adding note for new feature
[sitka/doc/acquisitions.git] / acq / acq-receive.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-receive">\r
4 <info>\r
5 <title>Receive/Un-receive Acquisitions</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>You can receive and un-receive entire purchase orders, line items on a purchase order, and individual copies that are attached to a line item. You can \r
17receive items before or after you create invoices for the items.</para></abstract>\r
18 \r
19\r
20 </info>\r
21\r
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22\r
23<section xml:id="reun-purchase-orders">\r
24<title>Receiving and Un-Receiving Purchase Orders</title>\r
25<para>You can receive purchase orders that have a status of <guilabel>on-order</guilabel>. You can un-receive purchase orders that have a status \r
26of <guilabel>received</guilabel>.</para>\r
27\r
28<para><link linkend="receive-purchase-orders">Receive a Purchase Order</link></para>\r
29<para><link linkend="unreceive-purchase-orders">Un-Receive a Purchase Order</link></para>\r
30\r
31 <simplesect xml:id="receive-purchase-orders">\r
32 <title>Receive a Purchase Order</title>\r
33 <para>In the event that all items on a purchase order arrive together you are able to receive the entire purchase order at once.</para>\r
2573916a 34<para>All line items on the purchase order must have the status of <guilabel>on-order</guilabel> for these steps to be followed.</para>\r
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35\r
36<procedure>\r
37<step>\r
2573916a 38<para>Open a purchase order.</para>\r
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39</step>\r
40\r
41<step>\r
42<informalfigure>\r
43<para>Click the checkmark to select all items on the purchase order.</para>\r
44<para><mediaobject>\r
45<alt>screenshot of receiving</alt>\r
46\r
47<imageobject>\r
48<imagedata fileref="media/purchaseorder-receive-0.png" scalefit="0"></imagedata>\r
49</imageobject>\r
50</mediaobject></para>\r
51</informalfigure>\r
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52</step>\r
53\r
54<step>\r
55<informalfigure>\r
56<para>Using the main <guilabel>Actions</guilabel> menu, select \r
ab393187 57<menuchoice><guimenu>Actions</guimenu><guimenuitem>Mark Selected Line Items as Received</guimenuitem></menuchoice>.</para>\r
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58<para><mediaobject>\r
59<alt>screenshot of receiving</alt>\r
60\r
61<imageobject>\r
62<imagedata fileref="media/purchaseorder-receive-1.png" scalefit="0"></imagedata>\r
63</imageobject>\r
64</mediaobject></para>\r
65</informalfigure>\r
66</step>\r
67\r
68<step>\r
69<informalfigure>\r
ab393187 70<para>Any alerts for the line items will pop up. Click <guibutton>OK</guibutton> to acknowledge the alerts and receive the items.</para>\r
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71<para><mediaobject>\r
72<alt>screenshot of receiving</alt>\r
73\r
74<imageobject>\r
75<imagedata fileref="media/purchaseorder-receive-2.png" scalefit="0"></imagedata>\r
76</imageobject>\r
77</mediaobject></para>\r
78</informalfigure>\r
79</step>\r
80\r
81<step>\r
82<informalfigure>\r
ab393187 83<para>The line items on the purchase order will change to a gray blue colour and the <guilabel>Status</guilabel> will update to <guilabel>received</guilabel>.</para>\r
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84<para><mediaobject>\r
85<alt>screenshot of receiving</alt>\r
86\r
87<imageobject>\r
65fc0b4c 88<imagedata fileref="media/purchaseorder-receive-3.png" scalefit="1"></imagedata>\r
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89</imageobject>\r
90</mediaobject></para>\r
91</informalfigure>\r
92</step>\r
ab393187 93\r
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94</procedure>\r
95\r
96\r
97</simplesect>\r
98\r
99\r
100<simplesect xml:id="unreceive-purchase-orders">\r
101<title>Un-Receive a Purchase Order</title>\r
102<para>In the event that a purchase order is accidently received or should not have been received in the first place due to damage or other reasons, it is possible to \r
