1 # SOME DESCRIPTIVE TITLE.
2 # Copyright (C) 2017, Koha Community
3 # This file is distributed under the same license as the Koha Manual
5 # FIRST AUTHOR <EMAIL@ADDRESS>, 2017.
10 "Project-Id-Version: Koha Manual 17.11\n"
11 "Report-Msgid-Bugs-To: \n"
12 "POT-Creation-Date: 2017-10-25 12:27-0300\n"
13 "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
14 "Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
15 "Language-Team: LANGUAGE <LL@li.org>\n"
17 "Content-Type: text/plain; charset=utf-8\n"
18 "Content-Transfer-Encoding: 8bit\n"
19 "Generated-By: Babel 2.3.4\n"
21 #: ../../source/09_acquisitions.rst:4
25 #: ../../source/09_acquisitions.rst:6
27 "The Koha Acquisitions module provides a way for the library to record "
28 "orders placed with vendors and manage purchase budgets."
31 #: ../../source/09_acquisitions.rst:9
32 msgid "*Get there:* More > Acquisitions"
35 #: ../../source/09_acquisitions.rst:14
39 #: ../../source/09_acquisitions.rst:16
41 "Before using the Acquisitions Module you will want to make sure that you "
42 "have completed all of the set up."
45 #: ../../source/09_acquisitions.rst:19
47 "First, set your :ref:`Acquisitions System Preferences <acquisitions-"
48 "label>` and :ref:`Acquisitions Administration <acquisitions-label>` to "
49 "match your library's workflow. Before setting your :ref:`EDI Accounts` "
50 "and :ref:`Library EANs` you will need to have :ref:`entered your vendors "
51 "<add-a-vendor-label>`."
54 #: ../../source/09_acquisitions.rst:25
55 msgid "On the main acquisitions page you will see your library's funds listed."
58 #: ../../source/09_acquisitions.rst:27
62 #: ../../source/09_acquisitions.rst:29 ../../source/09_acquisitions.rst:226
63 #: ../../source/09_acquisitions.rst:308 ../../source/09_acquisitions.rst:320
64 #: ../../source/09_acquisitions.rst:455 ../../source/09_acquisitions.rst:758
65 #: ../../source/09_acquisitions.rst:867 ../../source/09_acquisitions.rst:882
69 #: ../../source/09_acquisitions.rst:31
71 "If the total line is confusing for the funds you have set up you can hide"
75 #: ../../source/09_acquisitions.rst:38
76 msgid "to the :ref:`IntranetUserCSS` preference."
79 #: ../../source/09_acquisitions.rst:40
81 "To see all active funds you can click the checkbox next to 'Show active "
82 "and inactive' above the funds table."
85 #: ../../source/09_acquisitions.rst:43
87 "To see a history of all orders in a fund you can click on the linked "
88 "amount and it will run a search for you."
91 #: ../../source/09_acquisitions.rst:46
95 #: ../../source/09_acquisitions.rst:48
96 msgid "Learn more in the :ref:`Budget/Fund Tracking` section of this manual."
99 #: ../../source/09_acquisitions.rst:54
103 #: ../../source/09_acquisitions.rst:56
104 msgid "Before any orders can be places you must first enter at least one vendor."
107 #: ../../source/09_acquisitions.rst:62
111 #: ../../source/09_acquisitions.rst:64
112 msgid "To add a vendor click the 'New Vendor' button on the Acquisitions page"
115 #: ../../source/09_acquisitions.rst:66
119 #: ../../source/09_acquisitions.rst:68
120 msgid "The vendor add form is broken into three pieces"
123 #: ../../source/09_acquisitions.rst:70
124 msgid "The first section is for basic information about the Vendor"
127 #: ../../source/09_acquisitions.rst:72
131 #: ../../source/09_acquisitions.rst:74
133 "Of these fields, only the Vendor name is required, the rest of the "
134 "information should be added to help with generating claim letters and "
138 #: ../../source/09_acquisitions.rst:78
140 "The second section is for information regarding your contact at the "
144 #: ../../source/09_acquisitions.rst:81
148 #: ../../source/09_acquisitions.rst:83
150 "None of these fields are required, they should only be entered if you "
151 "want to keep track of your contact's information within Koha"
154 #: ../../source/09_acquisitions.rst:86
155 msgid "The final section is for billing information"
158 #: ../../source/09_acquisitions.rst:88
162 #: ../../source/09_acquisitions.rst:90
163 msgid "To be able to order from a vendor you must make them 'Active'"
166 #: ../../source/09_acquisitions.rst:92
167 msgid "For List Prices and Invoice Prices choose the currency"
170 #: ../../source/09_acquisitions.rst:94
172 "Currencies are assigned in the :ref:`Currencies & Exchange Rates "
173 "<currencies-and-exchange-rates-label>` admin area"
176 #: ../../source/09_acquisitions.rst:97
177 msgid "If your library is charged tax mark your Tax Number as registered"
180 #: ../../source/09_acquisitions.rst:99
181 msgid "Note if you list prices and/or invoice prices include tax"
184 #: ../../source/09_acquisitions.rst:101
186 "If the vendor offers a consistent blank discount, enter that in the "
190 #: ../../source/09_acquisitions.rst:104
191 msgid "You can enter item specific discounts when placing an order"
194 #: ../../source/09_acquisitions.rst:106
195 msgid "Enter your tax rate if your library is charged taxes on orders"
198 #: ../../source/09_acquisitions.rst:108
200 "If you know about how long it usually takes orders to arrive from this "
201 "vendor you can enter a delivery time. This will allow Koha to estimate "
202 "when orders will arrive at your library on the late orders report."
205 #: ../../source/09_acquisitions.rst:113
206 msgid "Notes are for internal use"
209 #: ../../source/09_acquisitions.rst:118
210 msgid "View/Edit a Vendor"
213 #: ../../source/09_acquisitions.rst:120
215 "To view a vendor's information page you must search for the vendor from "
216 "the Acquisitions home page. Your search can be for any part of the "
220 #: ../../source/09_acquisitions.rst:124
224 #: ../../source/09_acquisitions.rst:126
225 msgid "From the results, click on the name of the vendor you want to view or edit"
228 #: ../../source/09_acquisitions.rst:129
232 #: ../../source/09_acquisitions.rst:131
233 msgid "To make changes to the vendor, simply click the 'Edit vendor' button."
236 #: ../../source/09_acquisitions.rst:133
238 "If the vendor has no baskets attached to it then a 'Delete vendor' button"
239 " will also be visible and the vendor can be deleted. Otherwise you will "
240 "see a 'Receive shipment' button."
