From 4a9e4f975a0445ca93be0b227becb1d3e6a0a5e6 Mon Sep 17 00:00:00 2001 From: rsoulliere Date: Thu, 4 Aug 2011 11:17:18 -0400 Subject: [PATCH] fix xml:id for acquisitions chapter. --- 2.0/stafftasks/acquisitions.xml | 102 ++++++++++++++++---------------- 1 file changed, 51 insertions(+), 51 deletions(-) diff --git a/2.0/stafftasks/acquisitions.xml b/2.0/stafftasks/acquisitions.xml index a401112be9..c3d7bb4033 100644 --- a/2.0/stafftasks/acquisitions.xml +++ b/2.0/stafftasks/acquisitions.xml @@ -1,6 +1,6 @@ + xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="acquistions"> The Acquisitions Module Before beginning to use Acquisitions, the following must be configured by an administrator: @@ -31,7 +31,7 @@ Enter bibliographic information in the desired fields. Click Save Record. - + Add brief records to purchase orders @@ -42,7 +42,7 @@ Enter bibliographic information in the desired fields. Notice that the record is added to the purchase order that you just created. Click Save Record. - +
@@ -58,7 +58,7 @@ Click the Cancel link adjacent to the copy that you wish to cancel. Select a cancel reason from the drop down menu that appears, and click Cancel copy. - + Cancel/suspend line items @@ -69,7 +69,7 @@ Select a cancel reason from the drop down menu. Choose the cancel reason, and click Cancel Line Items. The status of the line item is now cancelled. - + Cancel/suspend purchase orders @@ -78,7 +78,7 @@ Click the drop down arrow adjacent to Cancel order, and select a reason for cancelling the order. Click Cancel order. The state of the purchase order is cancelled. - +
@@ -97,7 +97,7 @@ A drop down menu of claim policies will appear. Choose a claim policy to apply to the line item. The claim policy will be applied to all items that have not been received or cancelled. Click Save. - + @@ -118,16 +118,16 @@ Open a purchase order. Click the Actions drop down menu on the line item. Click Claims. The number of existing claims appears in parentheses. - + A drop down menu of items to be claimed and possible claim actions appears. Check the boxes adjacent to the item that you want to claim and the action that you will take. You can claim items that have not been received or cancelled. - + Click Claim Selected. Select a claim type from the drop down menu. Entering a note is optional. Click Claim. - + The number of existing claims on the line item updates, and a claim voucher appears. The voucher can be printed and mailed to the vendor to initiate the claim. @@ -142,13 +142,13 @@ Choose a branch from the drop down menu to claim items that were ordered by this branch. Any items that meet the conditions for claiming will appear. Check the box adjacent to the line items that you wish to claim. Click Claim selected items. - + Select a claim type from the drop down menu. Entering a note is optional. Click Claim. - + @@ -161,7 +161,7 @@ Click ActionsExport Single Attribute List. Choose the line item attribute that you would like to export from the drop down list of attributes. Click Export List. - + Save the file to your computer. Open the file. Choose a program (e.g. Excel) to open the file. @@ -177,7 +177,7 @@ Click the Copies link on the line item. To apply a fund to an individual item, click the drop down arrow in the Fund field. - + A yellow fund name indicates that the balance in the fund has dropped to the warning percent that was entered in the admin module. A red fund name indicates that the balance in the fund has dropped to the stop percent that was entered in the admin module. Funds that have been closed out will no longer appear on the drop down list. @@ -193,7 +193,7 @@ Click ActionsApply Funds to Selected Items. Select the fund that you wish to apply to the copies. Click Submit. - + @@ -217,7 +217,7 @@ Enter the amount that you were billed. Enter the amount that you paid. Save the invoice. - + @@ -246,7 +246,7 @@ Enter a Payment Authorization (optional). The Receiver defaults to the branch at which your workstation is registered. You can change the receiver by selecting an org unit from the drop down menu. - + The bibliographic line items are listed in the next section of the invoice. Along with the title and author of the line items is a summary of copies ordered, received, invoiced, claimed, and cancelled. You can also view the amounts estimated, encumbered, and paid for each line item. Finally, @@ -273,7 +273,7 @@ Click Link Invoice. Enter the Invoice # and the Provider of the invoice to which you wish to link. Click Link. - + @@ -283,10 +283,10 @@ view invoices attached to a line item. To view open invoices, click AcquisitionsOpen invoices. This opens the Acquisitions Search screen. The default fields search for open invoices. Click Search. - + To view invoices on a purchase order, open a purchase order, and click the View Invoices link. The number in parentheses indicates the number of invoices that are attached to the purchase order. - + To view invoices by searching specific invoice fields, see the section on searching the acquisitions module. To view invoices for a line item, see the section on line item invoices. @@ -304,11 +304,11 @@ Choose an alert code from the drop down menu. Add additional comments if desired. Click Create. The alert will display on the screen. - + Click Return to return to the line item. When you return to the line item, a flag will appear to indicate that an alert is on the line item. - + @@ -317,7 +317,7 @@ Use the Copies link to add copy information to a line item. You can add copies to line items on a selection list or a purchase order. Click the Copies link on a line item. - + Enter the number of items that you want to order in Item Count, and click Go.  