDI accounts that can be created.</simpara></listitem>\r
+ <listitem><simpara>Enter the provider’s email address.</simpara></listitem>\r
+ <listitem><simpara>In the Fax Phone field, enter the provider’s fax number.</simpara></listitem>\r
+ <listitem><simpara>In the holdings tag field, enter the tag in which the provider places holdings data.</simpara></listitem>\r
+ <listitem><simpara>In the phone field, enter the provider’s phone number.</simpara></listitem>\r
+ <listitem><simpara>If prepayment is required to purchase from this provider, then check the box\r
+ adjacent to prepayment required.</simpara></listitem>\r
+ <listitem><simpara>Enter the Standard Address Number (SAN) for your provider.</simpara></listitem>\r
+ <listitem><simpara>Enter the web address for the provider’s website in the URL field.</simpara></listitem>\r
+ <listitem><simpara>Click Save.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Add contact and holdings information to providers</title>\r
+ <simpara>After you save the provider profile, the screen reloads so that you can save additional\r
+ information about the provider. You can also access this screen by clicking the\r
+ hyperlinked name of the provider on the Providers screen. The tabs allow you to add a\r
+ provider address and contact, attribute definitions, and holding subfields. You can also\r
+ view invoices associated with the provider.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Enter a Provider Address, and click Save.</simpara>\r
+ <note><simpara>Required fields for the provider address are: Street 1, city, state,\r
+ country, post code. You may have multiple valid addresses.</simpara></note></listitem>\r
+ <listitem><simpara>Enter the Provider Contact, and click Save.</simpara></listitem>\r
+ <listitem><simpara>Your vendor may include information that is specific to your organization in MARC\r
+ tags. You can specify the types of information that should be entered in each MARC\r
+ tag. Enter attribute definitions to correlate MARC tags with the information that\r
+ they should contain in incoming vendor records. Some technical knowledge is\r
+ required to enter XPath information.</simpara></listitem>\r
+ <listitem><simpara>You may have entered a holdings tag when you created the provider profile. You\r
+ can also enter holdings subfields. Holdings subfields allow you to specify subfields\r
+ within the holdings tag to which your vendor adds holdings information.</simpara></listitem>\r
+ <listitem><simpara>Click invoices to access invoices associated with a provider.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Edit a provider</title>\r
+ <simpara>Edit a provider just as you would edit a currency type.</simpara>\r
+ <note><simpara>You can delete providers only if no purchase orders have been assigned\r
+ to them.</simpara></note>\r
+ </simplesect>\r
</section>\r
<section id="acq_admin_edi">\r
-<title>EDI</title>\r
-<simpara>Many libraries use Electronic Data Interchange (EDI) accounts to order new acquisitions.\r
-In Evergreen 2.0, users can set up EDI accounts and manage EDI messages in the admin\r
-module. EDI messages and notes can be viewed in the acquisitions module.</simpara>\r
-<note><simpara>The following fields are required to create an EDI account: host,\r
-username, password, path, and incoming directory.</simpara></note>\r
-<section id="acq_admin_edi_accounts">\r
-<title>EDI Accounts</title>\r
-<simpara>Create EDI Accounts to communicate electronically with providers.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Create a label. The label allows you to differentiate between accounts for the same\r
-provider. No limits exist on the number of characters that can be entered in this\r
-field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a host. Your provider will provide you with the requisite FTP or SCP\r
-information.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the username that has been supplied by your provider.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the password that has been supplied by your provider.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter account information. This field enables you to add a supplemental password\r
-for entry to a remote system after log in has been completed. This field is optional\r
-for the ILS but may be required by your provider.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select an owner from the drop down menu. The owner indicates the organizational\r
-units whose staff can use this EDI account. This menu is populated with the\r
-shortnames that you created for your libraries in the organizational units tree (See\r
-Admin → Server Administration → Organizational Units).\r
-</simpara>\r
-<note><simpara>The rule of parental inheritance applies to this list. See section .1 for\r
-more information.</simpara></note>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-The Last Activity updates automatically with any inbound or outbound\r
-communication.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select a provider from the drop down menu to whom this account belongs.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a path. The path indicates the remote location on the server from which files\r
-are pulled in to the ILS.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the incoming directory. This directory indicates the location on your local\r
-network to which the files download.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the vendor account number supplied by your provider.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the vendor account code supplied by your provider.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Save.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="acq_admin_edi_messages">\r
-<title>EDI Messages</title>\r
-<simpara>The EDI messages screen displays all incoming and outgoing messages between the\r
-library and the vendor.</simpara>\r
-</section>\r
+ <title>EDI</title>\r
+ <simpara>Many libraries use Electronic Data Interchange (EDI) accounts to order new acquisitions.\r
+ In Evergreen 2.0, users can set up EDI accounts and manage EDI messages in the admin\r
+ module. EDI messages and notes can be viewed in the acquisitions module.</simpara>\r
+ <note><simpara>The following fields are required to create an EDI account: host,\r
+ username, password, path, and incoming directory.</simpara></note>\r
+ <simplesect>\r
+ <title>EDI Accounts</title>\r
+ <simpara>Create EDI Accounts to communicate electronically with providers.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Create a label. The label allows you to differentiate between accounts for the same\r
+ provider. No limits exist on the number of characters that can be entered in this\r
+ field.</simpara></listitem>\r
+ <listitem><simpara>Enter a host. Your provider will provide you with the requisite FTP or SCP\r
+ information.</simpara></listitem>\r
+ <listitem><simpara>Enter the username that has been supplied by your provider.</simpara></listitem>\r
+ <listitem><simpara>Enter the password that has been supplied by your provider.</simpara></listitem>\r
+ <listitem><simpara>Enter account information. This field enables you to add a supplemental password\r
+ for entry to a remote system after log in has been completed. This field is optional\r
+ for the ILS but may be required by your provider.</simpara></listitem>\r
+ <listitem><simpara>Select an owner from the drop down menu. The owner indicates the organizational\r
+ units whose staff can use this EDI account. This menu is populated with the\r
+ shortnames that you created for your libraries in the organizational units tree (See\r
+ Admin → Server Administration → Organizational Units).</simpara>\r
+ <note><simpara>The rule of parental inheritance applies to this list. See section .1 for\r
+ more information.</simpara></note></listitem>\r
+ <listitem><simpara>The Last Activity updates automatically with any inbound or outbound\r
+ communication.</simpara></listitem>\r
+ <listitem><simpara>Select a provider from the drop down menu to whom this account belongs.</simpara></listitem>\r
+ <listitem><simpara>Enter a path. The path indicates the remote location on the server from which files\r
+ are pulled in to the ILS.</simpara></listitem>\r
+ <listitem><simpara>Enter the incoming directory. This directory indicates the location on your local\r
+ network to which the files download.</simpara></listitem>\r
+ <listitem><simpara>Enter the vendor account number supplied by your provider.</simpara></listitem>\r
+ <listitem><simpara>Enter the vendor account code supplied by your provider.</simpara></listitem>\r
+ <listitem><simpara>Click Save.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>EDI Messages</title>\r
+ <simpara>The EDI messages screen displays all incoming and outgoing messages between the\r
+ library and the vendor.</simpara>\r
+ </simplesect>\r
</section>\r
<section id="acq_admin_claiming">\r
-<title>Claiming</title>\r
-<simpara>Evergreen 2.0 provides minimal claiming functionality. Currently, all claiming is manual,\r
-but the admin module enables you to build claim policies and specify the action(s) that\r
-users should take to claim items.</simpara>\r
-<section id="acq_admin_create_a_claim_policy">\r
-<title>Create a claim policy</title>\r
-<simpara>The claim policy link enables you to name the claim policy and specify the organization\r
-that owns it.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-To create a claim policy, click Admin → Server Administration → Acquisitions →\r
-Claim Policies.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Create a claim policy name. No limits exist on the number of characters that can be\r
-entered in this field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select an org unit from the drop down menu. The org unit indicates the\r
-organizational units whose staff can use this claim policy. This menu is populated\r
-with the shortnames that you created for your libraries in the organizational units\r
-tree (See Admin → Server Administration → Organizational Units).\r
-</simpara>\r
-<note><simpara>The rule of parental inheritance applies to this list. See section .1 for\r
-more information.</simpara></note>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a description. No limits exist on the number of characters that can be entered\r
-in this field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Save.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="acq_admin_create_a_claim_type">\r
-<title>Create a claim type</title>\r
-<simpara>The claim type link enables you to specify the reason for a type of claim.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-To create a claim type, click Admin → Server Administration → Acquisitions →\r
-Claim types.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Create a claim type. No limits exist on the number of characters that can be entered\r
-in this field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select an org unit from the drop down menu. The org unit indicates the\r
-organizational units whose staff can use this claim type. This menu is populated\r
-with the shortnames that you created for your libraries in the organizational units\r
-tree (See Admin → Server Administration → Organizational Units).\r
-</simpara>\r
-<note><simpara>The rule of parental inheritance applies to this list. See section .1 for an\r
-explanation.</simpara></note>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a description. No limits exist on the number of characters that can be entered\r
-in this field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Save.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="acq_admin_create_a_claim_event_type">\r
-<title>Create a claim event type</title>\r
-<simpara>The claim event type describes the physical action that should occur when an item\r
-needs to be claimed. For example, the user should notify the vendor via email that the\r
-library is claiming an item.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-To access the claim event types, click Admin → Server Administration →\r
-Acquisitions →Claim event type.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a code for the claim event type. No limits exist on the number of characters\r
-that can be entered in this field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select an org unit from the drop down menu. The org unit indicates the\r
-organizational units whose staff can use this event type. This menu is populated\r
-with the shortnames that you created for your libraries in the organizational units\r
-tree (See Admin → Server Administration → Organizational Units).\r
-</simpara>\r
-<note><simpara>The rule of parental inheritance applies to this list.</simpara></note>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a description. No limits exist on the number of characters that can be entered\r
-in this field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-If this claim is initiated by the user, then check the box adjacent to Library Initiated.\r
-</simpara>\r
-<note><simpara>Currently, all claims are initiated by a user. The ILS cannot automatically\r
-claim an issue.</simpara></note>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Save.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="acq_admin_create_a_claim_policy_action">\r
-<title>Create a claim policy action</title>\r
-<simpara>The claim policy action enables you to specify how long a user should wait before\r
-claiming the item.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-To access claim policy actions, click Admin → Server Administration → Acquisitions\r
-→Claim Policy Actions.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select an Action (Event Type) from the drop down menu.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter an action interval. This field indicates how long a user should wait before\r
-claiming the item.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-In the Claim Policy ID field, select a claim policy from the drop down menu.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Save.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-<note><simpara>You can create claim cycles by adding multiple claim policy actions to a\r
-claim policy.</simpara></note>\r
-</section>\r
+ <title>Claiming</title>\r
+ <simpara>Evergreen 2.0 provides minimal claiming functionality. Currently, all claiming is manual,\r
+ but the admin module enables you to build claim policies and specify the action(s) that\r
+ users should take to claim items.</simpara>\r
+ <simplesect>\r
+ <title>Create a claim policy</title>\r
+ <simpara>The claim policy link enables you to name the claim policy and specify the organization\r
+ that owns it.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>To create a claim policy, click Admin → Server Administration → Acquisitions →\r
+ Claim Policies.</simpara></listitem>\r
+ <listitem><simpara>Create a claim policy name. No limits exist on the number of characters that can be\r
+ entered in this field.</simpara></listitem>\r
+ <listitem><simpara>Select an org unit from the drop down menu. The org unit indicates the\r
+ organizational units whose staff can use this claim policy. This menu is populated\r
+ with the shortnames that you created for your libraries in the organizational units\r
+ tree (See Admin → Server Administration → Organizational Units).</simpara>\r
+ <note><simpara>The rule of parental inheritance applies to this list. See section .1 for\r
+ more information.</simpara></note></listitem>\r
+ <listitem><simpara>Enter a description. No limits exist on the number of characters that can be entered\r
+ in this field.</simpara></listitem>\r
+ <listitem><simpara>Click Save.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Create a claim type</title>\r
+ <simpara>The claim type link enables you to specify the reason for a type of claim.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>To create a claim type, click Admin → Server Administration → Acquisitions →\r
+ Claim types.</simpara></listitem>\r
+ <listitem><simpara>Create a claim type. No limits exist on the number of characters that can be entered\r
+ in this field.</simpara></listitem>\r
+ <listitem><simpara>Select an org unit from the drop down menu. The org unit indicates the\r
+ organizational units whose staff can use this claim type. This menu is populated\r
+ with the shortnames that you created for your libraries in the organizational units\r
+ tree (See Admin → Server Administration → Organizational Units).</simpara>\r
+ <note><simpara>The rule of parental inheritance applies to this list. See section .1 for an\r
+ explanation.</simpara></note></listitem>\r
+ <listitem><simpara>Enter a description. No limits exist on the number of characters that can be entered\r
+ in this field.</simpara></listitem>\r
+ <listitem><simpara>Click Save.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Create a claim event type</title>\r
+ <simpara>The claim event type describes the physical action that should occur when an item\r
+ needs to be claimed. For example, the user should notify the vendor via email that the\r
+ library is claiming an item.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>To access the claim event types, click Admin → Server Administration →\r
+ Acquisitions →Claim event type.</simpara></listitem>\r
+ <listitem><simpara>Enter a code for the claim event type. No limits exist on the number of characters\r
+ that can be entered in this field.</simpara></listitem>\r
+ <listitem><simpara>Select an org unit from the drop down menu. The org unit indicates the\r
+ organizational units whose staff can use this event type. This menu is populated\r
+ with the shortnames that you created for your libraries in the organizational units\r
+ tree (See Admin → Server Administration → Organizational Units).</simpara>\r
+ <note><simpara>The rule of parental inheritance applies to this list.</simpara></note></listitem>\r
+ <listitem><simpara>Enter a description. No limits exist on the number of characters that can be entered\r
+ in this field.</simpara></listitem>\r
+ <listitem><simpara>If this claim is initiated by the user, then check the box adjacent to Library Initiated.</simpara>\r
+ <note><simpara>Currently, all claims are initiated by a user. The ILS cannot automatically\r
+ claim an issue.</simpara></note></listitem>\r
+ <listitem><simpara>Click Save.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Create a claim policy action</title>\r