243 #: ../../source/09_acquisitions.rst:137
247 #: ../../source/09_acquisitions.rst:142
248 msgid "Vendor Contracts"
251 #: ../../source/09_acquisitions.rst:144
253 "You can define contracts (with a start and end date) and attach them to a"
254 " vendor. This is used so that at the end of the year you can see how much"
255 " you spent on a specific contract with a vendor. In some places, "
256 "contracts are set up with a minimum and maximum yearly amount."
259 #: ../../source/09_acquisitions.rst:152
260 msgid "Add a Contract"
263 #: ../../source/09_acquisitions.rst:154
265 "At the top of a Vendor Information Page, you will see a 'New Contract' "
269 #: ../../source/09_acquisitions.rst:157
273 #: ../../source/09_acquisitions.rst:159
275 "The contract form will ask for some very basic information about the "
279 #: ../../source/09_acquisitions.rst:162
283 #: ../../source/09_acquisitions.rst:164 ../../source/09_acquisitions.rst:297
284 #: ../../source/09_acquisitions.rst:540 ../../source/09_acquisitions.rst:619
285 #: ../../source/09_acquisitions.rst:638 ../../source/09_acquisitions.rst:651
286 #: ../../source/09_acquisitions.rst:712 ../../source/09_acquisitions.rst:953
287 msgid "**Important**"
290 #: ../../source/09_acquisitions.rst:166
292 "You cannot enter a contract retrospectively. The end date must not be "
293 "before today's date."
296 #: ../../source/09_acquisitions.rst:169
297 msgid "Once the contract is saved it will appear below the vendor information."
300 #: ../../source/09_acquisitions.rst:171
304 #: ../../source/09_acquisitions.rst:173
305 msgid "It will also be an option when creating a basket"
308 #: ../../source/09_acquisitions.rst:175
312 #: ../../source/09_acquisitions.rst:180
313 msgid "Managing Suggestions"
316 #: ../../source/09_acquisitions.rst:182
318 "Purchase suggestions can be generated in one of two ways. You can create "
319 "suggestions via the staff client either for the library or :ref:`on the "
320 "patron's behalf <purchase-suggestions-label>` from their record. "
321 "Depending on your settings in the :ref:`suggestion` system preference, "
322 "patrons may also be able to make purchase suggestions via the OPAC. When "
323 "a suggestion is waiting for library review, it will appear on the "
324 "Acquisitions home page under the vendor search."
327 #: ../../source/09_acquisitions.rst:190
331 #: ../../source/09_acquisitions.rst:192
332 msgid "It will also appear on the main staff dashboard under the module labels:"
335 #: ../../source/09_acquisitions.rst:194
339 #: ../../source/09_acquisitions.rst:196
341 "Clicking 'Manage suggestions' will take you to the suggestion management "
342 "tool. If there are no pending suggestions you can access the suggestion "
343 "management tool by clicking the 'Manage suggestions' link on the menu on "
344 "the left of the Acquisitions page."
347 #: ../../source/09_acquisitions.rst:201
351 #: ../../source/09_acquisitions.rst:203
353 "Your suggestions will be sorted into several tabs: Accepted, Pending, "
354 "Checked, Ordered and/or Rejected. Each accepted or rejected suggestion "
355 "will show the name of the librarian who managed the suggestion and the "
356 "reason they gave for accepting or rejecting it (found under 'Status')."
359 #: ../../source/09_acquisitions.rst:208
361 "An 'Accepted' suggestion is one that you have marked as 'Accepted' using "
362 "the form below the suggestions. A 'Pending' suggestion is one that is "
363 "awaiting action from the library. A 'Checked' suggestion is one that has "
364 "been marked as 'Checked' using the form before the suggestions. An "
365 "'Ordered' suggestion is on that has been ordered using the '`From a "
366 "purchase suggestion <#orderfromsuggestion>`__' link in your basket. A "
367 "'Rejected' suggestion is one that you have marked at 'Rejected' using the"
368 " form below the list of suggestions."
371 #: ../../source/09_acquisitions.rst:217
373 "For libraries with lots of suggestions, there are filters on the left "
374 "hand side of the Manage Suggestions page to assist in limiting the number"
375 " of titles displayed on the screen."
378 #: ../../source/09_acquisitions.rst:221
382 #: ../../source/09_acquisitions.rst:223
384 "Clicking on the blue headings will expand the filtering options and "
385 "clicking '[clear]' will clear all filters and show all suggestions."
388 #: ../../source/09_acquisitions.rst:228
390 "The suggestions page will automatically be limited to suggestions for "
391 "your library. To see information for all (or any other) libraries click "
392 "on the 'Acquisition information' filter and change the library."
395 #: ../../source/09_acquisitions.rst:233
399 #: ../../source/09_acquisitions.rst:235
401 "When reviewing 'Pending' suggestions you can choose to check the box next"
402 " to the item(s) you want to approve/reject and then choose the status and"
403 " reason for your selection. You can also choose to completely delete the "
404 "suggestion by checking the 'Delete selected' box."
407 #: ../../source/09_acquisitions.rst:240
411 #: ../../source/09_acquisitions.rst:242
413 "Another option for libraries with long lists of suggestions is to approve"
414 " or reject suggestions one by one by clicking on the title of the "
415 "suggestion to open a summary of the suggestion, including information if "
416 "the item was purchased."
419 #: ../../source/09_acquisitions.rst:247
423 #: ../../source/09_acquisitions.rst:249
425 "Clicking 'edit' to the right of the suggested title or at the to pof the "
426 "suggestion detail page will open a suggestion editing page."
429 #: ../../source/09_acquisitions.rst:252
433 #: ../../source/09_acquisitions.rst:254
435 "From this form you can make edits to the suggestion (adding more details "
436 "or updating incorrect information provided by the patron). You can also "
437 "choose to accept or reject the suggestion on an individual basis."
440 #: ../../source/09_acquisitions.rst:258
442 "Choosing to mark a request as 'Pending' will move the request back to the"
446 #: ../../source/09_acquisitions.rst:261
448 "Reasons for accepting and rejecting suggestions are defined by the "
449 "`SUGGEST <#suggestauthorized>`__ authorized value."
452 #: ../../source/09_acquisitions.rst:264
456 #: ../../source/09_acquisitions.rst:266
458 "If you choose 'Others...' as your reason you will be prompted to enter "
459 "your reason in a text box. Clicking 'Cancel' to the right of the box will"
460 " bring back the pull down menu with authorized reasons."
463 #: ../../source/09_acquisitions.rst:270
467 #: ../../source/09_acquisitions.rst:272
468 msgid "You can also assign this suggestion to a fund."
