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[sitka/doc/acquisitions.git] / acq / acq-line-items.xml
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1<?xml version='1.0' encoding='UTF-8'?>\r
2<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"\r
3 xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="acq-line-items">\r
4 <info>\r
5 <title>Line Items</title>\r
6 <legalnotice>\r
7 <para><emphasis role="bold">Adapted with permission from original material by the <link\r
8 xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf"\r
9 xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf">Evergreen\r
10 Community</link></emphasis></para>\r
11 </legalnotice>\r
12 \r
13 \r
14\r
15 <abstract>\r
16 <para>Line items represent bibliographic records on a selection list or purchase order. One line item corresponds to one bibliographic record. Line items \r
17contain attributes, which are characteristics of the bibliographic record, such as ISBN or Title. Line items also contain copy information, price information, \r
18notes, and alerts.</para></abstract>\r
19 \r
20\r
21 </info>\r
22\r
31063226 23\r
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24<section xml:id="line-item-batch-updater">\r
25<title>Line Item Batch Updater</title>\r
26\r
27<para>The <guilabel>Line Item Batch Updater</guilabel> allows line items on purchase orders to have multiple fields batch updated simultaneously.</para>\r
28\r
75612179 29\r
175a632b 30<para>The following fields can be batch updated:</para>\r
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31<itemizedlist>\r
32<listitem>\r
33<para>Copies - this is the total number of copies for the line item, rather than additional copies</para>\r
34</listitem>\r
35<listitem>\r
36<para>Owning Branch</para>\r
37</listitem>\r
38<listitem>\r
39<para>Copy Location</para>\r
40</listitem>\r
41<listitem>\r
42<para>Collection Code</para>\r
43</listitem>\r
44<listitem>\r
45<para>Fund</para>\r
46</listitem>\r
47<listitem>\r
48<para>Circ Modifier</para>\r
49</listitem>\r
50</itemizedlist>\r
51\r
175a632b 52<informalfigure>\r
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53<para>Rather than filling in the same fields every time users can set up <link linkend="create-distribution-formula">Distribution Formulas</link>\r
54 to use as Line Item Templates.</para>\r
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55<para><mediaobject>\r
56<alt>screenshot of line item batch updater</alt>\r
57\r
58<imageobject>\r
88d9ac0c 59<imagedata width="100%" fileref="media/line-item-batch-updater-1.png" scalefit="1"></imagedata>\r
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60</imageobject>\r
61</mediaobject></para>\r
62</informalfigure>\r
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63\r
64<procedure>\r
65<step>\r
66<para>Fill in the individual fields on the <guilabel>Batch Updater</guilabel> you wish to update or select a <guilabel>Distribution Formula</guilabel> to use.</para>\r
67</step>\r
68\r
69<step>\r
70<para>Select the line items to apply the updates to.</para>\r
71</step>\r
72\r
73<step>\r
74<informalfigure>\r
75<para>Click <guibutton>Apply to Selected</guibutton>.</para>\r
76<para><mediaobject>\r
77<alt>screenshot of line item batch updater</alt>\r
78\r
79<imageobject>\r
64e7ed11 80 <imagedata fileref="media/line-item-batch-updater-2.png" width="100%" scalefit="1"></imagedata>\r
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81</imageobject>\r
82</mediaobject></para>\r
83</informalfigure>\r
84</step>\r
85</procedure>\r
86\r
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87</section> \r
88\r
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89<section xml:id="identifier-selector">\r
90<title>Order Identifier Selector</title>\r
91\r
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92<para>Line items that are created from existing MARC records may have multiple ISBNs, ISSNs, or UPCs attached to the record (depending on the type of item). Users are\r
93able to specify which ISBN, ISSN, or UPC to display in the purchase order sent to providers. User can also add new identifiers as needed.</para>\r
94<para>This function helps to ensure that the correct edition of an item is ordered.</para>\r
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95\r
96<simplesect xml:id="identifier-select">\r
97<title>Select an Identifier</title>\r
98\r
99<procedure>\r
100<step>\r
101<para>Open the selection list or purchase order.</para>\r
102</step>\r
103\r
104<step>\r
105<informalfigure>\r
106<para>From the drop down menu chose the appropriate ISBN, ISSN, or UPC.</para>\r
107<para><mediaobject>\r
108<alt>screenshot of identifier selector</alt>\r
109\r
110<imageobject>\r
111<imagedata fileref="media/identifier-selector-1.png" scalefit="0"></imagedata>\r
112</imageobject>\r
113</mediaobject></para>\r
114</informalfigure>\r
115</step>\r
116\r
117<step>\r
1e47e675 118<para>The identifier is automatically selected.</para>\r
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119</step>\r
120</procedure>\r
121</simplesect>\r
122\r
123<simplesect xml:id="identifier-add">\r
124<title>Add an Identifier</title>\r
125\r
126<procedure>\r
127<step>\r
128<para>Open the selection list or purchase order.</para>\r
129</step>\r
130\r
131<step>\r
132<informalfigure>\r
133<para>Highlight the existing identifier and type in or paste your new identifier.</para>\r
134<para><mediaobject>\r
135<alt>screenshot of identifier selector</alt>\r
136\r
137<imageobject>\r
138<imagedata fileref="media/identifier-selector-3.png" scalefit="0"></imagedata>\r
139</imageobject>\r
140</mediaobject></para>\r
141</informalfigure>\r
142</step>\r
143\r
144<step>\r
1e47e675 145<para>The new identifier is automatically added and selected.</para>\r
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146</step>\r
147</procedure>\r
148</simplesect>\r
149\r
150</section>\r
151\r
152\r
153\r
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154<section xml:id="line-item-detailed-view">\r
155<title>Line Item Detailed View</title>\r
156\r
157<para>Line items have both a simple and detailed view.</para> \r
158\r
159<procedure>\r
160<step>\r
161<para>Open the selection list or purchase order.</para>\r
162</step>\r
163\r
164<step>\r
165<informalfigure>\r
166<para>Click the hyperlink <guilabel>Expand</guilabel> on a line item to display the detailed view for that line item.</para>\r
167<para><mediaobject>\r
168<alt>screenshot of detailed view</alt>\r
169\r
170<imageobject>\r
64e7ed11 171 <imagedata fileref="media/line-item-detailed-view-1.png" width="100%" scalefit="1"></imagedata>\r
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172</imageobject>\r
173</mediaobject></para>\r
174</informalfigure>\r
175\r
64e7ed11 176 <para><emphasis role="bold">OR</emphasis></para>\r
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177<informalfigure>\r
178<para>Click the hyperlink <guilabel>Expand All</guilabel> to display the detailed view for all line items.</para>\r
179<para><mediaobject>\r
180<alt>screenshot of detailed view</alt>\r
181\r
182<imageobject>\r
42c8f4c3 183 <imagedata fileref="media/line-item-detailed-view-2.png" width="100%" scalefit="1"></imagedata>\r
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184</imageobject>\r
185</mediaobject></para>\r
186</informalfigure>\r
187</step>\r
188\r
189<step>\r
190<para>Clicking <guilabel>Expand</guilabel> or <guilabel>Expand All</guilabel> a second time will close the detailed view.</para>\r
191</step>\r
192\r
193</procedure>\r
194</section> \r
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195\r
196<section xml:id="link-line-items-catalog">\r
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197 <title>Link Line Items to the Catalog</title>\r
198 <para>You can link a line item on a selection list to a corresponding MARC record in the catalogue.</para> \r
199<para>The <guilabel>link to catalog</guilabel> option enables you to search for a matching record and link the line item to it. The catalogue record replaces the \r
bda9537a 200record originally used to create the line item. When bibliographic records and copies are loaded into the catalogue the copies are attached to the linked record \r
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201in the catalogue.</para>\r
202\r
203<procedure>\r
204<step>\r
205<para>Open a selection list or purchase order.</para>\r
206</step>\r
207\r
208<step>\r
209<informalfigure>\r
210<para>On the line item you would like to link, click <guilabel>link to catalog</guilabel>.</para>\r
211<para><mediaobject>\r
212<alt>screenshot of selection lists</alt>\r