The number of items that you want to order will display below. @@ -328,10 +328,10 @@ will be applied to all copies below. Click Batch Update. Click Save Changes. Click Return to return to the selection list or purchase order. - + Add the item’s price to the line item in the Estimated Price field. - + @@ -347,7 +347,7 @@ Click Create. The note will appear on the screen. Click Return to return to the line item. When you return to the line item, a number in parentheses adjacent to notes indicates how many notes are attached to the item. - + @@ -389,13 +389,13 @@ Update barcodes After an item has been received, click ActionsUpdate Barcodes to edit holdings. The Volume and Copy Creator screen opens in a new tab. - + View history Click ActionsView history to view the changes that have occurred in the life of the line item. - + View invoice @@ -407,10 +407,10 @@ worksheet could be placed in a book that is sent to cataloging or processing. From a selection list or purchase order, click the worksheet link on the line item. - + The line item worksheet appears. - + To print the worksheet, click the Print Page link in the top right corner. @@ -427,10 +427,10 @@ From the line item, click Link to catalog. In the text box that pops up, search terms, such as ISBN and title, are entered by default. Click Search. - + Result(s) appear. Click the link to View MARC, or Select the record to link it to the record on the selection list or purchase order. - + The screen will reload, and the line item displays with a catalog link. The records are linked. @@ -463,7 +463,7 @@ Click Load More Terms. The screen will display the number of terms (record IDs) that have been loaded. Click Retrieve Records. The records will appear as line items to which you can add copies, notes, and pricing information. Use the Actions menu to save these items to a selection list or purchase order. - +
@@ -485,7 +485,7 @@ to create. Click Browse to search for the file of bibliographic records. Click Upload. - + A summary of the items that have been processed will appear. Click the links that appear to view the purchase order or the selection list. @@ -497,7 +497,7 @@ Click AcquisitionsMARC Federated Search. Check the boxes of Z39.50 services that you want to search. Your local Evergreen Catalog is checked by default. Click Submit. - + A list of results will appear. Click the Copies link to add copy information to the line item. See the section on Line Items for more @@ -509,7 +509,7 @@ Items to Selection List. You can also create a purchase order from the line item(s) by checking the box on the line item and clicking ActionsCreate Purchase Order. - + @@ -552,7 +552,7 @@ Enter a Title/Description, Author, and Note if applicable. Enter an estimated cost. Add another new charge, or click Save New Charges. - + Discounts are not consistently supported in the 2.0 release. @@ -568,7 +568,7 @@ Click New Note. Enter the note. If you wish to make it available to the provider, click the check box adjacent to Note is vendor-public. Click Create. - + @@ -584,7 +584,7 @@ Enter a provider in the box. The text will auto complete. As necessary, check the box adjacent to Prepayment Required. Click Save. - + The purchase order has been created. You can now create a new charge type or add a brief record. @@ -615,7 +615,7 @@ To change this number, click on the hyperlinked ID. Enter a new purchase order number in the pop up box. Click OK. - + @@ -627,7 +627,7 @@ Open a purchase order. Click ActionsPrint Purchase Order. - + @@ -643,11 +643,11 @@ Click Split Order by Lineitems. A pop up box will confirm that you want to split the purchase order. Click OK to continue. - + The items will display by default as a virtual combined purchase order. Future enhancements will allow you to activate the purchase order for each item from this screen. - + @@ -658,9 +658,9 @@ is registered. The state of the purchase order defaults to on-order. You can add more search terms by clicking Add Search Term. Search terms are ANDed together. Click Search to begin your search. - + If you want to expand or change your search of purchase orders, you can choose other criteria from the drop down menus. See Searching Acquisitions for more information. - + When searching by Org Unit, the exact ordering location must be selected. Searching for a consortium or system does not also display purchase orders or line items attached to child organizations. @@ -679,7 +679,7 @@ In the top half of the purchase order, you can view the history of the purchase order. Click the View link in the History field. - +
Receiving @@ -715,7 +715,7 @@ together. Click the red X at the end of each row to delete search terms. Some search terms will be disabled depending on your choice of items to search. After you have added search term(s), click Search or click the Enter key. A list of results appears. - + If you want to edit your search, click the Reveal Search button in the top right corner of the results screen to display your search. @@ -738,7 +738,7 @@ Click the New Selection List drop down arrow. Enter the name of the selection list in the box that appears. Click Create. - + @@ -757,7 +757,7 @@ Check the box adjacent to the list that you want to clone. Click Clone Selected. Enter a name into the box that appears, and click Clone. - + @@ -769,7 +769,7 @@ Check the boxes adjacent to the selection lists that you want to merge, and click Merge Selected. Choose the Lead Selection List from the drop down menu. This is the list to which the items on the other list(s) will be transferred. - + Click Merge. @@ -795,7 +795,7 @@ A pop up box will appear. Choose to mark the selected line items or all line items. Click Go. The screen will refresh. The marked line item(s) will be highlighted pink, and the status changes to selector-ready. - + -- 2.43.2