471 #: ../../source/09_acquisitions.rst:274
475 #: ../../source/09_acquisitions.rst:276
477 "This edit can trigger a notice (defined in the :ref:`Notices & Slips "
478 "<notices-&-slips-label>` tool with the `TO\\_PROCESS "
479 "<#toprocessnotice>`__ notice) to the fund owner that there is a "
480 "suggestion ready for them to manage if you have turned on the :ref:`cron "
481 "job to generate these notices <email-suggestions-to-process-label>`."
484 #: ../../source/09_acquisitions.rst:282
486 "Once you have clicked 'Submit' the suggestion will be moved to the "
487 "matching tab. The status will also be updated on the patron's account in "
488 "the OPAC and an :ref:`email notice <notices-&-slips-label>` will be sent "
489 "to the patron using the template that matches the status you have chosen."
492 #: ../../source/09_acquisitions.rst:287
496 #: ../../source/09_acquisitions.rst:292
497 msgid "Placing Orders"
500 #: ../../source/09_acquisitions.rst:294
502 "To place an order you must first search for the vendor or bookseller you "
503 "want to send the order to."
506 #: ../../source/09_acquisitions.rst:299
508 "If you are planning on using EDIFACT to submit your order you will need "
509 "to first set up your library's :ref:`EDI Accounts` and :ref:`EANs "
510 "<library-eans-label>`."
513 #: ../../source/09_acquisitions.rst:306
514 msgid "Create a basket"
517 #: ../../source/09_acquisitions.rst:310
519 "If you're using EDI for ordering you will want to download your order "
520 "record from your vendor before starting the process in Koha."
523 #: ../../source/09_acquisitions.rst:313
525 "To create a basket you must first search for the vendor you're ordering "
529 #: ../../source/09_acquisitions.rst:316
533 #: ../../source/09_acquisitions.rst:318
534 msgid "And click the 'New basket' button to the right of the vendor name."
537 #: ../../source/09_acquisitions.rst:322
539 "You can also add to an existing basket by clicking the 'Add to basket' "
540 "link to the far right of each basket's information in the results table."
543 #: ../../source/09_acquisitions.rst:326
545 "After clicking 'New basket' you will be asked to enter some information "
549 #: ../../source/09_acquisitions.rst:329
553 #: ../../source/09_acquisitions.rst:331
555 "When adding a basket you want to give it a name that will help you "
559 #: ../../source/09_acquisitions.rst:334
561 "Enter in the Billing Place and Delivery Place (this will default the "
562 "library you're logged in at)"
565 #: ../../source/09_acquisitions.rst:337
567 "If you would like to change the vendor you're ordering from you can use "
568 "the Vendor pull down menu"
571 #: ../../source/09_acquisitions.rst:340
572 msgid "The notes fields are optional and can contain any type of information"
575 #: ../../source/09_acquisitions.rst:342
577 "If you're ordering standing items (items which arrive regularly) then you"
578 " will want to check the 'Orders are standing' box for this basket"
581 #: ../../source/09_acquisitions.rst:345
583 "If you have :ref:`added contracts <add-a-contract-label>` to the vendor "
584 "you're ordering from, you will also have an option to choose which "
585 "contract you're ordering these items under."
588 #: ../../source/09_acquisitions.rst:349
592 #: ../../source/09_acquisitions.rst:351
593 msgid "When finished, click 'Save'"
596 #: ../../source/09_acquisitions.rst:353
600 #: ../../source/09_acquisitions.rst:355
602 "Once your basket is created you are presented with several options for "
603 "adding items to the order."
606 #: ../../source/09_acquisitions.rst:358
608 "If you are ordering another copy of an existing item, you can simply "
609 "search for the record in your system."
612 #: ../../source/09_acquisitions.rst:361
616 #: ../../source/09_acquisitions.rst:363
617 msgid "From the results, simply click 'Order' to be brought to the order form."
620 #: ../../source/09_acquisitions.rst:366
624 #: ../../source/09_acquisitions.rst:368
626 "All of the details associated with the item will already be listed under "
630 #: ../../source/09_acquisitions.rst:371
632 "If you allow patrons to make purchase suggestions (learn more in the "
633 ":ref:`Managing Suggestions` section of this manual), then you can place "
634 "orders from those suggestions. In order to keep track of suggestions that"
635 " have been ordered and received you must place the order using this link."
638 #: ../../source/09_acquisitions.rst:377
642 #: ../../source/09_acquisitions.rst:379
644 "From the results, click 'Order' next to the item you want to order and "
645 "you will be presented with the order form including a link to the "
649 #: ../../source/09_acquisitions.rst:383
653 #: ../../source/09_acquisitions.rst:385
654 msgid "From this form you can make changes to the Catalog Details if necessary."
657 #: ../../source/09_acquisitions.rst:388
659 "When the item appears in your basket it will include a link to the "
663 #: ../../source/09_acquisitions.rst:391
667 #: ../../source/09_acquisitions.rst:393
669 "Orders added to the basket in this way will notify the patron via email "
670 "that their suggestion has been ordered and will update the patron's "
671 "':ref:`My purchase suggestions <my-purchase-suggestions-label>`' page in "
675 #: ../../source/09_acquisitions.rst:398
677 "If you're using the `Serials <#serials>`__ module you can link your "
678 "subscription order information to acquisitions by choosing to order 'From"
682 #: ../../source/09_acquisitions.rst:402
684 "After clicking the order link you will be brought to a search page that "
685 "will help you find your subscription"
688 #: ../../source/09_acquisitions.rst:405
692 #: ../../source/09_acquisitions.rst:407
694 "Your results will appear to the right of the form and each subscription "
695 "will have an 'Order' link to the right"
698 #: ../../source/09_acquisitions.rst:410
702 #: ../../source/09_acquisitions.rst:412
704 "Clicking 'Order' will bring the subscription info in to the order form "
705 "without an 'Add item' section since you are just ordering a subscription "
706 "and an item isn't needed"
709 #: ../../source/09_acquisitions.rst:416
713 #: ../../source/09_acquisitions.rst:418
715 "To order from a record that can't be found anywhere else, choose the "
716 "'From a new (empty) record.'"
719 #: ../../source/09_acquisitions.rst:421
723 #: ../../source/09_acquisitions.rst:423
725 "You will be presented with an empty form to fill in all of the necessary "
726 "details about the item you are ordering."
729 #: ../../source/09_acquisitions.rst:426
731 "If you want to search other libraries for an item to purchase, you can "
732 "use the 'From an external source' option that will allow you to order "
733 "from a MARC record found via a Z39.50 search."