+ <simpara>The claim policy action enables you to specify how long a user should wait before\r
+ claiming the item.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>To access claim policy actions, click Admin → Server Administration → Acquisitions\r
+ →Claim Policy Actions.</simpara></listitem>\r
+ <listitem><simpara>Select an Action (Event Type) from the drop down menu.</simpara></listitem>\r
+ <listitem><simpara>Enter an action interval. This field indicates how long a user should wait before\r
+ claiming the item.</simpara></listitem>\r
+ <listitem><simpara>In the Claim Policy ID field, select a claim policy from the drop down menu.</simpara></listitem>\r
+ <listitem><simpara>Click Save.</simpara></listitem>\r
+ </orderedlist>\r
+ <note><simpara>You can create claim cycles by adding multiple claim policy actions to a\r
+ claim policy.</simpara></note>\r
+ </simplesect>\r
</section>\r
<section id="acq_admin_invoice_menus">\r
-<title>Invoice menus</title>\r
-<simpara>Invoice menus allow you to create drop down menus that appear on invoices. You can\r
-create an invoice item type or invoice payment method.</simpara>\r
-<section id="acq_admin_invoice_item_type">\r
-<title>Invoice item type</title>\r
-<simpara>The invoice item type allows you to enter the types of additional charges that you can\r
-add to an invoice. Examples of additional charge types might include taxes or\r
-processing fees. Charges for bibliographic items are listed separately from these\r
-additional charges. A default list of charge types displays, but you can add custom\r
-charge types to this list.\r
-Invoice item types can also be used when adding non-bibliographic items to a purchase\r
-order. When invoiced, the invoice item type will copy from the purchase order to the\r
-invoice.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-To create a new charge type, click Admin → Server Administration → Acquisitions\r
-→ Invoice Item Type.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click New Invoice Item Type.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Create a code for the charge type. No limits exist on the number of characters that\r
-can be entered in this field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Create a label. No limits exist on the number of characters that can be entered in\r
-this field. The text in this field appears in the drop down menu on the invoice.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-If items on the invoice were purchased with the monies in multiple funds, then you\r
-can divide the additional charge across funds. Check the box adjacent to Prorate? if\r
-you want to prorate the charge across funds.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Save.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
+ <title>Invoice menus</title>\r
+ <simpara>Invoice menus allow you to create drop down menus that appear on invoices. You can\r
+ create an invoice item type or invoice payment method.</simpara>\r
+ <simplesect>\r
+ <title>Invoice item type</title>\r
+ <simpara>The invoice item type allows you to enter the types of additional charges that you can\r
+ add to an invoice. Examples of additional charge types might include taxes or\r
+ processing fees. Charges for bibliographic items are listed separately from these\r
+ additional charges. A default list of charge types displays, but you can add custom\r
+ charge types to this list.\r
+ Invoice item types can also be used when adding non-bibliographic items to a purchase\r
+ order. When invoiced, the invoice item type will copy from the purchase order to the\r
+ invoice.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>To create a new charge type, click Admin → Server Administration → Acquisitions\r
+ → Invoice Item Type.</simpara></listitem>\r
+ <listitem><simpara>Click New Invoice Item Type.</simpara></listitem>\r
+ <listitem><simpara>Create a code for the charge type. No limits exist on the number of characters that\r
+ can be entered in this field.</simpara></listitem>\r
+ <listitem><simpara>Create a label. No limits exist on the number of characters that can be entered in\r
+ this field. The text in this field appears in the drop down menu on the invoice.</simpara></listitem>\r
+ <listitem><simpara>If items on the invoice were purchased with the monies in multiple funds, then you\r
+ can divide the additional charge across funds. Check the box adjacent to Prorate? if\r
+ you want to prorate the charge across funds.</simpara></listitem>\r
+ <listitem><simpara>Click Save.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
</section>\r
<section id="acq_admin_invoice_payment_method">\r
-<title>Invoice payment method</title>\r
-<simpara>The invoice payment method allows you to predefine the type(s) of invoices and\r
-payment method(s) that you accept. The text that you enter in the admin module will\r
-appear as a drop down menu in the invoice type and payment method fields on the\r
-invoice.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-To create a new invoice payment method, click Admin → Server Administration →\r
-Acquisitions → Invoice Payment Method.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click New Invoice Payment Method.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Create a code for the invoice payment method. No limits exist on the number of\r
-characters that can be entered in this field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Create a name for the invoice payment method. No limits exist on the number of\r
-characters that can be entered in this field. The text in this field appears in the drop\r
-down menu on the invoice.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Save.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
+ <title>Invoice payment method</title>\r
+ <simpara>The invoice payment method allows you to predefine the type(s) of invoices and\r
+ payment method(s) that you accept. The text that you enter in the admin module will\r
+ appear as a drop down menu in the invoice type and payment method fields on the\r
+ invoice.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>To create a new invoice payment method, click Admin → Server Administration →\r
+ Acquisitions → Invoice Payment Method.</simpara></listitem>\r
+ <listitem><simpara>Click New Invoice Payment Method.</simpara></listitem>\r
+ <listitem><simpara>Create a code for the invoice payment method. No limits exist on the number of\r
+ characters that can be entered in this field.</simpara></listitem>\r
+ <listitem><simpara>Create a name for the invoice payment method. No limits exist on the number of\r
+ characters that can be entered in this field. The text in this field appears in the drop\r
+ down menu on the invoice.</simpara></listitem>\r
+ <listitem><simpara>Click Save.</simpara></listitem>\r
+ </orderedlist>\r
</section>\r
<section id="acq_admin_distribution_formulas">\r
-<title>Distribution Formulas</title>\r
-<simpara>Distribution formulas allow you to specify the number of copies that should be\r
-distributed to specific branches. You can create and reuse formulas as needed.</simpara>\r
-<section id="acq_admin_create_a_distribution_formula">\r
-<title>Create a distribution formula</title>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Click Admin → Server Administration → Acquisitions →Distribution Formulas.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click New Formula.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a Formula Name. No limits exist on the number of characters that can be\r
-entered in this field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Choose a Formula Owner from the drop down menu. The Formula Owner indicates\r
-the organizational units whose staff can use this formula. This menu is populated\r
-with the shortnames that you created for your libraries in the organizational units\r
-tree (See Admin → Server Administration → Organizational Units).\r
-</simpara>\r
-<note><simpara>The rule of parental inheritance applies to this list. See section .1 for\r
-more information.</simpara></note>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Ignore the Skip Count field. It has no purpose in 2.0.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Save.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click New Entry.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select an Owning Library from the drop down menu. This indicates the branch that\r
-will receive the items. This menu is populated with the shortnames that you created\r
-for your libraries in the organizational units tree (See Admin → Server\r
-Administration → Organizational Units).\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select a Shelving Location from the drop down menu.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-In the Item Count field, enter the number of items that should be distributed to the\r
-branch. You can enter the number or use the arrows on the right side of the field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Apply Changes. The screen will reload.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-To view the changes to your formula, click Admin → Server Administration →\r
-Acquisitions → Distribution Formulas. The item_count will reflect the entries to\r
-your distribution formula.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-<note><simpara>To edit the Formula Name, click the hyperlinked name of the formula in\r
-the top left corner. A pop up box will enable you to enter a new formula\r
-name.</simpara></note>\r
-</section>\r
-<section id="acq_admin_edit_a_distribution_formula">\r
-<title>Edit a distribution formula</title>\r
-<simpara>To edit a distribution formula, click the hyperlinked title of the formula.</simpara>\r
-</section>\r
+ <title>Distribution Formulas</title>\r
+ <simpara>Distribution formulas allow you to specify the number of copies that should be\r
+ distributed to specific branches. You can create and reuse formulas as needed.</simpara>\r
+ <simplesect>\r
+ <title>Create a distribution formula</title>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Click Admin → Server Administration → Acquisitions →Distribution Formulas.</simpara></listitem>\r
+ <listitem><simpara>Click New Formula.</simpara></listitem>\r
+ <listitem><simpara>Enter a Formula Name. No limits exist on the number of characters that can be\r
+ entered in this field.</simpara></listitem>\r
+ <listitem><simpara>Choose a Formula Owner from the drop down menu. The Formula Owner indicates\r
+ the organizational units whose staff can use this formula. This menu is populated\r
+ with the shortnames that you created for your libraries in the organizational units\r
+ tree (See Admin → Server Administration → Organizational Units).</simpara>\r
+ <note><simpara>The rule of parental inheritance applies to this list. See section .1 for\r
+ more information.</simpara></note></listitem>\r
+ <listitem><simpara>Ignore the Skip Count field. It has no purpose in 2.0.</simpara></listitem>\r
+ <listitem><simpara>Click Save.</simpara></listitem>\r
+ <listitem><simpara>Click New Entry.</simpara></listitem>\r
+ <listitem><simpara>Select an Owning Library from the drop down menu. This indicates the branch that\r
+ will receive the items. This menu is populated with the shortnames that you created\r
+ for your libraries in the organizational units tree (See Admin → Server\r
+ Administration → Organizational Units).</simpara></listitem>\r
+ <listitem><simpara>Select a Shelving Location from the drop down menu.</simpara></listitem>\r
+ <listitem><simpara>In the Item Count field, enter the number of items that should be distributed to the\r
+ branch. You can enter the number or use the arrows on the right side of the field.</simpara></listitem>\r
+ <listitem><simpara>Click Apply Changes. The screen will reload.</simpara></listitem>\r
+ <listitem><simpara>To view the changes to your formula, click Admin → Server Administration →\r
+ Acquisitions → Distribution Formulas. The item_count will reflect the entries to\r
+ your distribution formula.</simpara></listitem>\r
+ </orderedlist>\r
+ <note><simpara>To edit the Formula Name, click the hyperlinked name of the formula in\r
+ the top left corner. A pop up box will enable you to enter a new formula\r
+ name.</simpara></note>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Edit a distribution formula</title>\r
+ <simpara>To edit a distribution formula, click the hyperlinked title of the formula.</simpara>\r
+ </simplesect>\r
</section>\r
<section id="acq_admin_line_item_features">\r
-<title>Line item features</title>\r
-<simpara>Line item alerts are predefined text that can be added to line items that are on selection\r
-lists or purchase orders. You can define the alerts from which staff can choose. Line\r
-item alerts appear in a pop up box when the line item, or any of its copies, are marked\r
-as received.</simpara>\r
-<section id="acq_admin_create_a_line_item_alert">\r
-<title>Create a line item alert</title>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-To create a line item alert, click Administration → Server Administration →\r
-Acquisitions → Line Item Alerts.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click New Line Item Alert Text.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Create a code for the text. No limits exist on the number of characters that can be\r
-entered in this field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Create a description for the text. No limits exist on the number of characters that can\r
-be entered in this field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select an owning library from the drop down menu. The owning library indicates the\r
-organizational units whose staff can use this alert. This menu is populated with the\r
-shortnames that you created for your libraries in the organizational units tree (See\r
-Admin → Server Administration → Organizational Units).\r
-\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Save.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
+ <title>Line item features</title>\r
+ <simpara>Line item alerts are predefined text that can be added to line items that are on selection\r
+ lists or purchase orders. You can define the alerts from which staff can choose. Line\r
+ item alerts appear in a pop up box when the line item, or any of its copies, are marked\r
+ as received.</simpara>\r
+ <simplesect>\r
+ <title>Create a line item alert</title>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>To create a line item alert, click Administration → Server Administration →\r
+ Acquisitions → Line Item Alerts.</simpara></listitem>\r
+ <listitem><simpara>Click New Line Item Alert Text.</simpara></listitem>\r
+ <listitem><simpara>Create a code for the text. No limits exist on the number of characters that can be\r
+ entered in this field.</simpara></listitem>\r
+ <listitem><simpara>Create a description for the text. No limits exist on the number of characters that can\r
+ be entered in this field.</simpara></listitem>\r
+ <listitem><simpara>Select an owning library from the drop down menu. The owning library indicates the\r
+ organizational units whose staff can use this alert. This menu is populated with the\r
+ shortnames that you created for your libraries in the organizational units tree (See\r
+ Admin → Server Administration → Organizational Units).\r
+ </simpara></listitem>\r
+ <listitem><simpara>Click Save.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
</section>\r
<section id="acq_admin_line_item_marc_attribute_definitions">\r
-<title>Line Item MARC Attribute Definitions</title>\r
-<simpara>Line item attributes define the fields that Evergreen needs to extract from the\r
-bibliographic records that are in the acquisitions database to display in the catalog.\r
-Also, these attributes will appear as fields in the New Brief Record interface. You will be\r
-able to enter information for the brief record in the fields where attributes have been\r
-defined.</simpara>\r
+ <title>Line Item MARC Attribute Definitions</title>\r
+ <simpara>Line item attributes define the fields that Evergreen needs to extract from the\r
+ bibliographic records that are in the acquisitions database to display in the catalog.\r
+ Also, these attributes will appear as fields in the New Brief Record interface. You will be\r
+ able to enter information for the brief record in the fields where attributes have been\r
+ defined.</simpara>\r
</section>\r
<section id="acq_admin_cancel_suspend_reasons">\r
-<title>Cancel/Suspend reasons</title>\r
-<simpara>The Cancel reasons link enables you to predefine the reasons for which a line item or a\r
-PO can be cancelled. A default list of reasons appears, but you can add custom reasons\r
-to this list.\r
-Applying the cancel reason will prevent the item from appearing in a claims list and will\r
-allow you to cancel debits associated with the purchase.\r
-Cancel reasons also enable you to suspend or delay a purchase. For example, you could\r
-create a cancel reason of “back ordered,” and you could choose to keep the debits\r
-associated with the purchase.</simpara>\r
-<section id="acq_admin_create_a_cancel_suspend_reason">\r
-<title>Create a cancel/suspend reason</title>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-To add a new cancel reason, click Administration → Server Administration →\r
-Acquisitions → Cancel reasons.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click New Cancel Reason.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select a using library from the drop down menu. The using library indicates the\r
-organizational units whose staff can use this cancel reason. This menu is populated\r
-with the shortnames that you created for your libraries in the organizational units\r
-tree (See Admin → Server Administration → Organizational Units.)\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Create a label for the cancel reason. This label will appear when you select a cancel\r
-reason on an item or a PO.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Create a description of the cancel reason. This is a free text field and can be\r
-comprised of any text of your choosing.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-If you want to retain the debits associated with the cancelled purchase, click the box\r
-adjacent to Keep Debits?\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Save.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