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103un-receive the purchase order.</para>\r
104<para>All line items on the purchase order must have the status of <guilabel>received</guilabel> for these steps to be followed.</para>\r
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105\r
106<procedure>\r
107<step>\r
2573916a 108<para>Open a purchase order.</para>\r
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109</step>\r
110\r
111<step>\r
112<informalfigure>\r
113<para>Click the checkmark to select all items on the purchase order.</para>\r
114<para><mediaobject>\r
115<alt>screenshot of receiving</alt>\r
116\r
117<imageobject>\r
118<imagedata fileref="media/purchaseorder-receive-0.png" scalefit="0"></imagedata>\r
119</imageobject>\r
120</mediaobject></para>\r
121</informalfigure>\r
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122</step>\r
123\r
124<step>\r
125<informalfigure>\r
126<para>Using the main <guilabel>Actions</guilabel> menu, select \r
ab393187 127<menuchoice><guimenu>Actions</guimenu><guimenuitem>Un-Receive Selected Line Items</guimenuitem></menuchoice>.</para>\r
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128<para><mediaobject>\r
129<alt>screenshot of receiving</alt>\r
130\r
131<imageobject>\r
132<imagedata fileref="media/purchaseorder-un-receive-1.png" scalefit="0"></imagedata>\r
133</imageobject>\r
134</mediaobject></para>\r
135</informalfigure>\r
136</step>\r
137\r
138<step>\r
139<informalfigure>\r
140<para>A pop up will appear asking you to confirm that you wish to rollback receipt of all the copies for the purchase order. Click <guibutton>OK</guibutton>.</para>\r
141<para><mediaobject>\r
142<alt>screenshot of receiving</alt>\r
143\r
144<imageobject>\r
145<imagedata fileref="media/purchaseorder-un-receive-2.png" scalefit="0"></imagedata>\r
146</imageobject>\r
147</mediaobject></para>\r
148</informalfigure>\r
149</step>\r
150\r
151<step>\r
152<informalfigure>\r
153<para>The line items on the purchase order will change to a mauve colour and the status will update to <guilabel>on-order</guilabel>.</para>\r
154<para>If the purchase order is received in the future it will behave in the same manner as a purchase order that is being received for the first time.</para>\r
155<para><mediaobject>\r
156<alt>screenshot of receiving</alt>\r
157\r
158<imageobject>\r
65fc0b4c 159<imagedata fileref="media/purchaseorder-un-receive-3.png" scalefit="1"></imagedata>\r
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160</imageobject>\r
161</mediaobject></para>\r
162</informalfigure>\r
163</step>\r
ab393187 164\r
31063226 165</procedure>\r
ab393187 166\r
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167</simplesect>\r
168</section>\r
169\r
170\r
171<section xml:id="reun-line-item">\r
172<title>Receiving and Un-Receiving Line Items</title>\r
173<para>You can receive line items that have a status of <guilabel>on-order</guilabel>. You can un-receive line items that have a status \r
174of <guilabel>received</guilabel>.</para>\r
175\r
176<para><link linkend="receive-line-item">Receive a Line Item</link></para>\r
177<para><link linkend="unreceive-line-item">Un-Receive a Line Item</link></para>\r
178\r
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179<note><para>New in version 2.12 purchase orders will now automatically update to <emphasis role="bold">received</emphasis> status when the last on order copy is marked as received or cancelled.</para></note>\r
180\r
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181 <simplesect xml:id="receive-line-item">\r
182 <title>Receive a Line Item</title>\r
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183 <para>Mark Received allows you to receive particular line items on a purchase order.</para>\r
184<para>Line items must have the status of <guilabel>on-order</guilabel> for this function to work.</para>\r
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185\r
186<procedure>\r
187<step>\r
2573916a 188<para>Open a purchase order.</para>\r
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189</step>\r
