1 .. include:: images.rst
6 The Koha Acquisitions module provides a way for the library to record
7 orders placed with vendors and manage purchase budgets.
9 - *Get there:* More > Acquisitions
16 Before using the Acquisitions Module you will want to make sure that you
17 have completed all of the set up.
19 First, set your :ref:`Acquisitions System Preferences <acquisitions-label>` and
20 :ref:`Acquisitions Administration <acquisitions-label>` to match your library's
21 workflow. Before setting your :ref:`EDI Accounts` and
22 :ref:`Library EANs` you will need to have :ref:`entered your
23 vendors <add-a-vendor-label>`.
25 On the main acquisitions page you will see your library's funds listed.
27 Acquisitions Funds Summary
32 If the total line is confusing for the funds you have set up you can
37 #funds_total {display:none;}
39 to the :ref:`IntranetUserCSS` preference.
41 To see all active funds you can click the checkbox next to 'Show active
42 and inactive' above the funds table.
44 To see a history of all orders in a fund you can click on the linked
45 amount and it will run a search for you.
47 Breakdown of orders against the FIC Fund
50 Learn more in the :ref:`Budget/Fund Tracking` section of
56 -------------------------
58 Before any orders can be places you must first enter at least one
61 .. _add-a-vendor-label:
64 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
66 To add a vendor click the 'New Vendor' button on the Acquisitions page
68 New Vendor Button on Acquisitions
71 The vendor add form is broken into three pieces
73 - The first section is for basic information about the Vendor
75 Basic Vendor Information
78 - Of these fields, only the Vendor name is required, the rest of the
79 information should be added to help with generating claim letters
82 - The second section is for information regarding your contact at the
85 Vendor Contact Details
88 - None of these fields are required, they should only be entered if
89 you want to keep track of your contact's information within Koha
91 - The final section is for billing information
93 Vendor Ordering/Billing Information
96 - To be able to order from a vendor you must make them 'Active'
98 - For List Prices and Invoice Prices choose the currency
100 - Currencies are assigned in the :ref:`Currencies & Exchange
101 Rates <currencies-and-exchange-rates-label>` admin area
103 - If your library is charged tax mark your Tax Number as registered
105 - Note if you list prices and/or invoice prices include tax
107 - If the vendor offers a consistent blank discount, enter that in
110 - You can enter item specific discounts when placing an order
112 - Enter your tax rate if your library is charged taxes on orders
114 - If you know about how long it usually takes orders to arrive from
115 this vendor you can enter a delivery time. This will allow Koha to
116 estimate when orders will arrive at your library on the late
119 - Notes are for internal use
121 .. _view/edit-a-vendor-label:
124 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
126 To view a vendor's information page you must search for the vendor from
127 the Acquisitions home page. Your search can be for any part of the
130 Vendor Search Results
133 From the results, click on the name of the vendor you want to view or
136 Vendor Information Page
139 To make changes to the vendor, simply click the 'Edit vendor' button.
141 If the vendor has no baskets attached to it then a 'Delete vendor'
142 button will also be visible and the vendor can be deleted. Otherwise you
143 will see a 'Receive shipment' button.
145 Receive shipment button
148 .. _vendor-contracts-label:
151 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
153 You can define contracts (with a start and end date) and attach them to
154 a vendor. This is used so that at the end of the year you can see how
155 much you spent on a specific contract with a vendor. In some places,
156 contracts are set up with a minimum and maximum yearly amount.
158 .. _add-a-contract-label:
161 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
163 At the top of a Vendor Information Page, you will see a 'New Contract'
169 The contract form will ask for some very basic information about the
177 You cannot enter a contract retrospectively. The end date must not
178 be before today's date.
180 Once the contract is saved it will appear below the vendor information.
182 Vendor with contracts
185 It will also be an option when creating a basket
187 Contract Pull Down on New Basket Form
190 .. _managing-suggestions-label:
193 -----------------------------------------
195 Purchase suggestions can be generated in one of two ways. You can create
196 suggestions via the staff client either for the library or :ref:`on the
197 patron's behalf <purchase-suggestions-label>` from their record. Depending on
198 your settings in the :ref:`suggestion` system
199 preference, patrons may also be able to make purchase suggestions via
200 the OPAC. When a suggestion is waiting for library review, it will
201 appear on the Acquisitions home page under the vendor search.