+ <title>Cancel/Suspend reasons</title>\r
+ <simpara>The Cancel reasons link enables you to predefine the reasons for which a line item or a\r
+ PO can be cancelled. A default list of reasons appears, but you can add custom reasons\r
+ to this list.\r
+ Applying the cancel reason will prevent the item from appearing in a claims list and will\r
+ allow you to cancel debits associated with the purchase.\r
+ Cancel reasons also enable you to suspend or delay a purchase. For example, you could\r
+ create a cancel reason of “back ordered,” and you could choose to keep the debits\r
+ associated with the purchase.</simpara>\r
+ <simplesect>\r
+ <title>Create a cancel/suspend reason</title>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>To add a new cancel reason, click Administration → Server Administration →\r
+ Acquisitions → Cancel reasons.</simpara></listitem>\r
+ <listitem><simpara>Click New Cancel Reason.</simpara></listitem>\r
+ <listitem><simpara>Select a using library from the drop down menu. The using library indicates the\r
+ organizational units whose staff can use this cancel reason. This menu is populated\r
+ with the shortnames that you created for your libraries in the organizational units\r
+ tree (See Admin → Server Administration → Organizational Units.)</simpara></listitem>\r
+ <listitem><simpara>Create a label for the cancel reason. This label will appear when you select a cancel\r
+ reason on an item or a PO.</simpara></listitem>\r
+ <listitem><simpara>Create a description of the cancel reason. This is a free text field and can be\r
+ comprised of any text of your choosing.</simpara></listitem>\r
+ <listitem><simpara>If you want to retain the debits associated with the cancelled purchase, click the box\r
+ adjacent to Keep Debits?</simpara></listitem>\r
+ <listitem><simpara>Click Save.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
</section>\r
<section id="acq_admin_acquisitions_permissions_in_the_admin_module">\r
-<title>Acquisitions Permissions in the Admin module</title>\r
-<simpara>Several setting in the Library Settings area of the Admin module pertain to functions in\r
-the Acquisitions module. You can access these settings by clicking Admin → Local\r
-Administration →Library Settings Editor.</simpara>\r
-<itemizedlist>\r
-<listitem>\r
-<simpara>\r
-CAT: Delete bib if all copies are deleted via Acquisitions lineitem cancellation – If\r
-you cancel a line item, then all of the on order copies in the catalog are deleted. If,\r
-when you cancel a line item, you also want to delete the bib record, then set this\r
-setting to TRUE.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Default circulation modifier – This modifier would be applied to items that are\r
-created in the acquisitions module\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Default copy location – This copy location would be applied to items that are\r
-created in the acquisitions module\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Fund Spending Limit for Block - When the amount remaining in the fund, including\r
-spent money and encumbrances, goes below this percentage, attempts to spend\r
-from the fund will be blocked.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Fund Spending Limit for Warning - When the amount remaining in the fund,\r
-including spent money and encumbrances, goes below this percentage, attempts to\r
-spend from the fund will result in a warning to the staff.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Temporary barcode prefix - Temporary barcode prefix for items that are created in\r
-the acquisitions module\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Temporary call number prefix - Temporary call number prefix for items that are\r
-created in the acquisitions module\r
-</simpara>\r
-</listitem>\r
-</itemizedlist>\r
+ <title>Acquisitions Permissions in the Admin module</title>\r
+ <simpara>Several setting in the Library Settings area of the Admin module pertain to functions in\r
+ the Acquisitions module. You can access these settings by clicking Admin → Local\r
+ Administration →Library Settings Editor.</simpara>\r
+ <itemizedlist>\r
+ <listitem><simpara>CAT: Delete bib if all copies are deleted via Acquisitions lineitem cancellation – If\r
+ you cancel a line item, then all of the on order copies in the catalog are deleted. If,\r
+ when you cancel a line item, you also want to delete the bib record, then set this\r
+ setting to TRUE.</simpara></listitem>\r
+ <listitem><simpara>Default circulation modifier – This modifier would be applied to items that are\r
+ created in the acquisitions module</simpara></listitem>\r
+ <listitem><simpara>Default copy location – This copy location would be applied to items that are\r
+ created in the acquisitions module</simpara></listitem>\r
+ <listitem><simpara>Fund Spending Limit for Block - When the amount remaining in the fund, including\r
+ spent money and encumbrances, goes below this percentage, attempts to spend\r
+ from the fund will be blocked.</simpara></listitem>\r
+ <listitem><simpara>Fund Spending Limit for Warning - When the amount remaining in the fund,\r
+ including spent money and encumbrances, goes below this percentage, attempts to\r
+ spend from the fund will result in a warning to the staff.</simpara></listitem>\r
+ <listitem><simpara>Temporary barcode prefix - Temporary barcode prefix for items that are created in\r
+ the acquisitions module</simpara></listitem>\r
+ <listitem><simpara>Temporary call number prefix - Temporary call number prefix for items that are\r
+ created in the acquisitions module</simpara></listitem>\r
+ </itemizedlist>\r
</section>\r
</chapter>\r
document are alphabetized by topic.</para>\r
</abstract>\r
</info>\r
-\r
<section id="_brief_records">\r
-<title>Brief Records</title>\r
-<simpara>Brief records are short bibliographic records with minimal information that are\r
-often used as placeholder records until items are received. Brief records can\r
-be added to selection lists or purchase orders and can be imported into the\r
-catalog. You can add brief records to new or existing selection lists. You can\r
-add brief records to new, pending or on-order purchase orders.</simpara>\r
-<section id="_add_brief_records_to_a_selection_list">\r
-<title>Add brief records to a selection list</title>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Click Acquisitions → New Brief Record. You can also add brief records to\r
-an existing selection list by clicking the Actions menu on the selection list\r
-and choosing Add Brief Record.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Choose a selection list from the drop down menu, or enter the name of a new selection list.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter bibliographic information in the desired fields.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Save Record.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_add_brief_records_to_purchase_orders">\r
-<title>Add brief records to purchase orders</title>\r
-<simpara>You can add brief records to new or existing purchase orders.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Open or create a purchase order. See section 13 for more information.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Add Brief Record.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter bibliographic information in the desired fields. Notice that the\r
-record is added to the purchase order that you just created.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Save Record.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
+ <title>Brief Records</title>\r
+ <simpara>Brief records are short bibliographic records with minimal information that are\r
+ often used as placeholder records until items are received. Brief records can\r
+ be added to selection lists or purchase orders and can be imported into the\r
+ catalog. You can add brief records to new or existing selection lists. You can\r
+ add brief records to new, pending or on-order purchase orders.</simpara>\r
+ <simplesect>\r
+ <title>Add brief records to a selection list</title>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Click Acquisitions → New Brief Record. You can also add brief records to\r
+ an existing selection list by clicking the Actions menu on the selection list\r
+ and choosing Add Brief Record.</simpara></listitem>\r
+ <listitem><simpara>Choose a selection list from the drop down menu, or enter the name of a new selection list.</simpara></listitem>\r
+ <listitem><simpara>Enter bibliographic information in the desired fields.</simpara></listitem>\r
+ <listitem><simpara>Click Save Record.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Add brief records to purchase orders</title>\r
+ <simpara>You can add brief records to new or existing purchase orders.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Open or create a purchase order.</simpara></listitem>\r
+ <listitem><simpara>Click Add Brief Record.</simpara></listitem>\r
+ <listitem><simpara>Enter bibliographic information in the desired fields. Notice that the\r
+ record is added to the purchase order that you just created.</simpara></listitem>\r
+ <listitem><simpara>Click Save Record.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
</section>\r
<section id="_cancel_suspend_acquisitions">\r
-<title>Cancel/suspend acquisitions</title>\r
-<simpara>You can cancel entire purchase orders, line items on the purchase orders, and individual copies\r
-that are attached to a line item. You can also use cancel reasons to suspend purchase orders,\r
-line items, and copies. For example, a cancel reason such as Delayed Publication, would\r
-indicate that the item will be purchased when the item is published. The purchase is, in effect,\r
-suspended rather than cancelled, but the state of the purchase order, line item, or copy would\r
-still become cancelled.</simpara>\r
-<section id="_cancel_suspend_copies">\r
-<title>Cancel/suspend copies</title>\r
-<simpara>You can cancel or suspend line items that are in a state of on order or pending order.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Select the Copies link.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click the Cancel link adjacent to the copy that you wish to cancel.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select a cancel reason from the drop down menu that appears, and click Cancel copy.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_cancel_suspend_line_items">\r
-<title>Cancel/suspend line items</title>\r
-<simpara>You can cancel or suspend line items that are in a state of on order or pending order.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Check the boxes of the line items that you wish to cancel.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Actions →Cancel Selected Lineitems.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select a cancel reason from the drop down menu. Choose the cancel reason,\r
-and click Cancel Line Items. The status of the line item is now cancelled.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_cancel_suspend_purchase_orders">\r
-<title>Cancel/suspend purchase orders</title>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Notice the Cancel column in the top half of the purchase order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click the drop down arrow adjacent to Cancel order, and select a reason for\r
-cancelling the order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Cancel order. The state of the purchase order is cancelled.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
+ <title>Cancel/suspend acquisitions</title>\r
+ <simpara>You can cancel entire purchase orders, line items on the purchase orders, and individual copies\r
+ that are attached to a line item. You can also use cancel reasons to suspend purchase orders,\r
+ line items, and copies. For example, a cancel reason such as Delayed Publication, would\r
+ indicate that the item will be purchased when the item is published. The purchase is, in effect,\r
+ suspended rather than cancelled, but the state of the purchase order, line item, or copy would\r
+ still become cancelled.</simpara>\r
+ <simplesect>\r
+ <title>Cancel/suspend copies</title>\r
+ <simpara>You can cancel or suspend line items that are in a state of on order or pending order.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Select the Copies link.</simpara></listitem>\r
+ <listitem><simpara>Click the Cancel link adjacent to the copy that you wish to cancel.</simpara></listitem>\r
+ <listitem><simpara>Select a cancel reason from the drop down menu that appears, and click Cancel copy.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Cancel/suspend line items</title>\r
+ <simpara>You can cancel or suspend line items that are in a state of on order or pending order.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Check the boxes of the line items that you wish to cancel.</simpara></listitem>\r
+ <listitem><simpara>Click Actions →Cancel Selected Lineitems.</simpara></listitem>\r
+ <listitem><simpara>Select a cancel reason from the drop down menu. Choose the cancel reason,\r
+ and click Cancel Line Items. The status of the line item is now cancelled.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Cancel/suspend purchase orders</title>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Notice the Cancel column in the top half of the purchase order.</simpara></listitem>\r
+ <listitem><simpara>Click the drop down arrow adjacent to Cancel order, and select a reason for\r
+ cancelling the order.</simpara></listitem>\r
+ <listitem><simpara>Click Cancel order. The state of the purchase order is cancelled.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
</section>\r
<section id="_claim_items">\r
-<title>Claim items</title>\r
-<simpara>Manual claiming of items can be accomplished in multiple ways, but electronic\r
-claiming is not available in the 2.0 release.</simpara>\r
-<simpara>You can apply claim policies to line items or individual copies. You also can\r
-use the default claim policy associated with your provider to claim items.</simpara>\r
-<section id="_apply_a_claim_policy">\r
-<title>Apply a claim policy</title>\r
-<simpara>You can apply a claim policy to an item in one of two ways: apply a claim\r
-policy to a line item when the item is created on the selection list or\r
-purchase order, or use the default claim policy associated with the provider on\r
-the purchase order. The default claim policy for a provider is established when\r
-the provider is created and will be used for claiming if no claim policy has\r
-been applied.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Open a selection list or purchase order. See section 13 for more information.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click the Actions drop down menu on the line item.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Apply Claim Policy.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-A drop down menu of claim policies will appear. Choose a claim policy to\r
-apply to the line item. The claim policy will be applied to all items that have\r
-not been received or cancelled.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Save.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_change_a_claim_policy">\r
-<title>Change a claim policy</title>\r
-<simpara>You can manually change a claim policy that has been applied to a line item.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Open a selection list or purchase order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click the Actions drop down menu on the line item.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Change Claim Policy.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-A drop down menu of claim policies will appear. Choose a claim policy to apply to the line\r
-item.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Save.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_claim_an_item">\r
-<title>Claim an item</title>\r
-<simpara>You can manually claim items at any time after the item has been ordered.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Open a purchase order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click the Actions drop down menu on the line item.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Claims. The number of existing claims appears in parentheses.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-A drop down menu of items to be claimed and possible claim actions appears.\r
-Check the boxes adjacent to the item that you want to claim and the action that\r
-you will take. You can claim items that have not been received or cancelled.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Claim Selected.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select a claim type from the drop down menu. Entering a note is optional.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Claim.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-The number of existing claims on the line item updates, and a claim voucher\r
-appears. The voucher can be printed and mailed to the vendor to initiate the\r
-claim.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_produce_a_list_of_claim_ready_items">\r
-<title>Produce a list of claim-ready items</title>\r
-<simpara>If an item has not been received and meets the conditions for claiming\r
-according to the item’s claim policy, then the item will be eligible for\r
-claiming. Evergreen can produce a list of items, by ordering branch, which is\r
-ready to be claimed. You can use this list to manually claim items from your\r
-provider.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Click Acquisitions →Claim-Ready Items.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Choose a branch from the drop down menu to claim items that were ordered by this\r
-branch.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Any items that meet the conditions for claiming will appear.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Check the box adjacent to the line items that you wish to claim. Click Claim selected items.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select a claim type from the drop down menu. Entering a note is optional.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Claim.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
+ <title>Claim items</title>\r
+ <simpara>Manual claiming of items can be accomplished in multiple ways, but electronic\r
