Initial import of Acquistions doc.
authorRobin H. Johnson <rjohnson@sitka.bclibraries.ca>
Fri, 2 Mar 2012 20:42:30 +0000 (12:42 -0800)
committerRobin H. Johnson <jbuhler@docbook.sitka.bclibraries.ca>
Fri, 2 Mar 2012 20:43:02 +0000 (12:43 -0800)
730 files changed:
.gitignore [new file with mode: 0644]
acq/acq-add-records.xml [new file with mode: 0644]
acq/acq-attr-list.xml [new file with mode: 0644]
acq/acq-cancel-suspend.xml [new file with mode: 0644]
acq/acq-claim-items.xml [new file with mode: 0644]
acq/acq-introduction.xml [new file with mode: 0644]
acq/acq-invoices.xml [new file with mode: 0644]
acq/acq-line-items.xml [new file with mode: 0644]
acq/acq-load-bib.xml [new file with mode: 0644]
acq/acq-purchase-orders.xml [new file with mode: 0644]
acq/acq-receive.xml [new file with mode: 0644]
acq/acq-search-module.xml [new file with mode: 0644]
acq/acq-selection-lists.xml [new file with mode: 0644]
acq/media/MARC-federated-addrecord-1.png [new file with mode: 0644]
acq/media/MARC-federated-addrecord-10.png [new file with mode: 0644]
acq/media/MARC-federated-addrecord-11.png [new file with mode: 0644]
acq/media/MARC-federated-addrecord-2.png [new file with mode: 0644]
acq/media/MARC-federated-addrecord-3.png [new file with mode: 0644]
acq/media/MARC-federated-addrecord-4.png [new file with mode: 0644]
acq/media/MARC-federated-addrecord-5.png [new file with mode: 0644]
acq/media/MARC-federated-addrecord-6.png [new file with mode: 0644]
acq/media/MARC-federated-addrecord-7.png [new file with mode: 0644]
acq/media/MARC-federated-addrecord-8.png [new file with mode: 0644]
acq/media/MARC-federated-addrecord-9.png [new file with mode: 0644]
acq/media/actions-menu-lineitem-1.png [new file with mode: 0644]
acq/media/activate-purchaseorder-1.png [new file with mode: 0644]
acq/media/activate-purchaseorder-2.png [new file with mode: 0644]
acq/media/activate-purchaseorder-3.png [new file with mode: 0644]
acq/media/activate-purchaseorder-4-2.png [new file with mode: 0644]
acq/media/activate-purchaseorder-4.png [new file with mode: 0644]
acq/media/activate-purchaseorder-5.png [new file with mode: 0644]
acq/media/add-alert-lineitem-1.png [new file with mode: 0644]
acq/media/add-alert-lineitem-2.png [new file with mode: 0644]
acq/media/add-alert-lineitem-3.png [new file with mode: 0644]
acq/media/add-alert-lineitem-4.png [new file with mode: 0644]
acq/media/add-alert-lineitem-5.png [new file with mode: 0644]
acq/media/add-brief-purchaseorder-1.png [new file with mode: 0644]
acq/media/add-brief-purchaseorder-2.png [new file with mode: 0644]
acq/media/add-brief-purchaseorder-3.png [new file with mode: 0644]
acq/media/add-brief-purchaseorder-4.png [new file with mode: 0644]
acq/media/add-copies-invoice-2.png [new file with mode: 0644]
acq/media/add-copies-invoice-3.png [new file with mode: 0644]
acq/media/add-copies-invoice-4.png [new file with mode: 0644]
acq/media/add-copies-invoice-5.png [new file with mode: 0644]
acq/media/add-copies-invoice-6.png [new file with mode: 0644]
acq/media/add-copies-lineitem-1.png [new file with mode: 0644]
acq/media/add-copies-lineitem-2.png [new file with mode: 0644]
acq/media/add-copies-lineitem-3.png [new file with mode: 0644]
acq/media/add-copies-lineitem-4.png [new file with mode: 0644]
acq/media/add-copies-lineitem-5.png [new file with mode: 0644]
acq/media/add-copies-lineitem-6.png [new file with mode: 0644]
acq/media/add-copies-lineitem-7.png [new file with mode: 0644]
acq/media/add-copies-lineitem-8.png [new file with mode: 0644]
acq/media/add-notes-lineitem-1.png [new file with mode: 0644]
acq/media/add-notes-lineitem-2.png [new file with mode: 0644]
acq/media/add-notes-lineitem-3.png [new file with mode: 0644]
acq/media/add-notes-lineitem-4.png [new file with mode: 0644]
acq/media/add-notes-lineitem-5.png [new file with mode: 0644]
acq/media/add-notes-lineitem-6.png [new file with mode: 0644]
acq/media/add-notes-lineitem-7.png [new file with mode: 0644]
acq/media/add-notes-purchaseorder-1.png [new file with mode: 0644]
acq/media/add-notes-purchaseorder-2.png [new file with mode: 0644]
acq/media/add-notes-purchaseorder-3.png [new file with mode: 0644]
acq/media/add-notes-purchaseorder-4.png [new file with mode: 0644]
acq/media/add-notes-purchaseorder-5.png [new file with mode: 0644]
acq/media/add-notes-purchaseorder-6.png [new file with mode: 0644]
acq/media/add-notes-purchaseorder-7.png [new file with mode: 0644]
acq/media/attr-list-1.png [new file with mode: 0644]
acq/media/attr-list-2.png [new file with mode: 0644]
acq/media/attr-list-3.png [new file with mode: 0644]
acq/media/attr-list-4.png [new file with mode: 0644]
acq/media/attr-list-5.png [new file with mode: 0644]
acq/media/attr-list-6.png [new file with mode: 0644]
acq/media/attr-list-7.png [new file with mode: 0644]
acq/media/batch-policy-claim-1.png [new file with mode: 0644]
acq/media/batch-policy-claim-2.png [new file with mode: 0644]
acq/media/blanket-invoice-1.png [new file with mode: 0644]
acq/media/blanket-invoice-10.png [new file with mode: 0644]
acq/media/blanket-invoice-11.png [new file with mode: 0644]
acq/media/blanket-invoice-12.png [new file with mode: 0644]
acq/media/blanket-invoice-13.png [new file with mode: 0644]
acq/media/blanket-invoice-14.png [new file with mode: 0644]
acq/media/blanket-invoice-15.png [new file with mode: 0644]
acq/media/blanket-invoice-16.png [new file with mode: 0644]
acq/media/blanket-invoice-17.png [new file with mode: 0644]
acq/media/blanket-invoice-2.png [new file with mode: 0644]
acq/media/blanket-invoice-3.png [new file with mode: 0644]
acq/media/blanket-invoice-4.png [new file with mode: 0644]
acq/media/blanket-invoice-5.png [new file with mode: 0644]
acq/media/blanket-invoice-6.png [new file with mode: 0644]
acq/media/blanket-invoice-7.png [new file with mode: 0644]
acq/media/blanket-invoice-8.png [new file with mode: 0644]
acq/media/blanket-invoice-9.png [new file with mode: 0644]
acq/media/cancel-lineitem-1.png [new file with mode: 0644]
acq/media/cancel-lineitem-2.png [new file with mode: 0644]
acq/media/cancel-lineitem-3.png [new file with mode: 0644]
acq/media/cancel-lineitem-4.png [new file with mode: 0644]
acq/media/cancel-lineitem-5.png [new file with mode: 0644]
acq/media/cancel-lineitem-6.png [new file with mode: 0644]
acq/media/change-claim-lineitem-1.png [new file with mode: 0644]
acq/media/change-claim-lineitem-2.png [new file with mode: 0644]
acq/media/change-claim-lineitem-3.png [new file with mode: 0644]
acq/media/claim-copy-ready-batch-1.png [new file with mode: 0644]
acq/media/claim-copy-ready-batch-2.png [new file with mode: 0644]
acq/media/claim-copy-ready-batch-3.png [new file with mode: 0644]
acq/media/claim-copy-ready-batch-4.png [new file with mode: 0644]
acq/media/claim-copy-ready-batch-5.png [new file with mode: 0644]
acq/media/claim-copy-ready-batch-6.png [new file with mode: 0644]
acq/media/claim-copy-ready-batch-7.png [new file with mode: 0644]
acq/media/claim-lineitem-1.png [new file with mode: 0644]
acq/media/claim-lineitem-2.png [new file with mode: 0644]
acq/media/claim-lineitem-3.png [new file with mode: 0644]
acq/media/claim-lineitem-4.png [new file with mode: 0644]
acq/media/claim-lineitem-5.png [new file with mode: 0644]
acq/media/claim-lineitem-6.png [new file with mode: 0644]
acq/media/claim-lineitem-7.png [new file with mode: 0644]
acq/media/claim-ready-batch-1.png [new file with mode: 0644]
acq/media/claim-ready-batch-2.png [new file with mode: 0644]
acq/media/claim-ready-batch-3.png [new file with mode: 0644]
acq/media/claim-ready-batch-4.png [new file with mode: 0644]
acq/media/claim-ready-batch-5.png [new file with mode: 0644]
acq/media/claim-ready-batch-6.png [new file with mode: 0644]
acq/media/claim-ready-batch-7.png [new file with mode: 0644]
acq/media/claim-voucher-claim-1.png [new file with mode: 0644]
acq/media/claim-voucher-claim-2.png [new file with mode: 0644]
acq/media/claim-voucher-claim-3.png [new file with mode: 0644]
acq/media/claim-voucher-claim-4.png [new file with mode: 0644]
acq/media/claim-voucher-claim-6.png [new file with mode: 0644]
acq/media/clone-selection-1.png [new file with mode: 0644]
acq/media/clone-selection-2.png [new file with mode: 0644]
acq/media/clone-selection-3.png [new file with mode: 0644]
acq/media/clone-selection-4.png [new file with mode: 0644]
acq/media/complete-invoice-1.png [new file with mode: 0644]
acq/media/complete-invoice-2.png [new file with mode: 0644]
acq/media/convert-selection-1.png [new file with mode: 0644]
acq/media/convert-selection-2.png [new file with mode: 0644]
acq/media/convert-selection-3.png [new file with mode: 0644]
acq/media/convert-selection-4.png [new file with mode: 0644]
acq/media/convert-selection-5.png [new file with mode: 0644]
acq/media/convert-selection-6.png [new file with mode: 0644]
acq/media/convert-selection-7.png [new file with mode: 0644]
acq/media/convert-selection-8.png [new file with mode: 0644]
acq/media/copies-cancel-1.png [new file with mode: 0644]
acq/media/copies-cancel-2.png [new file with mode: 0644]
acq/media/copies-cancel-3.png [new file with mode: 0644]
acq/media/copies-cancel-4.png [new file with mode: 0644]
acq/media/copies-cancel-5.png [new file with mode: 0644]
acq/media/copies-cancel-6.png [new file with mode: 0644]
acq/media/copies-receive-1.png [new file with mode: 0644]
acq/media/copies-receive-2.png [new file with mode: 0644]
acq/media/copies-receive-3.png [new file with mode: 0644]
acq/media/copies-receive-4.png [new file with mode: 0644]
acq/media/copies-receive-5.png [new file with mode: 0644]
acq/media/copies-receive-6.png [new file with mode: 0644]
acq/media/copies-receive-7.png [new file with mode: 0644]
acq/media/copies-suspend-1.png [new file with mode: 0644]
acq/media/copies-suspend-2.png [new file with mode: 0644]
acq/media/copies-suspend-3.png [new file with mode: 0644]
acq/media/copies-suspend-4.png [new file with mode: 0644]
acq/media/copies-suspend-5.png [new file with mode: 0644]
acq/media/copies-suspend-6.png [new file with mode: 0644]
acq/media/copies-un-receive-1.png [new file with mode: 0644]
acq/media/copies-un-receive-2.png [new file with mode: 0644]
acq/media/copies-un-receive-3.png [new file with mode: 0644]
acq/media/create-new-purchaseorder-1.png [new file with mode: 0644]
acq/media/create-new-purchaseorder-2.png [new file with mode: 0644]
acq/media/create-new-purchaseorder-3.png [new file with mode: 0644]
acq/media/create-new-purchaseorder-4.png [new file with mode: 0644]
acq/media/create-new-purchaseorder-5.png [new file with mode: 0644]
acq/media/create-new-purchaseorder-6.png [new file with mode: 0644]
acq/media/create-new-purchaseorder-7.png [new file with mode: 0644]
acq/media/create-selection-1.png [new file with mode: 0644]
acq/media/create-selection-2.png [new file with mode: 0644]
acq/media/create-selection-3.png [new file with mode: 0644]
acq/media/create-selection-4.png [new file with mode: 0644]
acq/media/delete-charge-invoice-1.png [new file with mode: 0644]
acq/media/delete-charge-invoice-2.png [new file with mode: 0644]
acq/media/delete-charge-invoice-3.png [new file with mode: 0644]
acq/media/delete-lineitem-1.png [new file with mode: 0644]
acq/media/delete-lineitem-2.png [new file with mode: 0644]
acq/media/delete-lineitem-3.png [new file with mode: 0644]
acq/media/deletion-selection-1.png [new file with mode: 0644]
acq/media/deletion-selection-2.png [new file with mode: 0644]
acq/media/deletion-selection-3.png [new file with mode: 0644]
acq/media/detach-lineitem-invoice-1.png [new file with mode: 0644]
acq/media/detach-lineitem-invoice-2.png [new file with mode: 0644]
acq/media/estimated-price-lineitem-1.png [new file with mode: 0644]
acq/media/estimated-price-lineitem-2.png [new file with mode: 0644]
acq/media/find-record-workflow-1.png [new file with mode: 0644]
acq/media/find-record-workflow-1b.png [new file with mode: 0644]
acq/media/fund-batch-lineitem-1.png [new file with mode: 0644]
acq/media/fund-batch-lineitem-2.png [new file with mode: 0644]
acq/media/fund-batch-lineitem-3.png [new file with mode: 0644]
acq/media/fund-batch-lineitem-4.png [new file with mode: 0644]
acq/media/fund-batch-lineitem-5.png [new file with mode: 0644]
acq/media/fund-copy-lineitem-1.png [new file with mode: 0644]
acq/media/fund-copy-lineitem-2.png [new file with mode: 0644]
acq/media/fund-copy-lineitem-3.png [new file with mode: 0644]
acq/media/fund-copy-lineitem-4.png [new file with mode: 0644]
acq/media/fund-copy-lineitem-5.png [new file with mode: 0644]
acq/media/general-search-1.png [new file with mode: 0644]
acq/media/general-search-2.png [new file with mode: 0644]
acq/media/general-search-3.png [new file with mode: 0644]
acq/media/general-search-4.png [new file with mode: 0644]
acq/media/general-search-5.png [new file with mode: 0644]
acq/media/holdings-maintenance-lineitem-1.png [new file with mode: 0644]
acq/media/holdings-maintenance-lineitem-2.png [new file with mode: 0644]
acq/media/invoice-search-1.png [new file with mode: 0644]
acq/media/invoice-search-2.png [new file with mode: 0644]
acq/media/lineitem-catalogue-search-1.png [new file with mode: 0644]