203 Pending suggestions on Acquisitions
206 It will also appear on the main staff dashboard under the module labels:
208 Pending suggestions on main page
211 Clicking 'Manage suggestions' will take you to the suggestion management
212 tool. If there are no pending suggestions you can access the suggestion
213 management tool by clicking the 'Manage suggestions' link on the menu on
214 the left of the Acquisitions page.
216 Suggestion Management
219 Your suggestions will be sorted into several tabs: Accepted, Pending,
220 Checked, Ordered and/or Rejected. Each accepted or rejected suggestion
221 will show the name of the librarian who managed the suggestion and the
222 reason they gave for accepting or rejecting it (found under 'Status').
224 An 'Accepted' suggestion is one that you have marked as 'Accepted' using
225 the form below the suggestions. A 'Pending' suggestion is one that is
226 awaiting action from the library. A 'Checked' suggestion is one that has
227 been marked as 'Checked' using the form before the suggestions. An
228 'Ordered' suggestion is on that has been ordered using the '`From a
229 purchase suggestion <#orderfromsuggestion>`__' link in your basket. A
230 'Rejected' suggestion is one that you have marked at 'Rejected' using
231 the form below the list of suggestions.
233 For libraries with lots of suggestions, there are filters on the left
234 hand side of the Manage Suggestions page to assist in limiting the
235 number of titles displayed on the screen.
240 Clicking on the blue headings will expand the filtering options and
241 clicking '[clear]' will clear all filters and show all suggestions.
245 The suggestions page will automatically be limited to suggestions
246 for your library. To see information for all (or any other)
247 libraries click on the 'Acquisition information' filter and change
253 When reviewing 'Pending' suggestions you can choose to check the box
254 next to the item(s) you want to approve/reject and then choose the
255 status and reason for your selection. You can also choose to completely
256 delete the suggestion by checking the 'Delete selected' box.
261 Another option for libraries with long lists of suggestions is to
262 approve or reject suggestions one by one by clicking on the title of the
263 suggestion to open a summary of the suggestion, including information if
264 the item was purchased.
266 Suggestion Information
269 Clicking 'edit' to the right of the suggested title or at the to pof the
270 suggestion detail page will open a suggestion editing page.
272 Edit Purchase Suggestion
275 From this form you can make edits to the suggestion (adding more details
276 or updating incorrect information provided by the patron). You can also
277 choose to accept or reject the suggestion on an individual basis.
279 - Choosing to mark a request as 'Pending' will move the request back to
282 Reasons for accepting and rejecting suggestions are defined by the
283 `SUGGEST <#suggestauthorized>`__ authorized value.
285 Reasons for approving or rejecting suggestions
288 If you choose 'Others...' as your reason you will be prompted to enter
289 your reason in a text box. Clicking 'Cancel' to the right of the box
290 will bring back the pull down menu with authorized reasons.
292 Enter reason for 'Others...'
295 You can also assign this suggestion to a fund. Edit suggestion fund
297 This edit can trigger a notice (defined in the :ref:`Notices &
298 Slips <notices-&-slips-label>` tool with the `TO\_PROCESS <#toprocessnotice>`__
299 notice) to the fund owner that there is a suggestion ready for them to
300 manage if you have turned on the :ref:`cron job to generate these
301 notices <email-suggestions-to-process-label>`.
303 Once you have clicked 'Submit' the suggestion will be moved to the
304 matching tab. The status will also be updated on the patron's account in
305 the OPAC and an :ref:`email notice <notices-&-slips-label>` will be sent to the patron
306 using the template that matches the status you have chosen.
308 Purchase suggestions in the OPAC
311 .. _placing-orders-label:
314 -------------------------------------
316 To place an order you must first search for the vendor or bookseller you
317 want to send the order to.
321 If you are planning on using EDIFACT to submit your order you will
322 need to first set up your library's :ref:`EDI Accounts`
323 and :ref:`EANs <library-eans-label>`.
325 .. _create-a-basket-label:
328 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
332 If you're using EDI for ordering you will want to download your
333 order record from your vendor before starting the process in Koha.