+ claiming is not available in the 2.0 release.</simpara>\r
+ <simpara>You can apply claim policies to line items or individual copies. You also can\r
+ use the default claim policy associated with your provider to claim items.</simpara>\r
+ <simplesect>\r
+ <title>Apply a claim policy</title>\r
+ <simpara>You can apply a claim policy to an item in one of two ways: apply a claim\r
+ policy to a line item when the item is created on the selection list or\r
+ purchase order, or use the default claim policy associated with the provider on\r
+ the purchase order. The default claim policy for a provider is established when\r
+ the provider is created and will be used for claiming if no claim policy has\r
+ been applied.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Open a selection list or purchase order.</simpara></listitem>\r
+ <listitem><simpara>Click the Actions drop down menu on the line item.</simpara></listitem>\r
+ <listitem><simpara>Click Apply Claim Policy.</simpara></listitem>\r
+ <listitem><simpara>A drop down menu of claim policies will appear. Choose a claim policy to\r
+ apply to the line item. The claim policy will be applied to all items that have\r
+ not been received or cancelled.</simpara></listitem>\r
+ <listitem><simpara>Click Save.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Change a claim policy</title>\r
+ <simpara>You can manually change a claim policy that has been applied to a line item.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Open a selection list or purchase order.</simpara></listitem>\r
+ <listitem><simpara>Click the Actions drop down menu on the line item.</simpara></listitem>\r
+ <listitem><simpara>Click Change Claim Policy.</simpara></listitem>\r
+ <listitem><simpara>A drop down menu of claim policies will appear. Choose a claim policy to apply to the line\r
+ item.</simpara></listitem>\r
+ <listitem><simpara>Click Save.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Claim an item</title>\r
+ <simpara>You can manually claim items at any time after the item has been ordered.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Open a purchase order.</simpara></listitem>\r
+ <listitem><simpara>Click the Actions drop down menu on the line item.</simpara></listitem>\r
+ <listitem><simpara>Click Claims. The number of existing claims appears in parentheses.</simpara></listitem>\r
+ <listitem><simpara>A drop down menu of items to be claimed and possible claim actions appears.\r
+ Check the boxes adjacent to the item that you want to claim and the action that\r
+ you will take. You can claim items that have not been received or cancelled.</simpara></listitem>\r
+ <listitem><simpara>Click Claim Selected.</simpara></listitem>\r
+ <listitem><simpara>Select a claim type from the drop down menu. Entering a note is optional.</simpara></listitem>\r
+ <listitem><simpara>Click Claim.</simpara></listitem>\r
+ <listitem><simpara>The number of existing claims on the line item updates, and a claim voucher\r
+ appears. The voucher can be printed and mailed to the vendor to initiate the\r
+ claim.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Produce a list of claim-ready items</title>\r
+ <simpara>If an item has not been received and meets the conditions for claiming\r
+ according to the item’s claim policy, then the item will be eligible for\r
+ claiming. Evergreen can produce a list of items, by ordering branch, which is\r
+ ready to be claimed. You can use this list to manually claim items from your\r
+ provider.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Click Acquisitions →Claim-Ready Items.</simpara></listitem>\r
+ <listitem><simpara>Choose a branch from the drop down menu to claim items that were ordered by this\r
+ branch.</simpara></listitem>\r
+ <listitem><simpara>Any items that meet the conditions for claiming will appear.</simpara></listitem>\r
+ <listitem><simpara>Check the box adjacent to the line items that you wish to claim. Click Claim selected items.</simpara></listitem>\r
+ <listitem><simpara>Select a claim type from the drop down menu. Entering a note is optional.</simpara></listitem>\r
+ <listitem><simpara>Click Claim.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
</section>\r
<section id="_export_single_attribute_list">\r
-<title>Export Single Attribute List</title>\r
-<simpara>You can export ISBNs, ISSNs, or UPCs as a file from the list of line item(s). A list of ISBNs, for\r
-example, could be uploaded to vendor websites when placing orders.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-From a selection list or purchase order, check the boxes of the line items with attributes\r
-that you wish to export.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Actions → Export Single Attribute List.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Choose the line item attribute that you would like to export from the drop down list of\r
-attributes.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Export List.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Save the file to your computer.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Open the file. Choose a program to open the file. The following is an example of an ISBN in\r
-a spreadsheet.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
+ <title>Export Single Attribute List</title>\r
+ <simpara>You can export ISBNs, ISSNs, or UPCs as a file from the list of line item(s). A list of ISBNs, for\r
+ example, could be uploaded to vendor websites when placing orders.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>From a selection list or purchase order, check the boxes of the line items with attributes\r
+ that you wish to export.</simpara></listitem>\r
+ <listitem><simpara>Click Actions → Export Single Attribute List.</simpara></listitem>\r
+ <listitem><simpara>Choose the line item attribute that you would like to export from the drop down list of\r
+ attributes.</simpara></listitem>\r
+ <listitem><simpara>Click Export List.</simpara></listitem>\r
+ <listitem><simpara>Save the file to your computer.</simpara></listitem>\r
+ <listitem><simpara>Open the file. Choose a program to open the file. The following is an example of an ISBN in\r
+ a spreadsheet.</simpara></listitem>\r
+ </orderedlist>\r
</section>\r
<section id="_funds">\r
<title>Funds</title>\r
-<simpara>You can apply a single fund or multiple funds to copies on a selection list or\r
-purchase order. You can change the fund that has been applied to an item at\r
-any time on a selection list. You can change the fund that has been applied to\r
-an item on a purchase order if the purchase order has not yet been activated.</simpara>\r
-<simpara>Funds can be applied to items from the Copies link that is located on a line\r
-item. Funds can also be applied to copies by batch updating line items and\r
-their attendant copies.</simpara>\r
-<section id="_apply_funds_to_individual_copies">\r
-<title>Apply funds to individual copies</title>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Click the Copies link on the line item.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-To apply a fund to an individual item, click the drop down arrow in the Fund field.\r
-</simpara>\r
-<note><simpara>A yellow fund name indicates that the balance in the fund has dropped to the\r
-warning percent that was entered in the admin module. A red fund name\r
-indicates that the balance in the fund has dropped to the stop percent that was\r
-entered in the admin module. Funds that have been closed out will no longer\r
-appear on the drop down list.</simpara></note>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-To apply a fund to multiple items, see section 7 for more information.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_apply_funds_to_copies_via_batch_updates_to_line_items">\r
-<title>Apply funds to copies via batch updates to line items</title>\r
-<simpara>You can apply funds to all copies on a line item(s) from the Actions menu on\r
-the selection list or the purchase order.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Check the boxes of the line items with copies to which you would like to apply funds.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Actions →Apply Funds to Selected Items.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select the fund that you wish to apply to the copies.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Submit.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
+ <simpara>You can apply a single fund or multiple funds to copies on a selection list or\r
+ purchase order. You can change the fund that has been applied to an item at\r
+ any time on a selection list. You can change the fund that has been applied to\r
+ an item on a purchase order if the purchase order has not yet been activated.</simpara>\r
+ <simpara>Funds can be applied to items from the Copies link that is located on a line\r
+ item. Funds can also be applied to copies by batch updating line items and\r
+ their attendant copies.</simpara>\r
+ <simplesect>\r
+ <title>Apply funds to individual copies</title>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Click the Copies link on the line item.</simpara></listitem>\r
+ <listitem><simpara>To apply a fund to an individual item, click the drop down arrow in the Fund field.</simpara>\r
+ <note><simpara>A yellow fund name indicates that the balance in the fund has dropped to the\r
+ warning percent that was entered in the admin module. A red fund name\r
+ indicates that the balance in the fund has dropped to the stop percent that was\r
+ entered in the admin module. Funds that have been closed out will no longer\r
+ appear on the drop down list.</simpara></note>\r
+ </listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Apply funds to copies via batch updates to line items</title>\r
+ <simpara>You can apply funds to all copies on a line item(s) from the Actions menu on\r
+ the selection list or the purchase order.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Check the boxes of the line items with copies to which you would like to apply funds.</simpara></listitem>\r
+ <listitem><simpara>Click Actions →Apply Funds to Selected Items.</simpara></listitem>\r
+ <listitem><simpara>Select the fund that you wish to apply to the copies.</simpara></listitem>\r
+ <listitem><simpara>Click Submit.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
</section>\r
<section id="_invoice_acquisitions">\r
-<title>Invoice acquisitions</title>\r
-<simpara>You can create invoices for purchase orders, individual line items, and blanket\r
-purchases. You can also link existing invoices to purchase orders. In 2.0, all\r
-invoicing is manual.</simpara>\r
-<simpara>You can invoice items before you receive the items if desired. You can also\r
-reopen closed invoices, and you can print all invoices.</simpara>\r
-<section id="_create_a_blanket_invoice">\r
-<title>Create a blanket invoice</title>\r
-<simpara>You can create a blanket invoice for purchases that are not attached to a\r
-purchase order.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Click Acquisitions → Create invoice.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the invoice information in the top half of the screen. See section 6 .1 for more\r
-information.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select a charge type from the drop down menu.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select a fund from the drop down menu.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a Title/Description of the resource.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the amount that you were billed.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the amount that you paid.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Save the invoice. See section 6.1 for more information.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_create_an_invoice_for_a_line_item">\r
-<title>Create an invoice for a line item</title>\r
-<simpara>See section 7.5.6 for details.</simpara>\r
-</section>\r
-<section id="_create_an_invoice_for_a_purchase_order">\r
-<title>Create an invoice for a purchase order</title>\r
-<simpara>You can create an invoice for all of the line items on a purchase order. The\r
-only fields that are required to save the invoice are the Vendor Invoice ID and\r
-the number of items invoiced, billed, and paid for each line item. With the\r
-exception of fields with drop down menus, no limitations on the data that you\r
-enter exist.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Open a purchase order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Create Invoice.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a Vendor Invoice ID. This number may be listed on the paper invoice sent from your\r
-vendor.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Choose a Receive Method from the drop down menu.\r
-</simpara>\r
-<note><simpara>Only paper invoicing is available in the 2.0 release. Electronic invoicing\r
-may be available in future releases.</simpara></note>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-The Provider is generated from the purchase order and is entered by default.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a note.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select a payment method from the drop down menu.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-The Invoice Date is entered by default as the date that you create the invoice. You can\r
-change the date by clicking in the field. A calendar drops down.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter an Invoice Type.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-The Shipper defaults to the provider that was entered in the purchase order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a Payment Authorization.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-The Receiver defaults to the branch at which your workstation is registered. You can\r
-change the receiver by selecting an org unit from the drop down menu.\r
-The bibliographic line items are listed in the next section of the invoice. Along with the title\r
-and author of the line items is a summary of copies ordered, received, invoiced, claimed, and\r
-cancelled. You can also view the amounts estimated, encumbered, and paid for each line item.\r
-Finally, each line item has a line item ID and links to the selection list (if used) and the purchase\r
-order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the number of items that were invoiced, the amount that the organization was billed,\r
-and the amount that the organization paid.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-You have the option to add charge types if applicable. Charge types are additional charges\r
-that can be selected from the drop down menu. Common charge types include taxes and\r
-handling fees.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-You have three options for saving an invoice. You can click Save, which saves the changes\r
-that you have made, but keeps the invoice open. You can click Save and Prorate, which\r
-enables you to save the invoice and prorate any additional charges, such as taxes, across\r
-funds, if multiple funds have been used to pay the invoice. You also can click Save and\r
-Close. Choose this option when you have completed the invoice.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-<note><simpara>You can re-open a closed invoice by clicking the link, Re-open invoice. This link\r
-appears at the bottom of a closed invoice.</simpara></note>\r
-</section>\r
-<section id="_link_an_existing_invoice_to_a_purchase_order">\r
-<title>Link an existing invoice to a purchase order</title>\r
-<simpara>You can use the link invoice feature to link an existing invoice to a purchase\r
-order. For example, an invoice is received for a shipment with items on\r
-purchase order #1 and purchase order #2. When the invoice arrives, purchase\r
-order #1 is retrieved, and the invoice is created. To receive the items on\r
-purchase order #2, simply link the invoice to the purchase order. You do not\r
-need to recreate it.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Open a purchase order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Link Invoice.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the Invoice # and the Provider of the invoice to which you wish to link.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Link.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_view_an_invoice">\r
-<title>View an invoice</title>\r
-<simpara>You can view an invoice in one of four ways: view open invoices; view invoices\r
-on a purchase order; view invoices by searching specific invoice fields; view\r
-invoices attached to a line item.</simpara>\r
-<itemizedlist>\r
-<listitem>\r
-<simpara>\r
-To view open invoices, click Acquisitions → Open invoices. This opens the Acquisitions\r
-Search screen. The default fields search for open invoices. Click Search.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-To view invoices on a purchase order, open a purchase order, and click the View Invoices\r
-link. The number in parentheses indicates the number of invoices that are attached to the\r
-purchase order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-To view invoices by searching specific invoice fields, see section 15.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-To view invoices for a line item, see section 7.5.10.\r
-</simpara>\r
-</listitem>\r
-</itemizedlist>\r
-</section>\r
+ <title>Invoice acquisitions</title>\r
+ <simpara>You can create invoices for purchase orders, individual line items, and blanket\r
+ purchases. You can also link existing invoices to purchase orders. In 2.0, all\r
+ invoicing is manual.</simpara><simpara>You can invoice items before you receive the items if desired. You can also\r
+ reopen closed invoices, and you can print all invoices.</simpara>\r
+ <simplesect>\r
+ <title>Create a blanket invoice</title>\r
+ <simpara>You can create a blanket invoice for purchases that are not attached to a\r
+ purchase order.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Click Acquisitions → Create invoice.</simpara></listitem>\r
+ <listitem><simpara>Enter the invoice information in the top half of the screen. </simpara></listitem>\r
+ <listitem><simpara>Select a charge type from the drop down menu.</simpara></listitem>\r
+ <listitem><simpara>Select a fund from the drop down menu.</simpara></listitem>\r
+ <listitem><simpara>Enter a Title/Description of the resource.</simpara></listitem>\r