acq/media/lineitem-catalogue-search-2.png [new file with mode: 0644]
acq/media/lineitem-catalogue-search-3.png [new file with mode: 0644]
acq/media/lineitem-invoice-1.png [new file with mode: 0644]
acq/media/lineitem-link-invoice-1.png [new file with mode: 0644]
acq/media/lineitem-link-invoice-2.png [new file with mode: 0644]
acq/media/lineitem-link-invoice-3.png [new file with mode: 0644]
acq/media/lineitem-link-invoice-4.png [new file with mode: 0644]
acq/media/link-catalog-lineitem-1.png [new file with mode: 0644]
acq/media/link-catalog-lineitem-2.png [new file with mode: 0644]
acq/media/link-catalog-lineitem-3.png [new file with mode: 0644]
acq/media/link-catalog-lineitem-4.png [new file with mode: 0644]
acq/media/link-catalog-lineitem-5.png [new file with mode: 0644]
acq/media/link-catalog-lineitem-6.png [new file with mode: 0644]
acq/media/link-catalog-lineitem-7.png [new file with mode: 0644]
acq/media/link-invoice-lineitem-1.png [new file with mode: 0644]
acq/media/link-invoice-lineitem-2.png [new file with mode: 0644]
acq/media/link-invoice-lineitem-3.png [new file with mode: 0644]
acq/media/link-invoice-lineitem-4.png [new file with mode: 0644]
acq/media/link-invoice-lineitem-5.png [new file with mode: 0644]
acq/media/load-MARC-addrecord-1.png [new file with mode: 0644]
acq/media/load-MARC-addrecord-10.png [new file with mode: 0644]
acq/media/load-MARC-addrecord-2.png [new file with mode: 0644]
acq/media/load-MARC-addrecord-3.png [new file with mode: 0644]
acq/media/load-MARC-addrecord-4.png [new file with mode: 0644]
acq/media/load-MARC-addrecord-5.png [new file with mode: 0644]
acq/media/load-MARC-addrecord-6.png [new file with mode: 0644]
acq/media/load-MARC-addrecord-7.png [new file with mode: 0644]
acq/media/load-MARC-addrecord-8.png [new file with mode: 0644]
acq/media/load-MARC-addrecord-9.png [new file with mode: 0644]
acq/media/load-bibs-1.png [new file with mode: 0644]
acq/media/load-bibs-2.png [new file with mode: 0644]
acq/media/load-bibs-3.png [new file with mode: 0644]
acq/media/load-catalog-record-1.png [new file with mode: 0644]
acq/media/load-catalog-record-2.png [new file with mode: 0644]
acq/media/load-catalog-record-3.png [new file with mode: 0644]
acq/media/load-catalog-record-4.png [new file with mode: 0644]
acq/media/load-catalog-record-5.png [new file with mode: 0644]
acq/media/load-catalog-record-6.png [new file with mode: 0644]
acq/media/load-catalog-record-7.png [new file with mode: 0644]
acq/media/load-catalog-record-8.png [new file with mode: 0644]
acq/media/load-catalog-record-9.png [new file with mode: 0644]
acq/media/manual-copy-claim-1.png [new file with mode: 0644]
acq/media/manual-copy-claim-2.png [new file with mode: 0644]
acq/media/manual-copy-claim-3.png [new file with mode: 0644]
acq/media/manual-copy-claim-4.png [new file with mode: 0644]
acq/media/manual-copy-claim-5.png [new file with mode: 0644]
acq/media/manual-copy-claim-6.png [new file with mode: 0644]
acq/media/manual-copy-claim-7.png [new file with mode: 0644]
acq/media/mark-order-purchase-1.png [new file with mode: 0644]
acq/media/mark-order-purchase-2.png [new file with mode: 0644]
acq/media/mark-order-purchase-3.png [new file with mode: 0644]
acq/media/mark-order-purchaseorder-1.png [new file with mode: 0644]
acq/media/mark-order-purchaseorder-2.png [new file with mode: 0644]
acq/media/mark-order-purchaseorder-3.png [new file with mode: 0644]
acq/media/mark-received-lineitem-1.png [new file with mode: 0644]
acq/media/mark-received-lineitem-2.png [new file with mode: 0644]
acq/media/mark-received-lineitem-3.png [new file with mode: 0644]
acq/media/mark-selector-selection-1.png [new file with mode: 0644]
acq/media/mark-selector-selection-2.png [new file with mode: 0644]
acq/media/mark-selector-selection-3.png [new file with mode: 0644]
acq/media/mark-selector-selection-4.png [new file with mode: 0644]
acq/media/mark-selector-selection-5.png [new file with mode: 0644]
acq/media/merge-selection-1.png [new file with mode: 0644]
acq/media/merge-selection-2.png [new file with mode: 0644]
acq/media/merge-selection-3.png [new file with mode: 0644]
acq/media/merge-selection-4.png [new file with mode: 0644]
acq/media/name-purchaseorder-1.png [new file with mode: 0644]
acq/media/name-purchaseorder-2.png [new file with mode: 0644]
acq/media/name-purchaseorder-3.png [new file with mode: 0644]
acq/media/name-purchaseorder-4.png [new file with mode: 0644]
acq/media/new-brief-addrecord-1.png [new file with mode: 0644]
acq/media/new-brief-addrecord-2.png [new file with mode: 0644]
acq/media/new-brief-addrecord-3.png [new file with mode: 0644]
acq/media/new-brief-addrecord-4.png [new file with mode: 0644]
acq/media/new-brief-addrecord-5.png [new file with mode: 0644]
acq/media/new-brief-addrecord-6.png [new file with mode: 0644]
acq/media/new-brief-addrecord-7.png [new file with mode: 0644]
acq/media/new-charge-purchaseorder-1.png [new file with mode: 0644]
acq/media/new-charge-purchaseorder-2.png [new file with mode: 0644]
acq/media/new-charge-purchaseorder-3.png [new file with mode: 0644]
acq/media/new-charge-purchaseorder-4.png [new file with mode: 0644]
acq/media/new-charge-purchaseorder-5.png [new file with mode: 0644]
acq/media/new-charge-purchaseorder-6.png [new file with mode: 0644]
acq/media/new-charge-purchaseorder-7.png [new file with mode: 0644]
acq/media/new-charge-purchaseorder-8.png [new file with mode: 0644]
acq/media/new-charge-purchaseorder-9.png [new file with mode: 0644]
acq/media/new-invoice-lineitem-1.png [new file with mode: 0644]
acq/media/new-invoice-lineitem-2.png [new file with mode: 0644]
acq/media/onorder-invisible-1.png [new file with mode: 0644]
acq/media/onorder-invisible-10.png [new file with mode: 0644]
acq/media/onorder-invisible-2.png [new file with mode: 0644]
acq/media/onorder-invisible-3.png [new file with mode: 0644]
acq/media/onorder-invisible-4.png [new file with mode: 0644]
acq/media/onorder-invisible-5.png [new file with mode: 0644]
acq/media/onorder-invisible-6.png [new file with mode: 0644]
acq/media/onorder-invisible-7.png [new file with mode: 0644]
acq/media/onorder-invisible-8.png [new file with mode: 0644]
acq/media/onorder-invisible-9.png [new file with mode: 0644]
acq/media/patron-request-record-1.png [new file with mode: 0644]
acq/media/pay-invoice-1.png [new file with mode: 0644]
acq/media/print-invoice-1.png [new file with mode: 0644]
acq/media/print-invoice-2.png [new file with mode: 0644]
acq/media/print-invoice-3.png [new file with mode: 0644]
acq/media/print-purchaseorder-1.png [new file with mode: 0644]
acq/media/print-purchaseorder-2.png [new file with mode: 0644]
acq/media/print-purchaseorder-3.png [new file with mode: 0644]
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diff --git a/.gitignore b/.gitignore
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+html
+pdf
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+<?xml version='1.0' encoding='UTF-8'?>
+<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"
+   xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="acq-add-records">
+   <info>
+      <title>Add Records</title>
+      <legalnotice>
+         <para><emphasis role="bold">Adapted with permission from original material by the <link
+                  xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf"
+                  xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf">Evergreen
+                  Community</link></emphasis></para>
+      </legalnotice>
+      
+     
+
+      <abstract>
+         <para>This chapter covers the several methods you can use to add records to Evergreen through the Acquisitions Module.</para></abstract>
+      
+
+   </info>
+
+<section xml:id="add-records-placeholder">
+</section>
+   <section xml:id="brief-records">
+      <title>Brief Records</title>
+      <para>Brief records are short bibliographic records with minimal information that are often used as placeholder records until items are received. Brief records 
+can be added to selection lists or purchase orders and will be imported into the catalogue. You can add brief records to new or existing selection lists. You can add 
+brief records to new or pending purchase orders.</para>
+
+<para><link linkend="add-brief-selection">Add a Brief Record to a Selection List</link></para>
+<para><link linkend="create-add-brief-selection">Create a Brief Record and add it to a Selection List</link></para>
+<para><link linkend="add-brief-purchase">Add a Brief Record to a Purchase Order</link></para>
+
+<simplesect xml:id="add-brief-selection">
+<title>Add a Brief Record to a Selection List</title>
+<para>You can add brief records to new or existing selection lists.</para>
+
+<procedure>
+<step>
+<informalfigure>
+<para>Select <menuchoice><guimenu>Acquisitions</guimenu>
+<guimenuitem>My Selection Lists</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of brief record</alt>
+
+<imageobject>
+<imagedata fileref="media/create-selection-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click on the hyperlinked name of the selection list you would like to open.</para>
+<para><mediaobject>
+<alt>screenshot of brief record</alt>
+
+<imageobject>
+<imagedata fileref="media/new-brief-addrecord-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Select <menuchoice><guimenu>Actions</guimenu>
+<guimenuitem>Add Brief Record</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of brief record</alt>
+
+<imageobject>
+<imagedata fileref="media/new-brief-addrecord-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter the bibliographic information into the desired fields and click <guibutton>Save Record</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of brief record</alt>
+
+<imageobject>
+<imagedata fileref="media/new-brief-addrecord-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>A new line item appears on your selection list.</para>
+<para><mediaobject>
+<alt>screenshot of brief record</alt>
+
+<imageobject>
+<imagedata fileref="media/new-brief-addrecord-7.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</simplesect>
+
+<simplesect xml:id="create-add-brief-selection">
+<title>Create a Brief Record and add it to a Selection List</title>
+
+<procedure>
+<step>
+<informalfigure>
+<para>Select <menuchoice><guimenu>Acquisitions</guimenu>
+<guimenuitem>New Brief Record</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of brief record</alt>
+
+<imageobject>
+<imagedata fileref="media/new-brief-addrecord-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>From the <guilabel>Add to Selection List</guilabel> drop down menu choose a selection list, or enter the name of a new selection list in the field.</para>
+<para><mediaobject>
+<alt>screenshot of brief record</alt>
+
+<imageobject>
+<imagedata fileref="media/new-brief-addrecord-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter the bibliographic information into the desired fields and click <guibutton>Save Record</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of brief record</alt>
+
+<imageobject>
+<imagedata fileref="media/new-brief-addrecord-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>A new line item appears on your selection list.</para>
+<para><mediaobject>
+<alt>screenshot of brief record</alt>
+
+<imageobject>
+<imagedata fileref="media/new-brief-addrecord-7.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</simplesect>
+
+<simplesect xml:id="add-brief-purchase">
+<title>Add a Brief Record to Purchase Order</title>
+
+<para>You can add brief records to new or existing purchase orders.</para>
+
+<procedure>
+<step>
+<para>Open or create a purchase order. See <link linkend="acq-purchase-orders">Chapter 32, Purchase Orders</link> for more information.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Click the <guibutton>Add Brief Record</guibutton> button.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/add-brief-purchaseorder-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter bibliographic information in the desired fields and click <guibutton>Save Record</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/add-brief-purchaseorder-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>A new line item appears on your purchase order.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/add-brief-purchaseorder-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>To add additional brief records, select <menuchoice><guimenu>Actions</guimenu>
+<guimenuitem>Add Brief Record</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/add-brief-purchaseorder-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</simplesect>
+
+</section>
+
+
+<section xml:id="marc-order-records">
+<title>Load MARC Order Records</title>
+<para>The <guilabel>Load MARC Order Records</guilabel> interface enables you to upload MARC records to Evergreen that you have saved on your computer.  You can add the 
+records to a selection list and/or to a purchase order. You can both create and activate purchase orders in one step from this interface. There is also the ability to 