736 #: ../../source/09_acquisitions.rst:430
740 #: ../../source/09_acquisitions.rst:432
742 "From the results, click the Order link next to the item you want to "
746 #: ../../source/09_acquisitions.rst:435
750 #: ../../source/09_acquisitions.rst:437
752 "If the item you're ordering from an external source looks like it might "
753 "be a duplicate, Koha will warn you and give you options on how to "
757 #: ../../source/09_acquisitions.rst:441
761 #: ../../source/09_acquisitions.rst:443
763 "From the warning, you can choose to order another copy on the existing "
764 "bib record, create a new bib record, or cancel your order of this item."
767 #: ../../source/09_acquisitions.rst:447
769 "In the order form that pops up, you will not be able to edit the catalog "
773 #: ../../source/09_acquisitions.rst:450
777 #: ../../source/09_acquisitions.rst:452
779 "The next option for ordering is to order from a staged record "
780 "(:ref:`learn more about staging records <stage-marc-records-for-import-"
784 #: ../../source/09_acquisitions.rst:457
786 "This is the option you will choose if you have an order file from your "
790 #: ../../source/09_acquisitions.rst:461
791 msgid "Order from a staged file"
794 #: ../../source/09_acquisitions.rst:463
798 #: ../../source/09_acquisitions.rst:465
800 "From the list of files you are presented with, choose the 'Add orders' "
801 "link to add the records in the staged file to your order."
804 #: ../../source/09_acquisitions.rst:468
808 #: ../../source/09_acquisitions.rst:470
810 "Next to each title is a checkbox, check the items you would like to "
811 "order, or choose 'Check all' at the top. Depending on your settings in "
812 "the :ref:`MarcFieldsToOrder` preference Koha will populate the next "
813 "screen with with the relevant Quantity, Price, Fund, Statistic 1, and "
814 "Statistic 2 found within the staged file."
817 #: ../../source/09_acquisitions.rst:477
821 #: ../../source/09_acquisitions.rst:479
823 "In the 'Item Information' tab you can enter information that will be "
824 "added to every ordered item such as item type, collection code and not "
828 #: ../../source/09_acquisitions.rst:483
832 #: ../../source/09_acquisitions.rst:485
834 "If no information is imported from the MARC record regarding fund "
835 "information the 'Default accounting details' tab can be used to apply "
836 "values related to the accounting."
839 #: ../../source/09_acquisitions.rst:489
843 #: ../../source/09_acquisitions.rst:491
845 "The final option for ordering is to order from a list of titles with the "
846 "highest hold ratios"
849 #: ../../source/09_acquisitions.rst:494
851 "This option will take you to the Holds Ratio report where you can find "
852 "items with a high hold ratio and order additional copies. Next to each "
853 "title will be a link with the number of items to order, click that and it"
854 " will add the item to your basket."
857 #: ../../source/09_acquisitions.rst:499
861 #: ../../source/09_acquisitions.rst:501
863 "With any of the above ordering options you're presented with an option to"
864 " notify patrons of the new item when it's received. The contents of that "
865 "notification can be edited in the :ref:`Notices & Slips` tool and will "
866 "have the code of ACQ\\_NOTIF\\_ON\\_RECEIV. In the 'Patrons' section you "
867 "will see an option to 'Add user'. Click that button to add patrons who "
868 "will be notified of the new issue."
871 #: ../../source/09_acquisitions.rst:508
872 msgid "Patron notification search"
875 #: ../../source/09_acquisitions.rst:510
877 "In the window that pops up search for the patrons you'd like to notify "
881 #: ../../source/09_acquisitions.rst:513
883 "Once you're done you can close the window and you'll see the list of "
884 "patrons under the 'Patrons' section"
887 #: ../../source/09_acquisitions.rst:516
891 #: ../../source/09_acquisitions.rst:518
893 "After bringing in the bib information (for all import methods except for "
894 "the staged file), if your :ref:`AcqCreateItem` system preference is set "
895 "to add an item when ordering you will enter the item info next. You need "
896 "to fill out at least one item record and then click the 'Add' button at "
897 "the bottom left of the item form."
900 #: ../../source/09_acquisitions.rst:524
904 #: ../../source/09_acquisitions.rst:526
906 "After clicking the 'Add item' button below the item record the item will "
907 "appear above the form and then you can enter your next item the same way "
908 "(if ordering more than one item)."
911 #: ../../source/09_acquisitions.rst:530
915 #: ../../source/09_acquisitions.rst:532
917 "Once you have entered the info about the item, you need to enter the "
918 "Accounting information."
921 #: ../../source/09_acquisitions.rst:535
925 #: ../../source/09_acquisitions.rst:537
927 "Quantity is populated by the number of items you've added to the order "
931 #: ../../source/09_acquisitions.rst:542
933 "You cannot edit the quantity manually, you must click 'Add' below the "
934 "item form to add as many items as you're ordering."
937 #: ../../source/09_acquisitions.rst:545
939 "The list of funds is populated by the :ref:`funds <funds-label>` you have"
940 " assigned in the Acquisitions Administration area."
943 #: ../../source/09_acquisitions.rst:548
945 "The currency pull down will have the :ref:`currencies <currencies-and-"
946 "exchange-rates-label>` you set up in the :ref:`Acquisitions "
947 "Administration <acquisitions-label>` area."
950 #: ../../source/09_acquisitions.rst:552
951 msgid "The vendor price is the price before any taxes or discounts are applied."
954 #: ../../source/09_acquisitions.rst:555
955 msgid "If the price is uncertain, check the uncertain price box."
958 #: ../../source/09_acquisitions.rst:557
959 msgid "A basket with at least one uncertain price can't be closed."
962 #: ../../source/09_acquisitions.rst:559
963 msgid "If you are charged sales tax, choose that from the gstrate field"
966 #: ../../source/09_acquisitions.rst:561
968 "Enter the percentage discount you're receiving on this order, once you "
969 "enter this, hit tab and Koha will populate the rest of the cost fields "
973 #: ../../source/09_acquisitions.rst:565
975 "If you added Planning Values when :ref:`creating the Fund <add-a-fund-"
976 "label>`, those values will appear in the two Planning Value fields."
979 #: ../../source/09_acquisitions.rst:569
981 "Once you have filled in all of the fields click 'Save' to add the item to"
982 " your basket. If your price goes over the amount available in the fund "
983 "you will be presented with a confirmation."
986 #: ../../source/09_acquisitions.rst:573
990 #: ../../source/09_acquisitions.rst:575
992 "The confirmation warning will allow you order past your fund amount if "
996 #: ../../source/09_acquisitions.rst:578
998 "After an item is added to the basket you will be presented with a basket "
1002 #: ../../source/09_acquisitions.rst:581
1006 #: ../../source/09_acquisitions.rst:583
1008 "If you would like to see more details you can check the 'Show all "
1012 #: ../../source/09_acquisitions.rst:586
1016 #: ../../source/09_acquisitions.rst:588
1017 msgid "From here, you can edit or remove the items that you have added."