+ <listitem><simpara>Enter the amount that you were billed.</simpara></listitem>\r
+ <listitem><simpara>Enter the amount that you paid.</simpara></listitem>\r
+ <listitem><simpara>Save the invoice.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Create an invoice for a purchase order</title>\r
+ <simpara>You can create an invoice for all of the line items on a purchase order. The\r
+ only fields that are required to save the invoice are the Vendor Invoice ID and\r
+ the number of items invoiced, billed, and paid for each line item. With the\r
+ exception of fields with drop down menus, no limitations on the data that you\r
+ enter exist.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Open a purchase order.</simpara></listitem>\r
+ <listitem><simpara>Click Create Invoice.</simpara></listitem>\r
+ <listitem><simpara>Enter a Vendor Invoice ID. This number may be listed on the paper invoice sent from your\r
+ vendor.</simpara></listitem>\r
+ <listitem><simpara>Choose a Receive Method from the drop down menu.</simpara>\r
+ <note><simpara>Only paper invoicing is available in the 2.0 release. Electronic invoicing\r
+ may be available in future releases.</simpara></note>\r
+ </listitem>\r
+ <listitem><simpara>The Provider is generated from the purchase order and is entered by default.</simpara></listitem>\r
+ <listitem><simpara>Enter a note.</simpara></listitem>\r
+ <listitem><simpara>Select a payment method from the drop down menu.</simpara></listitem>\r
+ <listitem><simpara>The Invoice Date is entered by default as the date that you create the invoice. You can\r
+ change the date by clicking in the field. A calendar drops down.</simpara></listitem>\r
+ <listitem><simpara>Enter an Invoice Type.</simpara></listitem>\r
+ <listitem><simpara>The Shipper defaults to the provider that was entered in the purchase order.</simpara></listitem>\r
+ <listitem><simpara>Enter a Payment Authorization.</simpara></listitem>\r
+ <listitem><simpara>The Receiver defaults to the branch at which your workstation is registered. You can\r
+ change the receiver by selecting an org unit from the drop down menu.\r
+ The bibliographic line items are listed in the next section of the invoice. Along with the title\r
+ and author of the line items is a summary of copies ordered, received, invoiced, claimed, and\r
+ cancelled. You can also view the amounts estimated, encumbered, and paid for each line item.\r
+ Finally, each line item has a line item ID and links to the selection list (if used) and the purchase\r
+ order.</simpara></listitem>\r
+ <listitem><simpara>Enter the number of items that were invoiced, the amount that the organization was billed,\r
+ and the amount that the organization paid.</simpara></listitem>\r
+ <listitem><simpara>You have the option to add charge types if applicable. Charge types are additional charges\r
+ that can be selected from the drop down menu. Common charge types include taxes and\r
+ handling fees.</simpara></listitem>\r
+ <listitem><simpara>You have three options for saving an invoice. You can click Save, which saves the changes\r
+ that you have made, but keeps the invoice open. You can click Save and Prorate, which\r
+ enables you to save the invoice and prorate any additional charges, such as taxes, across\r
+ funds, if multiple funds have been used to pay the invoice. You also can click Save and\r
+ Close. Choose this option when you have completed the invoice.</simpara></listitem>\r
+ </orderedlist>\r
+ <note><simpara>You can re-open a closed invoice by clicking the link, Re-open invoice. This link\r
+ appears at the bottom of a closed invoice.</simpara></note>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Link an existing invoice to a purchase order</title>\r
+ <simpara>You can use the link invoice feature to link an existing invoice to a purchase\r
+ order. For example, an invoice is received for a shipment with items on\r
+ purchase order #1 and purchase order #2. When the invoice arrives, purchase\r
+ order #1 is retrieved, and the invoice is created. To receive the items on\r
+ purchase order #2, simply link the invoice to the purchase order. You do not\r
+ need to recreate it.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Open a purchase order.</simpara></listitem>\r
+ <listitem><simpara>Click Link Invoice.</simpara></listitem>\r
+ <listitem><simpara>Enter the Invoice # and the Provider of the invoice to which you wish to link.</simpara></listitem>\r
+ <listitem><simpara>Click Link.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>View an invoice</title>\r
+ <simpara>You can view an invoice in one of four ways: view open invoices; view invoices\r
+ on a purchase order; view invoices by searching specific invoice fields; view\r
+ invoices attached to a line item.</simpara>\r
+ <itemizedlist>\r
+ <listitem><simpara>To view open invoices, click Acquisitions → Open invoices. This opens the Acquisitions\r
+ Search screen. The default fields search for open invoices. Click Search.</simpara></listitem>\r
+ <listitem><simpara>To view invoices on a purchase order, open a purchase order, and click the View Invoices\r
+ link. The number in parentheses indicates the number of invoices that are attached to the\r
+ purchase order.</simpara></listitem>\r
+ </itemizedlist>\r
+ </simplesect>\r
</section>\r
<section id="_line_items">\r
-<title>Line Items</title>\r
-<simpara>Line items represent bibliographic records on a selection list or purchase\r
-order. One line item corresponds to one bibliographic record. Line items\r
-contain attributes, which are characteristics of the bibliographic record, such\r
-as ISBNs or Title. Line items also contain copy information, price information,\r
-and notes and alerts.</simpara>\r
-<section id="_add_alerts_to_a_line_item">\r
-<title>Add alerts to a line item</title>\r
-<simpara>Alerts are pop up messages that appear when an item is received. Alerts can be\r
-printed on the line item worksheet.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Click the Notes link on the line item.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click the New Alert drop down button.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Choose an alert code from the drop down menu.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Add additional comments if desired.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Create. The alert will display on the screen.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Return to return to the line item. When you return to the line item,\r
-a flag will appear to indicate that an alert is on the line item.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_add_copies_to_a_line_item">\r
-<title>Add copies to a line item</title>\r
-<simpara>Use the Copies link to add copy information to a line item. You can add copies\r
-to line items on a selection list or a purchase order.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Click the Copies link on a line item.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the number of items that you want to order in Item Count, and click Go. The number\r
-of items that you want to order will display below.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-If desired, apply a Distribution Formula from the drop down list. Distribution formulas tell\r
-the ILS how many copies should be distributed to each location.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-The owning branch and shelving location populate with entries from the distribution\r
-formula. Click Apply.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Look back at the top gray row of text boxes above the distribution formula. Each text box in\r
-this row corresponds to the columns below. Changes made here will be applied to all\r
-copies below. Click Batch Update.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Save Changes.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Return to return to the selection list or purchase order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Add the item’s price to the line item in the Estimated Price field.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_add_notes_to_a_line_item">\r
-<title>Add notes to a line item</title>\r
-<simpara>Notes on line items can include any additional information that you want to add\r
-to the line item. Notes can be internal or can be made available to providers.\r
-Notes appear in a pop up box when an item is received. Notes can be printed on\r
-line item worksheets, which can be printed and placed in books for processing.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Click the Notes link on the line item.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click the New Note drop down button.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a note.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-You have the option to make this note available to your provider. Click the\r
-check box adjacent to Note is vendor-public.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Create. The note will appear on the screen.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Return to return to the line item. When you return to the line item,\r
-a number in parentheses adjacent to notes indicates how many notes are attached\r
-to the item.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_cancel_a_line_item">\r
-<title>Cancel a line item</title>\r
-<simpara>For more information, see section 2.</simpara>\r
-</section>\r
-<section id="_line_item_actions">\r
-<title>Line item actions</title>\r
-<section id="_apply_claim_policy">\r
-<title>Apply claim policy</title>\r
-<simpara>See section 3.1 for more information.</simpara>\r
-</section>\r
-<section id="_claims">\r
-<title>Claims</title>\r
-<simpara>See section 3.3 for more information.</simpara>\r
-</section>\r
-<section id="_holdings_maintenance">\r
-<title>Holdings maintenance</title>\r
-<simpara>After an item has been received, click Actions → Holdings Maintenance to edit\r
-holdings. The Holdings Maintenance screen opens in a new tab.</simpara>\r
-</section>\r
-<section id="_link_to_invoice">\r
-<title>Link to invoice</title>\r
-<simpara>Use the Link to invoice menu item to link the line item to an invoice that\r
-already exists in the ILS.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Click Actions → Link to Invoice.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-A pop up box appears. Enter an invoice number.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a provider. The field will auto-complete.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Link.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_mark_received">\r
-<title>Mark received</title>\r
-<simpara>See section 14.2 for more information.</simpara>\r
-</section>\r
-<section id="_new_invoice">\r
-<title>New invoice</title>\r
-<simpara>See section 6 for more information.</simpara>\r
-</section>\r
-<section id="_un_receive">\r
-<title>Un-receive</title>\r
-<simpara>See section 14.2 for more information.</simpara>\r
-</section>\r
-<section id="_update_barcodes">\r
-<title>Update barcodes</title>\r
-<simpara>After an item has been received, click Actions → Update Barcodes to edit\r
-holdings. The Volume and Copy Creator screen opens in a new tab.</simpara>\r
-</section>\r
-<section id="_view_history">\r
-<title>View history</title>\r
-<simpara>Click Actions → View history to view the changes that have occurred in the\r
-life of the line item.</simpara>\r
-</section>\r
-<section id="_view_invoice">\r
-<title>View invoice</title>\r
-<simpara>Click Actions → View invoice to view any invoices that are attached to the line item.</simpara>\r
-</section>\r
-</section>\r
-<section id="_line_item_worksheet">\r
-<title>Line Item Worksheet</title>\r
-<simpara>The Line Item Worksheet was designed to be a printable sheet that contains\r
-details about the line item, including alerts and notes, and distribution of\r
-the copies. This worksheet could placed in a book that is sent to cataloging or\r
-processing.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-From a selection list or purchase order, click the worksheet link on the line item.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-The line item worksheet appears.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-To print the worksheet, click the Print Page link in the top right corner.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_link_line_items_to_the_catalog">\r
-<title>Link line items to the catalog</title>\r
-<simpara>You can link a MARC record or brief record on a selection list to the corresponding MARC record\r
-in the catalog. This may be useful for librarians who have a brief MARC record in their catalog\r
-and want to import a better record that is attached to their selection list. No collision detection\r
-exists when importing an item into the selection list or catalog, so the link to catalog option\r
-enables you to search for a matching record and link to it from the selection list or purchase\r
-order. When you import the record from the purchase order, the record will overlay the linked\r
-record in the catalog.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-From the line item, click Link to catalog.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-In the text box that pops up, search terms, such as ISBN and title, are entered by default.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Search.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Result(s) appear. Click the link to View MARC, or Select the record to link it to the record on\r
-the selection list or purchase order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-The screen will reload, and the line item displays with a catalog link. The records are linked.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
+ <title>Line Items</title>\r
+ <simpara>Line items represent bibliographic records on a selection list or purchase\r
+ order. One line item corresponds to one bibliographic record. Line items\r
+ contain attributes, which are characteristics of the bibliographic record, such\r
+ as ISBNs or Title. Line items also contain copy information, price information,\r
+ and notes and alerts.</simpara>\r
+ <simplesect>\r
+ <title>Add alerts to a line item</title>\r
+ <simpara>Alerts are pop up messages that appear when an item is received. Alerts can be\r
+ printed on the line item worksheet.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Click the Notes link on the line item.</simpara></listitem>\r
+ <listitem><simpara>Click the New Alert drop down button.</simpara></listitem>\r
+ <listitem><simpara>Choose an alert code from the drop down menu.</simpara></listitem>\r
+ <listitem><simpara>Add additional comments if desired.</simpara></listitem>\r
+ <listitem><simpara>Click Create. The alert will display on the screen.</simpara></listitem>\r
+ <listitem><simpara>Click Return to return to the line item. When you return to the line item,\r
+ a flag will appear to indicate that an alert is on the line item.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Add copies to a line item</title>\r
+ <simpara>Use the Copies link to add copy information to a line item. You can add copies\r
+ to line items on a selection list or a purchase order.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Click the Copies link on a line item.</simpara></listitem>\r
+ <listitem><simpara>Enter the number of items that you want to order in Item Count, and click Go. The number\r
+ of items that you want to order will display below.</simpara></listitem>\r
+ <listitem><simpara>If desired, apply a Distribution Formula from the drop down list. Distribution formulas tell\r
+ the ILS how many copies should be distributed to each location.</simpara></listitem>\r
+ <listitem><simpara>The owning branch and shelving location populate with entries from the distribution\r
+ formula. Click Apply.</simpara></listitem>\r
+ <listitem><simpara>Look back at the top gray row of text boxes above the distribution formula. Each text box in\r
+ this row corresponds to the columns below. Changes made here will be applied to all\r
+ copies below. Click Batch Update.</simpara></listitem>\r
+ <listitem><simpara>Click Save Changes.</simpara></listitem>\r
+ <listitem><simpara>Click Return to return to the selection list or purchase order.</simpara></listitem>\r
+ <listitem><simpara>Add the item’s price to the line item in the Estimated Price field.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Add notes to a line item</title>\r
+ <simpara>Notes on line items can include any additional information that you want to add\r
+ to the line item. Notes can be internal or can be made available to providers.\r
+ Notes appear in a pop up box when an item is received. Notes can be printed on\r
+ line item worksheets, which can be printed and placed in books for processing.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Click the Notes link on the line item.</simpara></listitem>\r
+ <listitem><simpara>Click the New Note drop down button.</simpara></listitem>\r
+ <listitem><simpara>Enter a note.</simpara></listitem>\r
+ <listitem><simpara>You have the option to make this note available to your provider. Click the\r
+ check box adjacent to Note is vendor-public.</simpara></listitem>\r
+ <listitem><simpara>Click Create. The note will appear on the screen.</simpara></listitem>\r
+ <listitem><simpara>Click Return to return to the line item. When you return to the line item,\r
+ a number in parentheses adjacent to notes indicates how many notes are attached\r
+ to the item.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Holdings maintenance</title>\r
+ <simpara>After an item has been received, click Actions → Holdings Maintenance to edit\r
+ holdings. The Holdings Maintenance screen opens in a new tab.</simpara>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Link to invoice</title>\r
+ <simpara>Use the Link to invoice menu item to link the line item to an invoice that\r
+ already exists in the ILS.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Click Actions → Link to Invoice.</simpara></listitem>\r
+ <listitem><simpara>A pop up box appears. Enter an invoice number.</simpara></listitem>\r
+ <listitem><simpara>Enter a provider. The field will auto-complete.</simpara></listitem>\r
+ <listitem><simpara>Click Link.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Update barcodes</title>\r
+ <simpara>After an item has been received, click Actions → Update Barcodes to edit\r