+load bibs and items into the catalogue from this interface.</para>
+
+<procedure>
+<step>
+<informalfigure>
+<para>Select <menuchoice><guimenu>Actions</guimenu>
+<guimenuitem>Load MARC Order Records</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of load MARC order records</alt>
+
+<imageobject>
+<imagedata fileref="media/load-MARC-addrecord-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>If you would like to upload the MARC records to a new purchase order, check the box adjacent to <guilabel>Create Purchase Order</guilabel>.</para>
+<para><mediaobject>
+<alt>screenshot of load MARC order records</alt>
+
+<imageobject>
+<imagedata fileref="media/load-MARC-addrecord-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+<caution><para>This option is not currently working.  Do not check this box.</para></caution>
+</step>
+
+<step>
+<informalfigure>
+<para>If you would like to activate the purchase order at the time of creation, check the box adjacent to <guilabel>Activate Purchase Order</guilabel>.</para>
+<para><mediaobject>
+<alt>screenshot of load MARC order records</alt>
+
+<imageobject>
+<imagedata fileref="media/load-MARC-addrecord-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+<caution><para>This option is not currently working.  Do not check this box.</para></caution>
+</step>
+
+<step>
+<informalfigure>
+<para>If you would like to load bibs and items into the catalogue, check the box adjacent to <guilabel>Load Bibs and Items into the ILS</guilabel>.</para>
+<para><mediaobject>
+<alt>screenshot of load MARC order records</alt>
+
+<imageobject>
+<imagedata fileref="media/load-MARC-addrecord-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>In the <guilabel>Provider</guilabel> field, enter the code for the provider. The text will auto-complete.</para>
+<para><mediaobject>
+<alt>screenshot of load MARC order records</alt>
+
+<imageobject>
+<imagedata fileref="media/load-MARC-addrecord-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Select a context org unit from the drop down menu.</para>
+<note><para>The context org unit is the org unit that "owns" the bib record. Multi-branch systems should select a physical location rather 
+than an administrative org unit as the context org unit.</para></note>
+<para><mediaobject>
+<alt>screenshot of load MARC order records</alt>
+
+<imageobject>
+<imagedata fileref="media/load-MARC-addrecord-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>If you would like to upload the records to a selection list, you can select a list from the drop down menu or type in the name of the selection list you would 
+like to create.</para>
+<para><mediaobject>
+<alt>screenshot of load MARC order records</alt>
+
+<imageobject>
+<imagedata fileref="media/load-MARC-addrecord-7.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Browse</guibutton> to search for the file of bibliographic records saved on your computer.</para>
+<para><mediaobject>
+<alt>screenshot of load MARC order records</alt>
+
+<imageobject>
+<imagedata fileref="media/load-MARC-addrecord-8.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Locate the desired file and click <guibutton>Open</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of load MARC order records</alt>
+
+<imageobject>
+<imagedata fileref="media/load-MARC-addrecord-9.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Upload</guibutton>. A summary of the items that have been processed will appear.</para>
+<para><mediaobject>
+<alt>screenshot of load MARC order records</alt>
+
+<imageobject>
+<imagedata fileref="media/load-MARC-addrecord-10.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<para>Click the hyperlink that appears to either <guilabel>View Selection List</guilabel> or <guilabel>View Purchase Order</guilabel>.</para>
+</step>
+</procedure>
+
+</section>
+
+
+   <section xml:id="marc-federated-search">
+      <title>MARC Federated Search</title>
+      <para>The MARC Federated Search enables you to import bibliographic records into a selection list or purchase order from a Z39.50 source.</para>
+
+<procedure>
+<step>
+<informalfigure>
+<para>Select <menuchoice><guimenu>Actions</guimenu>
+<guimenuitem>MARC Federated Search</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of MARC federated search</alt>
+
+<imageobject>
+<imagedata fileref="media/MARC-federated-addrecord-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Check the boxes of the Z39.50 services you wish to search. The local Evergreen Catalogue is checked by default.</para>
+<note><para>Best practice is to always leave the Evergreen Catalogue checked.  This helps prevent duplicate records from being added to the catalogue.</para></note>
+<para><mediaobject>
+<alt>screenshot of MARC federated search</alt>
+
+<imageobject>
+<imagedata fileref="media/MARC-federated-addrecord-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter your search term(s) into the search field(s) of your choice.</para>
+<para><mediaobject>
+<alt>screenshot of MARC federated search</alt>
+
+<imageobject>
+<imagedata fileref="media/MARC-federated-addrecord-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Choose the number of <guilabel>Hits Per Source</guilabel> that you desire.</para>
+<para><mediaobject>
+<alt>screenshot of MARC federated search</alt>
+
+<imageobject>
+<imagedata fileref="media/MARC-federated-addrecord-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Submit</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of MARC federated search</alt>
+
+<imageobject>
+<imagedata fileref="media/MARC-federated-addrecord-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>A list of results will appear.</para>
+<para><mediaobject>
+<alt>screenshot of MARC federated search</alt>
+
+<imageobject>
+<imagedata fileref="media/MARC-federated-addrecord-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+
+<tip><informalfigure><para>Clicking on the title of any of the results will bring up the MARC record.</para>
+<para><mediaobject>
+<alt>screenshot of MARC federated search</alt>
+
+<imageobject>
+<imagedata fileref="media/MARC-federated-addrecord-9.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+
+<informalfigure>
+<para>You are then able to edit the MARC record before bringing it into the catalogue.  Records that already exist in Evergreen do not give the 
+<guibutton>Edit MARC Order Record</guibutton> option.</para>
+<para><mediaobject>
+<alt>screenshot of MARC federated search</alt>
+
+<imageobject>
+<imagedata fileref="media/MARC-federated-addrecord-10.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</tip>
+</step>
+
+<step>
+<informalfigure>
+<para>You can save the line item(s) to a selection list by checking the box(es) adjacent to the desired line item(s) and selecting <menuchoice><guimenu>Actions</guimenu>
+<guimenuitem>Save Items to Selection List</guimenuitem></menuchoice>.</para> 
+<para><mediaobject>
+<alt>screenshot of MARC federated search</alt>
+
+<imageobject>
+<imagedata fileref="media/MARC-federated-addrecord-7.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+
+<informalfigure>
+<para>Either <guilabel>Save as Selection List</guilabel> and type in the name of a new selection list, 
+or <guilabel>Add to Selection List</guilabel> and type in the name of an existing selection list.</para>
+<para><mediaobject>
+<alt>screenshot of MARC federated search</alt>
+
+<imageobject>
+<imagedata fileref="media/MARC-federated-addrecord-11.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+<para></para>
+<informalfigure>
+<para>Alternatively, you can create a purchase order from the line item(s) by checking the box adjacent to the desired line item(s) and selecting 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>Create Purchase Order</guimenuitem></menuchoice>.</para>
+<para>See <link linkend="acq-purchase-orders">Chapter32, Purchase Orders</link> for further instructions.</para>
+<para><mediaobject>
+<alt>screenshot of MARC federated search</alt>
+
+<imageobject>
+<imagedata fileref="media/MARC-federated-addrecord-8.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+</procedure>
+
+</section>
+
+
+   <section xml:id="catalog-record-ids">
+      <title>Load Catalog Record IDs</title>
+      <para>The Load Catalog Record IDs function enables you to create line items from a list of catalogue records whose record IDs are saved in a CSV file.</para>
+<para>This is useful if you want to batch order copies of items that your organization already owns. For example, you run a copy/hold ratio  report to identify 
+how many copies you have available compared to the number of holds that are on your Hot Fiction display. You decided that you want to order an extra copy of six titles. 
+Your copy/hold ration report includes the record ID of each title. You can save the record IDs into a CSV file, upload the file into Evergreen, and create a purchase 
+order for the items. If you only want to order additional copies of one title then using <link linkend="view-place-orders">View/Place Orders</link> is faster.</para>
+
+<note><informalfigure><para>Record IDs are auto-generated digits associated with each record. They are found in the <guilabel>Record Summary</guilabel> that appears at the top of 
+each record in the catalogue.</para>
+<para><mediaobject>
+<alt>screenshot of load catalog IDs</alt>
+
+<imageobject>
+<imagedata fileref="media/load-catalog-record-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</note>
+
+<procedure>
+<step>
+<para>Create a CSV file with the record ID of each catalogue record in the first column of the spreadsheet. You can create this CSV file from a spreadsheet generated 
+by a report, as suggested in the aforementioned example. You can also copy and paste record IDs from the catalogue record into the CSV file.</para>
+</step>
+
+<step>
+<para>Save the CSV file to your computer.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>In Evergreen, select <menuchoice><guimenu>Actions</guimenu>
+<guimenuitem>Load Catalog Record IDs</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of load catalog IDs</alt>
+
+<imageobject>
+<imagedata fileref="media/load-catalog-record-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Load More Terms</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of load catalog IDs</alt>
+
+<imageobject>
+<imagedata fileref="media/load-catalog-record-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Locate the desired file and click <guibutton>Open</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of load catalog IDs</alt>
+
+<imageobject>
+<imagedata fileref="media/load-catalog-record-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The screen will display the number of terms (record IDs) that have been loaded.</para>
+<para><mediaobject>
+<alt>screenshot of load catalog IDs</alt>
+
+<imageobject>
+<imagedata fileref="media/load-catalog-record-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Retrieve Records</guibutton>.</para> 
+<para><mediaobject>
+<alt>screenshot of load catalog IDs</alt>
+
+<imageobject>
+<imagedata fileref="media/load-catalog-record-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The records will appear as line items to which you can add copies, notes, and pricing information.</para>
+<para><mediaobject>
+<alt>screenshot of load catalog IDs</alt>
+
+<imageobject>
+<imagedata fileref="media/load-catalog-record-7.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>You can save the line item(s) to a selection list by checking the box(es) adjacent to the desired line item(s) and selecting <menuchoice><guimenu>Actions</guimenu>
+<guimenuitem>Save Items to Selection List</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of load catalog IDs</alt>
+
+<imageobject>
+<imagedata fileref="media/load-catalog-record-8.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+
+<informalfigure>
+<para>Either <guilabel>Save as Selection List</guilabel> and type in the name of a new selection list, 
+or <guilabel>Add to Selection List</guilabel> and type in the name of an existing selection list.</para>
+<para><mediaobject>
+<alt>screenshot of MARC federated search</alt>
+
+<imageobject>
+<imagedata fileref="media/MARC-federated-addrecord-11.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+
+<informalfigure>
+<para>Alternatively, you can create a purchase order from the line item(s) by checking the box adjacent to the desired line item(s) and selecting 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>Create Purchase Order</guimenuitem></menuchoice>. See the <link linkend="create-purchase-order">Create a Purchase Order</link> for 
+further instructions.</para>
+<para><mediaobject>
+<alt>screenshot of load catalog IDs</alt>
+
+<imageobject>
+<imagedata fileref="media/load-catalog-record-9.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+</procedure>
+</section>
+
+
+   <section xml:id="view-place-orders">
+      <title>View/Place Orders</title>
+      <para>You can use <guilabel>View/Place Orders</guilabel> to easily order an additional copy of an item that is already in the catalogue. 
