Introduction to Acquisitions V. 16. Acquisitions 2 Session Agenda Stage 0: Introduction Stage 1: Budgets Stage 2: Vendors Stage 3: Currencies Stage 4:

Introduction to AcquisitionsV. 16

Acquisitions2

Session Agenda

Stage 0: IntroductionStage 1: BudgetsStage 2: VendorsStage 3: CurrenciesStage 4: Ordering/Encumbering Budgets/Order LogStage 5: ItemsStage 6: Other Order Methods (EDI/Multi-order)Stage 7: Arriving (Receiving)Stage 8: InvoicingStage 9: ClaimingStage 10: Services

Acquisitions3

Stage 0: Introduction

Acquisitions4

In the Acquisitions module, you may choose one of six Navigation Trees:

Order Navigation TreeInvoice Navigation TreeAdmin Navigation TreeIndex Navigation TreeSerial Navigation TreeSearch Navigation Tree

Note: you may use the direct access options to access titles which have already been managed through this module (i.e. for whom orders were created).

Opening the Acquisitions Module

Direct access to serial titles

Direct accessto orders andinvoices

Acquisitions5

The Operations Bar (Bottom)Lower-Left: showing server communication.

When the client communicates with the server, a red ‘stream’ displays:

Lower-Right (right-click) Login, • password changing and privileges• Menu language setup• Connect to a different library• Printing options

• Exit all ALEPH applications

Open other modules: Circulation, Cataloging, ILL and ALEPHADM

Acquisitions6

Select Library

To connect to an administrative library select: ALEPH/Connect to…

You may also connect by right-clicking on the Library icon on the Operations Bar:

Look at the Title (Windows) Bar to view the library (and server) you are currently connected to.

Acquisitions7

Importing Tables

When you connect to the required library, the system checks to make sure that the module is using the most recent version of the print files.

If these have been modified, they will be downloaded to your pc (Depending on setup).

You will see a ‘Transfer File’ window appear briefly upon initial connection:

Acquisitions8

Prerequisites for Acquisitions

• A bibliographic record (in the Cataloging module, or from within Acquisitions) • Vendors defined • Budgets defined • Currencies defined

Acquisitions9

The Acquisitions Process

• Creating/accessing a bibliographic record• Order initiation, budget encumbrance

– Creation of items (automatic, optional)

• Order dispatch– Creation of subscriptions (optional, for serials

only)

• Material arrival registration (automatic, optional)• Invoice registration and payment• Claiming

Acquisitions10

The Process Illustrated

Acquisitions11

Acquisitions Records

Order record

Vendor

Bibliographic record

Order recordOrder

Budget Invoice

One record can have many ordersAn order can only haveone vendor

Many invoices canbe registered from a vendor

An order can receive many invoices

An order can encumber many budgets

A budget can pay many invoices;An invoice can be paid by many budgets

Acquisitions12

Acquisitions Order Types

Monographs (M) , , ...

Standing orders (O) ...

Serials (S) , ...

Acquisitions13

Stage 1: Budgets

Acquisitions14

Budget Management

Budgets are used for encumbering orders and paying invoices.

Budgets may be defined as annual, making them available for end-of-year services, such as automatically creating a budget for the new year, and moving last year’s encumbrances to it.

Budgets may be associated with specific sublibraries or order units, as well as to specific object codes (e.g. CDs).

The library may wish to allocate specific budget handling privileges to specific users or ordering units, due to their confidential nature.

Acquisitions15

Creating a New Budget

In the Admin Navigation Tree, create a new budget, using the following budget codes, based on your position number in the class (ZOOLOGY1 for position 1 etc.): ZOOLOGY1-2003 … ZOOLOGY12-2003…

Acquisitions16

Creating a New Budget

Needed for this exercise

Acquisitions17

Budget Form - OptionsBudget Code Annual Budget (in 2.Budget Info 2 tab)If this budget is an annual budget, the budget code should adhere to the following format: BUDGETNAME-YEAR (e.g. ZOOLOGY-2003). Also, the Annual Budget checkbox should be checked.

Valid From/ToSpecify the validity of the budget, normally from the beginning to the end of the fiscal year.

Budget StatusSet to AC (Active). If NA (Non-active), this budget cannot be used.

Acquisitions18

Budget Form - Options

Max. Over/Under EncumbranceThis is the maximum amount by which the budget may be encumbered, over or under the estimated budget balance.

Max. Over/Under ExpenditureThis is the maximum amount by which the budget may be expended, over or under the estimated budget balance.