+ holdings. The Volume and Copy Creator screen opens in a new tab.</simpara>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>View history</title>\r
+ <simpara>Click Actions → View history to view the changes that have occurred in the\r
+ life of the line item.</simpara>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>View invoice</title>\r
+ <simpara>Click Actions → View invoice to view any invoices that are attached to the line item.</simpara>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Line Item Worksheet</title>\r
+ <simpara>The Line Item Worksheet was designed to be a printable sheet that contains\r
+ details about the line item, including alerts and notes, and distribution of\r
+ the copies. This worksheet could placed in a book that is sent to cataloging or\r
+ processing.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>From a selection list or purchase order, click the worksheet link on the line item.</simpara></listitem>\r
+ <listitem><simpara>The line item worksheet appears.</simpara></listitem>\r
+ <listitem><simpara>To print the worksheet, click the Print Page link in the top right corner.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Link line items to the catalog</title>\r
+ <simpara>You can link a MARC record or brief record on a selection list to the corresponding MARC record\r
+ in the catalog. This may be useful for librarians who have a brief MARC record in their catalog\r
+ and want to import a better record that is attached to their selection list. No collision detection\r
+ exists when importing an item into the selection list or catalog, so the link to catalog option\r
+ enables you to search for a matching record and link to it from the selection list or purchase\r
+ order. When you import the record from the purchase order, the record will overlay the linked\r
+ record in the catalog.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>From the line item, click Link to catalog.</simpara></listitem>\r
+ <listitem><simpara>In the text box that pops up, search terms, such as ISBN and title, are entered by default.</simpara></listitem>\r
+ <listitem><simpara>Click Search.</simpara></listitem>\r
+ <listitem><simpara>Result(s) appear. Click the link to View MARC, or Select the record to link it to the record on\r
+ the selection list or purchase order.</simpara></listitem>\r
+ <listitem><simpara>The screen will reload, and the line item displays with a catalog link. The records are linked.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
</section>\r
<section id="_load_bib_records_and_items_into_the_catalog">\r
-<title>Load Bib Records and Items Into the Catalog</title>\r
-<simpara>You can load bib records and items into the catalog at three different locations in the\r
-acquisitions module.</simpara>\r
-<itemizedlist>\r
-<listitem>\r
-<simpara>\r
-You can import bib records and items (if holdings information is attached) when you upload\r
-MARC order records. Click Acquisitions → Load MARC Order Records and check the box\r
-adjacent to Load Bibs and Items into the ILS.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-You can import bib records and items into the catalog when you create a purchase order\r
-from a selection list. From the selection list, click Actions → Create Purchase Order. Check\r
-the box adjacent to Load Bibs and Items into the ILS to import the records into the catalog.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-You can import bib records and items into the catalog from a purchase order by clicking\r
-Actions → Load Bibs and Items.\r
-</simpara>\r
-</listitem>\r
-</itemizedlist>\r
-<note><simpara>If you have not loaded bib records and items into the catalog before you activate\r
-a purchase order, then the ILS will automatically import the bib records and\r
-items into the catalog when you activate the purchase order.</simpara></note>\r
-</section>\r
-<section id="_load_catalog_record_ids">\r
-<title>Load Catalog Record IDs</title>\r
-<simpara>The Load Catalog Record IDs function enables you to create line items from a\r
-list of catalog records whose record IDs are saved in a CSV file.</simpara>\r
-<simpara>This would be useful if you want to batch order copies of items that your\r
-organization already owns. For example, you run a copy/hold ratio report to\r
-identify how many copies you have available compared to the number of holds\r
-that are on your Hot Fiction display. You decide that you want to order an\r
-extra copy of six titles. Your copy/hold ratio report includes the record ID of\r
-each title. You can save the record IDs into a CSV file, upload the file into\r
-the ILS, and create a purchase order for the items.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Create a CSV file with the record ID of each catalog record in the first\r
-column of the spreadsheet. You can create this CSV file from a spreadsheet\r
-generated by a report, as suggested in the aforementioned example. You can also\r
-copy and paste record IDs from the catalog record into the CSV file.\r
-</simpara>\r
-<note><simpara>Record IDs are auto-generated digits associated with each record. They are\r
-found in the Record Summary that appears at the top of each record.</simpara></note>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Save the CSV file to your computer.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Acquisitions → Load Catalog Record IDs.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Load More Terms.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-The screen will display the number of terms (record IDs) that have been loaded.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Retrieve Records. The records will appear as line items to which you can add copies,\r
-notes, and pricing information. Use the Actions menu to save these items to a selection list or\r
-purchase order.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_load_marc_order_records">\r
-<title>Load MARC Order Records</title>\r
-<simpara>The Load MARC Order Records screen enables you to upload MARC records that have been\r
-saved on your computer into the ILS. You can add the records to a selection list and/or to a\r
-purchase order. You can both create and activate purchase orders in one step from this\r
-interface. Also, from this interface, you can load bibs and items into the catalog.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Click Acquisitions → Load MARC Order Records\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-If you want to upload the MARC records to a new purchase order, then click the check box\r
-adjacent to Create Purchase Order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-If you want to activate the purchase order at the time of creation, then click the check box\r
-adjacent to Activate Purchase Order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-If you want to load bibs and items into the catalog, then click the check box adjacent to\r
-Load Bibs and Items into the ILS.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the name of the Provider. The text will auto-complete.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select an org unit from the drop down menu. The context org unit is the org unit that\r
-"owns" the bib record. You should select a physical location rather than a political or\r
-administrative org unit as the context org unit. For example, the Smith County Library\r
-System is funding purchase of a copy of Gone with the Wind. The system owns the bib\r
-record, but it cannot receive the physical item. The acquisitions librarian will choose a\r
-physical branch of that system, a processing center or an individual branch, to receive the\r
-item.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-If you want to upload the records to a selection list, you can select a list from the drop down\r
-menu, or type in the name of the selection list that you want to create.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Browse to search for the file of bibliographic records.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Upload.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-A summary of the items that have been processed will appear.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click the links that appear to view the purchase order or the selection list.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_marc_federated_search">\r
-<title>MARC Federated Search</title>\r
-<simpara>The MARC Federated Search enables you to import bibliographic records into a selection list or\r
-purchase order from a Z39.50 source.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Click Acquisitions → MARC Federated Search.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Check the boxes of Z39.50 services that you want to search. Your local Evergreen Catalog is\r
-checked by default. Click Submit.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-A list of results will appear. Click the Copies link to add copy information to the line item.\r
-See section 7 for more information.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click the Notes link to add notes or line item alerts to the line item. See section 7 for more\r
-information.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a price in the Estimated Price field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-You can save the line item(s) to a selection list by checking the box on the line item and\r
-clicking Actions →Save Items to Selection List. You can also create a purchase order from\r
-the line item(s) by checking the box on the line item and clicking Actions → Create\r
-Purchase Order.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
+ <title>Load Bib Records and Items Into the Catalog</title>\r
+ <simpara>You can load bib records and items into the catalog at three different locations in the\r
+ acquisitions module.</simpara>\r
+ <itemizedlist>\r
+ <listitem><simpara>You can import bib records and items (if holdings information is attached) when you upload\r
+ MARC order records. Click Acquisitions → Load MARC Order Records and check the box\r
+ adjacent to Load Bibs and Items into the ILS.</simpara></listitem>\r
+ <listitem><simpara>You can import bib records and items into the catalog when you create a purchase order\r
+ from a selection list. From the selection list, click Actions → Create Purchase Order. Check\r
+ the box adjacent to Load Bibs and Items into the ILS to import the records into the catalog.</simpara></listitem>\r
+ <listitem><simpara>You can import bib records and items into the catalog from a purchase order by clicking\r
+ Actions → Load Bibs and Items.</simpara></listitem>\r
+ </itemizedlist>\r
+ <note><simpara>If you have not loaded bib records and items into the catalog before you activate\r
+ a purchase order, then the ILS will automatically import the bib records and\r
+ items into the catalog when you activate the purchase order.</simpara></note>\r
+\r
+ <simplesect>\r
+ <title>Load Catalog Record IDs</title>\r
+ <simpara>The Load Catalog Record IDs function enables you to create line items from a\r
+ list of catalog records whose record IDs are saved in a CSV file.</simpara><simpara>This would be useful if you want to batch order copies of items that your\r
+ organization already owns. For example, you run a copy/hold ratio report to\r
+ identify how many copies you have available compared to the number of holds\r
+ that are on your Hot Fiction display. You decide that you want to order an\r
+ extra copy of six titles. Your copy/hold ratio report includes the record ID of\r
+ each title. You can save the record IDs into a CSV file, upload the file into\r
+ the ILS, and create a purchase order for the items.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Create a CSV file with the record ID of each catalog record in the first\r
+ column of the spreadsheet. You can create this CSV file from a spreadsheet\r
+ generated by a report, as suggested in the aforementioned example. You can also\r
+ copy and paste record IDs from the catalog record into the CSV file.</simpara>\r
+ <note><simpara>Record IDs are auto-generated digits associated with each record. They are\r
+ found in the Record Summary that appears at the top of each record.</simpara></note>\r
+ </listitem>\r
+ <listitem><simpara>Save the CSV file to your computer.</simpara></listitem>\r
+ <listitem><simpara>Click Acquisitions → Load Catalog Record IDs.</simpara></listitem>\r
+ <listitem><simpara>Click Load More Terms.</simpara></listitem>\r
+ <listitem><simpara>The screen will display the number of terms (record IDs) that have been loaded.</simpara></listitem>\r
+ <listitem><simpara>Click Retrieve Records. The records will appear as line items to which you can add copies,\r
+ notes, and pricing information. Use the Actions menu to save these items to a selection list or\r
+ purchase order.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Load MARC Order Records</title>\r
+ <simpara>The Load MARC Order Records screen enables you to upload MARC records that have been\r
+ saved on your computer into the ILS. You can add the records to a selection list and/or to a\r
+ purchase order. You can both create and activate purchase orders in one step from this\r
+ interface. Also, from this interface, you can load bibs and items into the catalog.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Click Acquisitions → Load MARC Order Records</simpara></listitem>\r
+ <listitem><simpara>If you want to upload the MARC records to a new purchase order, then click the check box\r
+ adjacent to Create Purchase Order.</simpara></listitem>\r
+ <listitem><simpara>If you want to activate the purchase order at the time of creation, then click the check box\r
+ adjacent to Activate Purchase Order.</simpara></listitem>\r
+ <listitem><simpara>If you want to load bibs and items into the catalog, then click the check box adjacent to\r
+ Load Bibs and Items into the ILS.</simpara></listitem>\r
+ <listitem><simpara>Enter the name of the Provider. The text will auto-complete.</simpara></listitem>\r
+ <listitem><simpara>Select an org unit from the drop down menu. The context org unit is the org unit that\r
+ "owns" the bib record. You should select a physical location rather than a political or\r
+ administrative org unit as the context org unit. For example, the Smith County Library\r
+ System is funding purchase of a copy of Gone with the Wind. The system owns the bib\r
+ record, but it cannot receive the physical item. The acquisitions librarian will choose a\r
+ physical branch of that system, a processing center or an individual branch, to receive the\r
+ item.</simpara></listitem>\r
+ <listitem><simpara>If you want to upload the records to a selection list, you can select a list from the drop down\r
+ menu, or type in the name of the selection list that you want to create.</simpara></listitem>\r
+ <listitem><simpara>Click Browse to search for the file of bibliographic records.</simpara></listitem>\r
+ <listitem><simpara>Click Upload.</simpara></listitem>\r
+ <listitem><simpara>A summary of the items that have been processed will appear.</simpara></listitem>\r
+ <listitem><simpara>Click the links that appear to view the purchase order or the selection list.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>MARC Federated Search</title>\r
+ <simpara>The MARC Federated Search enables you to import bibliographic records into a selection list or\r
+ purchase order from a Z39.50 source.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Click Acquisitions → MARC Federated Search.</simpara></listitem>\r
+ <listitem><simpara>Check the boxes of Z39.50 services that you want to search. Your local Evergreen Catalog is\r
+ checked by default. Click Submit.</simpara></listitem>\r
+ <listitem><simpara>A list of results will appear. Click the Copies link to add copy information to the line item.</simpara></listitem>\r
+ <listitem><simpara>Click the Notes link to add notes or line item alerts to the line item.</simpara></listitem>\r
+ <listitem><simpara>Enter a price in the Estimated Price field.</simpara></listitem>\r
+ <listitem><simpara>You can save the line item(s) to a selection list by checking the box on the line item and\r
+ clicking Actions →Save Items to Selection List. You can also create a purchase order from\r
+ the line item(s) by checking the box on the line item and clicking Actions → Create\r
+ Purchase Order.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
</section>\r
<section id="_patron_requests">\r
-<title>Patron Requests</title>\r
-<simpara>The patron requests interface will allow you to view requests that patrons make\r
-via the OPAC. The functionality for OPAC requests is not currently available\r
-in the native Evergreen interface, so the screen remains blank in 2.0.</simpara>\r
+ <title>Patron Requests</title>\r
+ <simpara>The patron requests interface will allow you to view requests that patrons make\r
+ via the OPAC. The functionality for OPAC requests is not currently available\r
+ in the native Evergreen interface, so the screen remains blank in 2.0.</simpara>\r
</section>\r
<section id="_purchase_orders">\r
-<title>Purchase Orders</title>\r
-<simpara>You can create a purchase order from a selection list, a batch upload of MARC\r
-order records, the View/Place Orders link in the catalog, or results from a\r
-MARC Federated Search. For more information on creating purchase orders using\r
-these methods, see sections 16, 10, 17, and 11. You can also create blanket\r
-purchase orders to which you can add brief records or generic charges and fees.</simpara>\r
-<section id="_activate_a_purchase_order">\r
-<title>Activate a purchase order</title>\r
-<simpara>Before you can active a purchase order, the following criteria must be met:</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-The field, Activate Order?, is located in the top half of the purchase order. The answer\r
-adjacent to this field must be Yes.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Each line item must contain an estimated price. If the Activate Order? field in the top half\r
-of the purchase order reads, No: The lineitem has no price (ACQ_LINEITEM_NO_PRICE),\r
-then simply enter a price in the estimated price field, tab out of the field, and click Reload.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-<simpara>When the above criteria have been met, proceed with the following:\r
- . Look at the Activate Order? field in the top half of the purchase order. Click the\r