213\r
214<imageobject>\r
215<imagedata fileref="media/link-catalog-lineitem-1.png" scalefit="0"></imagedata>\r
216</imageobject>\r
217</mediaobject></para>\r
218</informalfigure>\r
219</step>\r
220\r
221<step>\r
222<informalfigure>\r
223<para>The <guilabel>Locate Bib Record</guilabel> search box will appear. By default the search box contains the item's the ISBN, title, and author. Adjust your \r
224search terms if necessary.</para>\r
225<para><mediaobject>\r
226<alt>screenshot of selection lists</alt>\r
227\r
228<imageobject>\r
229<imagedata fileref="media/link-catalog-lineitem-2.png" scalefit="0"></imagedata>\r
230</imageobject>\r
231</mediaobject></para>\r
232</informalfigure>\r
233</step>\r
234\r
235<step>\r
236<informalfigure>\r
237<para>Click <guibutton>Search</guibutton>.</para>\r
238<para><mediaobject>\r
239<alt>screenshot of selection lists</alt>\r
240\r
241<imageobject>\r
64e7ed11 242<imagedata fileref="media/link-catalog-lineitem-2.png" scalefit="0"></imagedata>\r
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243</imageobject>\r
244</mediaobject></para>\r
245</informalfigure>\r
246</step>\r
247\r
248<step>\r
249<informalfigure>\r
250<para>Your result(s) will appear. If there are no results you will return to the search screen.</para>\r
251<para><mediaobject>\r
252<alt>screenshot of selection lists</alt>\r
253\r
254<imageobject>\r
64e7ed11 255<imagedata fileref="media/link-catalog-lineitem-3.png" scalefit="0"></imagedata>\r
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256</imageobject>\r
257</mediaobject></para>\r
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258</informalfigure>\r
259\r
260<note><para>Currently the brief bibliographic information does not appear. This is a known bug.</para></note> \r
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261</step>\r
262\r
263<step>\r
264<informalfigure>\r
bda9537a 265<para>Click <guilabel>View MARC</guilabel> to view the MARC record of \r
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266your selection. Click <guibutton>Hide</guibutton> to hide the MARC record.</para>\r
267<para><mediaobject>\r
268<alt>screenshot of selection lists</alt>\r
269\r
270<imageobject>\r
42c8f4c3 271 <imagedata fileref="media/link-catalog-lineitem-5.png" width="100%" scalefit="1"></imagedata>\r
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272</imageobject>\r
273</mediaobject></para>\r
274</informalfigure>\r
275</step>\r
276\r
277<step>\r
278<informalfigure>\r
bda9537a 279<para>If you are satisfied that the record is for the same item, click <guilabel>Select</guilabel> to link it to the record on the selection list or purchase order.</para>\r
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280<para><mediaobject>\r
281<alt>screenshot of selection lists</alt>\r
282\r
283<imageobject>\r
284<imagedata fileref="media/link-catalog-lineitem-6.png" scalefit="0"></imagedata>\r
285</imageobject>\r
286</mediaobject></para>\r
287</informalfigure>\r
288</step>\r
289\r
290<step>\r
291<informalfigure>\r
292<para>The screen will reload and the line item will display with a <guilabel>catalog</guilabel> link.</para>\r
293<para>The line item is now linked to the MARC record in the catalogue. This is the record the\r
294 holdings will attach to when you <link linkend="load-bib-items">Load Bib Records\r
295 and Items</link> into the catalogue.</para> \r
296<para><mediaobject>\r
297<alt>screenshot of selection lists</alt>\r
298\r
299<imageobject>\r
300<imagedata fileref="media/link-catalog-lineitem-7.png" scalefit="0"></imagedata>\r
301</imageobject>\r
302</mediaobject></para>\r
303</informalfigure>\r
304</step>\r
305</procedure>\r
306\r
307</section>\r
308\r
309\r
310<section xml:id="line-item-worksheet">\r
311<title>Line Item Worksheet</title>\r
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312<para>The Line Item Worksheet is designed to be a printable sheet that contains details about the line item, including alerts, notes, number of holds, and \r
313distribution information. The system fills in the worksheet as a line item goes through the acquisitions process. This worksheet can be placed in an item that \r
314is sent to cataloguing or processing.</para>\r
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315\r
316<procedure>\r
317<step>\r
318<para>Open a selection list or purchase order.</para>\r
319</step>\r
320\r
321<step>\r
322<informalfigure>\r
323<para>Click the <guilabel>worksheet</guilabel> link on the line item for which you would like to view the worksheet.</para>\r
324<para><mediaobject>\r
325<alt>screenshot of selection lists</alt>\r
326\r
327<imageobject>\r
328<imagedata fileref="media/worksheet-lineitem-1.png" scalefit="0"></imagedata>\r
329</imageobject>\r
330</mediaobject></para>\r
331</informalfigure>\r
332</step>\r
333\r
334<step>\r
335<informalfigure>\r
336<para>The line item worksheet will appear.</para>\r
337<para><mediaobject>\r
338<alt>screenshot of selection lists</alt>\r
339\r
340<imageobject>\r
341<imagedata fileref="media/worksheet-lineitem-2.png" scalefit="0"></imagedata>\r
342</imageobject>\r
343</mediaobject></para>\r
344</informalfigure>\r
345</step>\r
346\r
347<step>\r
348<informalfigure>\r
349<para>The worksheet can be printed by clicking <guibutton>Print Page</guibutton> in the top right\r
350 hand corner. <mediaobject>\r
351 <alt>screenshot of selection lists</alt>\r
352 <imageobject>\r
353 <imagedata fileref="media/worksheet-lineitem-3.png" scalefit="0"/>\r
354 </imageobject>\r
355 </mediaobject></para>\r
356</informalfigure>\r
357</step>\r
358\r
359<step>\r
360<informalfigure>\r
54bb382e 361<para>When you are finished, click <guibutton>Return</guibutton> to return to your selection list or purchase order.</para>\r
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362<para><mediaobject>\r
363<alt>screenshot of selection lists</alt>\r
364\r
365<imageobject>\r
366<imagedata fileref="media/worksheet-lineitem-4.png" scalefit="0"></imagedata>\r
367</imageobject>\r
368</mediaobject></para>\r
369</informalfigure>\r
370</step>\r
371</procedure>\r
372\r
373</section>\r
374\r
375\r
376 <section xml:id="add-copies-lineitem">\r
377 <title>Add a Copy to a Line Item</title>\r
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378 <para>By default, line items have no copies attached to them. If a default number of copies as been specified for the provider, when line items are\r
379added to a purchase order copies are automatically added.</para>\r
31063226 380<para>Use the <guilabel>Copies</guilabel> link to add copy information to a line item. You can add copies \r
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381to line items on a selection list or a pending purchase order.</para>\r
382\r
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383<para>Copies can be added to line items in two ways:</para>\r
384<itemizedlist>\r
385<listitem>\r
5686f2b2 386<para>via the <link linkend="copies-add-batch-update">Line Item Batch Updater</link> on a purchase order.</para>\r
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387</listitem>\r
388<listitem>\r
5726a339 389<para>via the <link linkend="copies-add-screen">Copies Screen</link> on a selection list or purchase order.</para>\r
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390</listitem>\r
391</itemizedlist>\r
392\r
2440be3f 393<caution><para>Copies should not be added once a purchase order has been activated.</para></caution>\r
31063226 394\r
175a632b 395<simplesect xml:id="copies-add-batch-update">\r
64e7ed11 396<title>Batch Update</title>\r
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397<procedure>\r
398<step>\r
399<para>Open a purchase order.</para>\r
400</step>\r
401\r
402<step>\r
403<informalfigure>\r
404<para>Enter the total number of copies for the line item in the <guilabel>Copies</guilabel> field on the <guilabel>Line Item Batch Updater</guilabel>.</para>\r
405<para><mediaobject>\r
406<alt>screenshot of copies on line item batch update</alt>\r
407\r
408<imageobject>\r
1fc13b9c 409<imagedata fileref="media/add-copies-batch-updater-1.png" width="100%" scalefit="1"></imagedata>\r
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410</imageobject>\r
411</mediaobject></para>\r
412</informalfigure>\r
413<note><para>The number entered in the <guilabel>Copies</guilabel> field is always the total number of copies for the line item, not the number of copies to add to the \r
414selected line item(s).</para></note>\r
415</step>\r
416\r
417<step>\r
418<para>Check the box(es) beside the line item(s) you wish to apply the copies to.</para>\r
419</step>\r
420\r
421<step>\r