190\r
191<step>\r
192<informalfigure>\r
2573916a 193<para>Check the box(es) of the line item(s) you wish to receive.</para>\r
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194<para><mediaobject>\r
195<alt>screenshot of receiving</alt>\r
196\r
197<imageobject>\r
198<imagedata fileref="media/mark-received-lineitem-1.png" scalefit="0"></imagedata>\r
199</imageobject>\r
200</mediaobject></para>\r
201</informalfigure>\r
202</step>\r
203\r
204<step>\r
205<informalfigure>\r
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206<para>Using the main <guilabel>Actions</guilabel> menu, select \r
207<menuchoice><guimenu>Actions</guimenu><guimenuitem>Mark Selected Line Items as Received</guimenuitem></menuchoice>.</para>\r
208<para><mediaobject>\r
209<alt>screenshot of receiving</alt>\r
210\r
211<imageobject>\r
212<imagedata fileref="media/purchaseorder-receive-1.png" scalefit="0"></imagedata>\r
213</imageobject>\r
214</mediaobject></para>\r
215</informalfigure>\r
216</step>\r
217\r
218<step>\r
219<informalfigure>\r
220<para>Any alerts on the line item will pop up. Click <guibutton>OK</guibutton> to acknowledge the alert and receive the item(s).</para>\r
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221<para><mediaobject>\r
222<alt>screenshot of receiving</alt>\r
223\r
224<imageobject>\r
225<imagedata fileref="media/mark-received-lineitem-2.png" scalefit="0"></imagedata>\r
226</imageobject>\r
227</mediaobject></para>\r
228</informalfigure>\r
229</step>\r
230\r
231<step>\r
232<informalfigure>\r
2573916a 233<para>The line item(s) will change to a gray blue colour and the status will update to <guilabel>received</guilabel>.</para>\r
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234<para><mediaobject>\r
235<alt>screenshot of receiving</alt>\r
236\r
237<imageobject>\r
238<imagedata fileref="media/mark-received-lineitem-3.png" scalefit="0"></imagedata>\r
239</imageobject>\r
240</mediaobject></para>\r
241</informalfigure>\r
242</step>\r
243</procedure>\r
244\r
245</simplesect>\r
246\r
247\r
248 <simplesect xml:id="unreceive-line-item">\r
249 <title>Un-Receive a Line Item</title>\r
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250 <para>In the event that a line item is accidently received or should not have been received in the first place, due to damage or other reasons, it is possible \r
251to un-receive that line item.</para>\r
2573916a 252<para>Line items must have the status of <guilabel>received</guilabel> for this function to work.</para>\r
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253\r
254<procedure>\r
255<step>\r
1de62509 256<para>Open a purchase order.</para>\r
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257</step>\r
258\r
259<step>\r
260<informalfigure>\r
2573916a 261<para>Check the box(es) of the line item(s) you wish to un-receive.</para>\r
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262<para><mediaobject>\r
263<alt>screenshot of receiving</alt>\r
264\r
265<imageobject>\r
266<imagedata fileref="media/un-receive-lineitem-1.png" scalefit="0"></imagedata>\r
267</imageobject>\r
268</mediaobject></para>\r
269</informalfigure>\r
270</step>\r
271\r
272<step>\r
273<informalfigure>\r
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274<para>Using the main <guilabel>Actions</guilabel> menu, select \r
275<menuchoice><guimenu>Actions</guimenu><guimenuitem>Un-Receive Selected Line Items</guimenuitem></menuchoice>.</para>\r
276<para><mediaobject>\r
277<alt>screenshot of receiving</alt>\r
278\r
279<imageobject>\r
280<imagedata fileref="media/purchaseorder-un-receive-1.png" scalefit="0"></imagedata>\r
281</imageobject>\r
282</mediaobject></para>\r
283</informalfigure>\r
284</step>\r
285\r
286<step>\r
287<informalfigure>\r
288<para>A pop up will appear asking you to confirm that you wish to un-receive the line item(s). Click <guibutton>OK</guibutton>.</para>\r
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289<para><mediaobject>\r
290<alt>screenshot of receiving</alt>\r
291\r
292<imageobject>\r
293<imagedata fileref="media/un-receive-lineitem-2.png" scalefit="0"></imagedata>\r