335 To create a basket you must first search for the vendor you're ordering
338 New Basket / Add Basket Options
341 And click the 'New basket' button to the right of the vendor name.
345 You can also add to an existing basket by clicking the 'Add to
346 basket' link to the far right of each basket's information in the
349 After clicking 'New basket' you will be asked to enter some information
355 - When adding a basket you want to give it a name that will help you
358 - Enter in the Billing Place and Delivery Place (this will default the
359 library you're logged in at)
361 - If you would like to change the vendor you're ordering from you can
362 use the Vendor pull down menu
364 - The notes fields are optional and can contain any type of information
366 - If you're ordering standing items (items which arrive regularly) then
367 you will want to check the 'Orders are standing' box for this basket
369 If you have :ref:`added contracts <add-a-contract-label>` to the vendor
370 you're ordering from, you will also have an option to choose which
371 contract you're ordering these items under.
373 Basket with contract options
376 When finished, click 'Save'
381 Once your basket is created you are presented with several options for
382 adding items to the order.
384 - If you are ordering another copy of an existing item, you can simply
385 search for the record in your system.
387 Search for existing records
390 - From the results, simply click 'Order' to be brought to the order
396 - All of the details associated with the item will already be
397 listed under 'Catalog details.'
399 - If you allow patrons to make purchase suggestions (learn more in the
400 :ref:`Managing Suggestions` section of this manual),
401 then you can place orders from those suggestions. In order to keep
402 track of suggestions that have been ordered and received you must
403 place the order using this link.
405 Approved Suggestions to Order From
408 - From the results, click 'Order' next to the item you want to order
409 and you will be presented with the order form including a link to
412 Order from a Suggestion
415 - From this form you can make changes to the Catalog Details if
418 - When the item appears in your basket it will include a link to
421 Suggestion Link in basket
424 - Orders added to the basket in this way will notify the patron via
425 email that their suggestion has been ordered and will update the
426 patron's ':ref:`My purchase suggestions <my-purchase-suggestions-label>`' page
429 - If you're using the `Serials <#serials>`__ module you can link your
430 subscription order information to acquisitions by choosing to order
431 'From a subscription'
433 - After clicking the order link you will be brought to a search page
434 that will help you find your subscription
436 Subscription order search
439 - Your results will appear to the right of the form and each
440 subscription will have an 'Order' link to the right
445 - Clicking 'Order' will bring the subscription info in to the order
446 form without an 'Add item' section since you are just ordering a
447 subscription and an item isn't needed
449 Order from subscription
452 - To order from a record that can't be found anywhere else, choose the
453 'From a new (empty) record.'
458 - You will be presented with an empty form to fill in all of the
459 necessary details about the item you are ordering.
461 - If you want to search other libraries for an item to purchase, you
462 can use the 'From an external source' option that will allow you to
463 order from a MARC record found via a Z39.50 search.
465 Search for record to add
468 - From the results, click the Order link next to the item you want
471 Search Results to Order From
474 - If the item you're ordering from an external source looks like it
475 might be a duplicate, Koha will warn you and give you options on
478 Duplicate order warning
481 - From the warning, you can choose to order another copy on the
482 existing bib record, create a new bib record, or cancel your
485 - In the order form that pops up, you will not be able to edit the
488 New order from Z39.50 Search
491 - The next option for ordering is to order from a staged record (:ref:`learn
492 more about staging records <stage-marc-records-for-import-label>`).
496 This is the option you will choose if you have an order file from
499 Order from a staged file
500 ~~~~~~~~~~~~~~~~~~~~~~~~
502 Staged Files to Order From
505 - From the list of files you are presented with, choose the 'Add
506 orders' link to add the records in the staged file to your order.
509 - Next to each title is a checkbox, check the items you would like
510 to order, or choose 'Check all' at the top. Depending on your
511 settings in the :ref:`MarcFieldsToOrder`
512 preference Koha will populate the next screen with with the
513 relevant Quantity, Price, Fund, Statistic 1, and Statistic 2 found
514 within the staged file.Add orders from staged file
516 - In the 'Item Information' tab you can enter information that will
517 be added to every ordered item such as item type, collection code
518 and not for loan status.Item information
520 - If no information is imported from the MARC record regarding fund
521 information the 'Default accounting details' tab can be used to
522 apply values related to the accounting.Accounting details
524 - The final option for ordering is to order from a list of titles with
525 the highest hold ratios
527 - This option will take you to the Holds Ratio report where you can
528 find items with a high hold ratio and order additional copies.
529 Next to each title will be a link with the number of items to
530 order, click that and it will add the item to your basket.Holds
533 With any of the above ordering options you're presented with an option
534 to notify patrons of the new item when it's received. The contents of
535 that notification can be edited in the :ref:`Notices & Slips`
536 tool and will have the code of ACQ\_NOTIF\_ON\_RECEIV. In the 'Patrons'
537 section you will see an option to 'Add user'. Click that button to add
538 patrons who will be notified of the new issue.