175a632b 422<para>Click <guibutton>Apply to Selected</guibutton>.</para>\r
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423</step>\r
424\r
425<step>\r
426<informalfigure>\r
427<para>The zero of the <guilabel>Copies</guilabel> link will update to reflect the number of copies created for the line item.</para>\r
428<para><mediaobject>\r
429<alt>screenshot of copies on line item batch update</alt>\r
430\r
431<imageobject>\r
42c8f4c3 432 <imagedata fileref="media/add-copies-batch-updater-2.png" width="100%" scalefit="1"></imagedata>\r
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433</imageobject>\r
434</mediaobject></para>\r
435</informalfigure>\r
436</step>\r
437</procedure>\r
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438</simplesect>\r
439\r
440<simplesect xml:id="copies-add-screen">\r
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441 <title>Copies Screen</title>\r
442\r
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443<procedure>\r
444<step>\r
445<para>Open a selection list or purchase order.</para>\r
446</step>\r
447\r
448<step>\r
449<informalfigure>\r
450<para>Click the <guilabel>Copies (0)</guilabel> link on the line item you would like to add copies to. This will take you to the <guilabel>Copies</guilabel> \r
451screen.</para>\r
452<para><mediaobject>\r
453<alt>screenshot of selection lists</alt>\r
454\r
455<imageobject>\r
42c8f4c3 456 <imagedata fileref="media/add-copies-lineitem-1.png" width="100%" scalefit="1"></imagedata>\r
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457</imageobject>\r
458</mediaobject></para>\r
459</informalfigure>\r
460</step>\r
461\r
462<step>\r
463<informalfigure>\r
464<para>Enter the number of copies you would like to order into <guilabel>Item Count</guilabel> and click <guibutton>Go</guibutton>. A line will be created for each \r
465copy.</para>\r
466<para><mediaobject>\r
467<alt>screenshot of selection lists</alt>\r
468\r
469<imageobject>\r
470<imagedata fileref="media/add-copies-lineitem-2.png" scalefit="0"></imagedata>\r
471</imageobject>\r
472</mediaobject></para>\r
473</informalfigure>\r
474</step>\r
475\r
476<step>\r
477<informalfigure>\r
478<para>The gray box is a batch update function. Each field in this box corresponds to the columns below.</para>\r
479<para><mediaobject>\r
480<alt>screenshot of selection lists</alt>\r
481\r
482<imageobject>\r
483<imagedata fileref="media/add-copies-lineitem-3.png" scalefit="0"></imagedata>\r
484</imageobject>\r
485</mediaobject></para>\r
486</informalfigure> \r
487<para>You can use the batch update for:</para>\r
488<itemizedlist>\r
489<listitem>\r
490<para>Owning Branch</para>\r
491</listitem>\r
492<listitem>\r
175a632b 493<para>Copy Location</para>\r
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494</listitem>\r
495<listitem>\r
496<para>Collection Code</para>\r
497</listitem>\r
498<listitem>\r
499<para>Fund</para>\r
500</listitem>\r
501<listitem>\r
502<para>Circ Modifier</para>\r
503</listitem>\r
504<listitem>\r
505<para>Call Number</para>\r
506</listitem>\r
507</itemizedlist>\r
508<para>Enter your terms and click <guibutton>Batch Update</guibutton>. The copies will update to reflect your choices.</para>\r
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509<note><para>Evergreen will populate the shelving location field with the default shelving location if this field is left blank.</para></note>\r
510\r
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511</step>\r
512\r
513<step>\r
514<informalfigure>\r
515<para>Distribution formulas tell Evergreen how many copies should be distributed to each location. If desired, select a distribution formula from the \r
516<guilabel>Distribution Formulas</guilabel> drop down list. Click <guibutton>Apply</guibutton>. This will populate the <guilabel>Owning Branch</guilabel>\r
517and <guilabel>Shelving Location</guilabel> fields for your copies.</para>\r
bda9537a 518<para>Distribution Formulas can be created by Acquisitions Administrators; see <link linkend="distribution-formulas">Distribution Formulas</link>.</para>\r
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519<para><mediaobject>\r
520<alt>screenshot of selection lists</alt>\r
521\r
522<imageobject>\r
523<imagedata fileref="media/add-copies-lineitem-4.png" scalefit="0"></imagedata>\r
524</imageobject>\r
525</mediaobject></para>\r
526</informalfigure>\r
527</step>\r
528\r
529<step>\r
530<informalfigure>\r
531<para>Leave the barcode field blank. Evergreen will assign the copy a temporary barcode.</para>\r
532<para><mediaobject>\r
533<alt>screenshot of selection lists</alt>\r
534\r
535<imageobject>\r
536<imagedata fileref="media/add-copies-lineitem-5.png" scalefit="0"></imagedata>\r
537</imageobject>\r
538</mediaobject></para>\r
539</informalfigure>\r
540<note><para>A temporary barcode prefix has been assigned to your library. This prefix is your library's code. Using this code ensures that \r
541there are no conflicts between the different libraries using acquisitions.</para></note>\r
542</step>\r
543\r
544<step>\r
545<informalfigure>\r
546<para>Once you have entered all the desired information, click <guibutton>Save Changes</guibutton>.</para>\r
547<para><mediaobject>\r
548<alt>screenshot of selection lists</alt>\r
549\r
550<imageobject>\r
551<imagedata fileref="media/add-copies-lineitem-6.png" scalefit="0"></imagedata>\r
552</imageobject>\r
553</mediaobject></para>\r
554</informalfigure>\r
555</step>\r
556\r
557<step>\r
558<informalfigure>\r
559<para>Click <guibutton>Return</guibutton> to return to your selection list or purchase order.</para>\r
560<para><mediaobject>\r
561<alt>screenshot of selection lists</alt>\r
562\r
563<imageobject>\r
564<imagedata fileref="media/add-copies-lineitem-7.png" scalefit="0"></imagedata>\r
565</imageobject>\r
566</mediaobject></para>\r
567</informalfigure>\r
568</step>\r
569\r
570<step>\r
571<informalfigure>\r
572<para>The zero of the <guilabel>Copies</guilabel> link will update to reflect the number of copies you have created for the line item.</para>\r
573<para><mediaobject>\r
574<alt>screenshot of selection lists</alt>\r
575\r
576<imageobject>\r
42c8f4c3 577 <imagedata fileref="media/add-copies-lineitem-8.png" width="100%" scalefit="1"></imagedata>\r
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578</imageobject>\r
579</mediaobject></para>\r
580</informalfigure>\r
581</step>\r
582</procedure>\r
175a632b 583</simplesect>\r
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584\r
585</section>\r
586\r
587\r
588 <section xml:id="add-alerts-lineitem">\r
589 <title>Add an Alert to a Line Item</title>\r
bda9537a 590 <para>Alerts are pop up messages that appear when an item is received. Alerts also display on the \r
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591<link linkend="line-item-worksheet">Line Item Worksheet</link> for the item.</para>\r
592\r
593<caution><para>Alerts will not pop up if they are added after the purchase order is activated.</para></caution>\r
594\r
595<procedure>\r
596<step>\r
597<para>Open a selection list or purchase order.</para>\r
598</step>\r
599\r
600<step>\r
601<informalfigure>\r
602<para>Click the <guilabel>Notes (0)</guilabel> link.</para>\r
603<para><mediaobject>\r
604<alt>screenshot of selection lists</alt>\r
605\r
606<imageobject>\r
334a7728 607<imagedata fileref="media/add-notes-lineitem-1.png" width="100%" scalefit="1"></imagedata>\r
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608</imageobject>\r
609</mediaobject></para>\r
610</informalfigure>\r
611</step>\r
612\r
613<step>\r
614<informalfigure>\r
615<para>Click <guibutton>New Alert</guibutton>.</para>\r
616<para><mediaobject>\r
617<alt>screenshot of selection lists</alt>\r
618\r
619<imageobject>\r
620<imagedata fileref="media/add-alert-lineitem-1.png" scalefit="0"></imagedata>\r
621</imageobject>\r
622</mediaobject></para>\r
623</informalfigure>\r
624</step>\r
625\r
626<step>\r
627<informalfigure>\r
628<para>Choose an alert code from the drop down menu. These <link linkend="create-lineitem-alert">Line Item Alert</link> codes \r
bda9537a 629 are created by your Acquisitions Administrator.</para>\r
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630<para><mediaobject>\r
631<alt>screenshot of selection lists</alt>\r
632\r
633<imageobject>\r
634<imagedata fileref="media/add-alert-lineitem-2.png" scalefit="0"></imagedata>\r
635</imageobject>\r
636</mediaobject></para>\r
637</informalfigure>\r
638</step>\r
639\r
640<step>\r
641<para>Add additional comments if you desire.</para>\r
642</step>\r
643\r
644<step>\r
645<informalfigure>\r