294</imageobject>\r
295</mediaobject></para>\r
296</informalfigure>\r
297</step>\r
298\r
299<step>\r
300<informalfigure>\r
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301<para>The line item(s) will change to a mauve colour and the status will update to <guilabel>on-order</guilabel>.</para>\r
302<para>If am un-received line item is received in the future it will behave in the same manner as a line item that is being received for the first time.</para>\r
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303<para><mediaobject>\r
304<alt>screenshot of receiving</alt>\r
305\r
306<imageobject>\r
307<imagedata fileref="media/un-receive-lineitem-3.png" scalefit="0"></imagedata>\r
308</imageobject>\r
309</mediaobject></para>\r
310</informalfigure>\r
311</step>\r
312</procedure>\r
313</simplesect>\r
314\r
315</section>\r
316\r
317\r
318<section xml:id="reun-copies">\r
319<title>Receiving and Un-Receiving Copies</title>\r
320<para>You can receive copies that have a status of <guilabel>on-order</guilabel>. You can un-receive copies that have a status \r
321of <guilabel>received</guilabel>.</para>\r
322\r
323<para><link linkend="receive-copies">Receive a Copy</link></para>\r
324<para><link linkend="unreceive-copies">Un-Receive a Copy</link></para>\r
325\r
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326<note><para>New in version 2.12 purchase orders will now automatically update to <emphasis role="bold">received</emphasis> status when the last on order copy is marked as received or cancelled.</para></note>\r
327\r
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328 <simplesect xml:id="receive-copies">\r
329 <title>Receive a Copy</title>\r
330 <para>Mark Received in the copies screen allows you to receive only specific copies on a purchase order.</para>\r
331<para>Copies must have a status of <guilabel>on-order</guilabel> for the <guilabel>Mark Received</guilabel> link to appear.</para>\r
332\r
333<procedure>\r
334<step>\r
1de62509 335<para>Open a purchase order.</para>\r
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336</step>\r
337\r
338<step>\r
339<informalfigure>\r
340<para>Click the <guilabel>Copies</guilabel> link on the line item containing the copy or copies you wish to receive.</para>\r
341<para><mediaobject>\r
342<alt>screenshot of receiving</alt>\r
343\r
344<imageobject>\r
345<imagedata fileref="media/copies-receive-1.png" scalefit="0"></imagedata>\r
346</imageobject>\r
347</mediaobject></para>\r
348</informalfigure>\r
349</step>\r
350\r
351<step>\r
352<informalfigure>\r
353<para>Click the <guilabel>Mark Received</guilabel> link adjacent to the copy you wish to receive.</para>\r
354<para><mediaobject>\r
355<alt>screenshot of receiving</alt>\r
356\r
357<imageobject>\r
358<imagedata fileref="media/copies-receive-2.png" scalefit="0"></imagedata>\r
359</imageobject>\r
360</mediaobject></para>\r
361</informalfigure>\r
362</step>\r
363\r
364<step>\r
365<informalfigure>\r
366<para>Any alerts on the associated with the line item will pop up. Click <guibutton>OK</guibutton> to acknowledge the alert and receive the copy.</para>\r
1de62509 367<note><para>The alerts associated with a particular line item will appear each time a copy on that line item is received.</para></note>\r
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368<para><mediaobject>\r
369<alt>screenshot of receiving</alt>\r
370\r
371<imageobject>\r
372<imagedata fileref="media/copies-receive-3.png" scalefit="0"></imagedata>\r
373</imageobject>\r
374</mediaobject></para>\r
375</informalfigure>\r
376</step>\r
377\r
378<step>\r
379<informalfigure>\r
380<para>Click <guibutton>Return</guibutton> to return to the purchase order.</para>\r
381<para><mediaobject>\r
382<alt>screenshot of receiving</alt>\r
383\r
384<imageobject>\r
385<imagedata fileref="media/copies-receive-4.png" scalefit="0"></imagedata>\r
386</imageobject>\r
387</mediaobject></para>\r
388</informalfigure>\r
389</step>\r
390\r
391<step>\r
392<informalfigure>\r