+<link linkend="catalog-record-ids">Load Catalog Record IDs</link> is more effective when working with a list of additional copies 
+of titles to be ordered.</para>
+
+<procedure>
+
+<step>
+<para>Open a bibliographic record.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Select <menuchoice><guimenu>Actions for this Record</guimenu>
+<guimenuitem>View/Place Orders</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of view/place orders</alt>
+
+<imageobject>
+<imagedata fileref="media/view-place-record-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click either <guilabel>Add to Selection List</guilabel>, or <guilabel>Create a Purchase Order</guilabel>. See 
+<link linkend="acq-purchase-orders">Chapter 32, Purchase Orders</link> for further instructions.</para>
+<para><mediaobject>
+<alt>screenshot of view/place orders</alt>
+
+<imageobject>
+<imagedata fileref="media/view-place-record-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+</procedure>
+</section>
+
+
+   <section xml:id="patron-requests">
+      <title>Patron Requests</title>
+
+<informalfigure>      
+<para>The patron request interface will allow you to view requests that patrons make via the OPAC. The functionality for OPAC requests is not currently available 
+in the native Evergreen interface, so the screen remains blank in 2.0.</para>
+<para><mediaobject>
+<alt>screenshot of patron requests</alt>
+
+<imageobject>
+<imagedata fileref="media/patron-requests-record-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+
+</section>   
+    
+</chapter>
diff --git a/acq/acq-attr-list.xml b/acq/acq-attr-list.xml
new file mode 100644 (file)
index 0000000..c3f327e
--- /dev/null
@@ -0,0 +1,111 @@
+<?xml version='1.0' encoding='UTF-8'?>
+<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"
+   xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="acq-attr-list">
+   <info>
+      <title>Export Single Attribute List</title>
+      <legalnotice>
+         <para><emphasis role="bold">Adapted with permission from original material by the <link
+                  xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf"
+                  xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf">Evergreen
+                  Community</link></emphasis></para>
+      </legalnotice>
+      
+     
+
+      <abstract>
+         <para>This chapter details how to export a single attribute list from a selection list or purchase order.  These lists can contain ISBNs, ISSNs, or UPCs.</para></abstract>
+      
+
+   </info>
+
+<section xml:id="attrlist-placeholder">
+</section>
+
+   <section xml:id="how-export-attrlist">
+      <title>How to Export a Single Attribute List</title>
+      <para>You can export ISBNs, ISSNs, or UPCs as a file from the list of line items. A list of ISBNs, for example, could be uploaded to provider websites when 
+placing orders.</para>
+
+<procedure>
+<step>
+<informalfigure>
+<para>On either a selection list or purchase order, check the boxes of the line items with the attributes that you wish to export.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/attr-list-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>From the main <guilabel>Actions</guilabel> menu, select <menuchoice><guimenu>Actions</guimenu><guimenuitem>Export Single Attribute List</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/attr-list-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Choose the line item attribute that you would like to export from the drop down list of attributes.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/attr-list-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Export List</guibutton></para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/attr-list-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Save the file to your computer.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/attr-list-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Open the file. You may need to choose a program to open the file with. The following is an example of an ISBN in a spreadsheet.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/attr-list-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</section>
+   
+</chapter>
diff --git a/acq/acq-cancel-suspend.xml b/acq/acq-cancel-suspend.xml
new file mode 100644 (file)
index 0000000..3c28eeb
--- /dev/null
@@ -0,0 +1,593 @@
+<?xml version='1.0' encoding='UTF-8'?>
+<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"
+   xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="acq-cancel-suspend">
+   <info>
+      <title>Cancel/Suspend Acquisitions</title>
+      <legalnotice>
+         <para><emphasis role="bold">Adapted with permission from original material by the <link
+                  xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf"
+                  xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf">Evergreen
+                  Community</link></emphasis></para>
+      </legalnotice>
+      
+     
+
+      <abstract>
+         <para>You can cancel entire purchase orders, line items on a purchase order, and individual copies that are attached to a line item.</para>
+<para>You can also use cancel reasons to suspend purchase orders, line items, and copies. This is done by choosing a cancel reason for which debits are 
+kept.  For 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
+remain encumbered for the purchases while the purchase order, line item, or copy has the status of cancelled.</para></abstract>
+      
+
+   </info>
+
+
+<section xml:id="cansup-placeholder">
+</section>
+   <section xml:id="purchase-order-cansup">
+      <title>Cancelling and Suspending Purchase Orders</title>
+      <para>You can cancel or suspend purchase orders that are in a state of pending or on-order.</para>
+
+<para><link linkend="purchase-order-cancel">Cancel a Purchase Order</link></para>
+<para><link linkend="purchase-order-suspend">Suspend a Purchase Order</link></para>
+
+<simplesect xml:id="purchase-order-cancel">
+<title>Cancel a Purchase Order</title>
+
+<procedure>
+<step>
+<para>Open your purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Cancel order</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of cancel order</alt>
+
+<imageobject>
+<imagedata fileref="media/purchase-order-cancel-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>From the drop down menu that appears, select a cancel reason.</para>
+<para><mediaobject>
+<alt>screenshot of cancel order</alt>
+
+<imageobject>
+<imagedata fileref="media/purchase-order-cancel-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Cancel order</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of cancel order</alt>
+
+<imageobject>
+<imagedata fileref="media/purchase-order-cancel-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>A pop up will appear asking you to confirm that you wish to cancel the purchase order. Click <guibutton>OK</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of cancel order</alt>
+
+<imageobject>
+<imagedata fileref="media/purchase-order-cancel-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The status of the purchase order becomes <guilabel>cancelled</guilabel> and all the line item bars change to white.</para>
+<para>The funds no longer show as encumbered for the purchase order.</para>
+<para><mediaobject>
+<alt>screenshot of cancel order</alt>
+
+<imageobject>
+<imagedata fileref="media/purchase-order-cancel-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</simplesect>
+
+<simplesect xml:id="purchase-order-suspend">
+<title>Suspend a Purchase Order</title>
+
+<procedure>
+<step>
+<para>Open your purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Cancel order</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of cancel order</alt>
+
+<imageobject>
+<imagedata fileref="media/purchase-order-suspend-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>From the drop down menu that appears, select a cancel reason for which debits are kept. See 
+<link linkend="cancel-reasons-defaults">Sitka Cancel Reason Defaults</link> for which cancel reasons keep debits.</para>
+<para><mediaobject>
+<alt>screenshot of cancel order</alt>
+
+<imageobject>
+<imagedata fileref="media/purchase-order-cancel-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Cancel order</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of cancel order</alt>
+
+<imageobject>
+<imagedata fileref="media/purchase-order-suspend-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>A pop up will appear asking you to confirm that you wish to cancel the purchase order. Click <guibutton>OK</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of cancel order</alt>
+
+<imageobject>
+<imagedata fileref="media/purchase-order-cancel-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The status of the purchase order becomes <guilabel>cancelled</guilabel> and all the line item bars change to white.</para>
+<para>Because the purchase order has been suspended rather than cancelled, the funds are still encumbered.</para>
+<para><mediaobject>
+<alt>screenshot of cancel order</alt>
+
+<imageobject>
+<imagedata fileref="media/purchase-order-suspend-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<para>A suspended purchase order is resolved when the items arrive and are received.</para>
+</step>
+</procedure>
+
+</simplesect>
+
+</section>
+
+
+<section xml:id="line-item-cansup">
+<title>Cancelling and Suspending Line Items</title>
+<para>You can cancel or suspend line items that are in a state of pending or on-order.</para>
+
+<para><link linkend="line-item-cancel">Cancel a Line Item</link></para>
+<para><link linkend="line-item-suspend">Suspend a Line Item</link></para>
+
+<simplesect xml:id="line-item-cancel">
+<title>Cancel a Line Item</title>
+
+<procedure>
+<step>
+<para>Open your purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Check the box(es) of the line item(s) you wish to cancel.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/cancel-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the main <guilabel>Actions</guilabel> menu, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>Cancel Selected Lineitems</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/cancel-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>From the drop down menu that appears, select a cancel reason.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/cancel-lineitem-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Cancel Line Items</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/cancel-lineitem-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>A pop up will appear asking you to confirm that you wish to cancel the line item.  Click <guibutton>OK</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/cancel-lineitem-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The line item will change to white and the status will update to <guilabel>cancelled</guilabel>.</para>
+<para>The funds for the particular line item will no longer be encumbered.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/cancel-lineitem-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</simplesect>
+
+<simplesect xml:id="line-item-suspend">
+<title>Suspend a Line Item</title>
+
+<procedure>
+<step>
+<para>Open your purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Check the box(es) of the line item(s) you wish to suspend.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/cancel-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the main <guilabel>Actions</guilabel> menu, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>Cancel Selected Lineitems</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/cancel-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>From the drop down menu that appears, select a cancel reason for which debits are kept. See 
+<link linkend="cancel-reasons-defaults">Sitka Cancel Reason Defaults</link> for which cancel reasons keep debits.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/cancel-lineitem-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Cancel Line Items</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/suspend-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>A pop up will appear asking you to confirm that you wish to cancel the line item.  Click <guibutton>OK</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/cancel-lineitem-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The line item will change to white and the status will update to <guilabel>cancelled</guilabel>.</para>
+<para>Because the line item has been suspended rather than cancelled, the funds for the line item are still encumbered.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/cancel-lineitem-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<para>A suspended line item is resolved when all copies of the item arrive and are received.</para>
+</step>
+
+</procedure>
+
+</simplesect>
+
+</section>
+
+
+   <section xml:id="copies-cansup">
+      <title>Cancelling and Suspending Copies</title>
+      <para>You can cancel or suspend copies that are in a state of pending or on-order.</para>
+
+<para><link linkend="copies-cancel">Cancel a Copy</link></para>
+<para><link linkend="copies-suspend">Suspend a Copy</link></para>
+
+<simplesect xml:id="copies-cancel">
+<title>Cancel a Copy</title>
+
+<procedure>
+<step>
+<para>Open your purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Click the <guilabel>Copies</guilabel> link on the line item containing the copy or copies you wish to cancel.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/copies-cancel-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click the <guilabel>Cancel</guilabel> link adjacent to the copy you wish to cancel.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/copies-cancel-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>From the drop down menu that appears, select a cancel reason.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/copies-cancel-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Cancel copy</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/copies-cancel-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>A pop up will appear asking you to confirm that you wish to cancel the copy. Click <guibutton>OK</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/copies-cancel-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The status of the copy becomes cancelled. The line item bar will only change to white and have a status of <guilabel>cancelled</guilabel> 
+if all copies for the line item have been cancelled.</para>
+<para>The funds for the particular copy will no longer be encumbered.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/copies-cancel-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</simplesect>
+
+<simplesect xml:id="copies-suspend">
+<title>Suspend a Copy</title>
+
+<procedure>
+<step>
+<para>Open your purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Click the <guilabel>Copies</guilabel> link on the line item containing the copy or copies you wish to suspend.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/copies-cancel-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click the <guilabel>Cancel</guilabel> link adjacent to the copy you wish to suspend.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/copies-cancel-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+
+</step>
+
+<step>
+<informalfigure>
+<para>From the drop down menu that appears, select a cancel reason for which debits are kept. See 
+<link linkend="cancel-reasons-defaults">Sitka Cancel Reason Defaults</link> for which cancel reasons keep debits.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/copies-cancel-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Cancel copy</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/copies-suspend-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>A pop up will appear asking you to confirm that you wish to cancel the copy. Click <guibutton>OK</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/copies-cancel-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The status of the copy becomes cancelled. The line item bar will only change to white and have a status of <guilabel>cancelled</guilabel> 
+if all copies for the line item have been cancelled.</para>
+<para>Because the copy has been suspended rather than cancelled, the funds for the copy are still encumbered.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/copies-cancel-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<para>A suspended copy is resolved when the copy arrives and is received.</para>
+</step>
+
+</procedure>
+
+</simplesect>
+
+</section>
+  
+    
+</chapter>
diff --git a/acq/acq-claim-items.xml b/acq/acq-claim-items.xml
new file mode 100644 (file)
index 0000000..ee56013
--- /dev/null
@@ -0,0 +1,774 @@
+<?xml version='1.0' encoding='UTF-8'?>
+<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"
+   xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="acq-claim-items">
+   <info>
+      <title>Claim Items</title>
+      <legalnotice>
+         <para><emphasis role="bold">Adapted with permission from original material by the <link
+                  xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf"
+                  xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf">Evergreen
+                  Community</link></emphasis></para>
+      </legalnotice>
+      
+     
+
+      <abstract>
+         <para>All claiming is currently manual; electronic claiming is not available in the 2.0 release.</para>  
+<para>Evergreen uses the default claiming policies set for each provider to compile a claim-ready list of items based on order date.  This list can aid staff when 
+claiming items.  Staff can use Evergreen to track items that have been manually claimed.</para>
+<para>Default claiming policies have been set Sitka-wide.  These defaults can be found in the <link linkend="claiming-acq">Claiming</link> section of 
+<link linkend="admin-acqdefaults">Chapter 41. Acquisitions Module Sitka-wide Defaults</link>.</para>  
+</abstract>
+      
+
+   </info>
+
+<section xml:id="claim-placeholder">
+</section>
+
+<section xml:id="claim-policy-change">
+<title>Changing Claim Policies</title>
+<para>The default claim policy associated with each provider is automatically assigned to line items and copies purchased from the provider.</para>
+<para>The claim policy for a line item can be changed on the purchase order until the line item is received. While it is possible to change the claim policy on a 
+selection list, the change is over-written by the provider default when the selection list is converted to a purchase order and the provider is added.</para> 
+
+<para><link linkend="view-claim-policy">View the Current Claim Policy for a Line Item</link></para>
+<para><link linkend="claim-change-lineitem">Change a Line Item Claim Policy</link></para>
+<para><link linkend="claim-change-batch">Batch Change Claim Policies</link></para>
+
+<simplesect xml:id="view-claim-policy">
+<title>View the Current Claim Policy for a Line Item</title>
+<para>You can use the Line Item History to view the current claim policy assigned to a line item.</para>
+
+<procedure>
+<step>
+<para>Open a purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the <guilabel>Actions</guilabel> menu on the line item, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>View History</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/view-history-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>By default, the changes appear with the newest change first. The current claim policy and any claim policies previously applied to the line item will appear in the 
+<guilabel>Claim Policy</guilabel> column.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/view-history-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+</procedure>
+
+</simplesect>
+
+<simplesect xml:id="claim-change-lineitem">
+<title>Change a Line Item Claim Policy</title>
+<para>You can manually change the claim policy that has been applied to a line item on a purchase order until the item is received.</para>
+
+<procedure>
+<step>
+<para>Open your purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the <guilabel>Actions</guilabel> menu on the line item, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>Change claim policy</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/change-claim-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>A drop down menu of claim policies will appear. Choose a claim policy to apply to the line item.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/change-claim-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Save</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/change-claim-lineitem-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</simplesect>
+
+<simplesect xml:id="claim-change-batch">
+      <title>Batch Change Claim Policies</title>
+      <para>You can change the claim policy applied to multiple line items on a purchase order at the same time.</para>
+
+<procedure>
+<step>
+<para>Open a purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Use the check boxes adjacent to each line item to select the line items you would like to apply the new claim policy to.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/batch-policy-claim-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the main <guilabel>Actions</guilabel> menu, select <menuchoice><guimenu>Actions</guimenu><guimenuitem>Change Claim Policy</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/batch-policy-claim-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>From the drop down menu select the new claim policy you wish to apply to the line items.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/change-claim-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Save</guibutton>. The new claim policy will be applied to the line items.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/change-claim-lineitem-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+</simplesect>
+
+</section>
+
+<section xml:id="claim-ready-claiming">
+      <title>Claim-Ready Items</title>
+    <para>If an item has not been received and meets the conditions for claiming, according to the item's claim policy, the item will be eligible for claiming. 