646<para>Click <guibutton>Create</guibutton>. The alert will display on the screen.</para>\r
647<para><mediaobject>\r
648<alt>screenshot of selection lists</alt>\r
649\r
650<imageobject>\r
651<imagedata fileref="media/add-alert-lineitem-3.png" scalefit="0"></imagedata>\r
652</imageobject>\r
653</mediaobject></para>\r
654</informalfigure>\r
655</step>\r
656\r
657<step>\r
658<informalfigure>\r
659<para>Click <guibutton>Return</guibutton> to return to the selection list or purchase order.</para>\r
660<para><mediaobject>\r
661<alt>screenshot of selection lists</alt>\r
662\r
663<imageobject>\r
664<imagedata fileref="media/add-alert-lineitem-4.png" scalefit="0"></imagedata>\r
665</imageobject>\r
666</mediaobject></para>\r
667</informalfigure>\r
668</step>\r
669\r
670<step>\r
671<informalfigure>\r
672<para>A red flag will now appear to the right of the <guilabel>Notes</guilabel> link and the zero of the <guilabel>Notes</guilabel> link will update to display the \r
673total number of alerts and notes for the line item.</para>\r
674<para><mediaobject>\r
675<alt>screenshot of selection lists</alt>\r
676\r
677<imageobject>\r
334a7728 678 <imagedata fileref="media/add-alert-lineitem-5.png" width="100%" scalefit="1"></imagedata>\r
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679</imageobject>\r
680</mediaobject></para>\r
681</informalfigure>\r
682</step>\r
683</procedure>\r
684\r
685</section>\r
686\r
687\r
688 <section xml:id="add-notes-lineitems">\r
689 <title>Add a Note to a Line Item</title>\r
690 <para>Notes on line items can include any additional information that you wish to add to the line item. Notes can be internal or can be made available to \r
bda9537a 691providers. Notes also display on the <link linkend="line-item-worksheet">Line Item Worksheet</link> for the item.</para>\r
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692\r
693<procedure>\r
694<step>\r
695<para>Open a selection list or purchase order.</para>\r
696</step>\r
697\r
698<step>\r
699<informalfigure>\r
700<para>Click the <guilabel>Notes (0)</guilabel> link.</para>\r
701<para><mediaobject>\r
702<alt>screenshot of selection lists</alt>\r
703\r
704<imageobject>\r
1fc13b9c 705<imagedata fileref="media/add-notes-lineitem-1.png" width="100%" scalefit="1"></imagedata>\r
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706</imageobject>\r
707</mediaobject></para>\r
708</informalfigure>\r
709</step>\r
710\r
711<step>\r
712<informalfigure>\r
713<para>Click <guibutton>New Note</guibutton>.</para>\r
714<para><mediaobject>\r
715<alt>screenshot of selection lists</alt>\r
716\r
717<imageobject>\r
718<imagedata fileref="media/add-notes-lineitem-2.png" scalefit="0"></imagedata>\r
719</imageobject>\r
720</mediaobject></para>\r
721</informalfigure>\r
722</step>\r
723\r
724<step>\r
31063226 725<para>Enter your note.</para>\r
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726<informalfigure>\r
727<para>If you wish to make this note available to your provider, check the box adjacent to <guilabel>Note is vendor-public</guilabel>.</para>\r
728<para><mediaobject>\r
729<alt>screenshot of selection lists</alt>\r
730\r
731<imageobject>\r
732<imagedata fileref="media/add-notes-lineitem-4.png" scalefit="0"></imagedata>\r
733</imageobject>\r
734</mediaobject></para>\r
735</informalfigure>\r
736</step>\r
737\r
738<step>\r
739<informalfigure>\r
740<para>Click <guibutton>Create</guibutton>. The note will display on the screen.</para>\r
741<para><mediaobject>\r
742<alt>screenshot of selection lists</alt>\r
743\r
744<imageobject>\r
745<imagedata fileref="media/add-notes-lineitem-5.png" scalefit="0"></imagedata>\r
746</imageobject>\r
747</mediaobject></para>\r
748</informalfigure>\r
749</step>\r
750\r
751<step>\r
752<informalfigure>\r
753<para>Click <guibutton>Return</guibutton> to return to the selection list or purchase order.</para>\r
754<para><mediaobject>\r
755<alt>screenshot of selection lists</alt>\r
756\r
757<imageobject>\r
758<imagedata fileref="media/add-notes-lineitem-6.png" scalefit="0"></imagedata>\r
759</imageobject>\r
760</mediaobject></para>\r
761</informalfigure>\r
762</step>\r
763\r
764<step>\r
765<informalfigure>\r
766<para>The zero of the <guilabel>Notes</guilabel> link will update to display the total number of alerts and notes for the line item.</para>\r
767<para><mediaobject>\r
768<alt>screenshot of selection lists</alt>\r
769\r
770<imageobject>\r
1fc13b9c 771<imagedata fileref="media/add-alert-lineitem-5.png" width="100%" scalefit="1"></imagedata>\r
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772</imageobject>\r
773</mediaobject></para>\r
774</informalfigure>\r
775</step>\r
776</procedure>\r
777\r
778</section>\r
779\r
780\r
781 <section xml:id="line-item-actions">\r
782 <title>Line Item Actions Menu</title>\r
783<informalfigure> \r
bda9537a 784<para>The line item actions menu provides you with a number of functions that can be applied to a particular line item.</para>\r
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785<para><mediaobject>\r
786<alt>screenshot of selection lists</alt>\r
787\r
788<imageobject>\r
789<imagedata fileref="media/actions-menu-lineitem-1.png" scalefit="0"></imagedata>\r
790</imageobject>\r
791</mediaobject></para>\r
792</informalfigure>\r
793\r
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794<para><link linkend="lineitem-actions-update-barcode">Update Barcode</link>\r
795<link linkend="lineitem-actions-holdings-maintenance">Holdings Maintenance</link> \r
796<link linkend="lineitem-actions-claims">Claims</link> \r
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797<link linkend="lineitem-actions-history">View History</link></para>\r
798\r
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799<simplesect xml:id="lineitem-actions-update-barcode">\r
800<title>Update Barcode</title>\r
54bb382e 801<para>You are only able to update barcodes once a line item has been received.</para>\r
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802\r
803<procedure>\r
804<step>\r
bda9537a 805<para>Open a purchase order.</para>\r
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806</step>\r
807\r
808<step>\r
809<informalfigure>\r
810<para>Using the <guilabel>Actions</guilabel> menu on the line item, select \r
811<menuchoice><guimenu>Actions</guimenu><guimenuitem>Update Barcodes</guimenuitem></menuchoice>.</para>\r
812<para><mediaobject>\r
813<alt>screenshot of update barcode</alt>\r
814\r
815<imageobject>\r
1fc13b9c 816<imagedata fileref="media/update-barcode-lineitem-1.png" width="100%" scalefit="1"></imagedata>\r
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817</imageobject>\r
818</mediaobject></para>\r
819</informalfigure>\r
820</step>\r
821\r
822<step>\r
823<informalfigure>\r
824<para>The <guilabel>Create or Re-barcode Items</guilabel> screen will open in a new tab.</para>\r
825<para><mediaobject>\r
826<alt>screenshot of update barcode</alt>\r
827\r
828<imageobject>\r
1fc13b9c 829 <imagedata fileref="media/update-barcode-lineitem-2.png" width="100%" scalefit="1"></imagedata>\r
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830</imageobject>\r
831</mediaobject></para>\r
832</informalfigure>\r
833</step>\r
834\r
835<step>\r
bda9537a 836<para>See <link xlink:title="http://docs.sitka.bclibraries.ca/Sitka/current/html/add.html" \r
54bb382e 837xlink:href="http://docs.sitka.bclibraries.ca/Sitka/current/html/add.html">Adding Holdings to Title Records</link> begining with step 4 \r
bda9537a 838for further instructions.</para>\r
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839</step>\r
840</procedure>\r
841\r
842</simplesect>\r
843\r
844<simplesect xml:id="lineitem-actions-holdings-maintenance">\r
845<title>Holdings Maintenance</title>\r
846\r
bda9537a
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847<para>Once an item is received it is possible to use the Actions menu to go directly to Holding Maintenance to view and edit the holdings for a line item.</para>\r
848\r
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849<procedure>\r
850<step>\r
bda9537a 851<para>Open a purchase order.</para>\r
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852</step>\r
853\r
854<step>\r
855<informalfigure>\r
856<para>Using the <guilabel>Actions</guilabel> menu on the line item, select <menuchoice>\r
857 <guimenu>Actions</guimenu>\r
858 <guimenuitem>Holdings Maint.</guimenuitem>\r
859 </menuchoice></para>\r
860<para><mediaobject>\r
861<alt>screenshot of holdings maintenance</alt>\r
862\r
863<imageobject>\r
1fc13b9c 864 <imagedata fileref="media/holdings-maintenance-lineitem-1.png" width="100%" scalefit="1"></imagedata>\r