393<para>The line item will only change to a gray blue colour and update the status to <guilabel>received</guilabel> when all copies associated with the line item have \r
394been received. Otherwise the line item continues to display in a mauve colour with a state of <guilabel>on-order</guilabel>.</para>\r
395<para><mediaobject>\r
396<alt>screenshot of receiving</alt>\r
397\r
398<imageobject>\r
399<imagedata fileref="media/copies-receive-5.png" scalefit="0"></imagedata>\r
400</imageobject>\r
401</mediaobject></para>\r
402</informalfigure>\r
403</step>\r
404</procedure>\r
405\r
406\r
407</simplesect>\r
408\r
409\r
410 <simplesect xml:id="unreceive-copies">\r
411 <title>Un-Receive a Copy</title>\r
412 <para>In the event that a copy is accidently received or should not have been received in the first place due to damage or other reasons, it is possible to \r
413un-receive that copy. Copies must have a status of <guilabel>received</guilabel> for the <guilabel>Un-Receive</guilabel> link to appear.</para>\r
414\r
415<procedure>\r
416<step>\r
1de62509 417<para>Open a purchase order.</para>\r
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418</step>\r
419\r
420<step>\r
421<informalfigure>\r
422<para>Click the <guilabel>Copies</guilabel> link on the line item containing the copy or copies you wish to un-receive.</para>\r
423<para><mediaobject>\r
424<alt>screenshot of receiving</alt>\r
425\r
426<imageobject>\r
427<imagedata fileref="media/copies-receive-1.png" scalefit="0"></imagedata>\r
428</imageobject>\r
429</mediaobject></para>\r
430</informalfigure>\r
431</step>\r
432\r
433<step>\r
434<informalfigure>\r
435<para>Click the <guilabel>Un-Receive</guilabel> link adjacent to the copy you wish to un-receive.</para>\r
436<para><mediaobject>\r
437<alt>screenshot of receiving</alt>\r
438\r
439<imageobject>\r
440<imagedata fileref="media/copies-un-receive-1.png" scalefit="0"></imagedata>\r
441</imageobject>\r
442</mediaobject></para>\r
443</informalfigure>\r
444</step>\r
445\r
446<step>\r
447<informalfigure>\r
448<para>A pop up will appear asking you to confirm that you wish to un-receive the copy. Click <guibutton>OK</guibutton>.</para>\r
449<para><mediaobject>\r
450<alt>screenshot of receiving</alt>\r
451\r
452<imageobject>\r
453<imagedata fileref="media/copies-un-receive-2.png" scalefit="0"></imagedata>\r
454</imageobject>\r
455</mediaobject></para>\r
456</informalfigure>\r
457</step>\r
458\r
459<step>\r
460<informalfigure>\r
461<para>Click <guibutton>Return</guibutton> to return to the purchase order.</para>\r
462<para><mediaobject>\r
463<alt>screenshot of receiving</alt>\r
464\r
465<imageobject>\r
466<imagedata fileref="media/copies-un-receive-3.png" scalefit="0"></imagedata>\r
467</imageobject>\r
468</mediaobject></para>\r
469</informalfigure>\r
470</step>\r
471\r
472<step>\r
473<informalfigure>\r
474<para>The line item will be a mauve colour and the <guilabel>Status</guilabel> will show as <guilabel>on-order</guilabel>.</para> \r
475<para>If the copy is received in the future it will behave in the same manner as a copy that is being received for the first time.</para>\r
476<para><mediaobject>\r
477<alt>screenshot of receiving</alt>\r
478\r
479<imageobject>\r
480<imagedata fileref="media/copies-receive-5.png" scalefit="0"></imagedata>\r
481</imageobject>\r
482</mediaobject></para>\r
483</informalfigure>\r
484</step>\r
485</procedure>\r
486</simplesect>\r
487\r
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488</section> \r
489\r
490<section xml:id="receive-invoice">\r
491<title>Receive Line Items From an Invoice</title>\r
492\r
493<para>You can receive line items and copies that have been linked to an invoice directly from the invoice rather than through a purchase order.</para>\r
494\r
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495<para><link linkend="invoice-receive-batch">Numeric Mode</link></para>\r
496<para><link linkend="invoice-receive-copies">List Mode</link></para>\r
497\r
498\r
f157673e 499<simplesect xml:id="invoice-receive-batch">\r
c325a6af 500<title>Numeric Mode</title>\r
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501\r