+Evergreen can produce a list of items, by ordering branch, which are ready to be claimed. You can use this list to manually claim items from your provider without 
+having to open the purchase orders.</para>    
+
+<para><link linkend="claim-ready-items">Batch Claiming of Claim-Ready Items</link></para>
+<para><link linkend="claim-ready-copies">Copy Claiming of Claim-Ready Items</link></para>
+
+      <simplesect xml:id="claim-ready-items">
+      <title>Batch Claiming of Claim-Ready Items</title>
+    
+<para>Entire line items can be manually claimed through the claim-ready list.</para>
+<procedure>
+<step>
+<informalfigure>
+<para>Select <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Claim-Ready Items</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-ready-batch-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>If your library system has branches, choose a branch from the drop down menu to claim items to be received by that branch.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-ready-batch-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<para>Any items that meet the conditions for claiming will appear. Any items being claimed with the same claim type (claim reason) can be claimed at the same 
+time.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Check the box(es) adjacent to the line item(s) you wish to claim.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-ready-batch-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Claim selected items</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-ready-batch-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para> From the <guilabel>Claim Type</guilabel> drop down menu select the reason you are making the claim.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-ready-batch-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter a note if you desire and click <guibutton>Claim</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-ready-batch-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Claim vouchers for the claimed items will appear.  Click <guibutton>Print</guibutton> to print out your vouchers.  The voucher can be mailed to the provider to 
+initiate the claim.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-ready-batch-7.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+</simplesect>
+
+<simplesect xml:id="claim-ready-copies">
+<title>Copy Claiming of Claim-Ready Items</title>
+<para>Individual copies on a line item can be manually claimed through the claim-ready list.</para>
+
+<procedure>
+<step>
+<informalfigure>
+<para>Click <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Claim-Ready Items</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-ready-batch-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>If your library system has branches, choose a branch from the drop down menu to claim items to be received by that branch.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-ready-batch-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<para>Any items that meet the conditions for claiming will appear.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Click the <guilabel>Consider individual copies for claiming</guilabel> link in the information for the item you would like to claim a specific copy of.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-copy-ready-batch-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click the <guilabel>Claim</guilabel> link adjacent to the copy you wish to claim.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-copy-ready-batch-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Use the check boxes to select any additional copies you wish to claim and then click <guibutton>Claim selected</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-copy-ready-batch-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para> From the <guilabel>Claim Type</guilabel> drop down menu select the reason you are making the claim.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-copy-ready-batch-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter a note if you desire and click <guibutton>Claim</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-copy-ready-batch-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Claim vouchers for the claimed items will appear.  Click <guibutton>OK</guibutton> to print out your vouchers.</para>
+<para>These vouchers can be mailed to the provider to initiate claims.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-copy-ready-batch-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Go Back</guibutton> to return to the <guilabel>Claim-Ready Items</guilabel> list.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-copy-ready-batch-7.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+
+</simplesect>
+</section>
+
+<section xml:id="claiming-items">
+<title>Manual Claiming</title>
+
+<para>Items can be manually claimed at any time.  Manual claiming can be done for both line items and individual copies.</para>
+
+<para><link linkend="manually-claim-item">Manually Claim a Line Item</link></para>
+<para><link linkend="manually-claim-copy">Manually Claim a Copy</link></para>
+
+
+<simplesect xml:id="manually-claim-item">
+      <title>Manually Claim a Line Item</title>
+      <para>You can manually claim a line item any time after it has been ordered until it is received. Line items that have been suspended can be claimed.</para>
+
+<procedure>
+<step>
+<para>Open your purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the <guilabel>Actions</guilabel> menu on the line item, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>Claims (0 existing)</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Check the boxes adjacent to the copies you wish to claim and click <guibutton>Claim Selected</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para> From the <guilabel>Claim Type</guilabel> drop down menu select the reason you are making the claim.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-lineitem-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter a note if you desire and click <guibutton>Claim</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-lineitem-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The number of existing claims on the line item updates and a claim voucher appears.(BUG: The voucher appears inconsistently).</para>
+<para>The voucher can be printed and mailed to the provider to initiate the claim.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-lineitem-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Once again use the <guilabel>Actions</guilabel> menu on the line item, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>Claims (X existing)</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-lineitem-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The claimed items will appear in the top half of the pop up with link to their associated vouchers. (BUG: These links work inconsistently).</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-lineitem-7.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+</procedure>
+
+</simplesect>
+
+<simplesect xml:id="manually-claim-copy">
+<title>Manually Claim a Copy</title>
+
+<para>You can manually claim a copy any time after it has been ordered until it is received. Line items that have been suspended can be claimed.</para>
+
+<procedure>
+<step>
+<para>Open your purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Click the <guilabel>Copies</guilabel> link on the line item containing the copy or copies you wish to claim.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/manual-copy-claim-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click the <guilabel>Claim</guilabel> link adjacent to the copy you wish to claim.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/manual-copy-claim-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Use the check boxes to select any additional copies you wish to claim and then click <guibutton>Claim selected</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/manual-copy-claim-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para> From the <guilabel>Claim Type</guilabel> drop down menu select the reason you are making the claim.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/manual-copy-claim-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter a note if you desire and click <guibutton>Claim</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/manual-copy-claim-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The number of existing claims on the line item updates and a claim voucher appears. (BUG: The voucher does not currently appear inconsistently).</para> 
+<para>The voucher can be printed and mailed to the provider to initiate the claim.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/manual-copy-claim-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The claims count on the line item <guilabel>Actions</guilabel> menu will update to reflect the total number of claims on the line item.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/manual-copy-claim-7.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+</procedure>
+
+</simplesect>
+</section>
+
+   <section xml:id="claim-vouchers">
+      <title>Claim Vouchers</title>
+      <para>Claim vouchers can be printed and mailed to providers to initiate claims. These vouchers can be printed at the time of the manual claim in the system or 
+reprinted at a later time through the copies link.</para>
+
+<note>
+<informalfigure>
+<para>Claim vouchers contain the following information:</para>
+<itemizedlist>
+<listitem>
+<para>Claim Type (Claim Reason)</para>
+</listitem>
+<listitem>
+<para>Title and Author of item</para>
+</listitem>
+<listitem>
+<para>Event Type: The action to be performed by the library to claim the item.</para>
+</listitem>
+<listitem>
+<para>Event Date: The date the item was claimed in Evergreen.</para>
+</listitem>
+<listitem>
+<para>Order Date: The date the purchase order for the item was activated.</para>
+</listitem>
+<listitem>
+<para>Expected receive date: (Not currently functional)</para>
+</listitem>
+<listitem>
+<para>Initiated by: The name of the staff member who manually claimed the item in Evergreen.</para>
+</listitem>
+<listitem>
+<para>Barcode: In most cases this will be a temporary system-generated barcode.</para>
+</listitem>
+<listitem>
+<para>Fund: The name of the fund being used to purchase the item.</para>
+</listitem>
+</itemizedlist>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-voucher-claim-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</note>
+
+<procedure>
+<step>
+<para>Open a purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Click the <guilabel>Copies</guilabel> link on the line item containing the copy or copies you wish to view the claim voucher for.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-voucher-claim-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click the <guilabel>Claim</guilabel> link adjacent to any of the copies.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-voucher-claim-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The claim type (claim reason) will display with a <guilabel>Show Voucher</guilabel> link.</para>
+<para>Click the <guilabel>Show Voucher</guilabel> link.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-voucher-claim-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>You should be able print the voucher at this screen.  (BUG: This link works inconsistently).</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-voucher-claim-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</section>
+  
+    
+</chapter>
diff --git a/acq/acq-introduction.xml b/acq/acq-introduction.xml
new file mode 100644 (file)
index 0000000..b065f98
--- /dev/null
@@ -0,0 +1,321 @@
+<?xml version='1.0' encoding='UTF-8'?>
+<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"
+   xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="acq-introduction">
+   <info>
+      <title>An Introduction to Acquisitions</title>
+      <legalnotice>
+         <para><emphasis role="bold">Adapted with permission from original material by the <link
+                  xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf"
+                  xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf">Evergreen
+                  Community</link></emphasis></para>
+      </legalnotice>
+      
+     
+
+      <abstract>
+         <para>The Acquisitions Module allows your library to track funds and purchases through the Evergreen Integrated Library System.</para>
+<para>Through acquisitions staff are able to:</para>
+<itemizedlist>
+<listitem>
+<para>create selection lists which can be shared by users</para>
+</listitem>
+<listitem>
+<para>convert selection lists into purchase orders</para>
+</listitem>
+<listitem>
+<para>create purchase orders for non-library materials such as processing supplies</para>
+</listitem>
+<listitem>
+<para>receive entire purchase orders, individual line items, and single copies</para>
+</listitem>
+<listitem>
+<para>create invoices from purchase orders</para>
+</listitem>
+</itemizedlist>
+<para>Evergreen tracks items through the entire acquisitions process.  When a purchase order is activated the bibliographic records and holdings are loaded into the 
+catalogue and the funds for the purchase order are encumbered in the system.  When an invoice is created and filled in, the funds are spent.</para>
+</abstract>
+      
+
+   </info>
+
+<section xml:id="acq-introduction-placeholder">
+<note><para>The Acquisitions module is still in the pilot stages and so is only available to those libraries involved in the pilot project.</para></note>
+</section>
+
+   <section xml:id="acq-workflow">
+<title>Recommended Acquisitions Workflow</title>
+
+<para>While Sitka understands that libraries' workflows will vary the workflow described in this chapter is intended to prevent conflicts and duplication. 