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865</imageobject>\r
866</mediaobject></para>\r
867</informalfigure>\r
868</step>\r
869\r
870<step>\r
871<informalfigure>\r
872<para>The <guilabel>Holdings Maintenance</guilabel> screen will open in a new tab.</para>\r
873<para><mediaobject>\r
874<alt>screenshot of holdings maintenance</alt>\r
875\r
876<imageobject>\r
1fc13b9c 877 <imagedata fileref="media/holdings-maintenance-lineitem-2.png" width="100%" scalefit="1"></imagedata>\r
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878</imageobject>\r
879</mediaobject></para>\r
880</informalfigure>\r
881</step>\r
882\r
883<step>\r
bda9537a 884<para>See <link xlink:title="http://docs.sitka.bclibraries.ca/Sitka/current/html/add.html" \r
54bb382e 885xlink:href="http://docs.sitka.bclibraries.ca/Sitka/current/html/add.html">Adding Holdings to Title Records</link> for further instructions.</para>\r
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886</step>\r
887</procedure>\r
888\r
889</simplesect>\r
890\r
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891<simplesect xml:id="lineitem-actions-claims">\r
892<title>Claims</title>\r
54bb382e 893<para>You can manually claim a copy any time after it has been ordered until it is received. You can also claim copies that have been suspended.</para>\r
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894\r
895<procedure>\r
896<step>\r
bda9537a 897<para>Open a purchase order.</para>\r
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898</step>\r
899\r
900<step>\r
901<informalfigure>\r
902<para>Using the <guilabel>Actions</guilabel> menu on the line item, select \r
903<menuchoice><guimenu>Actions</guimenu><guimenuitem>Claims (0 existing)</guimenuitem></menuchoice>.</para>\r
904<para><mediaobject>\r
905<alt>screenshot of claiming</alt>\r
906\r
907<imageobject>\r
1fc13b9c 908 <imagedata fileref="media/claim-lineitem-1.png" width="100%" scalefit="1"></imagedata>\r
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909</imageobject>\r
910</mediaobject></para>\r
911</informalfigure>\r
912</step>\r
913\r
914<step>\r
915<informalfigure>\r
916<para>Check the boxes adjacent to the copies you wish to claim and click <guibutton>Claim Selected</guibutton>.</para>\r
917<para><mediaobject>\r
918<alt>screenshot of claiming</alt>\r
919\r
920<imageobject>\r
921<imagedata fileref="media/claim-lineitem-2.png" scalefit="0"></imagedata>\r
922</imageobject>\r
923</mediaobject></para>\r
924</informalfigure>\r
925</step>\r
926\r
927<step>\r
928<informalfigure>\r
929<para> From the <guilabel>Claim Type</guilabel> drop down menu select the reason you are making the claim.</para>\r
930<para><mediaobject>\r
931<alt>screenshot of claiming</alt>\r
932\r
933<imageobject>\r
934<imagedata fileref="media/claim-lineitem-3.png" scalefit="0"></imagedata>\r
935</imageobject>\r
936</mediaobject></para>\r
937</informalfigure>\r
938</step>\r
939\r
940<step>\r
941<informalfigure>\r
942<para>Enter a note if you desire and click <guibutton>Claim</guibutton>.</para>\r
943<para><mediaobject>\r
944<alt>screenshot of claiming</alt>\r
945\r
946<imageobject>\r
947<imagedata fileref="media/claim-lineitem-4.png" scalefit="0"></imagedata>\r
948</imageobject>\r
949</mediaobject></para>\r
950</informalfigure>\r
951</step>\r
952\r
953<step>\r
954<informalfigure>\r
54bb382e 955<para>The number of existing claims on the line item updates.</para>\r
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956<para><mediaobject>\r
957<alt>screenshot of claiming</alt>\r
958\r
959<imageobject>\r
1fc13b9c 960 <imagedata fileref="media/claim-lineitem-5.png" width="100%" scalefit="1"></imagedata>\r
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961</imageobject>\r
962</mediaobject></para>\r
963</informalfigure>\r
964</step>\r
965\r
966<step>\r
967<informalfigure>\r
54bb382e 968<para>Use the <guilabel>Actions</guilabel> menu on the line item, select \r
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969<menuchoice><guimenu>Actions</guimenu><guimenuitem>Claims (X existing)</guimenuitem></menuchoice>.</para>\r
970<para><mediaobject>\r
971<alt>screenshot of claiming</alt>\r
972\r
973<imageobject>\r
1fc13b9c 974 <imagedata fileref="media/claim-lineitem-6.png" width="100%" scalefit="1"></imagedata>\r
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975</imageobject>\r
976</mediaobject></para>\r
977</informalfigure>\r
978</step>\r
979\r
980<step>\r
981<informalfigure>\r
bda9537a 982<para>The claimed items will appear in the top half of the pop up with link to their associated vouchers.</para>\r
54bb382e
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983<para>Click <guilabel>Show Voucher</guilabel>.</para>\r
984<note><para>There is currently a bug preventing claim vouchers from appearing.</para></note>\r
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985<para><mediaobject>\r
986<alt>screenshot of claiming</alt>\r
987\r
988<imageobject>\r
989<imagedata fileref="media/claim-lineitem-7.png" scalefit="0"></imagedata>\r
990</imageobject>\r
991</mediaobject></para>\r
992</informalfigure>\r
993</step>\r
994\r
995</procedure>\r
996\r
997</simplesect>\r
998\r
999<simplesect xml:id="lineitem-actions-history">\r
1000<title>View History</title>\r
bda9537a 1001<para>It is possible to view the changes that have been made to a line item.</para>\r
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1002\r
1003<procedure>\r
1004<step>\r
1005<para>Open a selection list or purchase order.</para>\r
1006</step>\r
1007\r
1008<step>\r
1009<informalfigure>\r
1010<para>Using the <guilabel>Actions</guilabel> menu on the line item, select \r
1011<menuchoice><guimenu>Actions</guimenu><guimenuitem>View History</guimenuitem></menuchoice>.</para>\r
1012<para><mediaobject>\r
1013<alt>screenshot of claiming</alt>\r
1014\r
1015<imageobject>\r
1fc13b9c 1016 <imagedata fileref="media/view-history-lineitem-1.png" width="100%" scalefit="1"></imagedata>\r
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1017</imageobject>\r
1018</mediaobject></para>\r
1019</informalfigure>\r
1020</step>\r
1021\r
1022<step>\r
1023<informalfigure>\r
bda9537a 1024<para>By default the newest changes appear first. Use the column headers to sort.</para>\r
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1025<para><mediaobject>\r
1026<alt>screenshot of claiming</alt>\r
1027\r
1028<imageobject>\r
1029<imagedata fileref="media/view-history-lineitem-2.png" scalefit="0"></imagedata>\r
1030</imageobject>\r
1031</mediaobject></para>\r
1032</informalfigure>\r
1033</step>\r
1034</procedure>\r
1035\r
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1036</simplesect>\r
1037\r
1038</section>\r
1039\r
1040 <section xml:id="line-item-status">\r
1041 <title>Line Item Statuses</title>\r
5ef96e8a 1042 <para>The status of a line item displays to the right of the actions menu. The line item bar changes colour depending on the status of the line item.</para>\r
54bb382e 1043<para>The colours that display may vary depending on your screen resolution.</para>\r
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1044\r
1045<para>Possible statuses are:</para>\r
1046<itemizedlist>\r
1047<listitem>\r
1048<informalfigure>\r
1049<para>new (off-white): Item is newly added to the acquisitions process.</para>\r
1050<para><mediaobject>\r
1051<alt>screenshot of line item status</alt>\r
1052\r
1053<imageobject>\r
1fc13b9c 1054 <imagedata fileref="media/statuses-lineitem-1.png" width="100%" scalefit="1"></imagedata>\r
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1055</imageobject>\r
1056</mediaobject></para>\r
1057</informalfigure>\r
1058</listitem>\r
1059<listitem>\r
1060<informalfigure>\r
1061<para>selector-ready (light pink): Item has been chosen and is waiting for a selector to approve.</para>\r
1062<para><mediaobject>\r
1063<alt>screenshot of line item status</alt>\r
1064\r
1065<imageobject>\r
1fc13b9c 1066 <imagedata fileref="media/statuses-lineitem-2.png" width="100%" scalefit="1"></imagedata>\r
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1067</imageobject>\r
1068</mediaobject></para>\r
1069</informalfigure>\r
1070</listitem>\r
1071<listitem>\r
1072<informalfigure>\r
1073<para>order-ready (periwinkle): Item is ready to be ordered.</para>\r
1074<para><mediaobject>\r
1075<alt>screenshot of line item status</alt>\r
1076\r
1077<imageobject>\r
1fc13b9c 1078 <imagedata fileref="media/statuses-lineitem-3.png" width="100%" scalefit="1"></imagedata>\r
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1079</imageobject>\r
1080</mediaobject></para>\r
1081</informalfigure>\r
1082</listitem>\r
1083<listitem>\r
1084<informalfigure>\r