502<para><guilabel>Numeric Mode</guilabel> allows you to receive line items in batch.</para>\r
503\r
504<procedure>\r
505<step>\r
506<para><link linkend="creating-invoices">Create an invoice</link>.</para>\r
507</step>\r
508\r
509<step>\r
dd5388ee 510<para>If necessary, link all applicable line items to the invoice. See <link linkend="populate-invoice">Populating Invoices</link>\r
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511 for instructions.</para>\r
512</step>\r
513\r
514<step>\r
515<informalfigure>\r
8870d07d 516<para>When your invoice is complete use one of the two <guibutton>Save</guibutton> options.</para>\r
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517<para><mediaobject>\r
518<alt>screenshot of invoicing</alt>\r
519\r
520<imageobject>\r
521<imagedata fileref="media/blanket-invoice-17.png" scalefit="0"></imagedata>\r
522</imageobject>\r
523</mediaobject></para>\r
524</informalfigure>\r
8870d07d 525\r
f157673e 526<para>Click <guibutton>Save</guibutton> to save the changes you have made and keep the invoice open.</para>\r
8870d07d 527<para>Click <guibutton>Save and Clear</guibutton> to save the invoice and open a blank invoice.</para>\r
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528<note><para>Invoices can be re-opened at a later date if adjustments are required. See <link\r
529 linkend="reopen-invoice">Re-Open an Invoice</link>. Fund debits linked to an\r
530 invoice are now marked as paid (encumbrances = false) when the invoice is\r
531 closed instead of at invoice create time.</para></note>\r
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532</step>\r
533\r
534<step>\r
c325a6af 535<informalfigure>\r
f157673e 536<para>In the top right corner of the screen click <guibutton>Receive Items</guibutton>.</para>\r
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537<para><mediaobject>\r
538<alt>screenshot of receiving on an invoice</alt>\r
539\r
540<imageobject>\r
541<imagedata fileref="media/invoice-receive-1.png" scalefit="0"></imagedata>\r
542</imageobject>\r
543</mediaobject></para>\r
544</informalfigure>\r
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545</step>\r
546\r
547<step>\r
548<para>The <guilabel>Acqusitions Invoice Receiving</guilabel> interface opens.</para>\r
c325a6af 549<informalfigure>\r
f157673e 550<para>The interface defaults to <guilabel>Numberic Mode</guilabel>.</para>\r
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551<para><mediaobject>\r
552<alt>screenshot of receiving on an invoice</alt>\r
553\r
554<imageobject>\r
555<imagedata fileref="media/invoice-receive-2.png" scalefit="0"></imagedata>\r
556</imageobject>\r
557</mediaobject></para>\r
558</informalfigure>\r
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559</step>\r
560\r
561<step>\r
562<para>Select the number of copies you would like to receive for each line item on the invoice.</para>\r
563</step>\r
564\r
565<step>\r
c325a6af 566<informalfigure>\r
f157673e 567<para>Click <guibutton>Receive Selected Copies</guibutton>.</para>\r
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568<para><mediaobject>\r
569<alt>screenshot of receiving on an invoice</alt>\r
570\r
571<imageobject>\r
572<imagedata fileref="media/invoice-receive-3.png" scalefit="0"></imagedata>\r
573</imageobject>\r
574</mediaobject></para>\r
575</informalfigure>\r
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576</step>\r
577\r
578<step>\r
c325a6af 579<informalfigure>\r
f157673e 580<para>The screen will refresh. Select more copies to receive or click <guibutton>Return to Invoice</guibutton>.</para>\r
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581<para><mediaobject>\r
582<alt>screenshot of receiving on an invoice</alt>\r
583\r
584<imageobject>\r
585<imagedata fileref="media/invoice-receive-4.png" scalefit="0"></imagedata>\r
586</imageobject>\r
587</mediaobject></para>\r
588</informalfigure>\r
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589</step>\r
590\r
591</procedure>\r
592\r
593\r
594</simplesect>\r
595\r
596<simplesect xml:id="invoice-receive-copies">\r