540 Patron notification search
542 - In the window that pops up search for the patrons you'd like to
543 notify and click 'Select'
545 - Once you're done you can close the window and you'll see the list of
546 patrons under the 'Patrons' sectionPatrons
548 After bringing in the bib information (for all import methods except for
549 the staged file), if your :ref:`AcqCreateItem` system
550 preference is set to add an item when ordering you will enter the item
551 info next. You need to fill out at least one item record and then click
552 the 'Add' button at the bottom left of the item form.
557 After clicking the 'Add item' button below the item record the item will
558 appear above the form and then you can enter your next item the same way
559 (if ordering more than one item).
564 Once you have entered the info about the item, you need to enter the
565 Accounting information.
570 - Quantity is populated by the number of items you've added to the
575 You cannot edit the quantity manually, you must click 'Add'
576 below the item form to add as many items as you're ordering.
578 - The list of funds is populated by the :ref:`funds <funds-label>` you have
579 assigned in the Acquisitions Administration area.
581 - The currency pull down will have the
582 :ref:`currencies <currencies-and-exchange-rates-label>` you set up in the :ref:`Acquisitions
583 Administration <acquisitions-label>` area.
585 - The vendor price is the price before any taxes or discounts are
588 - If the price is uncertain, check the uncertain price box.
590 - A basket with at least one uncertain price can't be closed.
592 - If you are charged sales tax, choose that from the gstrate field
594 - Enter the percentage discount you're receiving on this order, once
595 you enter this, hit tab and Koha will populate the rest of the cost
598 - If you added Planning Values when :ref:`creating the
599 Fund <add-a-fund-label>`, those values will appear in the two
600 Planning Value fields.
602 Once you have filled in all of the fields click 'Save' to add the item
603 to your basket. If your price goes over the amount availalbe in the fund
604 you will be presented with a confirmation.
609 The confirmation warning will allow you order past your fund amount if
612 After an item is added to the basket you will be presented with a basket
615 Basket with item info
618 If you would like to see more details you can check the 'Show all
624 From here, you can edit or remove the items that you have added.
626 - Choosing to 'Delete the order' will delete the order line but leave
627 the record in the catalog.
629 - Choosing to 'Delete order and catalog record' removes both the order
630 line and the record in the catalog.
632 - The catalog record cannot always be deleted. You might see notes
635 Can't delete order line
638 On the summary page, you also have the option to edit the information
639 that you entered about the basket by clicking the 'Edit basket header
640 information' button, to delete the basket altogether by clicking the
641 'Delete this basket' button, or to export your basket as a CSV file by
642 clicking the 'Export this basket as CSV' button.
647 If you're using EDI for your order you can click the 'Create EDIFACT
648 order' button when you're done to send the file to the vendor and close
649 the basket.EDIFACT Order
651 Once you're sure your basket is complete, you can click 'Close this
652 basket' button to indicate that this basket is complete and has been
657 You must close the basket to be able to :ref:`receive
658 items <receiving-orders-label>` when they arrive. Only items in closed
659 baskets will show as ready to receive.
661 If you have your :ref:`BasketConfirmations`
662 preference set to show a confirmation, you will be asked if you are sure
663 about closing the basket.
665 Basket Closure Confirmation
668 When closing the basket you can choose to add the basket to a group for
669 easy printing and retrieval. If you check the box to 'Attach this basket
670 to a new basket group' you will be brought to the group list where you
671 can print a PDF of the order.
678 A basket with at least one item marked as 'uncertain price' will not
679 be able to be closed.
681 A basket with items where the price is uncertain
684 Clicking the 'Uncertain Prices' button will call up a list of items with
685 uncertain prices to quick editing. From that list, you can quickly edit
686 the items by entering new prices and quantities.
693 The Uncertain Prices page is independent of the basket. It is linked
694 to the vendor so you will see all items on order with uncertain
695 prices for that vendor.
697 Once your order is entered you can search for it through acquisitions or
698 view the information on the biblio detail page in the staff client (if
699 the :ref:`AcquisitionDetails` preference is set to
700 'Display).Acquisitions details
702 .. _create-a-basket-group-label:
704 Create a basket group
705 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
707 A basket group is simply a group of baskets. In some libraries, you have
708 several staff members that create baskets, and, at the end of a period
709 of time, someone then groups them together to send to the vendor in
710 bulk. That said, it is possible to have one basket in a basket group if
711 that's the workflow used in your library.