+in Evergreen.</para>
+<para><link linkend="intro-workflow-find-title">Finding a Bibliographic Record for an Item</link></para>
+<para><link linkend="intro-workflow-selection">Selection</link></para>
+<para><link linkend="intro-workflow-purchase">Purchasing</link></para>
+<para><link linkend="intro-workflow-receive">Receiving and Invoicing</link></para>
+<para><link linkend="intro-workflow-cataloguing">Cataloguing</link></para>
+
+<simplesect xml:id="intro-workflow-find-title">
+<title>Finding a Bibliographic Record for an Item</title>
+
+<informalfigure>
+<para>The following procedure <emphasis role="bold">must</emphasis> be followed for each title that is added to a selection list.  This will ensure there is minimal 
+duplication of bibliographic records in the catalogue.</para>
+<para><mediaobject>
+<alt>screenshot of acquisitions workflow</alt>
+
+<imageobject>
+   <imagedata width="100%" scalefit="1" fileref="media/find-record-workflow-1b.png"/>
+</imageobject> 
+</mediaobject></para>
+</informalfigure>
+
+<procedure>
+
+<step>
+<para>Use the Acquisitions General Search to search for <link linkend="lineitem-catalogue-search">line item and catalogue records</link>.</para>
+<orderedlist numeration="upperalpha">
+<listitem>
+<para>If a catalogue record for the title exists, check the box beside the title and from the main drop down menu select 
+<menuchoice><guimenuitem>Save Items to Selection List</guimenuitem></menuchoice>.</para>
+<para>Either <guilabel>Save as Selection List</guilabel> and type in the name of a new selection list, or <guilabel>Add to Selection List</guilabel> and type in 
+the name of an existing selection list.</para>
+</listitem>
+</orderedlist>
+<itemizedlist>
+<listitem>
+<para>Clicking on the title hyperlink will allow staff to view the MARC record for the item.  Ensure the MARC record contains the correct ISBN for the item you wish to
+purchase in the correct format.</para>
+<para>The system will only include the first ISBN listed in a MARC record on a purchase order.</para>
+</listitem>
+</itemizedlist>
+
+<orderedlist numeration="upperalpha" continuation="continues">
+<listitem>
+<para>If a line item for the title exists, add a copy for your library to the existing line item.</para>
+<para>See <link linkend="add-copies-lineitem">Add a Copy to a Line Item</link>, beginning with step 2, for instructions.</para>
+</listitem>
+</orderedlist>
+<itemizedlist>
+<listitem>
+<para>Copies can be added to line items with the statuses of <guilabel>new, selector-ready, order-ready</guilabel> and <guilabel>pending-order</guilabel>.</para>
+<para>It is up to individual libraries to decide which statuses staff are allowed to add copies to.</para>
+</listitem>
+</itemizedlist>
+
+<para><emphasis role="bold">If your search yields no results proceed to step 2.</emphasis></para>
+</step>
+
+<step>
+<para>Search for your item using a MARC Federated Search.  See <link linkend="marc-federated-search">MARC Federated Search</link> for more information.</para>
+<para><emphasis role="bold">If the MARC Federated Search yields no results proceed to step 3.</emphasis></para>
+</step>
+
+<step>
+<para>If your provider supplies you with MARC records, upload those records to the system and select only the line items that do not already exist in the system.  See 
+<link linkend="marc-order-records">Load MARC Order Records</link> for further instructions.</para>
+<para><emphasis role="bold">If your provider does not supply you with MARC records proceed to step 4.</emphasis></para>
+</step>
+
+<step>
+<para>If the record is not available from any other source, create a brief MARC record for the item.  See <link linkend="brief-records">Brief Record</link>
+for further instructions.</para>
+<note><para>The required fields for a brief record are:</para>
+<itemizedlist>
+<listitem>
+<para>Title</para>
+</listitem>
+<listitem>
+<para>Author</para>
+</listitem>
+<listitem>
+<para>ISBN, ISSN, or other identifier</para>
+</listitem>
+<listitem>
+<para>Publisher</para>
+</listitem>
+<listitem>
+<para>Publication date</para>
+</listitem>
+</itemizedlist></note>
+</step>
+
+<step>
+<para>Repeat this process for every title you select.</para>
+</step>
+</procedure>
+
+</simplesect>
+
+<simplesect xml:id="intro-workflow-selection">
+<title>Selection</title>
+
+<itemizedlist>
+<listitem>
+<para>Two statuses are available to libraries to aid in the selection workflow.</para> 
+</listitem>
+</itemizedlist>
+<orderedlist numeration="loweralpha">
+<listitem>
+<para>Selection lists can be <link linkend="mark-ready-selector">marked ready</link> for a selector.</para>
+</listitem>
+<listitem>
+<para>Selection lists can be <link linkend="mark-ready-order">marked ready</link> for order.</para>
+</listitem>
+</orderedlist>
+
+<itemizedlist>
+<listitem>
+<para>A selection list can be shared with another user by Using the Acquisitions General Search to search for 
+<link linkend="selection-search">selection lists</link>.</para>
+<para>The creator of the list will need to provide their username or the name of the selection list to the user they wish to share the list with.</para>
+</listitem>
+<listitem>
+<para>Any line items that do not have copies associated with them need to have copies added.  See <link linkend="add-copies-lineitem">Add a Copy to a Line Item</link>
+for further instructions.</para>
+</listitem>
+
+<listitem>
+<para>An estimated price must be entered for every line item.  See <link linkend="lineitem-estimated-price">Estimated Price</link> for further instructions.</para>
+</listitem>
+
+<listitem>
+<para>All copies must have a fund applied to them.  This can be done as a batch for multiple line items or individually by copy.  See 
+<link linkend="apply-funds-acq">Apply Funds to Line Items</link> for further instructions.</para>
+</listitem>
+
+</itemizedlist>
+
+<para><emphasis role="bold">Proceed to step 1 of Purchasing.</emphasis></para>
+
+
+</simplesect>
+
+<simplesect xml:id="intro-workflow-purchase">
+<title>Purchasing</title>
+
+<procedure>
+<step>
+<para>A selection list can be converted to a purchase order.  See <link linkend="convert-selection-list">Convert a Selection List to a Purchase Order</link>
+for further instructions.</para>
+<para>All line items on the selection list can be converted to a purchase order, or just selected line items.</para>
+</step>
+
+<step>
+<para>Extra charges such as taxes and shipping charges can be added to a purchase order. 
+See <link linkend="add-additional-purchase">Add Charges, Taxes and/or Fees to a Purchase Order</link> for further instructions.</para>
+</step>
+
+<step>
+<para>Ensure all needed information is present and activate the purchase order. See <link linkend="activate-purchase-order">Activating Purchase Orders</link> for 
+further instructions.</para>
+</step>
+
+<step>
+<para>Print out your purchase order and email/fax/mail the order to your provider.  See <link linkend="print-purchase-order">Print a Purchase Order</link> for 
+further instructions.</para>
+</step>
+
+</procedure>
+
+<para><emphasis role="bold">Proceed to step 1 of Receiving and Invoicing.</emphasis></para>
+
+</simplesect>
+
+<simplesect xml:id="intro-workflow-receive">
+<title>Receiving and Invoicing</title>
+
+<procedure>
+<step>
+<para>Receive the items in Evergreen when they arrive.  See <link linkend="acq-receive">Receive/Un-receive Acquisitions</link> for further instructions.</para>
+</step>
+
+<step>
+<para>Print out the Line Item Worksheet for each item and attach it to the item.  See <link linkend="line-item-worksheet">Line Item Worksheet</link> for further 
+instructions.</para>
+</step>
+
+<step>
+<para>Claim items that have not arrived as expected.  See <link linkend="claim-ready-claiming">Claim-Ready Items</link> and 
+<link linkend="claiming-items">Manual Claiming</link> for further instructions.</para>
+</step>
+
+<step>
+<para>Create invoices or link line items to existing invoices to pay for your purchases in Evergreen.  
+See <link linkend="create-invoice-purchase-order">Create an Invoice for a Purchase Order</link> and <link linkend="link-lineitem-invoice">Link a Line Item to an 
+Existing Invoice</link> for further instructions.</para>
+</step>
+
+<step>
+<para>Pass the received items on to your cataloguing department for cataloguing and processing.</para>
+</step>
+
+</procedure>
+
+<para><emphasis role="bold">Proceed to step 1 of Cataloguing.</emphasis></para>
+
+</simplesect>
+
+<simplesect xml:id="intro-workflow-cataloguing">
+<title>Cataloguing</title>
+
+<procedure>
+<step>
+<para>Use the item's temporary barcode, located on the Line Item Worksheet, to retrieve the item through a <guilabel>Quick Search</guilabel> in the catalogue.</para>
+</step>
+
+<step>
+<para>If the item's bibliographic record is a brief record or a substandard record do the following:</para>
+<orderedlist numeration="upperalpha">
+<listitem>
+<para>Use the item's ISBN to search for a better record in the Evergreen Catalogue.</para>
+<para>If a better record exists in the catalogue, merge the records together using the better record as the lead record.  See 
+<link linkend="merge">Chapter 23. Merging Bibliographic Records in Evergreen</link> for further instructions.</para>
+<para><emphasis role="bold">If your search yields no results proceed to B.</emphasis></para>
+</listitem>
+<listitem>
+<para>Use the item's ISBN to import a record via Z39.50.</para>
+<para>If a better record can be imported through Z39.50, overlay the existing record with the better record. See <link linkend="overlay">Overlaying MARC Records</link>
+for further instructions.</para>
+<para><emphasis role="bold">If your search yields no results proceed to C.</emphasis></para>
+</listitem>
+<listitem>
+<para>If you subscribe to a service that provides you with MARC records, download a better MARC record into the system and merge it with the original record.</para>
+<para><emphasis role="bold">If you do not subscribe to such a service, or the service does not have the record in question, proceed to D.</emphasis></para>
+</listitem>
+<listitem>
+<para>If the item is a relatively new title, wait a few days and then perform A and B again to see if you can now find the record.</para>
+<para><emphasis role="bold">If the bibliographic record is still not available proceed to E.</emphasis></para>
+</listitem>
+<listitem>
+<para>Use the brief record as the base for creating an original record for the item following AACR2R and MARC Standards.</para>
+</listitem>
+</orderedlist>
+</step>
+
+<step>
+<para>In <guilabel>Holdings Maintenance</guilabel> right click on the volume for your library and select 
+<menuchoice><guimenuitem>Edit Volume</guimenuitem></menuchoice>.</para>
+<para>Update the volume (call number) and click <guibutton>Modify</guibutton>.</para>
+</step>
+
+<step>
+<para>Still in <guilabel>Holdings Maintenance</guilabel> right click on the line for the item in hand and select 
+<menuchoice><guimenuitem>Replace Barcode</guimenuitem></menuchoice>.</para>
+<para>Replace the temporary system generated barcode with a real barcode and click <guibutton>Edit then Re-barcode</guibutton>.  This takes you to the Copy Editor where
+you can finish cataloguing the item.  Click <guibutton>Modify Copies</guibutton> when you are finished.</para>
+</step>
+</procedure>
+
+<para><emphasis role="bold">Congratulations!  You have now taken an item through the entire acquisitions process.</emphasis></para>
+<para>More detailed instructions on the acquisitions module can be found in the following chapters.</para>
+</simplesect>
+
+</section>
+
+<section xml:id="acq-policy">
+<title>Acquisitions Policies</title>
+
+</section>
+
+   
+</chapter>
diff --git a/acq/acq-invoices.xml b/acq/acq-invoices.xml
new file mode 100644 (file)
index 0000000..6e76a0c
--- /dev/null
@@ -0,0 +1,1649 @@
+<?xml version='1.0' encoding='UTF-8'?>
+<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"
+   xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="acq-invoices">
+   <info>
+      <title>Invoices</title>
+      <legalnotice>
+         <para><emphasis role="bold">Adapted with permission from original material by the <link
+                  xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf"
+                  xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf">Evergreen
+                  Community</link></emphasis></para>
+      </legalnotice>
+      
+     
+
+      <abstract>
+         <para>You can create invoices for purchase orders, individual line items, and blanket purchases. You can also link entire purchase orders and particular 
+line items to existing invoices.  Funds switch from being encumbered to spent when the paid column of an invoice is filled in and the invoice is saved.</para>
+<para>If desired, you can create an invoice for items before you receive them. You are also able to re-open closed invoices and print all invoices.</para>
+<para>All invoicing in 2.0 is manual.</para>
+</abstract>
+      
+
+   </info>
+
+<section xml:id="invoices-placeholder">
+</section>
+
+<section xml:id="creating-invoices">
+<title>Creating Invoices</title>
+
+<para><link linkend="create-blanket-invoice">Create a Blanket Invoice</link></para>
+<para><link linkend="create-invoice-purchase-order">Create an Invoice for a Purchase Order</link></para>
+<para><link linkend="create-invoice-line-item">Create an Invoice for a Line Item</link></para>
+
+
+   <simplesect xml:id="create-blanket-invoice">
+      <title>Create a Blanket Invoice</title>
+      <para>You can create a blanket invoice for purchases for which no purchase order exists.</para>
+
+<procedure>
+<step>
+<informalfigure>
+<para>Select <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Create Invoice</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Fill in the top section of the invoice.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+
+<itemizedlist>
+<listitem>
+<informalfigure>
+<para>Enter the <guilabel>Vendor Invoice ID</guilabel>. This number may be listed on the paper invoice sent by your provider.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>Choose a <guilabel>Receive Method</guilabel> from the drop down menu.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+<note><para>Only paper invoicing is available in the 2.0 release. Electronic invoicing through EDI may be available in future releases.</para></note>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>In the <guilabel>Provider</guilabel> field, enter the code for your provider.</para>
+<para>In the <guilabel>Shipper</guilabel> field, enter the code for your shipper.  You shipper is usually the same as your provider.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>If you desire, enter a note in the <guilabel>Note</guilabel> field.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>From the <guilabel>Payment Method</guilabel> drop down menu, select a payment method.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-7.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>The <guilabel>Invoice Date</guilabel> is entered by default as the date you create the invoice. You can change this date by clicking the field and selecting a 
+new date using the calendar widget.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-8.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>The <guilabel>Invoice Type</guilabel> field does not appear to have a purpose at present.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-9.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>If your library requires it, enter a <guilabel>Payment Authorization</guilabel>.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-10.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>The <guilabel>Receiver</guilabel> defaults to the branch at which your workstation is registered.  If necessary, you can change the receiver using the drop 
+down menu.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-11.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+</itemizedlist>
+</step>
+
+<step>
+<informalfigure>
+<para>Click the <guilabel>Add Charge...</guilabel> link.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-12.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Choose your charge from the <guilabel>Charge Type</guilabel> drop down menu.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-13.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the drop down menu, choose a fund from which payment for the charge will come.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-14.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter a <guilabel>Title/Description</guilabel> of the charge.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-15.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>In the <guilabel>Billed</guilabel> and <guilabel>Paid</guilabel> fields enter the amount billed and the amount paid respectively.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-16.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>There are three options for saving an invoice:</para>  