1020 #: ../../source/09_acquisitions.rst:590
1022 "Choosing to 'Delete the order' will delete the order line but leave the "
1023 "record in the catalog."
1026 #: ../../source/09_acquisitions.rst:593
1028 "Choosing to 'Delete order and catalog record' removes both the order line"
1029 " and the record in the catalog."
1032 #: ../../source/09_acquisitions.rst:596
1034 "The catalog record cannot always be deleted. You might see notes "
1038 #: ../../source/09_acquisitions.rst:599
1042 #: ../../source/09_acquisitions.rst:601
1044 "On the summary page, you also have the option to edit the information "
1045 "that you entered about the basket by clicking the 'Edit basket header "
1046 "information' button, to delete the basket altogether by clicking the "
1047 "'Delete this basket' button, or to export your basket as a CSV file by "
1048 "clicking the 'Export this basket as CSV' button."
1051 #: ../../source/09_acquisitions.rst:607
1055 #: ../../source/09_acquisitions.rst:609
1057 "If you're using EDI for your order you can click the 'Create EDIFACT "
1058 "order' button when you're done to send the file to the vendor and close "
1062 #: ../../source/09_acquisitions.rst:613
1066 #: ../../source/09_acquisitions.rst:615
1068 "Once you're sure your basket is complete, you can click 'Close this "
1069 "basket' button to indicate that this basket is complete and has been sent"
1073 #: ../../source/09_acquisitions.rst:621 ../../source/09_acquisitions.rst:714
1075 "You must close the basket to be able to :ref:`receive items <receiving-"
1076 "orders-label>` when they arrive. Only items in closed baskets will show "
1077 "as ready to receive."
1080 #: ../../source/09_acquisitions.rst:625
1082 "If you have your :ref:`BasketConfirmations` preference set to show a "
1083 "confirmation, you will be asked if you are sure about closing the basket."
1086 #: ../../source/09_acquisitions.rst:629
1090 #: ../../source/09_acquisitions.rst:631
1092 "When closing the basket you can choose to add the basket to a group for "
1093 "easy printing and retrieval. If you check the box to 'Attach this basket "
1094 "to a new basket group' you will be brought to the group list where you "
1095 "can print a PDF of the order."
1098 #: ../../source/09_acquisitions.rst:636
1102 #: ../../source/09_acquisitions.rst:640
1104 "A basket with at least one item marked as 'uncertain price' will not be "
1105 "able to be closed."
1108 #: ../../source/09_acquisitions.rst:643
1112 #: ../../source/09_acquisitions.rst:645
1114 "Clicking the 'Uncertain Prices' button will call up a list of items with "
1115 "uncertain prices to quick editing. From that list, you can quickly edit "
1116 "the items by entering new prices and quantities."
1119 #: ../../source/09_acquisitions.rst:649
1123 #: ../../source/09_acquisitions.rst:653
1125 "The Uncertain Prices page is independent of the basket. It is linked to "
1126 "the vendor so you will see all items on order with uncertain prices for "
1130 #: ../../source/09_acquisitions.rst:657
1132 "Once your order is entered you can search for it through acquisitions or "
1133 "view the information on the biblio detail page in the staff client (if "
1134 "the :ref:`AcquisitionDetails` preference is set to 'Display)."
1137 #: ../../source/09_acquisitions.rst:662
1141 #: ../../source/09_acquisitions.rst:667
1142 msgid "Create a basket group"
1145 #: ../../source/09_acquisitions.rst:669
1147 "A basket group is simply a group of baskets. In some libraries, you have "
1148 "several staff members that create baskets, and, at the end of a period of"
1149 " time, someone then groups them together to send to the vendor in bulk. "
1150 "That said, it is possible to have one basket in a basket group if that's "
1151 "the workflow used in your library."
1154 #: ../../source/09_acquisitions.rst:678
1155 msgid "Printing baskets"
1158 #: ../../source/09_acquisitions.rst:680
1160 "When you are finished adding items to your basket, click 'Close this "
1164 #: ../../source/09_acquisitions.rst:683
1168 #: ../../source/09_acquisitions.rst:685
1170 "You will be asked if you want to 'Attach this basket to a new basket "
1171 "group with the same name'. A basket group is necessary if you want to be "
1172 "able to print PDFs of your orders."
1175 #: ../../source/09_acquisitions.rst:689
1179 #: ../../source/09_acquisitions.rst:691
1181 "Your completed order will be listed on the Basket Grouping page for "
1182 "printing or further modification."
1185 #: ../../source/09_acquisitions.rst:694
1189 #: ../../source/09_acquisitions.rst:696
1191 "If you closed the basket before generating the EDIFACT order you can do "
1192 "so from the basket grouping page."
1195 #: ../../source/09_acquisitions.rst:699
1196 msgid "Basket Grouping EDIFACT"
1199 #: ../../source/09_acquisitions.rst:701
1201 "Clicking the 'Print' button next to your order will generate a PDF for "
1202 "printing, which will have all of your library information followed by the"
1203 " items in your order."
1206 #: ../../source/09_acquisitions.rst:705
1210 #: ../../source/09_acquisitions.rst:710
1211 msgid "Receiving Orders"
1214 #: ../../source/09_acquisitions.rst:718
1215 msgid "Orders can be received from the vendor information page"
1218 #: ../../source/09_acquisitions.rst:720
1222 #: ../../source/09_acquisitions.rst:722
1223 msgid "or the vendor search results page"
1226 #: ../../source/09_acquisitions.rst:724
1230 #: ../../source/09_acquisitions.rst:726
1232 "After clicking 'Receive shipment' you will be asked to enter a vendor "
1233 "invoice number, a shipment received date, a shipping cost and a budget to"
1234 " subtract that shipping amount from."
1237 #: ../../source/09_acquisitions.rst:730
1241 #: ../../source/09_acquisitions.rst:732
1243 "The receive page will list all items still on order with the vendor "
1244 "regardless of the basket the item is from."
1247 #: ../../source/09_acquisitions.rst:735
1251 #: ../../source/09_acquisitions.rst:737
1253 "To receive a specific item, click the 'Receive' link to the right of the "
1257 #: ../../source/09_acquisitions.rst:740
1261 #: ../../source/09_acquisitions.rst:742
1263 "From this form you can alter the cost information. You can also choose to"
1264 " mark only part of the order as received if the vendor didn't send your "
1265 "entire order by checking only the boxes next to the items on the left "
1266 "that you want to receive. The values you enter in the 'Replacement cost' "
1267 "and 'Actual cost' will automatically populate the item record by filling "
1268 "in subfield v (Cost, replacement price) and subfield g (Cost, normal "
1269 "purchase price) on the item record after saving."