Expressed as Percentagethe figures written in the above fields will be taken as a percentage of the allocation (and not as a finite amount).

Acquisitions19

Budget Form - Options

Limit to ‘Under’ Exp./Enc.The maximum amount by which the budget may be expended/encumbered is under the budget balance by the above amounts.

Example: If Max. Over/Under Expenditure = 100, andLimit to ‘Under’ Exp./Enc. is checked, andthe budget balance is $1000, thenThe maximum amount the library can expend is $900.

Acquisitions20

Allocating Funds to a Budget

In the Admin Navigation Tree, select your new budget from the Budget List.

Open the 4. Transactions tab and allocate funds to this budget. Try also to transfer some amounts to/from other budgets.

Acquisitions21

Checking Budget Transactions

From the 4. Transactions tab, you may view budget transactions, displayed chronologically, and filtered by Transaction Type:• Initial allocation (ILC)• Allocation (ALC)• Carryover from last year’s budget (CRO)• Transfer (TFR)• Encumbrance (ENC)• Invoice (INV).

Acquisitions22

Checking Budget Balance

In the Admin Navigation Tree, select a new budget from the list of budgets. Open the 3. Balance tab to check budget balances.

Actual balance = Total allocations – (paid + unpaid invoices)

Free balance = Total allocations – (paid + unpaid invoices + encumbrances)

Acquisitions23

Budget Balances

Encumbrance added

InvoiceregisteredInvoice

paid

Allocations/transfers only

Acquisitions24

Budget Hierarchy

You may wish to create a hierarchy of budgets for reporting and display purposes. It will then be possible to view the balances of ‘child’ budgets when viewing the ‘parent’ budget, both in the Acquisitions and Serials Module and in the Invoice Report (acq-10).

If you want a budget to have a parent, enter the parent’s code in the Budget Parent field of the 1. Budget Info 1 tab.Optionally, check the Use Parent Budget for Invoice Report checkbox.

Acquisitions25

Viewing BudgetsThe Budget Filter tab in the upper pane allows retrieval of budgets by various search Navigation Trees and filters: • Browse – enter the first letter/s of the budget code• Find – enter any string in the budget code• Find Exact – enter the exact budget code• Wildcard search - B*-2003 will retrieve all budgets that start with the letter B and end with -2003• Budget Group Filters: Sublibrary, Budget Status, Year.

View Authorized - display only budgets for which the user has at least one kind of permission.

Acquisitions26

Budget Permissions

Budget permissions are defined per staff user regarding specific budget activities:

• Allocate• Transfer• Encumber• Expend

Acquisitions27

Object CodesObject Codes, found in the 2. Budget Info 2 tab, may be used (optionally) to classify expenditures.

Up to 20 object code/s can be assigned to a budget.

View the breakdown of expenditure by object codes in the Object Codes tab of the 3. Balance tab:

Acquisitions28

End-of-Year Procedures

Open Annual Budgets - Opens next year’sbudgets with the Initial Allocation only (optional).

Renew Order Encumbrances - Moves encumbrances to the newly-opened budgets*.

Transfer Remaining Balance - Moves the balance (positive or negative) to the new budgets.

* Two batches: 1.) monograph, 2.) serial

Acquisitions29

Open Annual Budgets

To open annual budges for the next budget year:

Acquisitions30

Encumbrance Renewal

To re-create encumbrances for a new budget year (optionally, with an estimated increase):

Acquisitions31

Transfer remaining balance

Optional: transfer remaining balance (positive, or, optionally, negative) to the new budget.

Acquisitions32

Acquisitions Statistics

Produced for a whole year, or for a specific range of dates, filtered by sublibrary, with the following columns:

• Material Type • Month • Purchase Method

Acquisitions33

Object Codes

If object codes are used, they must also be assigned to each line item of the invoice.

The system checks for a match between the line item’s object code and the assigned budget’s object code.

If there is no match between the object codes, the INV-type budget transaction will fail.

Acquisitions34

Stage 2: Vendors

Acquisitions35

Creating a New Vendor

In the Admin Navigation Tree, create a new vendor, using the following vendor codes, based on your position number in the class (ZEBRA-BOOKS1 for position 1 etc.): ZEBRA-BOOKS1 … … ZEBRA-BOOKS12

Acquisitions36

Creating a New Vendor

Needed for this exercise

Acquisitions37

Creating a New Vendor

Needed for this exercise

Acquisitions38

Vendor Form - Options

Vendor Code A unique code. Enter vendor’s full name in Vendor Name.