713 .. _printing-baskets-label:
716 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
718 When you are finished adding items to your basket, click 'Close this
724 You will be asked if you want to 'Attach this basket to a new basket
725 group with the same name'. A basket group is necessary if you want to be
726 able to print PDFs of your orders.
728 Create Purchase Order
731 Your completed order will be listed on the Basket Grouping page for
732 printing or further modification.
737 If you closed the basket before generating the EDIFACT order you can do
738 so from the basket grouping page.
740 Basket Grouping EDIFACT
742 Clicking the 'Print' button next to your order will generate a PDF for
743 printing, which will have all of your library information followed by
744 the items in your order.
749 .. _receiving-orders-label:
752 ---------------------------------------
756 You must close the basket to be able to :ref:`receive
757 items <receiving-orders-label>` when they arrive. Only items in closed
758 baskets will show as ready to receive.
760 Orders can be received from the vendor information page
762 Receive from Vendor Information
765 or the vendor search results page
767 Vendor Search Results
770 After clicking 'Receive shipment' you will be asked to enter a vendor
771 invoice number, a shipment received date, a shipping cost and a budget
772 to subtract that shipping amount from.
777 The receive page will list all items still on order with the vendor
778 regardless of the basket the item is from.
783 To receive a specific item, click the 'Receive' link to the right of the
789 From this form you can alter the cost information. You can also choose
790 to mark only part of the order as received if the vendor didn't send
791 your entire order by checking only the boxes next to the items on the
792 left that you want to receive. The values you enter in the 'Replacement
793 cost' and 'Actual cost' will automatically populate the item record by
794 filling in subfield v (Cost, replacement price) and subfield g (Cost,
795 normal purchase price) on the item record after saving.
797 Item record after receipt
800 You can also make edits to the item record from this form by clicking
801 the 'Edit' link next to each item. This will allow you to enter in
802 accurate call numbers and barcodes if you'd like to do that at the point
803 of receipt. Once you have made any changes necessary (to the order
804 and/or items, click 'Save' to mark the item(s) as received.
809 `AcqItemSetSubfieldsWhenReceived <#AcqItemSetSubfieldsWhenReceived>`__
810 preference set to add or change values on received items those
811 changes will take place after you hit 'Save'.
813 Already Received Items
816 If the item is no longer available from this vendor you can transfer the
817 order to another vendor's basket by clicking the 'Transfer' link to the
818 right of the title. This will pop up a vendor search box.
823 From the results you can click 'Choose' to the right of the vendor you
824 would like to reorder this item from.
829 You will then be presented with the open baskets for that vendor to
830 choose from. To move the item simply click 'Choose' to the right of the
831 basket you would like to add the item to.
836 Once you have chosen you will be presented with a confirmation message.
841 When you're finished receiving items you can navigate away from this
842 page or click the 'Finish receiving' button at the bottom of the screen.
844 If the item cannot be found anywhere you can cancel the order by
845 clicking 'Delete order' to the far right. This will prompt you to enter
846 your reason and confirm cancellation.Cancel order
848 You will also see that the item is received and/or cancelled if you view
851 One item marked (rcvd) in basket
857 ---------------------------
859 When orders are received invoices are generated. Invoices can be
860 searched by clicking on 'Invoices' in the left of the Acquisitions page.
865 After searching, your results will appear to the right of the search
868 Invoice search results
871 From the results you can click the 'Details' link to see the full
872 invoice or 'Close' to note that the invoice is closed/paid for.
877 If you're allowing the uploading of acquisitions files with the
878 :ref:`AcqEnableFiles` preference you will see the option
879 to manage invoice files next to the link to 'Go to receipt
882 To see or attach new files click the 'Manage invoice files' link
887 From here you can find a file to upload and/or see the files you have
893 From the invoice search results you can also merge together two invoices
894 should you need to. Simply click the checkbox to the left of the
895 invoices you would like to merge and click the 'Merge selected invoices'
896 button at the bottom of the page. You will be presented with a
902 Click on the row of the invoice number you would like to keep and it
903 will be highlighted in yellow. Enter any different billing information
904 in the fields provided and click 'Merge'. The two invoices will become
907 .. _claims-&-late-orders-label:
910 -------------------------------------
912 If you have entered in an email address for the vendors in your system
913 you can send them claim emails when an order is late. Before you can
914 send claims you will need to set up an `acquisitions claim
915 notice <#ACQCLAIM>`__.