-hyperlinked Activate Order. When you activate the order, the bibliographic records and\r
-copies will be imported into the catalog, and the funds associated with the purchases will be\r
-encumbered.</simpara>\r
-</section>\r
-<section id="_add_brief_records_to_a_purchase_order">\r
-<title>Add brief records to a purchase order</title>\r
-<simpara>To add brief records to a purchase order, see section 2.2 for more information.\r
-You can add brief records to new or existing purchase orders.</simpara>\r
-</section>\r
-<section id="_add_charges_taxes_fees_or_discounts_to_a_purchase_order">\r
-<title>Add charges, taxes, fees, or discounts to a purchase order</title>\r
-<simpara>You can add charges, taxes, fees, or discounts to a purchase order. These\r
-additional charges will be reflected in the amounts that are estimated and\r
-encumbered on the purchase order.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Open or create a purchase order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click New charge.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select a charge type from the drop down menu.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select a fund from the drop down menu.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a Title/Description, Author, and Note if applicable.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter an estimated cost.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Add another new charge, or click Save New Charges.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-<note><simpara>Discounts are not consistently supported in the 2.0 release.</simpara></note>\r
-</section>\r
-<section id="_add_notes_to_a_purchase_order">\r
-<title>Add notes to a purchase order</title>\r
-<simpara>You can add notes to each purchase order. These can be viewed by staff and/or\r
-by the provider. By default, notes are only visible to staff.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Open a purchase order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-In the top half of the purchase order, you see a Notes field. The number of notes that are\r
-attached to the purchase order is hyperlinked in parentheses next to the Notes field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click the hyperlinked number.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click New Note.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the note. If you wish to make it available to the provider, click the check box adjacent\r
-to Note is vendor-public.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Create.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-\r
-</section>\r
-<section id="_cancel_suspend_a_purchase_order">\r
-<title>Cancel/Suspend a purchase order</title>\r
-<simpara>To cancel or suspend a purchase order, see section 2.1.</simpara>\r
-</section>\r
-<section id="_create_a_purchase_order">\r
-<title>Create a purchase order</title>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Click Acquisitions → Create Purchase Order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-A pop-up box appears. Select an owning library from the drop down menu.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a provider in the box. The text will auto complete.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Check the box adjacent to Prepayment Required.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Save.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-The purchase order has been created. You can now create a new charge type or add a brief\r
-record.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-<note><simpara>The Total Estimated is the sum of the prices. The Total Encumbered is the total\r
-estimated that is encumbered when the purchase order is activated. The Total\r
-Spent column automatically updates when the items are invoiced.</simpara></note>\r
-</section>\r
-<section id="_mark_ready_for_order">\r
-<title>Mark ready for order</title>\r
-<simpara>After an item has been added to a selection list or purchase order, you can mark it ready for\r
-order. This step is optional but may be useful to individual workflows.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-If you want to mark part of a selection list ready for selector, then you can check the box(es)\r
-of the line item(s) that you wish to mark ready for selector. If you want to mark the entire\r
-list ready for selector, then skip to step 2.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Actions → Mark Ready for Order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-A pop up box will appear. Choose to mark the selected line items or all line items.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Go.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-The screen will refresh. The line item will be highlighted gray, and the status will change to\r
-order-ready.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_name_a_purchase_order">\r
-<title>Name a purchase order</title>\r
-<simpara>A new purchase order is given the purchase order ID as a default name. However,\r
-you can change that name to any grouping of letters or numbers. You can reuse\r
-purchase order names as long as a name is never used twice in the same year.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Open or create a purchase order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-The Name of the purchase order is in the top left column of the purchase order. The\r
-hyperlinked number is an internal ID number that Evergreen has assigned.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-To change this number, click on the hyperlinked ID.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a new purchase order number in the pop up box.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click OK.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_print_purchase_orders">\r
-<title>Print purchase orders</title>\r
-<simpara>You can print a purchase order from the purchase order screen. If you add a\r
-note to a line item, the note will only appear in the Notes column on the\r
-printed purchase order if you make the note vendor-public. Currently, no notes\r
-appear in the Notes to the Vendor section of the printed purchase order.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Open a purchase order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Actions → Print Purchase Order.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_receive_a_purchase_order">\r
-<title>Receive a purchase order</title>\r
-<simpara>See section 14.1 for more information on receiving a purchase order.</simpara>\r
-</section>\r
-<section id="_split_order_by_line_items">\r
-<title>Split order by line items</title>\r
-<simpara>You can create a purchase order with multiple line items, and then split the\r
-purchase order so that each line item is on separate purchase orders.</simpara>\r
-<simpara>When a purchase order is in the status of pending, a link to split order by\r
-Lineitems appears in the bottom left corner of the top half of the screen.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Click Split Order by Lineitems.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-A pop up box will confirm that you want to split the purchase order. Click OK to continue.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-The items will display by default as a virtual combined purchase order. Future\r
-enhancements will allow you to activate the purchase order for each item from this screen.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_view_on_order_purchase_orders">\r
-<title>View On-Order Purchase Orders</title>\r
-<simpara>You can view a list of on-order purchase orders by clicking Acquisitions –> Purchase Orders. The\r
-ordering agency defaults to the branch at which your workstation is registered. The state of the\r
-purchase order defaults to on-order.</simpara>\r
-<simpara>You can add more search terms by clicking Add Search Term. Search terms are ANDed together.\r
-Click Search to begin your search.</simpara>\r
-<simpara>If you want to expand or change your search of purchase orders, you can choose other criteria\r
-from the drop down menus. See section 15 for more information.</simpara>\r
-</section>\r
-<section id="_view_edi_messages_on_a_purchase_order">\r
-<title>View EDI messages on a purchase order</title>\r
-<simpara>You can view electronic messages from your vendor about a specific purchase order.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Open a purchase order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-In the top half of the purchase order, you see an EDI Messages field. The number of\r
-messages that are attached to the purchase order is hyperlinked in parentheses next to the\r
-EDI Messages field.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click the hyperlinked number to view the messages.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_view_purchase_order_history">\r
-<title>View Purchase Order History</title>\r
-<simpara>In the top half of the purchase order, you can view the history of the purchase\r
-order. Click the View link in the History field.</simpara>\r
-</section>\r
+ <title>Purchase Orders</title>\r
+ <simpara>You can create a purchase order from a selection list, a batch upload of MARC\r
+ order records, the View/Place Orders link in the catalog, or results from a\r
+ MARC Federated Search. You can also create blanket\r
+ purchase orders to which you can add brief records or generic charges and fees.</simpara>\r
+ <simplesect>\r
+ <title>Activate a purchase order</title>\r
+ <simpara>Before you can active a purchase order, the following criteria must be met:</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>The field, Activate Order?, is located in the top half of the purchase order. The answer\r
+ adjacent to this field must be Yes.</simpara></listitem>\r
+ <listitem><simpara>Each line item must contain an estimated price. If the Activate Order? field in the top half\r
+ of the purchase order reads, No: The lineitem has no price (ACQ_LINEITEM_NO_PRICE),\r
+ then simply enter a price in the estimated price field, tab out of the field, and click Reload.</simpara></listitem>\r
+ </orderedlist><simpara>When the above criteria have been met, proceed with the following:\r
+ . Look at the Activate Order? field in the top half of the purchase order. Click the\r
+ hyperlinked Activate Order. When you activate the order, the bibliographic records and\r
+ copies will be imported into the catalog, and the funds associated with the purchases will be\r
+ encumbered.</simpara>\r
+ <note><simpara>You can add brief records to new or existing purchase orders.</simpara></note>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Add charges, taxes, fees, or discounts to a purchase order</title>\r
+ <simpara>You can add charges, taxes, fees, or discounts to a purchase order. These\r
+ additional charges will be reflected in the amounts that are estimated and\r
+ encumbered on the purchase order.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Open or create a purchase order.</simpara></listitem>\r
+ <listitem><simpara>Click New charge.</simpara></listitem>\r
+ <listitem><simpara>Select a charge type from the drop down menu.</simpara></listitem>\r
+ <listitem><simpara>Select a fund from the drop down menu.</simpara></listitem>\r
+ <listitem><simpara>Enter a Title/Description, Author, and Note if applicable.</simpara></listitem>\r
+ <listitem><simpara>Enter an estimated cost.</simpara></listitem>\r
+ <listitem><simpara>Add another new charge, or click Save New Charges.</simpara></listitem>\r
+ </orderedlist>\r
+ <note><simpara>Discounts are not consistently supported in the 2.0 release.</simpara></note>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Add notes to a purchase order</title>\r
+ <simpara>You can add notes to each purchase order. These can be viewed by staff and/or\r
+ by the provider. By default, notes are only visible to staff.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Open a purchase order.</simpara></listitem>\r
+ <listitem><simpara>In the top half of the purchase order, you see a Notes field. The number of notes that are\r
+ attached to the purchase order is hyperlinked in parentheses next to the Notes field.</simpara></listitem>\r
+ <listitem><simpara>Click the hyperlinked number.</simpara></listitem>\r
+ <listitem><simpara>Click New Note.</simpara></listitem>\r
+ <listitem><simpara>Enter the note. If you wish to make it available to the provider, click the check box adjacent\r
+ to Note is vendor-public.</simpara></listitem>\r
+ <listitem><simpara>Click Create.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Create a purchase order</title>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Click Acquisitions → Create Purchase Order.</simpara></listitem>\r
+ <listitem><simpara>A pop-up box appears. Select an owning library from the drop down menu.</simpara></listitem>\r
+ <listitem><simpara>Enter a provider in the box. The text will auto complete.</simpara></listitem>\r
+ <listitem><simpara>Check the box adjacent to Prepayment Required.</simpara></listitem>\r
+ <listitem><simpara>Click Save.</simpara></listitem>\r
+ <listitem><simpara>The purchase order has been created. You can now create a new charge type or add a brief\r
+ record.</simpara></listitem>\r
+ </orderedlist>\r
+ <note><simpara>The Total Estimated is the sum of the prices. The Total Encumbered is the total\r
+ estimated that is encumbered when the purchase order is activated. The Total\r
+ Spent column automatically updates when the items are invoiced.</simpara></note>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Mark ready for order</title>\r
+ <simpara>After an item has been added to a selection list or purchase order, you can mark it ready for\r
+ order. This step is optional but may be useful to individual workflows.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>If you want to mark part of a selection list ready for selector, then you can check the box(es)\r
+ of the line item(s) that you wish to mark ready for selector. If you want to mark the entire\r
+ list ready for selector, then skip to step 2.</simpara></listitem>\r
+ <listitem><simpara>Click Actions → Mark Ready for Order.</simpara></listitem>\r
+ <listitem><simpara>A pop up box will appear. Choose to mark the selected line items or all line items.</simpara></listitem>\r
+ <listitem><simpara>Click Go.</simpara></listitem>\r
+ <listitem><simpara>The screen will refresh. The line item will be highlighted gray, and the status will change to\r
+ order-ready.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Name a purchase order</title>\r
+ <simpara>A new purchase order is given the purchase order ID as a default name. However,\r
+ you can change that name to any grouping of letters or numbers. You can reuse\r
+ purchase order names as long as a name is never used twice in the same year.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Open or create a purchase order.</simpara></listitem>\r
+ <listitem><simpara>The Name of the purchase order is in the top left column of the purchase order. The\r
+ hyperlinked number is an internal ID number that Evergreen has assigned.</simpara></listitem>\r
+ <listitem><simpara>To change this number, click on the hyperlinked ID.</simpara></listitem>\r
+ <listitem><simpara>Enter a new purchase order number in the pop up box.</simpara></listitem>\r
+ <listitem><simpara>Click OK.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Print purchase orders</title>\r
+ <simpara>You can print a purchase order from the purchase order screen. If you add a\r
+ note to a line item, the note will only appear in the Notes column on the\r
+ printed purchase order if you make the note vendor-public. Currently, no notes\r
+ appear in the Notes to the Vendor section of the printed purchase order.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Open a purchase order.</simpara></listitem>\r
+ <listitem><simpara>Click Actions → Print Purchase Order.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Split order by line items</title>\r
+ <simpara>You can create a purchase order with multiple line items, and then split the\r
+ purchase order so that each line item is on separate purchase orders.</simpara><simpara>When a purchase order is in the status of pending, a link to split order by\r
+ Lineitems appears in the bottom left corner of the top half of the screen.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Click Split Order by Lineitems.</simpara></listitem>\r
+ <listitem><simpara>A pop up box will confirm that you want to split the purchase order. Click OK to continue.</simpara></listitem>\r
+ <listitem><simpara>The items will display by default as a virtual combined purchase order. Future\r
+ enhancements will allow you to activate the purchase order for each item from this screen.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>View On-Order Purchase Orders</title>\r
+ <simpara>You can view a list of on-order purchase orders by clicking Acquisitions –> Purchase Orders. The\r
+ ordering agency defaults to the branch at which your workstation is registered. The state of the\r
+ purchase order defaults to on-order.</simpara><simpara>You can add more search terms by clicking Add Search Term. Search terms are ANDed together.\r
+ Click Search to begin your search.</simpara><simpara>If you want to expand or change your search of purchase orders, you can choose other criteria\r
+ from the drop down menus.</simpara>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>View EDI messages on a purchase order</title>\r
+ <simpara>You can view electronic messages from your vendor about a specific purchase order.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Open a purchase order.</simpara></listitem>\r
+ <listitem><simpara>In the top half of the purchase order, you see an EDI Messages field. The number of\r
+ messages that are attached to the purchase order is hyperlinked in parentheses next to the\r
+ EDI Messages field.</simpara></listitem>\r
+ <listitem><simpara>Click the hyperlinked number to view the messages.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>View Purchase Order History</title>\r
+ <simpara>In the top half of the purchase order, you can view the history of the purchase\r
+ order. Click the View link in the History field.</simpara>\r
+ </simplesect>\r
</section>\r
<section id="_receiving">\r
-<title>Receiving</title>\r