597<title>List Mode</title>\r
598\r
599<para><guilabel>List Mode</guilabel> allows you to receive indivdual copies in batch.</para>\r
600\r
601<procedure>\r
602<step>\r
603<para><link linkend="creating-invoices">Create an invoice</link>.</para>\r
604</step>\r
605\r
606<step>\r
dd5388ee 607<para>If necessary, link all applicable line items to the invoice. See <link linkend="populate-invoice">Populating Invoices</link>\r
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608 for instructions.</para>\r
609</step>\r
610\r
611<step>\r
612<informalfigure>\r
dd5388ee 613<para>When your invoice is complete use one of the two <guibutton>Save</guibutton> options.</para>\r
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614<para><mediaobject>\r
615<alt>screenshot of invoicing</alt>\r
616\r
617<imageobject>\r
618<imagedata fileref="media/blanket-invoice-17.png" scalefit="0"></imagedata>\r
619</imageobject>\r
620</mediaobject></para>\r
621</informalfigure>\r
dd5388ee 622\r
f157673e 623<para>Click <guibutton>Save</guibutton> to save the changes you have made and keep the invoice open.</para>\r
dd5388ee 624<para>Click <guibutton>Save and Clear</guibutton> to save the invoice and open a blank invoice.</para>\r
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625<note><para>Invoices can be re-opened at a later date if adjustments are required. See <link linkend="reopen-invoice">Re-Open an Invoice</link>.</para></note>\r
626</step>\r
627\r
628<step>\r
c325a6af 629<informalfigure>\r
f157673e 630<para>In the top right corner of the screen click <guibutton>Receive Items</guibutton>.</para>\r
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631<para><mediaobject>\r
632<alt>screenshot of receiving on an invoice</alt>\r
633\r
634<imageobject>\r
635<imagedata fileref="media/invoice-receive-5.png" scalefit="0"></imagedata>\r
636</imageobject>\r
637</mediaobject></para>\r
638</informalfigure>\r
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639</step>\r
640\r
641<step>\r
642<para>The <guilabel>Acqusitions Invoice Receiving</guilabel> interface opens.</para>\r
643<para>The interface defaults to <guilabel>Numberic Mode</guilabel>.</para>\r
644</step>\r
645\r
646<step>\r
c325a6af 647<informalfigure>\r
f157673e 648<para>Click <guibutton>Use List Mode</guibutton>.</para>\r
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649<para><mediaobject>\r
650<alt>screenshot of receiving on an invoice</alt>\r
651\r
652<imageobject>\r
653<imagedata fileref="media/invoice-receive-6.png" scalefit="0"></imagedata>\r
654</imageobject>\r
655</mediaobject></para>\r
656</informalfigure>\r
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657</step>\r
658\r
659<step>\r
660<para>Use the check boxes to select the specific copies you would like to receive.</para>\r
661</step>\r
662\r
663<step>\r
c325a6af 664<informalfigure>\r
f157673e 665<para>Click <guibutton>Receive Selected Copies</guibutton>.</para>\r
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666<para><mediaobject>\r
667<alt>screenshot of receiving on an invoice</alt>\r
668\r
669<imageobject>\r
670<imagedata fileref="media/invoice-receive-7.png" scalefit="0"></imagedata>\r
671</imageobject>\r
672</mediaobject></para>\r
673</informalfigure>\r
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674</step>\r
675\r
676<step>\r
c325a6af 677<informalfigure>\r
f157673e 678<para>The screen will refresh. Select more copies to receive or click <guibutton>Return to Invoice</guibutton>.</para>\r
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679<para><mediaobject>\r
680<alt>screenshot of receiving on an invoice</alt>\r
681\r
682<imageobject>\r
2573916a 683<imagedata fileref="media/invoice-receive-8.png" scalefit="0"></imagedata>\r
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684</imageobject>\r
685</mediaobject></para>\r
686</informalfigure>\r
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687</step>\r
688\r
689</procedure>\r
690\r
691\r
692</simplesect>\r
693\r
694</section>\r
695 \r
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696 \r
697</chapter>\r