917 Upon clicking on the link to 'Late Orders' from the Acquisitions page
918 you will be presented with a series of filter options on the left hand
919 side. These filters will be applied only closed baskets.
921 Acquisitions Late Order Filters
926 The vendor pull down only shows vendors with closed baskets that are
929 Once you filter your orders to show you the things you consider to be
930 late you will be presented with a list of these items.
935 To the right of each late title you will be see a checkbox. Check off
936 the ones you want a claim letter sent to and click 'Claim Order' at the
937 bottom right of the list. This will automatically send an email to the
938 vendor at the email address you have on file.
942 The Estimated Delivery Date is based on the Delivery time value
943 entered on the vendor record.
945 If you would rather use a different acquisition claim letter (other than
946 the default) you can :ref:`create that in the notices module <adding-notices-&-slips-label>`
947 and choose it from the menu above the list of late items.
949 Choose a Claim Letter
952 .. _acquisition-searches-label:
955 -------------------------------------
957 At the top of the various Acquisition pages there is a quick search box
958 where you can perform either a Vendor Search or an Order Search.
963 In the Vendor Search you can enter any part of the vendor name to get
966 Vendor Search Results
969 Using the Orders Search you can search for items that have been ordered
970 with or without the vendor.
975 You can enter info in one or both fields and you can enter any part of
976 the title and/or vendor name.
981 Clicking the plus sign to the right of the Vendor search box will expand
982 the search and allow you to search for additional fields.
984 Expanded Orders Search
987 Clicking Advanced Search to the right of the search button will give you
988 all of the order search options available.
993 .. _budget/fund-tracking-label:
996 ----------------------------------------
998 On the main acquisitions page there will be a table showing you all of
999 your active funds and a breakdown of what has been ordered or spent
1005 Clicking on the linked amounts under spent or ordered will show you a
1006 summary of the titles ordered/received on that budget.
1011 .. _edi-process-label:
1014 -----------------------------
1016 Previous sections explain all ordering options, this section pulls out
1017 the parts related to EDI or EDIFACT ordering to help those who are only
1018 using EDI for ordering.
1022 Koha uses the EDIFACT standard not the X12 standard for electronic
1025 .. _edi-questions-for-vendors-label:
1027 EDI Questions for Vendors
1028 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1030 You will want to gather the following information from your vendors
1031 before beginning the set up process in Koha.
1033 **EDI Accounts:** *This is the basic connection information for your
1034 vendor. This will be used to fill in the :ref:`EDI Accounts`
1037 - **Vendor:** The name of the vendor
1039 - **Description:** A short description if additional explanation is
1040 needed ( especially if you have multiple accounts for one vendor ).
1042 - **Transport:** Does the vendor transmit EDI files via FTP, SFTP, or
1043 something else the requires special processing?
1045 - **Remote host:** The URL or IP address of the FTP/SFTP server
1047 - **Username:** The username for the above server
1049 - **Password:** The password for the above server
1051 - **Download directory:** The path on the server that contains files
1052 for Koha to download and process
1054 - **Upload directory:** The path on the server that Koha will upload
1055 files to for your vendor to process
1057 - **Qualifier:** Who assigned the SAN below?
1059 - Choose one of the following:
1061 (14) EAN International
1065 (91) Assigned by supplier
1067 (92) Assigned by buyer
1069 - **SAN:** The identifier for the vendor
1071 *Buyer qualifier and SAN are optional. Some vendors require a second
1072 buyer identifier in addition to the account EAN*.
1074 - **Buyer qualifier:** Who assigned the SAN below?
1076 - Choose one of the following:
1078 (14) EAN International
1082 (91) Assigned by supplier
1084 (92) Assigned by buyer
1086 - **Buyer SAN:** The identifier for the library
1088 - **Quotes enabled:** [y/n] Does this vendor support sending and
1089 receiving quotes via EDIfact and do you want to send and receive
1092 - **Orders enabled:** [y/n] Does this vendor support sending and
1093 receiving orders via EDIfact and do you want to send and receive
1096 - **Invoices enabled:**\ [y/n] Does this vendor support sending and
1097 receiving invoices via EDIfact and do you want to send and receive
1098 invoices via EDIfact?