1272 #: ../../source/09_acquisitions.rst:750
1276 #: ../../source/09_acquisitions.rst:752
1278 "You can also make edits to the item record from this form by clicking the"
1279 " 'Edit' link next to each item. This will allow you to enter in accurate "
1280 "call numbers and barcodes if you'd like to do that at the point of "
1281 "receipt. Once you have made any changes necessary (to the order and/or "
1282 "items, click 'Save' to mark the item(s) as received."
1285 #: ../../source/09_acquisitions.rst:760
1287 "If you have your `AcqItemSetSubfieldsWhenReceived "
1288 "<#AcqItemSetSubfieldsWhenReceived>`__ preference set to add or change "
1289 "values on received items those changes will take place after you hit "
1293 #: ../../source/09_acquisitions.rst:765
1297 #: ../../source/09_acquisitions.rst:767
1299 "If the item is no longer available from this vendor you can transfer the "
1300 "order to another vendor's basket by clicking the 'Transfer' link to the "
1301 "right of the title. This will pop up a vendor search box."
1304 #: ../../source/09_acquisitions.rst:771
1308 #: ../../source/09_acquisitions.rst:773
1310 "From the results you can click 'Choose' to the right of the vendor you "
1311 "would like to reorder this item from."
1314 #: ../../source/09_acquisitions.rst:776
1318 #: ../../source/09_acquisitions.rst:778
1320 "You will then be presented with the open baskets for that vendor to "
1321 "choose from. To move the item simply click 'Choose' to the right of the "
1322 "basket you would like to add the item to."
1325 #: ../../source/09_acquisitions.rst:782
1329 #: ../../source/09_acquisitions.rst:784
1330 msgid "Once you have chosen you will be presented with a confirmation message."
1333 #: ../../source/09_acquisitions.rst:786
1337 #: ../../source/09_acquisitions.rst:788
1339 "When you're finished receiving items you can navigate away from this page"
1340 " or click the 'Finish receiving' button at the bottom of the screen."
1343 #: ../../source/09_acquisitions.rst:791
1345 "If the item cannot be found anywhere you can cancel the order by clicking"
1346 " 'Delete order' to the far right. This will prompt you to enter your "
1347 "reason and confirm cancellation."
1350 #: ../../source/09_acquisitions.rst:795
1354 #: ../../source/09_acquisitions.rst:797
1356 "You will also see that the item is received and/or cancelled if you view "
1360 #: ../../source/09_acquisitions.rst:800
1364 #: ../../source/09_acquisitions.rst:805
1368 #: ../../source/09_acquisitions.rst:807
1370 "When orders are received invoices are generated. Invoices can be searched"
1371 " by clicking on 'Invoices' in the left of the Acquisitions page."
1374 #: ../../source/09_acquisitions.rst:810
1378 #: ../../source/09_acquisitions.rst:812
1380 "After searching, your results will appear to the right of the search "
1384 #: ../../source/09_acquisitions.rst:815
1388 #: ../../source/09_acquisitions.rst:817
1390 "From the results you can click the 'Details' link to see the full invoice"
1391 " or 'Close' to note that the invoice is closed/paid for."
1394 #: ../../source/09_acquisitions.rst:820
1398 #: ../../source/09_acquisitions.rst:822
1400 "If you're allowing the uploading of acquisitions files with the "
1401 ":ref:`AcqEnableFiles` preference you will see the option to manage "
1402 "invoice files next to the link to 'Go to receipt page'"
1405 #: ../../source/09_acquisitions.rst:827
1409 #: ../../source/09_acquisitions.rst:829
1410 msgid "To see or attach new files click the 'Manage invoice files' link"
1413 #: ../../source/09_acquisitions.rst:831
1417 #: ../../source/09_acquisitions.rst:833
1419 "From here you can find a file to upload and/or see the files you have "
1423 #: ../../source/09_acquisitions.rst:836
1427 #: ../../source/09_acquisitions.rst:838
1429 "From the invoice search results you can also merge together two invoices "
1430 "should you need to. Simply click the checkbox to the left of the invoices"
1431 " you would like to merge and click the 'Merge selected invoices' button "
1432 "at the bottom of the page. You will be presented with a confirmation "
1436 #: ../../source/09_acquisitions.rst:844
1440 #: ../../source/09_acquisitions.rst:846
1442 "Click on the row of the invoice number you would like to keep and it will"
1443 " be highlighted in yellow. Enter any different billing information in the"
1444 " fields provided and click 'Merge'. The two invoices will become one."
1447 #: ../../source/09_acquisitions.rst:854
1448 msgid "Claims & Late Orders"
1451 #: ../../source/09_acquisitions.rst:856
1453 "If you have entered in an email address for the vendors in your system "
1454 "you can send them claim emails when an order is late. Before you can send"
1455 " claims you will need to set up an `acquisitions claim notice "
1459 #: ../../source/09_acquisitions.rst:861
1461 "Upon clicking on the link to 'Late Orders' from the Acquisitions page you"
1462 " will be presented with a series of filter options on the left hand side."
1463 " These filters will be applied only closed baskets."
1466 #: ../../source/09_acquisitions.rst:865
1470 #: ../../source/09_acquisitions.rst:869
1471 msgid "The vendor pull down only shows vendors with closed baskets that are late."
1474 #: ../../source/09_acquisitions.rst:872
1476 "Once you filter your orders to show you the things you consider to be "
1477 "late you will be presented with a list of these items."
1480 #: ../../source/09_acquisitions.rst:875
1484 #: ../../source/09_acquisitions.rst:877
1486 "To the right of each late title you will be see a checkbox. Check off the"
1487 " ones you want a claim letter sent to and click 'Claim Order' at the "
1488 "bottom right of the list. This will automatically send an email to the "
1489 "vendor at the email address you have on file."
1492 #: ../../source/09_acquisitions.rst:884
1494 "The Estimated Delivery Date is based on the Delivery time value entered "
1495 "on the vendor record."
1498 #: ../../source/09_acquisitions.rst:887
1500 "If you would rather use a different acquisition claim letter (other than "
1501 "the default) you can :ref:`create that in the notices module <adding-"
1502 "notices-&-slips-label>` and choose it from the menu above the list of "
1506 #: ../../source/09_acquisitions.rst:891
1510 #: ../../source/09_acquisitions.rst:896
1511 msgid "Acquisition Searches"
1514 #: ../../source/09_acquisitions.rst:898
1516 "At the top of the various Acquisition pages there is a quick search box "
1517 "where you can perform either a Vendor Search or an Order Search."