-<simpara>You can receive and un-receive entire purchase orders, line items, and\r
-individual copies. You can receive items before or after you invoice items.</simpara>\r
-<section id="_receive_un_receive_copies">\r
-<title>Receive/un-receive copies</title>\r
-<itemizedlist>\r
-<listitem>\r
-<simpara>\r
-To receive copies, click the Copies link on the line item, and click the Mark Received link\r
-adjacent to each copy.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-To un-receive copies, click the Copies link on the line item, and click the Un-Receive link\r
-adjacent to each copy.\r
-</simpara>\r
-</listitem>\r
-</itemizedlist>\r
-</section>\r
-<section id="_receive_un_receive_line_items">\r
-<title>Receive/un-receive line items</title>\r
-<itemizedlist>\r
-<listitem>\r
-<simpara>\r
-To receive a line item, click the Actions → Mark Received link on the line item.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-To un-receive a line item, click the Actions → Un-receive link on the line item.\r
-</simpara>\r
-</listitem>\r
-</itemizedlist>\r
-</section>\r
-<section id="_receive_un_receive_purchase_orders">\r
-<title>Receive/un-receive purchase orders</title>\r
-<itemizedlist>\r
-<listitem>\r
-<simpara>\r
-To receive a purchase order, click Actions →Mark Purchase Order as Received. The\r
-purchase order will have a state of received.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-To un-receive a purchase order, click Actions →Un-Receive Purchase Order. The purchase\r
-will have a state of on order.\r
-</simpara>\r
-</listitem>\r
-</itemizedlist>\r
-</section>\r
-</section>\r
-<section id="_searching">\r
-<title>Searching</title>\r
-<simpara>In the acquisitions module, you can search line items, line items and catalog\r
-records, selection lists, purchase orders, and invoices. To access the\r
-searching interface, click Acquisitions → General Search.</simpara>\r
-<note><simpara>Users may wish to begin their acquisitions process by searching line items\r
-and catalog records. This ensures that they do not purchase an item that the\r
-library already owns or is on another selection list or purchase order.</simpara></note>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Choose the object that you would like to search from the drop down menu.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Next, refine your search by choosing the specific fields that you would like to search. Click\r
-Add Search Term to add more fields. Search terms are ANDed together. Click the red X at\r
-the end of each row to delete search terms. Some search terms will be disabled depending\r
-on your choice of items to search.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-After you have added search term(s), click Search or click the Enter key. A list of results\r
-appears.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-If you want to edit your search, click the Reveal Search button in the top right corner of the\r
-results screen to display your search.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_selection_lists">\r
-<title>Selection Lists</title>\r
-<simpara>Selection lists allow you to create, manage, and save lists of items that you\r
-may want to purchase. To view your selection list, click Acquisitions → My\r
-Selection Lists. Use the general search to view selection lists created by\r
-other users.</simpara>\r
-<section id="_create_a_selection_list">\r
-<title>Create a selection list</title>\r
-<simpara>Selection lists can be created in four areas within the module. Selection lists can be created\r
-when you Add Brief Records, Upload MARC Order Records, or find records through the MARC\r
-Federated Search. In each of these interfaces, you will find the Add to Selection List field.\r
-Enter the name of the selection list that you want to create in that field.\r
-Selection lists can also be created through the My Selection Lists interface:</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Click Acquisitions → My Selection Lists.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click the New Selection List drop down arrow.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the name of the selection list in the box that appears.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Create.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_add_items_to_a_selection_list">\r
-<title>Add items to a selection list</title>\r
-<simpara>You can add items to a selection list in one of three ways: add a brief record\r
-(section 2); upload MARC order records (section 10); add records through a\r
-federated search (section 11); or use the View/Place Orders menu item in the\r
-catalog (section 17). See the sections listed in parentheses for more\r
-information on each of these methods.</simpara>\r
-</section>\r
-<section id="_clone_selection_lists">\r
-<title>Clone selection lists</title>\r
-<simpara>Cloning selection lists enables you to copy one selection list into a new\r
-selection list. You can maintain both copies of the list, or you can delete the\r
-previous list.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Click Acquisitions → My Selection Lists.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Check the box adjacent to the list that you want to clone.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Clone Selected.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter a name into the box that appears, and click Clone.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_merge_selection_lists">\r
-<title>Merge selection lists</title>\r
-<simpara>You can merge two or more selection lists into one selection list.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Click Acquisitions → My Selection Lists.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Check the boxes adjacent to the selection lists that you want to merge, and click Merge\r
-Selected.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Choose the Lead Selection List from the drop down menu. This is the list to which the items\r
-on the other list(s) will be transferred.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Merge.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_delete_selection_lists">\r
-<title>Delete selection lists</title>\r
-<simpara>You can delete selection lists that you do not want to save. You will not be able to retrieve\r
-these items through the General Search after you have deleted the list. You must delete all line\r
-items from a selection list before you can delete the list.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Click Acquisitions → My Selection Lists.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Check the box adjacent to the selection list(s) that you want to delete.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Delete Selected.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_mark_ready_for_selector">\r
-<title>Mark Ready for Selector</title>\r
-<simpara>After an item has been added to a selection list or purchase order, you can\r
-mark it ready for selector. This step is optional but may be useful to\r
-individual workflows.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-If you want to mark part of a selection list ready for selector, then you can check the box(es)\r
-of the line item(s) that you wish to mark ready for selector. If you want to mark the entire\r
-list ready for selector, then skip to step 2.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Actions → Mark Ready for Selector.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-A pop up box will appear. Choose to mark the selected line items or all line items.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Go.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-The screen will refresh. The marked line item(s) will be highlighted pink, and the status\r
-changes to selector-ready.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-<section id="_convert_selection_list_to_purchase_order">\r
-<title>Convert selection list to purchase order</title>\r
-<simpara>Use the Actions menu to convert a selection list to a purchase order.</simpara>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-From a selection list, click Actions → Create Purchase Order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-A pop up box will appear.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Select the ordering agency from the drop down menu.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Enter the provider.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Check the box adjacent to prepayment required if prepayment is required.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Choose if you will add All Lineitems or Selected Lineitems to your purchase order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Check the box if you want to Import Bibs and Create Copies in the catalog.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Submit.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
-</section>\r
-</section>\r
-<section id="_view_place_orders">\r
-<title>View/Place Orders</title>\r
-<orderedlist numeration="arabic">\r
-<listitem>\r
-<simpara>\r
-Open a bib record.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Actions for this Record → View/Place Orders.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-Click Add to Selection List, or click Create Purchase Order.\r
-</simpara>\r
-</listitem>\r
-<listitem>\r
-<simpara>\r
-See sections 13 and 16 for instructions to proceed.\r
-</simpara>\r
-</listitem>\r
-</orderedlist>\r
+ <title>Receiving</title>\r
+ <simpara>You can receive and un-receive entire purchase orders, line items, and\r
+ individual copies. You can receive items before or after you invoice items.</simpara>\r
+ <simplesect>\r
+ <title>Receive/un-receive copies</title>\r
+ <itemizedlist>\r
+ <listitem><simpara>To receive copies, click the Copies link on the line item, and click the Mark Received link\r
+ adjacent to each copy.</simpara></listitem>\r
+ <listitem><simpara>To un-receive copies, click the Copies link on the line item, and click the Un-Receive link\r
+ adjacent to each copy.</simpara></listitem>\r
+ </itemizedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Receive/un-receive line items</title>\r
+ <itemizedlist>\r
+ <listitem><simpara>To receive a line item, click the Actions → Mark Received link on the line item.</simpara></listitem>\r
+ <listitem><simpara>To un-receive a line item, click the Actions → Un-receive link on the line item.</simpara></listitem>\r
+ </itemizedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Receive/un-receive purchase orders</title>\r
+ <itemizedlist>\r
+ <listitem><simpara>To receive a purchase order, click Actions →Mark Purchase Order as Received. The\r
+ purchase order will have a state of received.</simpara></listitem>\r
+ <listitem><simpara>To un-receive a purchase order, click Actions →Un-Receive Purchase Order. The purchase\r
+ will have a state of on order.</simpara></listitem>\r
+ </itemizedlist>\r
+ </simplesect>\r
+</section>\r
+<section id="acquisitons_searching">\r
+ <title>Searching</title>\r
+ <simpara>In the acquisitions module, you can search line items, line items and catalog\r
+ records, selection lists, purchase orders, and invoices. To access the\r
+ searching interface, click Acquisitions → General Search.</simpara>\r
+ <note><simpara>Users may wish to begin their acquisitions process by searching line items\r
+ and catalog records. This ensures that they do not purchase an item that the\r
+ library already owns or is on another selection list or purchase order.</simpara></note>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Choose the object that you would like to search from the drop down menu.</simpara></listitem>\r
+ <listitem><simpara>Next, refine your search by choosing the specific fields that you would like to search. Click\r
+ Add Search Term to add more fields. Search terms are ANDed together. Click the red X at\r
+ the end of each row to delete search terms. Some search terms will be disabled depending\r
+ on your choice of items to search.</simpara></listitem>\r
+ <listitem><simpara>After you have added search term(s), click Search or click the Enter key. A list of results\r
+ appears.</simpara></listitem>\r
+ <listitem><simpara>If you want to edit your search, click the Reveal Search button in the top right corner of the\r
+ results screen to display your search.</simpara></listitem>\r
+ </orderedlist>\r
+</section>\r
+<section id="acquisitons__selection_lists">\r
+ <title>Selection Lists</title>\r
+ <simpara>Selection lists allow you to create, manage, and save lists of items that you\r
+ may want to purchase. To view your selection list, click Acquisitions → My\r
+ Selection Lists. Use the general search to view selection lists created by\r
+ other users.</simpara>\r
+ <simplesect>\r
+ <title>Create a selection list</title>\r
+ <simpara>Selection lists can be created in four areas within the module. Selection lists can be created\r
+ when you Add Brief Records, Upload MARC Order Records, or find records through the MARC\r
+ Federated Search. In each of these interfaces, you will find the Add to Selection List field.\r
+ Enter the name of the selection list that you want to create in that field.\r
+ Selection lists can also be created through the My Selection Lists interface:</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Click Acquisitions → My Selection Lists.</simpara></listitem>\r
+ <listitem><simpara>Click the New Selection List drop down arrow.</simpara></listitem>\r
+ <listitem><simpara>Enter the name of the selection list in the box that appears.</simpara></listitem>\r
+ <listitem><simpara>Click Create.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Add items to a selection list</title>\r
+ <simpara>You can add items to a selection list in one of three ways: add a brief record; upload MARC order records; add records through a\r
+ federated search; or use the View/Place Orders menu item in the\r
+ catalog.</simpara>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Clone selection lists</title>\r
+ <simpara>Cloning selection lists enables you to copy one selection list into a new\r
+ selection list. You can maintain both copies of the list, or you can delete the\r
+ previous list.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Click Acquisitions → My Selection Lists.</simpara></listitem>\r
+ <listitem><simpara>Check the box adjacent to the list that you want to clone.</simpara></listitem>\r
+ <listitem><simpara>Click Clone Selected.</simpara></listitem>\r
+ <listitem><simpara>Enter a name into the box that appears, and click Clone.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Merge selection lists</title>\r
+ <simpara>You can merge two or more selection lists into one selection list.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Click Acquisitions → My Selection Lists.</simpara></listitem>\r
+ <listitem><simpara>Check the boxes adjacent to the selection lists that you want to merge, and click Merge\r
+ Selected.</simpara></listitem>\r
+ <listitem><simpara>Choose the Lead Selection List from the drop down menu. This is the list to which the items\r
+ on the other list(s) will be transferred.</simpara></listitem>\r
+ <listitem><simpara>Click Merge.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Delete selection lists</title>\r
+ <simpara>You can delete selection lists that you do not want to save. You will not be able to retrieve\r
+ these items through the General Search after you have deleted the list. You must delete all line\r
+ items from a selection list before you can delete the list.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Click Acquisitions → My Selection Lists.</simpara></listitem>\r
+ <listitem><simpara>Check the box adjacent to the selection list(s) that you want to delete.</simpara></listitem>\r
+ <listitem><simpara>Click Delete Selected.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Mark Ready for Selector</title>\r
+ <simpara>After an item has been added to a selection list or purchase order, you can\r
+ mark it ready for selector. This step is optional but may be useful to\r
+ individual workflows.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>If you want to mark part of a selection list ready for selector, then you can check the box(es)\r
+ of the line item(s) that you wish to mark ready for selector. If you want to mark the entire\r
+ list ready for selector, then skip to step 2.</simpara></listitem>\r
+ <listitem><simpara>Click Actions → Mark Ready for Selector.</simpara></listitem>\r
+ <listitem><simpara>A pop up box will appear. Choose to mark the selected line items or all line items.</simpara></listitem>\r
+ <listitem><simpara>Click Go.</simpara></listitem>\r
+ <listitem><simpara>The screen will refresh. The marked line item(s) will be highlighted pink, and the status\r
+ changes to selector-ready.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Convert selection list to purchase order</title>\r
+ <simpara>Use the Actions menu to convert a selection list to a purchase order.</simpara>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>From a selection list, click Actions → Create Purchase Order.</simpara></listitem>\r
+ <listitem><simpara>A pop up box will appear.</simpara></listitem>\r
+ <listitem><simpara>Select the ordering agency from the drop down menu.</simpara></listitem>\r
+ <listitem><simpara>Enter the provider.</simpara></listitem>\r
+ <listitem><simpara>Check the box adjacent to prepayment required if prepayment is required.</simpara></listitem>\r
+ <listitem><simpara>Choose if you will add All Lineitems or Selected Lineitems to your purchase order.</simpara></listitem>\r
+ <listitem><simpara>Check the box if you want to Import Bibs and Create Copies in the catalog.</simpara></listitem>\r
+ <listitem><simpara>Click Submit.</simpara></listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+</section>\r
+<section id="acquisitons_view_place_orders">\r
+ <title>View/Place Orders</title>\r
+ <orderedlist numeration="arabic">\r
+ <listitem><simpara>Open a bib record.</simpara></listitem>\r
+ <listitem><simpara>Click Actions for this Record → View/Place Orders.</simpara></listitem>\r
+ <listitem><simpara>Click Add to Selection List, or click Create Purchase Order.</simpara></listitem>\r
+ <listitem><simpara>See sections 13 and 16 for instructions to proceed.</simpara></listitem>\r
+ </orderedlist>\r
</section>\r
</chapter>\r
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