Vendor StatusSet to AC (Active) or any other option from the drop-down menu. If NA (Non-active), this vendor may not be used.

Currency 1This is the default currency for this vendor. Up to 4 may be entered. They may be switched over at invoice registration.

Acquisitions39

Vendor Form - Options

Terms Sign / Terms PercentThis is the default discount ‘terms’ offered by the vendor, and will appear in any order, and may be overridden.

Order DeliveryThis is how we normally send the order to the vendor (by a single letter/email or by a list of orders). It may be overridden at the ordering stage.

Acquisitions40

Vendor Form - Options

Letter FormatThe library may set various pre-defined order letter texts. Here you choose what the default one should be for orders.

Letter Send Method / List Send MethodThis is the default mechanism for sending the letter or list to the vendor:• Print• Email • EDI (Electronic Data Interchange).

Acquisitions41

Vendor Form - Options

Delivery 1 (ACQ) / Delivery Delay 1 Here you specify the default method the vendor uses to send non-serial material to the library, and the expected time (delay) it takes for it to arrive. There are 3 defaults, for various delivery methods. This is used for calculating when a claim should be sent.

Delivery 4 (SER) / Delivery Delay 4 Same as above, but for serial issues. There are 2 defaults.

Acquisitions42

The Vendor Address

You may enter up to 5 addresses for a vendor (at least one must be defined as default in the 1. Order Address tab).

Select your vendor and click the “Address” button, completethe 1. Order Address tab

Acquisitions43

The Vendor Address

From the Vendor Address form, you may also send an email to the vendor.

Acquisitions44

Vendor Sublibrary/Ordering UnitIt is possible to limit a vendor to specific sublibraries/ordering units by clicking on the 4. Ordering Units tab in the lower pane:

Acquisitions45

Stage 3: Currencies

Acquisitions46

Managing Currencies

Currency management allows you to:• Add or remove currencies (note: you cannot remove a currency already used for an encumbrance)

• Modify ratios – while keeping the ratio (exchange rate) date

• Add ratios – changing also the ratio date

• Delete ratios

Acquisitions47

Checking Currencies

In the Admin Navigation Tree, check that the US Dollar (USD) is defined as the ‘Local’ currency (I.e. its exchange rate is defined as 1.00, based on table setup*).

*alephe/aleph_start : setenv local_currency

Acquisitions48

Stage 4: OrderingEncumbering BudgetsOrder Log

Acquisitions49

Searching for Titles

After finding the desired record in Search Navigation Tree, select it in the upper pane; it will be display in the lower pane.Click the “Acq” button to move into Order Navigation Tree.

Once in the Order Navigation Tree, the (empty) Order List displays:

Acquisitions50

The Order Index

Results sorted by the chosen index

Index to usefor searching

Which starting point on the chosen index

Various filters

Acquisitions51

Order Index Notes

The Order Index is the best tool for finding orders, due to its wide range of indexes and filters.

It can be defaulted to include an individual a user’s preferred filters and indexes (for example, the Sublibrary filter can be defaulted to his/her own sublibrary.)

You may use only one of the From Date and the To Date filters.

The Order Information and Bibliographic Information will display in the lower pane for each highlighted order.

Acquisitions52

New & Cancelled Order IndexAccessible from the Order Index tab.

Displays only those Orders with status: NEW, LC (Library Cancelled), VC (Vendor Cancelled) and CNB (Cancelled No Budget).

Users can delete an order or a group of orders using the “Delete” or “Delete All” buttons. Deletion depends on authorization.

Acquisitions53

Fast Cataloging

This option enables you to briefly catalog a record with minimal information. Some fields may be defined as being ‘Mandatory’ by your system librarian. Select Menu/Orders/Catalog Order from the Main Menu Toolbar.Once you complete this form and click “OK”, the Order List for the new title displays, allowing you to create an order for this new record.

Acquisitions54

Placing an Order

Using Fast Cataloging, create amonograph order for 2 copies of a titleof your choice, using the vendor record you have already created.

Complete the form and note any error messages (text bubble) the system displays:

Acquisitions55

Order Type

Before a new order is added, you must choose a value in the Order Type window. There are three types: • Monograph • Serial• Standing Order.

There are slight differences between the three types in the Order Form, related to claim period definition. Optionally, you may define the order number counter on that form. Various counters may be defined by the system librarian.