1520 #: ../../source/09_acquisitions.rst:901
1524 #: ../../source/09_acquisitions.rst:903
1526 "In the Vendor Search you can enter any part of the vendor name to get "
1530 #: ../../source/09_acquisitions.rst:906
1534 #: ../../source/09_acquisitions.rst:908
1536 "Using the Orders Search you can search for items that have been ordered "
1537 "with or without the vendor."
1540 #: ../../source/09_acquisitions.rst:911
1544 #: ../../source/09_acquisitions.rst:913
1546 "You can enter info in one or both fields and you can enter any part of "
1547 "the title and/or vendor name."
1550 #: ../../source/09_acquisitions.rst:916
1554 #: ../../source/09_acquisitions.rst:918
1556 "Clicking the plus sign to the right of the Vendor search box will expand "
1557 "the search and allow you to search for additional fields."
1560 #: ../../source/09_acquisitions.rst:921
1564 #: ../../source/09_acquisitions.rst:923
1566 "Clicking Advanced Search to the right of the search button will give you "
1567 "all of the order search options available."
1570 #: ../../source/09_acquisitions.rst:926
1574 #: ../../source/09_acquisitions.rst:931
1575 msgid "Budget/Fund Tracking"
1578 #: ../../source/09_acquisitions.rst:933
1580 "On the main acquisitions page there will be a table showing you all of "
1581 "your active funds and a breakdown of what has been ordered or spent "
1585 #: ../../source/09_acquisitions.rst:937
1589 #: ../../source/09_acquisitions.rst:939
1591 "Clicking on the linked amounts under spent or ordered will show you a "
1592 "summary of the titles ordered/received on that budget."
1595 #: ../../source/09_acquisitions.rst:942
1599 #: ../../source/09_acquisitions.rst:947
1603 #: ../../source/09_acquisitions.rst:949
1605 "Previous sections explain all ordering options, this section pulls out "
1606 "the parts related to EDI or EDIFACT ordering to help those who are only "
1607 "using EDI for ordering."
1610 #: ../../source/09_acquisitions.rst:955
1612 "Koha uses the EDIFACT standard not the X12 standard for electronic "
1616 #: ../../source/09_acquisitions.rst:961
1617 msgid "EDI Questions for Vendors"
1620 #: ../../source/09_acquisitions.rst:963
1622 "You will want to gather the following information from your vendors "
1623 "before beginning the set up process in Koha."
1626 #: ../../source/09_acquisitions.rst:966
1628 "**EDI Accounts:** *This is the basic connection information for your "
1629 "vendor. This will be used to fill in the :ref:`EDI Accounts` section.*"
1632 #: ../../source/09_acquisitions.rst:970
1633 msgid "**Vendor:** The name of the vendor"
1636 #: ../../source/09_acquisitions.rst:972
1638 "**Description:** A short description if additional explanation is needed "
1639 "( especially if you have multiple accounts for one vendor )."
1642 #: ../../source/09_acquisitions.rst:975
1644 "**Transport:** Does the vendor transmit EDI files via FTP, SFTP, or "
1645 "something else the requires special processing?"
1648 #: ../../source/09_acquisitions.rst:978
1649 msgid "**Remote host:** The URL or IP address of the FTP/SFTP server"
1652 #: ../../source/09_acquisitions.rst:980
1653 msgid "**Username:** The username for the above server"
1656 #: ../../source/09_acquisitions.rst:982
1657 msgid "**Password:** The password for the above server"
1660 #: ../../source/09_acquisitions.rst:984
1662 "**Download directory:** The path on the server that contains files for "
1663 "Koha to download and process"
1666 #: ../../source/09_acquisitions.rst:987
1668 "**Upload directory:** The path on the server that Koha will upload files "
1669 "to for your vendor to process"
1672 #: ../../source/09_acquisitions.rst:990
1673 msgid "**Qualifier:** Who assigned the SAN below?"
1676 #: ../../source/09_acquisitions.rst:992 ../../source/09_acquisitions.rst:1009
1677 #: ../../source/09_acquisitions.rst:1051
1678 msgid "Choose one of the following:"
1681 #: ../../source/09_acquisitions.rst:994 ../../source/09_acquisitions.rst:1011
1682 #: ../../source/09_acquisitions.rst:1053
1683 msgid "EAN International"
1686 #: ../../source/09_acquisitions.rst:996 ../../source/09_acquisitions.rst:1013
1687 #: ../../source/09_acquisitions.rst:1055
1688 msgid "(31B) US SAN Agency"
1691 #: ../../source/09_acquisitions.rst:998 ../../source/09_acquisitions.rst:1015
1692 #: ../../source/09_acquisitions.rst:1057
1693 msgid "Assigned by supplier"
1696 #: ../../source/09_acquisitions.rst:1000 ../../source/09_acquisitions.rst:1017
1697 #: ../../source/09_acquisitions.rst:1059
1698 msgid "Assigned by buyer"
1701 #: ../../source/09_acquisitions.rst:1002
1702 msgid "**SAN:** The identifier for the vendor"
1705 #: ../../source/09_acquisitions.rst:1004
1707 "*Buyer qualifier and SAN are optional. Some vendors require a second "
1708 "buyer identifier in addition to the account EAN*."
1711 #: ../../source/09_acquisitions.rst:1007
1712 msgid "**Buyer qualifier:** Who assigned the SAN below?"
1715 #: ../../source/09_acquisitions.rst:1019
1716 msgid "**Buyer SAN:** The identifier for the library"
1719 #: ../../source/09_acquisitions.rst:1021
1721 "**Quotes enabled:** [y/n] Does this vendor support sending and receiving "
1722 "quotes via EDIfact and do you want to send and receive quotes via "
1726 #: ../../source/09_acquisitions.rst:1025
1728 "**Orders enabled:** [y/n] Does this vendor support sending and receiving "
1729 "orders via EDIfact and do you want to send and receive orders via "
1733 #: ../../source/09_acquisitions.rst:1029
1735 "**Invoices enabled:**\\ [y/n] Does this vendor support sending and "
1736 "receiving invoices via EDIfact and do you want to send and receive "
1737 "invoices via EDIfact?"