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-17.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+<para>Click <guibutton>Save</guibutton> to save the changes you have made and keep the invoice open.</para>
+<para>Click <guibutton>Save and Prorate</guibutton> to save the invoice and prorate any additional changes, such as taxes across funds if multiple funds are used to 
+pay the invoice.</para>
+<para>Click <guibutton>Save and Close</guibutton> when you have completed the invoice to close the invoice.</para>
+</step>
+
+
+</procedure>
+
+</simplesect>
+
+<simplesect xml:id="create-invoice-purchase-order">
+<title>Create an Invoice for a Purchase Order</title>
+<para>You can create an invoice containing all of the line items on a purchase order. The fields that are required to save the invoice are:</para>
+
+<itemizedlist> 
+<listitem>
+<para>Vendor Invoice ID</para>
+</listitem>
+<listitem>
+<para>Provider</para>
+</listitem>
+<listitem>
+<para>Shipper</para>
+</listitem>
+<listitem>
+<para>Payment Method</para>
+</listitem>
+<listitem>
+<para># Invoiced</para>
+</listitem>
+<listitem>
+<para># Paid</para>
+</listitem>
+</itemizedlist>
+
+<para></para>
+
+<procedure>
+<step>
+<para>Open the purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Create Invoice</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/purchaseorder-invoice-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<para>A new invoice will open in the same tab.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Fill in the top section of the invoice.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+
+<itemizedlist>
+<listitem>
+<informalfigure>
+<para>Enter the <guilabel>Vendor Invoice ID</guilabel>. This number may be listed on the paper invoice sent by your provider.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>Choose a <guilabel>Receive Method</guilabel> from the drop down menu.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+<note><para>Only paper invoicing is available in the 2.0 release. Electronic invoicing through EDI may be available in future releases.</para></note>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>In the <guilabel>Provider</guilabel> field, enter the code for your provider.</para>
+<para>In the <guilabel>Shipper</guilabel> field, enter the code for your shipper.  You shipper is usually the same as your provider.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>If you desire, enter a note in the <guilabel>Note</guilabel> field.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>From the <guilabel>Payment Method</guilabel> drop down menu, select a payment method.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-7.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>The <guilabel>Invoice Date</guilabel> is entered by default as the date you create the invoice. You can change this date by clicking the field and selecting a 
+new date using the calendar widget.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-8.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>The <guilabel>Invoice Type</guilabel> field does not appear to have a purpose at present.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-9.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>If your library requires it, enter a <guilabel>Payment Authorization</guilabel>.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-10.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>The <guilabel>Receiver</guilabel> defaults to the branch at which your workstation is registered.  If necessary, you can change the receiver using the drop 
+down menu.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-11.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+</itemizedlist>
+</step>
+
+<step>
+<informalfigure>
+<para>The <guilabel>Bibliographic Items</guilabel> section of the invoice will list your line items along with information pertaining to that line item.</para>  
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/purchaseorder-invoice-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+
+<para>This information includes:</para>
+
+<itemizedlist>
+<listitem>
+<para>Title</para>
+</listitem>
+<listitem>
+<para>Author</para>
+</listitem>
+<listitem>
+<para>ISBN</para>
+</listitem>
+<listitem>
+<para>summary of copies ordered, received, invoiced, claimed, and cancelled</para>
+</listitem>
+<listitem>
+<para>summary of amounts estimated, encumbered, and paid</para>
+</listitem>
+<listitem>
+<para>line item ID number</para>
+</listitem>
+<listitem>
+<para>link to the Selection List (if used)</para>
+</listitem>
+<listitem>
+<para>link to the Purchase Order</para>
+</listitem>
+</itemizedlist>
+</step>
+
+<step>
+<informalfigure>
+<para>In the <guilabel># Invoiced</guilabel> field, enter the number of items invoiced. The <guilabel># Paid</guilabel> field will have automatically filled.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/purchaseorder-invoice-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>In the <guilabel>Billed</guilabel> and <guilabel>Paid</guilabel> fields enter the amount billed and the amount paid respectively.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/purchaseorder-invoice-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<para>For information on linking additional line items to the invoice see <link linkend="link-lineitem-invoice">Link a Line Item to an Existing Invoice</link>.</para>
+</step>
+
+<step>
+<para>For information on other invoice options and features see the other sections in this chapter.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>There are three options for saving an invoice:</para>  
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-17.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+
+<para>Click <guibutton>Save</guibutton> to save the changes you have made and keep the invoice open.</para>
+<para>Click <guibutton>Save and Prorate</guibutton> to save the invoice and prorate any additional changes, such as taxes across funds if multiple funds are used to 
+pay the invoice.</para>
+<para>Click <guibutton>Save and Close</guibutton> when you have completed the invoice to close the invoice.</para>
+</step>
+</procedure>
+
+</simplesect>
+
+
+   <simplesect xml:id="create-invoice-line-item">
+      <title>Create an Invoice for a Line Item</title>
+
+<para>You can create an invoice for specific line items on a purchase order. The fields that are required to save the invoice are:</para>
+
+<itemizedlist> 
+<listitem>
+<para>Vendor Invoice ID</para>
+</listitem>
+<listitem>
+<para>Provider</para>
+</listitem>
+<listitem>
+<para>Shipper</para>
+</listitem>
+<listitem>
+<para>Payment Method</para>
+</listitem>
+<listitem>
+<para># Invoiced</para>
+</listitem>
+<listitem>
+<para># Paid</para>
+</listitem>
+</itemizedlist>
+
+<para></para>
+    
+<procedure>
+<step>
+<para>Open the purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the <guilabel>Actions</guilabel> menu on the line item, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>New Invoice</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/lineitem-invoice-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<para>A new invoice will open in the same tab.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Fill in the top section of the invoice.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+
+<itemizedlist>
+<listitem>
+<informalfigure>
+<para>Enter the <guilabel>Vendor Invoice ID</guilabel>. This number may be listed on the paper invoice sent by your provider.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>Choose a <guilabel>Receive Method</guilabel> from the drop down menu.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+<note><para>Only paper invoicing is available in the 2.0 release. Electronic invoicing through EDI may be available in future releases.</para></note>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>In the <guilabel>Provider</guilabel> field, enter the code for your provider.</para>
+<para>In the <guilabel>Shipper</guilabel> field, enter the code for your shipper.  You shipper is usually the same as your provider.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>If you desire, enter a note in the <guilabel>Note</guilabel> field.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>From the <guilabel>Payment Method</guilabel> drop down menu, select a payment method.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-7.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>The <guilabel>Invoice Date</guilabel> is entered by default as the date you create the invoice. You can change this date by clicking the field and selecting a 
+new date using the calendar widget.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-8.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>The <guilabel>Invoice Type</guilabel> field does not appear to have a purpose at present.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-9.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>If your library requires it, enter a <guilabel>Payment Authorization</guilabel>.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-10.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>The <guilabel>Receiver</guilabel> defaults to the branch at which your workstation is registered.  If necessary, you can change the receiver using the drop 
+down menu.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-11.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+</itemizedlist>
+</step>
+
+<step>
+<informalfigure>
+<para>The <guilabel>Bibliographic Items</guilabel> section of the invoice will list your line item along with information pertaining to that line item.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/purchaseorder-invoice-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+
+<para>This information includes:</para>
+
+<itemizedlist>
+<listitem>
+<para>Title</para>
+</listitem>
+<listitem>
+<para>Author</para>
+</listitem>
+<listitem>
+<para>ISBN</para>
+</listitem>
+<listitem>
+<para>summary of copies ordered, received, invoiced, claimed, and cancelled</para>
+</listitem>
+<listitem>
+<para>summary of amounts estimated, encumbered, and paid</para>
+</listitem>
+<listitem>
+<para>line item ID number</para>
+</listitem>
+<listitem>
+<para>link to the Selection List (if used)</para>
+</listitem>
+<listitem>
+<para>link to the Purchase Order</para>
+</listitem>
+</itemizedlist>
+</step>
+
+<step>
+<informalfigure>
+<para>In the <guilabel># Invoiced</guilabel> field, enter the number of items invoiced. The <guilabel># Paid</guilabel> field automatically fills.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/purchaseorder-invoice-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>In the <guilabel>Billed</guilabel> and <guilabel>Paid</guilabel> fields enter the amount billed and the amount paid respectively.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/purchaseorder-invoice-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<para>For information on linking additional line items to the invoice see <link linkend="link-lineitem-invoice">Link a Line Item to an Existing Invoice</link>.</para>
+</step>
+
+<step>
+<para>For information on other invoice options and features see the other sections in this chapter.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>There are three options for saving an invoice:</para>  
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-17.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+
+<para>Click <guibutton>Save</guibutton> to save the changes you have made and keep the invoice open.</para>
+<para>Click <guibutton>Save and Prorate</guibutton> to save the invoice and prorate any additional changes, such as taxes across funds if multiple funds are used to 
+pay the invoice.</para>
+<para>Click <guibutton>Save and Close</guibutton> when you have completed the invoice to close the invoice.</para>
+</step>
+
+</procedure>
+</simplesect>
+
+</section>
+
+
+   <section xml:id="link-invoice-purchase-order">
+      <title>Link a Purchase Order to an Existing Invoice</title>
+      <para>You can use the <guibutton>Link Invoice</guibutton> button to link a purchase order to an existing invoice.</para>
+<para>For example, an invoice is received for a shipment with items on 
+purchase order #1 and purchase order #2. When the invoice arrives, purchase order #1 is retrieved, and the invoice is created. Rather than recreate the invoice for 
+purchase order #2 you simply link the purchase order to the invoice.</para>
+
+<procedure>
+<step>
+<para>Open a purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Link Invoice</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/purchaseorder-link-invoice-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>In the drop down that appears, enter the invoice number of the invoice you would like to link the purchase order to.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/purchaseorder-link-invoice-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter the code for the provider. This field will auto-complete.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/purchaseorder-link-invoice-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Link</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/purchaseorder-link-invoice-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<para>The invoice will open in the same tab and all the line items on the purchase order will be added to the invoice.</para>
+</step>
+</procedure>
+
+</section>
+
+
+   <section xml:id="link-lineitem-invoice">
+      <title>Link a Line Item to an Existing Invoice</title>
+     <para>Use the <guilabel>Link to Invoice</guilabel> menu option to link a line item to an invoice that already exists in Evergreen.</para>
+<para>For example, items from on a purchase order may arrive in multiple batches on different invoices.  In this circumstance, you can create an invoice for your
+first item and then link the line items from other purchase orders onto that invoice.</para> 
+
+<procedure>
+<step>
+<para>Open your purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the <guilabel>Actions</guilabel> menu on the line item, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>Link to Invoice</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/link-invoice-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>In the pop up box that appears, enter the invoice number of the invoice you would like to link the item to.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/link-invoice-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter the code for the provider. This field will auto-complete.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/link-invoice-lineitem-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Link</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/link-invoice-lineitem-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The invoice will open in the same tab and the line item will added to the invoice.</para>
+<para><mediaobject>
+<alt>screenshot of link invoice</alt>
+
+<imageobject>
+<imagedata fileref="media/link-invoice-lineitem-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</section>
+
+
+   <section xml:id="charges-invoice">
+<title>Invoice Charges</title>
+
+<para>You can add multiple additional charges, such as shipping charges and taxes, to any invoice.  Charges can also be added for items that are purchased without 
+a purchase order, such as a bulk book buy at a local bookstore.</para>
+<para><link linkend="add-charges-invoice">Add Charges to an Invoice</link></para>
+<para><link linkend="delete-charges-invoice">Delete Charges from an Invoice</link></para>
+
+<simplesect xml:id="add-charges-invoice">
+      <title>Add Charges to an Invoice</title>
+      
+<procedure>
+<step>
+<para>Open an invoice.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Click the <guilabel>Add Charge...</guilabel> link.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-12.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Choose your charge from the <guilabel>Charge Type</guilabel> drop down menu.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-13.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the drop down menu, choose a fund from which payment for the charge will come.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-14.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter a <guilabel>Title/Description</guilabel> of the charge.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-15.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>In the <guilabel>Billed</guilabel> and <guilabel>Paid</guilabel> fields enter the amount billed and the amount paid respectively.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-16.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>There are three options for saving an invoice:</para>  
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-17.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+
+<para>Click <guibutton>Save</guibutton> to save the changes you have made and keep the invoice open.</para>