1085<para>pending-order (grey): Item is part of a purchase order that has not yet been activated.</para>\r
1086<para><mediaobject>\r
1087<alt>screenshot of line item status</alt>\r
1088\r
1089<imageobject>\r
1fc13b9c 1090 <imagedata fileref="media/statuses-lineitem-4.png" width="100%" scalefit="1"></imagedata>\r
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1091</imageobject>\r
1092</mediaobject></para>\r
1093</informalfigure>\r
1094</listitem>\r
1095<listitem>\r
1096<informalfigure>\r
bda9537a 1097<para>on-order (mauve): Item is currently on-order.</para>\r
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1098<para><mediaobject>\r
1099<alt>screenshot of line item status</alt>\r
1100\r
1101<imageobject>\r
1fc13b9c 1102 <imagedata fileref="media/statuses-lineitem-5.png" width="100%" scalefit="1"></imagedata>\r
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1103</imageobject>\r
1104</mediaobject></para>\r
1105</informalfigure>\r
1106</listitem>\r
1107<listitem>\r
1108<informalfigure>\r
1109<para>received (grey blue): Item has been received by the library.</para>\r
1110<para><mediaobject>\r
1111<alt>screenshot of line item status</alt>\r
1112\r
1113<imageobject>\r
1fc13b9c 1114 <imagedata fileref="media/statuses-lineitem-6.png" width="100%" scalefit="1"></imagedata>\r
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1115</imageobject>\r
1116</mediaobject></para>\r
1117</informalfigure>\r
1118</listitem>\r
3568abf8
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1119 <listitem>\r
1120 <informalfigure>\r
369cbf9e
CB
1121 <para>received and paid (grey blue with red "Paid" label): Item has been received by the\r
1122 library, the invoice has been closed .</para>\r
3568abf8
CB
1123 <para><mediaobject>\r
1124 <alt>screenshot of line item status</alt>\r
1125 \r
1126 <imageobject>\r
1127 <imagedata fileref="media/statuses-lineitem-paid.png" width="100%" scalefit="1"></imagedata>\r
1128 </imageobject>\r
1129 </mediaobject></para>\r
1130 </informalfigure>\r
1131 </listitem>\r
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1132<listitem>\r
1133<informalfigure>\r
1134<para>cancelled (white): Item has been cancelled.</para>\r
1135<para><mediaobject>\r
1136<alt>screenshot of line item status</alt>\r
1137\r
1138<imageobject>\r
1fc13b9c 1139 <imagedata fileref="media/statuses-lineitem-7.png" width="100%" scalefit="1"></imagedata>\r
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1140</imageobject>\r
1141</mediaobject></para>\r
1142</informalfigure>\r
1143</listitem>\r
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1144\r
1145<listitem>\r
1146<informalfigure>\r
1147<para>delayed (blue): Item has been cancelled but debits remain as the item is really delayed.</para>\r
1148<para><mediaobject>\r
1149<alt>screenshot of line item status</alt>\r
1150\r
1151<imageobject>\r
1fc13b9c 1152 <imagedata fileref="media/statuses-lineitem-8.png" width="100%" scalefit="1"></imagedata>\r
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1153</imageobject>\r
1154</mediaobject></para>\r
1155</informalfigure>\r
1156</listitem>\r
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1157</itemizedlist>\r
1158\r
1159<caution><para>While there is some overlap in naming, line item statuses and item statuses are not the same thing.</para></caution>\r
1160\r
1161</section>\r
1162\r
1163 <section xml:id="lineitem-estimated-price">\r
1164 <title>Estimated Price</title>\r
1165 <para>The final column of a line item is <guilabel>Estimated Price</guilabel>. A purchase order will not activate without the <guilabel>Estimated Price</guilabel> \r
4b626bcd
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1166field filled in for each line item.</para>\r
1167<para>The price entered into <guilabel>Estimated Price</guilabel> is the amount that will be encumbered for the item. It is also the amount that will apear in the price\r
1168field of the copy editor for al copies created from this line item.</para>\r
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1169\r
1170<procedure>\r
1171<step>\r
1172<para>Open a selection list or purchase order.</para>\r
1173</step>\r
1174\r
1175<step>\r
1176<informalfigure>\r
4b626bcd 1177<para>Enter a price in the <guilabel>Estimated Price</guilabel> field for each line item. The price is automatically saved.</para>\r
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1178<para><mediaobject>\r
1179<alt>screenshot of line item status</alt>\r
1180\r
1181<imageobject>\r
369cbf9e 1182 <imagedata fileref="media/statuses-lineitem-3.png" width="100%" scalefit="1"></imagedata>\r
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1183</imageobject>\r
1184</mediaobject></para>\r
1185</informalfigure>\r
1186</step>\r
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1187</procedure>\r
1188\r
1189</section>\r
1190\r
1191 <section xml:id="cansup-line-item">\r
1192 <title>Cancelling and Suspending Line Item</title>\r
54bb382e 1193 <para>You can cancel or suspend line items that are in a state of on-order.</para>\r
31063226 1194\r
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1195<para>Certain cancel reasons are used to suspend line items. These cancel reasons are set to keep the debits when the line items are cancelled. \r
1196For example, a cancel reason such as Publication Postponed, for which debits are kept, indicates that the item will still be purchased when published. The funds\r
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1197remain encumbered for the purchase while the line item has the status of cancelled.</para>\r
1198\r
1199<para><link linkend="cancel-line-item">Cancel a Line Item</link></para>\r
1200<para><link linkend="suspend-line-item">Suspend a Line Item</link></para>\r
1201\r
1202\r
1203<simplesect xml:id="cancel-line-item">\r
1204<title>Cancel a Line Item</title>\r
1205\r
1206<procedure>\r
1207<step>\r
bda9537a 1208<para>Open a purchase order.</para>\r
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1209</step>\r
1210\r
1211<step>\r
1212<informalfigure>\r
1213<para>Check the box(es) of the line item(s) you wish to cancel.</para>\r
1214<para><mediaobject>\r
1215<alt>screenshot of cancelling</alt>\r
1216\r
1217<imageobject>\r
1fc13b9c 1218 <imagedata fileref="media/cancel-lineitem-1.png" width="100%" scalefit="1"></imagedata>\r
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1219</imageobject>\r
1220</mediaobject></para>\r
1221</informalfigure>\r
1222</step>\r
1223\r
1224<step>\r
1225<informalfigure>\r
1226<para>Using the main <guilabel>Actions</guilabel> menu, select \r
1227<menuchoice><guimenu>Actions</guimenu><guimenuitem>Cancel Selected Lineitems</guimenuitem></menuchoice>.</para>\r
1228<para><mediaobject>\r
1229<alt>screenshot of cancelling</alt>\r
1230\r
1231<imageobject>\r
1232<imagedata fileref="media/cancel-lineitem-2.png" scalefit="0"></imagedata>\r
1233</imageobject>\r
1234</mediaobject></para>\r
1235</informalfigure>\r
1236</step>\r
1237\r
1238<step>\r
1239<informalfigure>\r
165411c1 1240<para>From the drop down menu that appears, select a <link linkend="cancel-reasons-defaults">cancel reason</link>.</para>\r
bda9537a 1241<tip><para>If line items are being cancelled for different reasons they will need to be cancelled separately so different cancel reasons can be used.</para></tip>\r
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1242<para><mediaobject>\r
1243<alt>screenshot of cancelling</alt>\r
1244\r
1245<imageobject>\r
1246<imagedata fileref="media/cancel-lineitem-3.png" scalefit="0"></imagedata>\r
1247</imageobject>\r
1248</mediaobject></para>\r
1249</informalfigure>\r
1250</step>\r
1251\r
1252<step>\r
1253<informalfigure>\r
1254<para>Click <guibutton>Cancel Line Items</guibutton>.</para>\r
1255<para><mediaobject>\r
1256<alt>screenshot of cancelling</alt>\r
1257\r
1258<imageobject>\r
1259<imagedata fileref="media/cancel-lineitem-4.png" scalefit="0"></imagedata>\r
1260</imageobject>\r
1261</mediaobject></para>\r
1262</informalfigure>\r
1263</step>\r
1264\r
1265<step>\r
1266<informalfigure>\r
1267<para>A pop up will appear asking you to confirm that you wish to cancel the line item. Click <guibutton>OK</guibutton>.</para>\r
1268<para><mediaobject>\r
1269<alt>screenshot of cancelling</alt>\r
1270\r
1271<imageobject>\r
1272<imagedata fileref="media/cancel-lineitem-5.png" scalefit="0"></imagedata>\r
1273</imageobject>\r
1274</mediaobject></para>\r
1275</informalfigure>\r
1276</step>\r
1277\r
1278<step>\r
1279<informalfigure>\r
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1280<para>The line item will change to white and the status will update to\r