Acquisitions56

The Order FormAfter you have clicked “Add” in the Order List in the upper pane, the Order Form displays:

Needed for this exercise (some fields are completed automatically).

Acquisitions57

The Order Form

Needed for this exercise (somefields are completed automatically).

Acquisitions58

Differences Between Order Types

Serials

Standing Order

Monograph

Acquisitions59

Order Form - OptionsOrder Number 2 / 3Additional order numbers (not system-defined).

Status DateDate when the Order Status has changed.Order DateDate when the order was sent.

Sublibrary / Order UnitDepending on the library’s setup, one of these should be defined per order. Items created for this order will ‘belong’ to this sublibrary/order unit.

Acquisitions60

Order Form - Options

RushCheck this box for a rush note in the order slip, and for a pop-up reminder appearing when arrival is registered.

Claim DateThis field is left zeroed when creating the order. It will be filled with the relevant date once the order has been sent.

Batch ClaimingCheck this box if this order is going to take part in the automatic claiming service. Otherwise, you’ll have to claim manually if needed.

Acquisitions61

Order Form - OptionsNumber of Units / Unit PriceYou only need to fill these two fields – the system will calculate the Total, List and Final Prices, and the Local Price automatically.

Create Item RecordsThis box may be checked if that was defined in the setup. You may override that default.

Save Def.Click this button before clicking Add, so that your order parameters will be saved (locally) as defaults for your next orders (E.g. sublibrary, material type).

Acquisitions62

The Order List

After you have clicked “Add” In the Order Form, the order should display in the Order List:

From here you may add new orders, duplicate existing ones, print copies, delete and send cancellation slips and send orders to vendors.

Acquisitions63

The Order’s Action

In 2. General tab you may define possible order actions:• None - no action • Send Directly - the item will be sent directly to the specified patron’s address• Create Hold Request - for the specified patron (only for monograph orders, and only when an automatic item is created)• Send Mail

Acquisitions64

Order Units

The Order Unit is an acquisitions unit within the library.

It can be either a specially-defined order unit, or a normal sublibrary.

Libraries that have chosen to work with Order Units should also complete this field in the 2. General tab:

Acquisitions65

Sending Orders to the Vendor

After the order is created, it needs to be sent to the vendor. There are three methods:

1. ‘One of’ LE (tter) printed or emailed

2. In a list LI (st) printed or emailed

3. By EDI* ED (I) sent by ftp

*Electronic Data Interchange

Acquisitions66

Sending Orders to the Vendor

When you click “Send” in the Order List, one of the following will happen:

• If the Order Delivery Type is ‘LE’, the order will be printed or emailed.

• If it’s ‘LI’, then the order will wait until the service ‘Send list of orders to a vendor’ (acq-14) is run.

• If it’s ‘ED’, the order will wait until the service ‘Send EDI orders’ (edi-11) is run.

Acquisitions67

Sending Orders to the Vendor

You can click on the “Print/Cancel” button in the Order List to print the order details before sending it. This window also offers the option to send a cancellation slip to the vendor:

Acquisitions68

The Order Status

The Order Status changes automatically as the order goes through various stages. It may also be changed manually.

• Each order has the status NEW when opened and saved.

• Once the “Send” button is clicked, the status may become

– SV (Sent to Vendor), if the Order Delivery Method is LE, or– RSV (Ready to Send to Vendor), if the Order Delivery

Method is LI or ED. Once the batch order-sending service is run, the status will change to SV.

Acquisitions69

The Order Status• If there are budget problems, or if no budget was selected, the Status becomes DNB (Delayed, No Budget).

• When the order is fully arrived and paid, the status will become CLS (Closed).

• If the order is cancelled (Print/Cancel button), the status will change to LC (Library Cancelled).

• Various other statuses may be applied manually:– WP (Waiting for Processing)– QSV (Query before Sending to Vendor)– VC (Vendor Cancelled).

Acquisitions70

Encumbrance Defined

To encumber a budget is to “set aside” (allocate) the estimated price of an order.

The encumbered amount will remain part of the budget, until a Line Item (part of the General Invoice) is registered against it.

The original encumbrance (an estimation only) is likely to be different than the actual price paid for the order eventually.

Acquisitions71

Encumbering a BudgetNow you should make sure your budget has sufficient funds in it to cover this order. If not, allocate some more (remember: we are not in the real world yet...)

Encumber your budget (ZOOLOGYx-2003) with the order amount.