1740 #: ../../source/09_acquisitions.rst:1033
1741 msgid "**Order file suffix:** The file suffix for order files"
1744 #: ../../source/09_acquisitions.rst:1035
1745 msgid "**Quote file suffix:** The file suffix for quote files"
1748 #: ../../source/09_acquisitions.rst:1037
1749 msgid "**Invoice file suffix:** The file suffix for invoice files"
1752 #: ../../source/09_acquisitions.rst:1039
1753 msgid "**Account number(s):** (list them all)"
1756 #: ../../source/09_acquisitions.rst:1041
1757 msgid "**Account description(s):** (the summary of what this number is for)"
1760 #: ../../source/09_acquisitions.rst:1043
1762 "**EANs:** *Each library using EDIfact needs to specify a buyer identifier"
1763 " know as a SAN or EAN. This will fill in the :ref:`Library EANs <library-"
1764 "eans-label>` setting.*"
1767 #: ../../source/09_acquisitions.rst:1047
1771 #: ../../source/09_acquisitions.rst:1049
1775 #: ../../source/09_acquisitions.rst:1061
1777 "**MARC Order Fields or Grid Ordering:** *These values will fill in the "
1778 ":ref:`MarcFieldsToOrder` preference.*"
1781 #: ../../source/09_acquisitions.rst:1064
1782 msgid "**price:** MARC21 field that contains the item price"
1785 #: ../../source/09_acquisitions.rst:1066
1787 "**quantity:** MARC21 field that contains the number of items for the "
1791 #: ../../source/09_acquisitions.rst:1069
1793 "**budget\\_code:** MARC21 field that contains the Koha budget code to be "
1797 #: ../../source/09_acquisitions.rst:1072
1799 "**discount:** MARC21 field the contains the discount as a percentage the "
1800 "the price will be discounted by"
1803 #: ../../source/09_acquisitions.rst:1075
1804 msgid "**sort2:** MARC21 field that will populate custom field sort1"
1807 #: ../../source/09_acquisitions.rst:1077
1808 msgid "**sort2:** MARC21 field that will populate custom field sort2"
1811 #: ../../source/09_acquisitions.rst:1082
1815 #: ../../source/09_acquisitions.rst:1084
1817 "Before you begin ordering using EDI you will want to take the following "
1821 #: ../../source/09_acquisitions.rst:1087
1823 "Ask your vendor/bookseller/jobber for :ref:`connection information <edi-"
1824 "questions-for-vendors-label>`"
1827 #: ../../source/09_acquisitions.rst:1090
1829 "It might also be beneficial to ask for a few sample EDIFACT files from "
1833 #: ../../source/09_acquisitions.rst:1093
1835 "Share with your vendor/bookseller/jobber your :ref:`library codes "
1836 "<libraries-&-groups-label>`, :ref:`item type codes <item-types-label>`, "
1837 ":ref:`fund codes <funds-label>`, and any other codes or :ref:`authorized "
1838 "values <authorized-values-label>` they might need for creating your MARC "
1842 #: ../../source/09_acquisitions.rst:1099
1844 "Communicate with your support provider or the community about whether you"
1845 " will need a plugin based on your vendor's answers"
1848 #: ../../source/09_acquisitions.rst:1102
1850 "For example ByWater Solutions has published plugins for specific vendors "
1851 "here: https://github.com/bywatersolutions/koha-plugin-edifact-enhanced"
1854 #: ../../source/09_acquisitions.rst:1106
1856 ":ref:`Enter the vendor/bookseller/jobber <add-a-vendor-label>` in "
1860 #: ../../source/09_acquisitions.rst:1109
1861 msgid "Review your :ref:`Acquisitions system preferences <acquisitions-label>`"
1864 #: ../../source/09_acquisitions.rst:1111
1866 "Be sure to fill in the :ref:`MarcFieldsToOrder` preference with values "
1870 #: ../../source/09_acquisitions.rst:1114
1871 msgid "Enter your :ref:`EDI Accounts`"
1874 #: ../../source/09_acquisitions.rst:1116
1875 msgid "Enter your :ref:`Library EANs`"
1878 #: ../../source/09_acquisitions.rst:1118
1880 "Turn on the :ref:`EDI Cron <edi-message-processing-label>` so that it can"
1884 #: ../../source/09_acquisitions.rst:1123
1885 msgid "EDI Ordering"
1888 #: ../../source/09_acquisitions.rst:1125
1890 "The first step in ordering using EDI happens on the book vendor's "
1891 "website. Each seller will use different language, but you will need to "
1892 "place your order on their site and then download the MARC order file. "
1893 "Some language that you might see included \"basket\", \"order\", "
1894 "\"cart\", and/or \"MARC order.\" Once you have this MARC file downloaded "
1895 "to your computer you will want to log in to Koha and continue the process"
1899 #: ../../source/09_acquisitions.rst:1132
1901 "Visit the :ref:`Stage MARC Records for Import` tool and upload your file."
1902 " Once presented with the confirmation screen proceed to Acquisitions."
1905 #: ../../source/09_acquisitions.rst:1136
1907 "In Acquisitions :ref:`create a basket <create-a-basket-label>` for the "
1908 "vendor you ordered from. From the basket, choose to `order from a staged "
1909 "file <#orderfromstagedfile>`__ and click 'Order' next to the file you "
1910 "downloaded from your vendor and staged in Koha."
1913 #: ../../source/09_acquisitions.rst:1141
1915 "From the confirmation screen you will see all of the data in the MARC "
1916 "file related to your order. If you are not seeing fields such as fund and"
1917 " quantity filled in then be sure to confirm that your "
1918 ":ref:`MarcFieldsToOrder` preference is set right."
1921 #: ../../source/09_acquisitions.rst:1146
1923 "Once you have added all of the items to the basket you can click the "
1924 "'Create EDIFACT order' button."
1927 #: ../../source/09_acquisitions.rst:1149
1928 msgid "EDIFACT Order"
1931 #: ../../source/09_acquisitions.rst:1151
1933 "This will generate a pending file in the :ref:`EDIFACT Messages <edifact-"
1934 "messages-label>` in Koha. The pending files will be processed by the "
1935 ":ref:`EDI Cron Job <edi-message-processing-label>` and sent to your "
1939 #: ../../source/09_acquisitions.rst:1158
1940 msgid "EDI Invoicing"
1943 #: ../../source/09_acquisitions.rst:1160
1945 "When the book vendor is done processing your files they will send an "
1946 "invoice via EDI as well. The :ref:`EDI Cron Job <edi-message-processing-"
1947 "label>` will grab invoices and mark items found in the invoice as "
1948 "received and update your funds without any need for manual intervention."
1951 #: ../../source/09_acquisitions.rst:1168
1952 msgid "EDIFACT Messages"
1955 #: ../../source/09_acquisitions.rst:1170
1957 "A log of all messages sent and received via EDIFACT can be found under "
1961 #: ../../source/09_acquisitions.rst:1173