1281 <guilabel>Canceled</guilabel>.</para>\r
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1282<para>The funds for the particular line item will no longer be encumbered.</para>\r
1283<para><mediaobject>\r
1284<alt>screenshot of cancelling</alt>\r
1285\r
1286<imageobject>\r
334a7728 1287 <imagedata fileref="media/cancel-lineitem-6.png" width="100%" scalefit="1"></imagedata>\r
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1288</imageobject>\r
1289</mediaobject></para>\r
1290</informalfigure>\r
1291</step>\r
1292</procedure>\r
1293\r
1294</simplesect>\r
1295\r
1296<simplesect xml:id="suspend-line-item">\r
1297<title>Suspend a Line Item</title>\r
1298\r
1299<procedure>\r
1300<step>\r
bda9537a 1301<para>Open a purchase order.</para>\r
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1302</step>\r
1303\r
1304<step>\r
1305<informalfigure>\r
1306<para>Check the box(es) of the line item(s) you wish to suspend.</para>\r
1307<para><mediaobject>\r
1308<alt>screenshot of cancelling</alt>\r
1309\r
1310<imageobject>\r
1fc13b9c 1311 <imagedata fileref="media/suspend-lineitem-1.png" width="100%" scalefit="1"></imagedata>\r
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1312</imageobject>\r
1313</mediaobject></para>\r
1314</informalfigure>\r
1315</step>\r
1316\r
1317<step>\r
1318<informalfigure>\r
1319<para>Using the main <guilabel>Actions</guilabel> menu, select \r
1320<menuchoice><guimenu>Actions</guimenu><guimenuitem>Cancel Selected Lineitems</guimenuitem></menuchoice>.</para>\r
1321<para><mediaobject>\r
1322<alt>screenshot of cancelling</alt>\r
1323\r
1324<imageobject>\r
1325<imagedata fileref="media/cancel-lineitem-2.png" scalefit="0"></imagedata>\r
1326</imageobject>\r
1327</mediaobject></para>\r
1328</informalfigure>\r
1329</step>\r
1330\r
1331<step>\r
1332<informalfigure>\r
165411c1 1333<para>From the drop down menu that appears, select a <link linkend="cancel-reasons-defaults">cancel reason</link> for which debits are kept.</para>\r
bda9537a 1334<tip><para>If line items are being suspended for different reasons they will need to be suspended separately so different cancel reasons can be used.</para></tip>\r
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1335<para><mediaobject>\r
1336<alt>screenshot of cancelling</alt>\r
1337\r
1338<imageobject>\r
1fc13b9c 1339<imagedata fileref="media/cancel1.png" scalefit="0"></imagedata>\r
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1340</imageobject>\r
1341</mediaobject></para>\r
1342</informalfigure>\r
1343</step>\r
1344\r
1345<step>\r
1346<informalfigure>\r
1347<para>Click <guibutton>Cancel Line Items</guibutton>.</para>\r
1348<para><mediaobject>\r
1349<alt>screenshot of cancelling</alt>\r
1350\r
1351<imageobject>\r
54bb382e 1352<imagedata fileref="media/suspend-lineitem-2.png" scalefit="0"></imagedata>\r
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1353</imageobject>\r
1354</mediaobject></para>\r
1355</informalfigure>\r
1356</step>\r
1357\r
1358<step>\r
1359<informalfigure>\r
1360<para>A pop up will appear asking you to confirm that you wish to cancel the line item. Click <guibutton>OK</guibutton>.</para>\r
1361<para><mediaobject>\r
1362<alt>screenshot of cancelling</alt>\r
1363\r
1364<imageobject>\r
1365<imagedata fileref="media/cancel-lineitem-5.png" scalefit="0"></imagedata>\r
1366</imageobject>\r
1367</mediaobject></para>\r
1368</informalfigure>\r
1369</step>\r
1370\r
1371<step>\r
1372<informalfigure>\r
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CB
1373<para>The line item will change to blue and the status will update to\r
1374 <guilabel>Delayed</guilabel>.</para>\r
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1375<para>Because the line item has been suspended rather than cancelled, the funds for the line item are still encumbered.</para>\r
1376<para><mediaobject>\r
1377<alt>screenshot of cancelling</alt>\r
1378\r
1379<imageobject>\r
1fc13b9c 1380 <imagedata fileref="media/suspend-lineitem-3.png" width="100%" scalefit="1"></imagedata>\r
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1381</imageobject>\r
1382</mediaobject></para>\r
1383</informalfigure>\r
1384</step>\r
1385\r
1386<step>\r
1387<para>A suspended line item is resolved when all copies of the item arrive and are received.</para>\r
1388</step>\r
1389\r
1390</procedure>\r
1391\r
1392</simplesect>\r
1393\r
1394</section>\r
1395\r
20ed853f 1396<section xml:id="delete-line-item">\r
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1397 <title>Delete a Line Item</title>\r
1398 <para>Line items with the status of new, selector-ready, order-ready, or pending-order can be deleted.</para>\r
54bb382e 1399<para>Be sure you want to delete the line item as there is no warning message and once deleted line items cannot be un-deleted..</para>\r
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CB
1400<caution><para>If you <link linkend="load-bib-items">created copies</link> for your line items before activating the purchase order you will need to delete the copies from the catalogue before deleting the Acquisitions line item.\r
1401See <link xlink:href="http://docs.sitka.bclibraries.ca/Sitka/current/html/cat-del-holdings.html">Delete Copies</link></para></caution>\r
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1402\r
1403<procedure>\r
1404<step>\r
1405<para>Open a selection list or purchase order.</para>\r
1406</step>\r
1407\r
1408<step>\r
1409<informalfigure>\r
1410<para>Check the box(es) of the line item(s) you would like to delete.</para>\r
1411<para><mediaobject>\r
1412<alt>screenshot of delete line item</alt>\r
1413\r
1414<imageobject>\r
de315b00 1415 <imagedata fileref="media/delete-lineitem-3.png" scalefit="1"></imagedata>\r
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1416</imageobject>\r
1417</mediaobject></para>\r
1418</informalfigure>\r
1419</step>\r
1420\r
1421<step>\r
1422<informalfigure>\r
1423<para>Using the main <guilabel>Actions</guilabel> menu, select \r
1424<menuchoice><guimenu>Actions</guimenu><guimenuitem>Delete Selected Items</guimenuitem></menuchoice>.</para>\r
1425<para><mediaobject>\r
1426<alt>screenshot of delete line item</alt>\r
1427\r
1428<imageobject>\r
1429<imagedata fileref="media/delete-lineitem-1.png" scalefit="0"></imagedata>\r
1430</imageobject>\r
1431</mediaobject></para>\r
1432</informalfigure>\r
1433</step>\r
1434\r
1435<step>\r
1436<informalfigure>\r
1437<para>Your line item and the history associated with it will disappear.</para>\r
1438<para><mediaobject>\r
1439<alt>screenshot of delete line item</alt>\r
1440\r
1441<imageobject>\r
de315b00 1442<imagedata fileref="media/delete-lineitem-2.png" scalefit="1"></imagedata>\r
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1443</imageobject>\r
1444</mediaobject></para>\r
1445</informalfigure>\r
1446</step>\r
1447</procedure>\r
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1448</section>\r
1449\r
1450\r
1451 <section xml:id="apply-funds-acq">\r
1452 <title>Apply Funds to Line Items</title>\r
71d344db 1453<para>You can apply a single fund or multiple funds to line items on a selection list or purchase order.</para> \r
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1454<para>Funds can be applied to items from the <guilabel>Copies</guilabel> link that is located on a line item. Funds can also be applied to items by batch updating\r
1455line items and their attendant copies.</para>\r
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1456\r
1457<para>You can update the fund in use for all copies on a line item using the <guilabel>Batch Update</guilabel> on a selection list or purchase order. It \r
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1458is not currently possible to update the fund for individual copies on a line item. Currently there is a known bug where debits are not updated if the line item has \r
1459the status of <guilabel>on-order</guilabel> or <guilabel>received</guilabel>.</para>\r
1460\r
1461<!--\r
1462<para> BUG FIX required - If the line item has been invoiced the spent debits will be updated. If the \r
71d344db 1463line item is on an invoice that has been prorated the invoice will need to be prorated again to update the debits to the correct fund.</para>\r
54bb382e 1464-->\r
31063226 1465\r
d35a28f3 1466<para><link linkend="apply-funds-batch">Apply Funds to Line Items via the Batch Updater</link></para>\r
31063226 1467<para><link linkend="apply-funds-copies">Apply Funds to Individual Copies</link></para>\r
d35a28f3 1468<para><link linkend="update-funds-batch">Update Funds on Line Items via the Batch Updater</link></para>\r
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1469\r