There are two ways of doing it:• Fill the Encumber Budget field on tab 4 of the Order Form*, or• Open the Encumber node of the Order Navigation Tree.

* Viewable only for a new orders

Acquisitions72

The Encumbrance Form

Encumbrance = Estimated Price

Local Price alwayscalculated

In this example: Local Currency - NIS Order Currency - USD

Acquisitions73

More on Encumbering

The encumbrance only comes into effect in the budget once the order was sent.

Encumbrance-type transactions (ENC) may be viewed by opening the Encumber node on the Order Navigation Tree, and clicking the “Balance” button. Open the Transactions tab.

Encumbrance-type transactions are kept in the order’s currency, but the local currency may also display:

Local Currency

VendorCurrency

Acquisitions74

The Order Log

Each step of the process is recorded in the Order Log. Access it from the Order Log node of the Orders Navigation Tree.

Transaction

Filters

Transactions

Acquisitions75

The Order LogThe system adds pre-defined transactions automatically, however you may add manual ones.

Click “Add” to add manual transactions to the Order Log.

There are 3 manually-entered transaction types, available from the drop-down menu: • Free-text transactions (transaction type 00)• Free-text message to the vendor (type 99) • Registering the vendor’s reply (type 98)

Acquisitions76

The Order Log

If you define an Action Date, it may be useful to produce an Order Log Report (acq-22) regularly.

Acquisitions77

Tracking Orders

There are three main methods of tracking orders:

• Direct Search for a specific order by various indexes such as Order Number or ISBN• The Search Navigation Tree – keyword searching/browsing for titles.• The Order Index Navigation Tree

Acquisitions78

Stage 5: Items

Acquisitions79

Items for Monograph Orders

The system will automatically create an item for each unit ordered (if such was the default setup).

The Item Status and Item Process Status for ordered items are determined in advance (in tables).

The Collection may also be defined during the order creation stage.

Acquisitions80

Create Items for Monograph OrderItems that were created during the ordering process can be viewed and modified by clicking the Items/ Subscriptions node of the Order Navigation Tree.

If this were a Serials (S) type order, clickingthis button will allow for the creation and viewing of serialSubscriptions.

Acquisitions81

Stage 6: Other Order Methods

(EDI/Multi-order)

Acquisitions82

Multi-ordering

Scenario:A library wishes to send multiple monograph orders based on imported publisher’s Bibliographic data.

Solution:Import BIB data, batch create ADM and order records and create one order for all.

Acquisitions83

Multi-ordering

Workflow:

• Upload a file of records received from a vendor into the database.• Run the acq-24 service with an imported file to create ADM records and monograph orders.• Open the Multi Order Index, search for multi-orders and select requested titles.• Fill in the Multi Order Form and send the order to the vendor.• Fill in the Multi Item Form (optional).

Acquisitions84

The Multi Order Index

Access the Multi Order Index from Menu/Orders/Multi Order Index. The Order Number 2 field is common to all these orders.

Acquisitions85

Multi Order Forms

Multi Order Form

Multi Items Form

Acquisitions86

Stage 7: Arriving (Receiving)

Acquisitions87

Material Arrival

The system can be configured to register arrival automatically, whenever a Line Item is registered.

You may override this, in case you wish to register partial arrival, for example.

Acquisitions88

Material Arrival

To register arrival, go to the Arrival node of the Order Navigation Tree. The Arrival List displays in the upper pane.

Register partial arrival - one item out of the two we have ordered:

Acquisitions89

Stage 8: Invoicing

Acquisitions90

Invoicing

When a General Invoice is received from the vendor, it must first be entered in ALEPH, followed by registering its Line Items (each representing a single order).

You may start with the Invoice Search to register a new General Invoice.Enter the Vendor code and new invoice number in the two search fields

Acquisitions91

General Invoice

Once you confirm this is a new invoice, the General Invoice form will opened.Complete and click “Update” to register it:

Needed for this exercise

Acquisitions92

The General Invoice Form - OptionsExplicit RatioEnter here a different exchange rate than the one currently stored in the system.

Net AmountCopy here the invoice’s net amount, before additional costs.

Shipment/Overhead/Insurance AmountCopy into these fields any additional costs listed in the invoice.

Discount AmountCopy here any discounts listed in the invoice.

Acquisitions93

The General Invoice Form - OptionsTotal AmountThe system calculates into this field the total of Net Amount + any additional Amounts (extras). Click Refresh to check that calculation.