1100 - **Order file suffix:** The file suffix for order files
1102 - **Quote file suffix:** The file suffix for quote files
1104 - **Invoice file suffix:** The file suffix for invoice files
1106 - **Account number(s):** (list them all)
1108 - **Account description(s):** (the summary of what this number is for)
1110 **EANs:** *Each library using EDIfact needs to specify a buyer
1111 identifier know as a SAN or EAN. This will fill in the :ref:`Library
1112 EANs <library-eans-label>` setting.*
1118 - Choose one of the following:
1120 (14) EAN International
1124 (91) Assigned by supplier
1126 (92) Assigned by buyer
1128 **MARC Order Fields or Grid Ordering:** *These values will fill in the
1129 :ref:`MarcFieldsToOrder` preference.*
1131 - **price:** MARC21 field that contains the item price
1133 - **quantity:** MARC21 field that contains the number of items for the
1136 - **budget\_code:** MARC21 field that contains the Koha budget code to
1139 - **discount:** MARC21 field the contains the discount as a percentage
1140 the the price will be discounted by
1142 - **sort2:** MARC21 field that will populate custom field sort1
1144 - **sort2:** MARC21 field that will populate custom field sort2
1146 .. _edi-setup-label:
1149 ~~~~~~~~~~~~~~~~~~~~~~~~~
1151 Before you begin ordering using EDI you will want to take the following
1154 - Ask your vendor/bookseller/jobber for :ref:`connection
1155 information <edi-questions-for-vendors-label>`
1157 - It might also be beneficial to ask for a few sample EDIFACT files
1160 - Share with your vendor/bookseller/jobber your :ref:`library
1161 codes <libraries-&-groups-label>`, :ref:`item type codes <item-types-label>`, :ref:`fund
1162 codes <funds-label>`, and any other codes or :ref:`authorized
1163 values <authorized-values-label>` they might need for creating your MARC
1166 - Communicate with your support provider or the community about whether
1167 you will need a plugin based on your vendor's answers
1169 - For example ByWater Solutions has published plugins for specific
1171 https://github.com/bywatersolutions/koha-plugin-edifact-enhanced
1173 - :ref:`Enter the vendor/bookseller/jobber <add-a-vendor-label>` in
1176 - Review your :ref:`Acquisitions system preferences <acquisitions-label>`
1178 - Be sure to fill in the :ref:`MarcFieldsToOrder`
1179 preference with values for order files
1181 - Enter your :ref:`EDI Accounts`
1183 - Enter your :ref:`Library EANs`
1185 - Turn on the :ref:`EDI Cron <edi-message-processing-label>` so that it can process files
1187 .. _edi-ordering-label:
1190 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1192 The first step in ordering using EDI happens on the book vendor's
1193 website. Each seller will use different language, but you will need to
1194 place your order on their site and then download the MARC order file.
1195 Some language that you might see included "basket", "order", "cart",
1196 and/or "MARC order." Once you have this MARC file downloaded to your
1197 computer you will want to log in to Koha and continue the process there.
1199 Visit the :ref:`Stage MARC Records for Import` tool and upload
1200 your file. Once presented with the confirmation screen proceed to
1203 In Acquisitions :ref:`create a basket <create-a-basket-label>` for the vendor
1204 you ordered from. From the basket, choose to `order from a staged
1205 file <#orderfromstagedfile>`__ and click 'Order' next to the file you
1206 downloaded from your vendor and staged in Koha.
1208 From the confirmation screen you will see all of the data in the MARC
1209 file related to your order. If you are not seeing fields such as fund
1210 and quantity filled in then be sure to confirm that your
1211 :ref:`MarcFieldsToOrder` preference is set right.
1213 Once you have added all of the items to the basket you can click the
1214 'Create EDIFACT order' button.
1218 This will generate a pending file in the :ref:`EDIFACT
1219 Messages <edifact-messages-label>` in Koha. The pending files will be processed
1220 by the :ref:`EDI Cron Job <edi-message-processing-label>` and sent to your vendor.
1222 .. _edi-invoicing-label:
1225 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1227 When the book vendor is done processing your files they will send an
1228 invoice via EDI as well. The :ref:`EDI Cron Job <edi-message-processing-label>` will grab
1229 invoices and mark items found in the invoice as received and update your
1230 funds without any need for manual intervention.
1232 .. _edifact-messages-label:
1235 ----------------------------------
1237 A log of all messages sent and received via EDIFACT can be found under
1238 EDIFACT Messages. EDIFACT Messages