1470\r
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1471\r
1472<simplesect xml:id="apply-funds-batch">\r
d35a28f3 1473<title>Apply Funds to Line Items via the Batch Updater</title>\r
54bb382e 1474<para>You can apply funds to all copies on a line item using the <guilabel>Line Item Batch Updater</guilabel> on a purchase order.</para>\r
31063226 1475\r
71d344db 1476<note><informalfigure><para>Fund balance levels are indicated by colour, A black fund name indicates that the fund has money to be spent. A yellow fund name indicates that the \r
31063226
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1477balance in the fund has dropped to the warning percent for the fund. A red fund name indicates that the balance in the fund has dropped to the stop percent for the \r
1478fund. Funds that have been closed out will no longer appear on the drop down list.</para>\r
1479<para><mediaobject>\r
1480<alt>screenshot of line item status</alt>\r
1481\r
1482<imageobject>\r
1483<imagedata fileref="media/fund-batch-lineitem-5.png" scalefit="0"></imagedata>\r
1484</imageobject>\r
1485</mediaobject></para>\r
1486</informalfigure></note>\r
1487\r
1488<procedure>\r
1489<step>\r
54bb382e 1490<para>Open a purchase order.</para>\r
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1491</step>\r
1492\r
1493<step>\r
1494<informalfigure>\r
54bb382e 1495<para>Check the box(es) of the line item(s) to which you would like to apply funds.</para>\r
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1496<para><mediaobject>\r
1497<alt>screenshot of line item status</alt>\r
1498\r
1499<imageobject>\r
de315b00 1500 <imagedata fileref="media/fund-batch-lineitem-1.png" scalefit="1"></imagedata>\r
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1501</imageobject>\r
1502</mediaobject></para>\r
1503</informalfigure>\r
1504</step>\r
1505\r
1506<step>\r
1507<informalfigure>\r
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1508<para>Select the fund you wish to apply to the line items from the drop down menu of the <guilabel>Fund</guilabel> field on the \r
1509<guilabel>Line Item Batch Updater</guilabel>.</para>\r
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1510<para><mediaobject>\r
1511<alt>screenshot of line item status</alt>\r
1512\r
1513<imageobject>\r
5d13b9d7 1514 <imagedata fileref="media/fund-batch-lineitem-2.png" scalefit="1"></imagedata>\r
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1515</imageobject>\r
1516</mediaobject></para>\r
1517</informalfigure>\r
1518</step>\r
1519\r
1520<step>\r
1521<informalfigure>\r
54bb382e 1522<para>Click <guibutton>Apply to Selected</guibutton>.</para>\r
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1523<para><mediaobject>\r
1524<alt>screenshot of line item status</alt>\r
1525\r
1526<imageobject>\r
1527<imagedata fileref="media/fund-batch-lineitem-3.png" scalefit="0"></imagedata>\r
1528</imageobject>\r
1529</mediaobject></para>\r
1530</informalfigure>\r
1531</step>\r
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1532</procedure>\r
1533\r
1534</simplesect>\r
1535\r
1536<simplesect xml:id="apply-funds-copies">\r
1537<title>Apply Funds to Individual Copies</title>\r
1538\r
71d344db 1539<note><informalfigure><para>Fund balance levels are indicated by colour, A black fund name indicates that the fund has money to be spent. A yellow fund name indicates that the \r
31063226
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1540balance in the fund has dropped to the warning percent for the fund. A red fund name indicates that the balance in the fund has dropped to the stop percent for the \r
1541fund. Funds that have been closed out will no longer appear on the drop down list.</para>\r
1542<para><mediaobject>\r
1543<alt>screenshot of line item status</alt>\r
1544\r
1545<imageobject>\r
838eb5b4 1546<imagedata fileref="media/fund-copy-lineitem-5.png" scalefit="0"></imagedata>\r
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1547</imageobject>\r
1548</mediaobject></para>\r
1549</informalfigure></note>\r
1550\r
1551<procedure>\r
1552<step>\r
1553<para>Open a selection list or purchase order.</para>\r
1554</step>\r
1555\r
1556<step>\r
1557<informalfigure>\r
1558<para>Click the <guilabel>Copies</guilabel> link on the line item you wish to apply funds to.</para>\r
1559<para><mediaobject>\r
1560<alt>screenshot of line item status</alt>\r
1561\r
1562<imageobject>\r
de315b00 1563<imagedata fileref="media/fund-copy-lineitem-1.png" scalefit="1"></imagedata>\r
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1564</imageobject>\r
1565</mediaobject></para>\r
1566</informalfigure>\r
1567</step>\r
1568\r
1569<step>\r
1570<informalfigure>\r
1571<para>To apply a fund to an individual copy, click the drop down arrow in the <guilabel>Fund</guilabel> field for the copy and select the fund you would like to use. \r
1572Ensure that all copies have a fund selected.</para>\r
1573<para><mediaobject>\r
1574<alt>screenshot of line item status</alt>\r
1575\r
1576<imageobject>\r
5d13b9d7 1577<imagedata fileref="media/fund-copy-lineitem-2.png" scalefit="1"></imagedata>\r
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1578</imageobject>\r
1579</mediaobject></para>\r
1580</informalfigure>\r
1581</step>\r
1582\r
1583<step>\r
1584<informalfigure>\r
1585<para>Click <guibutton>Save Changes</guibutton>.</para>\r
1586<para><mediaobject>\r
1587<alt>screenshot of line item status</alt>\r
1588\r
1589<imageobject>\r
5d13b9d7 1590<imagedata fileref="media/fund-copy-lineitem-3.png" scalefit="1"></imagedata>\r
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1591</imageobject>\r
1592</mediaobject></para>\r
1593</informalfigure>\r
1594</step>\r
1595\r
1596<step>\r
1597<informalfigure>\r
1598<para>Click <guibutton>Return</guibutton> to return to the selection list or purchase order.</para>\r
1599<para><mediaobject>\r
1600<alt>screenshot of line item status</alt>\r
1601\r
1602<imageobject>\r
5d13b9d7 1603<imagedata fileref="media/fund-copy-lineitem-4.png" scalefit="1"></imagedata>\r
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1604</imageobject>\r
1605</mediaobject></para>\r
1606</informalfigure>\r
1607</step>\r
1608</procedure>\r
1609</simplesect>\r
1610\r
71d344db 1611<simplesect xml:id="update-funds-batch">\r
d35a28f3 1612<title>Update Funds on Line Items via the Batch Updater</title>\r
54bb382e 1613<para>The fund in use for all copies on a line item can be updated at any time using the <guilabel>Line Item Batch Updater</guilabel> on a purchase order.</para>\r
71d344db 1614\r
af02d2d9 1615<note><para>It is not currently possible to update the fund for individual copies on a line item. It is only possible to update the fund for all copies on a line \r
2939d9a6 1616item at once.</para></note>\r
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1617\r
1618<procedure>\r
1619<step>\r
54bb382e 1620<para>Open a purchase order.</para>\r
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JP
1621</step>\r
1622\r
1623<step>\r
1624<informalfigure>\r
54bb382e 1625<para>Check the box(es) of the line item(s) for which you would like to update the fund.</para>\r
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JP
1626<para><mediaobject>\r
1627<alt>screenshot of line item status</alt>\r
1628\r
1629<imageobject>\r
f2adb11d 1630<imagedata fileref="media/fund-batch-lineitem-1.png" scalefit="1"></imagedata>\r
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1631</imageobject>\r
1632</mediaobject></para>\r
1633</informalfigure>\r
1634</step>\r
1635\r
1636<step>\r
1637<informalfigure>\r
54bb382e
JP
1638<para>Select the fund you wish to apply to the line items from the drop down menu of the <guilabel>Fund</guilabel> field on the \r
1639<guilabel>Line Item Batch Updater</guilabel>.</para>\r
71d344db
JP
1640<para><mediaobject>\r
1641<alt>screenshot of line item status</alt>\r
1642\r
1643<imageobject>\r
f2adb11d 1644<imagedata fileref="media/fund-batch-lineitem-2.png" scalefit="1"></imagedata>\r
71d344db
JP
1645</imageobject>\r
1646</mediaobject></para>\r
1647</informalfigure>\r
1648</step>\r
1649\r
1650<step>\r
1651<informalfigure>\r
54bb382e 1652<para>Click <guibutton>Apply to Selected</guibutton>.</para>\r
71d344db
JP
1653<para><mediaobject>\r
1654<alt>screenshot of line item status</alt>\r
1655\r
1656<imageobject>\r
1657<imagedata fileref="media/fund-batch-lineitem-3.png" scalefit="0"></imagedata>\r
1658</imageobject>\r
1659</mediaobject></para>\r
1660</informalfigure>\r
1661</step>\r
71d344db
JP
1662</procedure>\r
1663\r
1664</simplesect>\r
1665\r
31063226
RJ
1666</section>\r
1667 \r
1668</chapter>\r