VAT Percent / VAT AmountOnce you enter a VAT percent, the system calculates the amount.

VAT per Line ItemCheck this box if you wish to enter an individual VAT rate into each Line Item.

Acquisitions94

Adding Line ItemsOnce the General Invoice is registered, you next need to register the Line Items.

Open the Line Items node of the Invoice Navigation Tree, click “Add”, enter the Order Number (or search in the Order Index) and complete the Line Item form, based on your order.

The Estimated Price and the Number of Units are entered by default from the order, so you only need to copy the Net Amount from the vendor’s invoice.

You don’t need to calculate the additional (added) amounts, as they will be added, pro rata, to each of the Line Items.

Acquisitions95

Line Items

At this stage, it is possible to review the budget/s allocated to the order, and to change it/them.Click the “Budgets” button in the Line Item Form to view/reassign budgets. You may view all the order-related information in the 2. Order Info tab of the lower pane, divided into 5 sub-tabs:

Acquisitions96

Accessing Invoices

Invoices may be accessed in two ways:

• From the Invoice search on the top bar

• In the Order Navigation Tree, from the Invoice node.

Invoices can be handled when in Invoice Navigation Tree.

Acquisitions97

Paying the Invoice

To register payment, the Payment tab in the General Invoice form has to be completed, changing the Status to ‘P’ (paid). Other intermediary statues are also available.

The payment of an invoice zeroes the encumbrance, and means that the Total Amount listed in the Line Item is taken ‘for good’ from the budget (Expended).

Acquisitions98

Invoice payment statusStandard payment statuses are:

N - not ready to be paid R - ready to be paid Y - payment authorization given P - paid

More payment statuses can be set up in a table, which also determines • the default payment status when a general invoice is created, and • which payment status will cause the invoice to ‘freeze’.

Acquisitions99

Batch Payment Registration

If actual payment is done elsewhere, in a finance department for example, a batch service exists for reporting, and/or changing the Payment Status of a group of invoices (acq-10):

Acquisitions100

Stage 9: Claiming

Acquisitions101

Claiming

Claiming late material can be done in one of two ways:

• Running a batch process to send a number of claims to a vendor (acq-11, -12 and -19).• Claiming individually from within a single order.

Acquisitions102

Manual Claiming

To claim manually, open the Claims node of the Order Navigation Tree. The Claim List shows the claim history of the order. Click the “New Claim” button, and complete the Claim Expand tab:

Acquisitions103

Registering Vendor Replies

The OrderClaimList tab in the upper pane can also display replies received from vendors, side by side with the claims.

Register the vendor correspondence (Choose between free-text and pre-defined codes from a drop-down menu).

Acquisitions104

Serial Claiming

Claiming for serial items is performed within the Serials Application Window.

Claiming for serial orders for which no items have arrived is accomplished by running the acq-19 service (Claim report for serial orders).

Acquisitions105

Standing Order Claiming

The basis for batch claiming of standing order (O) type orders is the Max. Arrival Days parameter on the Order Form (3. Vendor tab).

Enter here the number of days that normally pass between each shipment of a series volume, based on experience.

Acquisitions106

Stage 10: Services

Acquisitions107

Acquisitions Services

All Acquisitions-related services are offered under Menu/ Services, arranged in groups. Access to services is limited by authorization.

Acquisitions108

Example of a Batch Service

Budget Summary (acq-16 ):

The structure of most services is similar:An output file and variousfilters and switches.

Services may be scheduled to run at regular intervals by the system librarian.

Acquisitions109

The Budget Summary Report (Detail)

Acquisitions110

Batch Retrieval of RecordsGeneral Retrieval Form (acq-02-01)

The following are examples of more specific reports that may be designed by your library:

Partially-filled orders (acq-02-02)Monograph orders - status NEW (acq-02-03)Orders with no invoice (acq-02-04)By order status (acq-02-05)Orders cancelled by vendor (acq-02-06)

Printing in a customized report is handled by another service...

Acquisitions111

Printing Retrieval Results

The Print Acquisitions Records (acq-03) Service is responsible for printing the retrieved results in a tailored report:

Acquisitions112

Other Useful Acquisitions Services

Update local price of budget transaction (acq-08)Invoice report (acq-10)Claim report for standing orders (acq-11)Claim report and letters for monograph orders

(acq-12)Send outgoing EDI messages (edi-11)Send list of orders to a vendor (acq-14)Budget summary (acq-16)List of orders per budget (acq-17)Upload currency ratios (acq-20)