+<para>Click <guibutton>Save and Prorate</guibutton> to save the invoice and prorate any additional changes, such as taxes across funds if multiple funds are used to 
+pay the invoice.</para>
+<para>Click <guibutton>Save and Close</guibutton> when you have completed the invoice to close the invoice.</para>
+</step>
+
+</procedure>
+
+
+</simplesect>
+
+<simplesect xml:id="delete-charges-invoice">
+<title>Delete Charges from an Invoice</title>
+
+<procedure>
+
+<step>
+<para>Open the invoice.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Click the <guilabel>Delete</guilabel> link adjacent to the charge line.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/delete-charge-invoice-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Confirm that you wish to delete the charge by clicking <guibutton>OK</guibutton> on the pop up that appears.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/delete-charge-invoice-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The charge is deleted and removed from the invoice.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/delete-charge-invoice-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</simplesect>
+
+</section>   
+    
+   <section xml:id="add-copies-invoice">
+      <title>Add Additional Copies to an Invoice</title>
+      <para>In the event that you receive and are invoiced for more copies that originally ordered, the additional copies can be easily added to the invoice.</para>
+<caution><para>Additional copies must be added before the <guilabel>Billed</guilabel> and <guilabel>Paid</guilabel> columns are filled for the line item.</para></caution>
+
+<procedure>
+<step>
+<para>Open an invoice.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Update the number of copies in both <guilabel># Invoiced</guilabel> and <guilabel># Paid</guilabel> to reflect the number of copies you actually have.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/add-copies-invoice-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The <guilabel>Extra Items</guilabel> pop up will appear to confirm the number of copies you are adding.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/add-copies-invoice-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Select a fund from the drop down menu to apply to the new copies.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/add-copies-invoice-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Add New Items</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/add-copies-invoice-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Save</guibutton> to allow the changes to take effect.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-17.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The <guilabel>Title Details</guilabel> for the line item will update to reflect the additional copies. The additional copies are automatically received
+in the system.  Proceed with paying the invoice.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/add-copies-invoice-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+<note><para>The additional copies can be un-received if needed following the instruction in the <link linkend="reun-copies">Receiving and Un-Receiving Copies</link>
+ section.</para></note>
+</step>
+
+</procedure>
+
+</section> 
+   <section xml:id="detach-lineitem-invoice">
+      <title>Detach Line Items from an Invoice</title>
+      
+<procedure>
+<step>
+<para>Open an invoice.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Click the <guilabel>Detach</guilabel> link adjacent to the line item you wish to remove.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/detach-lineitem-invoice-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+<tip><para>Don't forget to link the detached line item to another invoice or create a new invoice for it so it can be paid for.</para></tip>
+</step>
+
+<step>
+<informalfigure>
+<para>Confirm that you wish to detach the line item by clicking <guibutton>OK</guibutton> on the pop up that appears.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/detach-lineitem-invoice-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Save the invoice. There are three options for saving an invoice:</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-17.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+  
+<para>Click <guibutton>Save</guibutton> to save the changes you have made and keep the invoice open.</para>
+<para>Click <guibutton>Save and Prorate</guibutton> to save the invoice and prorate any additional changes, such as taxes across funds if multiple funds are used to 
+pay the invoice.</para>
+<para>Click <guibutton>Save and Close</guibutton> when you have completed the invoice to close the invoice.</para>
+</step>
+
+</procedure>
+</section> 
+
+   <section xml:id="view-invoice">
+      <title>View an Invoice</title>
+      <para>You can view an invoice in one of three ways:</para>
+<itemizedlist>
+<listitem>
+<para><link linkend="view-invoice-search">View Invoices through a Search</link></para>
+</listitem>
+<listitem>
+<para><link linkend="view-invoice-purchase-order">View Invoices on a Purchase Order</link></para>
+</listitem>
+<listitem>
+<para><link linkend="view-invoice-lineitem">View Invoices Attached to a Line Item</link></para>
+</listitem>
+</itemizedlist>
+
+<simplesect xml:id="view-invoice-search">
+<title>View Invoices through a Search</title>
+
+<para><link linkend="invoice-search-tips">Search Tips</link></para>
+<para>The default invoice search allows you to quickly generate a list of open invoices.</para>  
+<para>This search can also easily be modified to search for invoices using other parameters.</para>
+
+<procedure>
+<step>
+<informalfigure>
+<para>To access the searching interface, select
+<menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Open Invoices</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of the Invoice Search</alt>
+
+<imageobject>
+<imagedata fileref="media/invoice-search-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>By default the search interface is set to search for open invoices created by your ordering agency.</para>
+<para>If this is search you wish to perform, click <guibutton>Search</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of the Invoice Search</alt>
+
+<imageobject>
+<imagedata fileref="media/invoice-search-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+</simplesect>
+
+<simplesect xml:id="view-invoice-purchase-order">
+<title>View Invoices on a Purchase Order</title>
+
+<procedure>
+<step>
+<para>Open a purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>View Invoices</guibutton>. The number in parentheses indicates the number of invoices attached to the purchase order.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/view-link-po-invoice-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Select the invoice you would like to display from the grid that appears. The invoice will appear in the current tab.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/view-link-po-invoice-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+</simplesect>
+
+<simplesect xml:id="view-invoice-lineitem">
+<title>View Invoices Attached to a Line Item</title>
+
+<procedure>
+<step>
+<para>Open your purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the <guilabel>Actions</guilabel> menu on the line item, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>View Invoice(s)</guimenuitem></menuchoice> to view any invoices that are attached to the line item.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/view-link-lineitem-invoice-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Select the invoice you would like to display from the grid that appears. The invoice will appear in the current tab.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/view-invoice-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+</simplesect>
+
+</section> 
+   <section xml:id="print-invoice">
+      <title>Printing Invoices</title>
+      <para>Invoices can be printed individually or as a batch from the search grid.</para>
+
+<procedure>
+<step>
+<informalfigure>
+<para>Select <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Open Invoices</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/view-invoice-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<para>This opens the Acquisitions Search screen.  Use this search to retrieve the invoices you would like to print.  For more information see 
+<link linkend="view-invoice-search">View Invoices through a Search</link>.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Check the boxes adjacent to the invoices you would like to print.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/print-invoice-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+<tip><para>You can select only one invoice if you only want to print a specific invoice.</para></tip>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Print Selected Invoices</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/print-invoice-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Select your printer and click <guibutton>OK</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/print-invoice-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+</procedure>
+
+</section> 
+   <section xml:id="pay-invoice">
+      <title>Pay an Invoice</title>
+<para>Invoices must be paid in Evergreen for funds to move from encumbered to spent.</para>
+     
+<procedure>
+<step>
+<para>Open or create an invoice.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>In the <guilabel>Paid</guilabel> column, enter the amount paid for each line item.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/pay-invoice-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Save the invoice. There are three options for saving an invoice:</para>  
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/blanket-invoice-17.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+
+<para>Click <guibutton>Save</guibutton> to save the changes you have made and keep the invoice open.</para>
+<para>Click <guibutton>Save and Prorate</guibutton> to save the invoice and prorate any additional changes, such as taxes across funds if multiple funds are used to 
+pay the invoice.</para>
+<para>Click <guibutton>Save and Close</guibutton> when you have completed the invoice to close the invoice.</para>
+</step>
+</procedure>
+
+</section> 
+   <section xml:id="complete-invoice">
+      <title>Complete an Invoice</title>
+      <para>An invoice is completed when all required fields are filled in and the invoice is closed.</para>
+
+<procedure>
+<step>
+<para>Open an invoice.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Ensure information is entered in all required fields.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/complete-invoice-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+<para>Required fields are:</para>
+
+<itemizedlist>
+<listitem>
+<para>Vendor Invoice ID</para>
+</listitem>
+<listitem>
+<para>Provider</para>
+</listitem>
+<listitem>
+<para>Payment Method</para>
+</listitem>
+<listitem>
+<para>Invoice Date</para>
+</listitem>
+<listitem>
+<para>Shipper</para>
+</listitem>
+<listitem>
+<para>Receiver</para>
+</listitem>
+<listitem>
+<para># Invoiced/# Paid</para>
+</listitem>
+<listitem>
+<para>Billed</para>
+</listitem>
+<listitem>
+<para>Paid</para>
+</listitem>
+</itemizedlist>
+
+<para>The totals at the bottom of the invoice will calculate based on the other information you enter.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Save and Close</guibutton>. This will complete the invoice.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/complete-invoice-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</section> 
+   <section xml:id="reopen-invoice">
+      <title>Re-open an Invoice</title>
+      <para>Completed invoices can be re-opened at anytime.</para>
+
+<procedure>
+<step>
+<para>Bring up the completed invoice you wish to re-open.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>At the bottom of the invoice click <guibutton>Reopen Invoice</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/reopen-invoice-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The invoice is now be open and can be edited.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/complete-invoice-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</section> 
+</chapter>
diff --git a/acq/acq-line-items.xml b/acq/acq-line-items.xml
new file mode 100644 (file)
index 0000000..b79b664
--- /dev/null
@@ -0,0 +1,1689 @@
+<?xml version='1.0' encoding='UTF-8'?>
+<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"
+   xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="acq-line-items">
+   <info>
+      <title>Line Items</title>
+      <legalnotice>
+         <para><emphasis role="bold">Adapted with permission from original material by the <link
+                  xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf"
+                  xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf">Evergreen
+                  Community</link></emphasis></para>
+      </legalnotice>
+      
+     
+
+      <abstract>
+         <para>Line items represent bibliographic records on a selection list or purchase order. One line item corresponds to one bibliographic record. Line items 
+contain attributes, which are characteristics of the bibliographic record, such as ISBN or Title. Line items also contain copy information, price information, 
+notes, and alerts.</para></abstract>
+      
+
+   </info>
+
+<section xml:id="lineitems-placeholder">
+</section>
+
+   <section xml:id="link-line-items-catalog">
+      <title>Link Line Items to the Catalog</title>
+      <para>You can link a line item on a selection list to a corresponding MARC record in the catalogue.</para> 
+<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 
+record 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 
+in the catalogue.</para>
+
+<procedure>
+<step>
+<para>Open a selection list or purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>On the line item you would like to link, click <guilabel>link to catalog</guilabel>.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/link-catalog-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<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 
+search terms if necessary.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/link-catalog-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Search</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/link-catalog-lineitem-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Your result(s) will appear. If there are no results you will return to the search screen.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/link-catalog-lineitem-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure> 
+</step>
+
+<step>
+<informalfigure>
+<para>Click the <guilabel>View MARC</guilabel> to view the MARC record of 
+your selection. Click <guibutton>Hide</guibutton> to hide the MARC record.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/link-catalog-lineitem-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>If you are satisfied that the record is for the same item, click the <guilabel>Select</guilabel> link to link it to the record on the selection list or purchase order.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/link-catalog-lineitem-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The screen will reload and the line item will display with a <guilabel>catalog</guilabel> link.</para>
+<para>The line item is now linked to the MARC record in the catalogue. This is the record the
+                  holdings will attach to when you <link linkend="load-bib-items">Load Bib Records
+                     and Items</link> into the catalogue.</para> 
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/link-catalog-lineitem-7.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</section>
+
+
+<section xml:id="line-item-worksheet">
+<title>Line Item Worksheet</title>
+<para>The Line Item Worksheet is designed to be a printable sheet that contains details about the line item, including alerts, notes, and distribution information. 
+This worksheet can be placed in an item that is sent to cataloguing or processing.</para>
+
+<procedure>
+<step>
+<para>Open a selection list or purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Click the <guilabel>worksheet</guilabel> link on the line item for which you would like to view the worksheet.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/worksheet-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The line item worksheet will appear.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/worksheet-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The worksheet can be printed by clicking <guibutton>Print Page</guibutton> in the top right
+                  hand corner. <mediaobject>
+                     <alt>screenshot of selection lists</alt>
+                     <imageobject>
+                        <imagedata fileref="media/worksheet-lineitem-3.png" scalefit="0"/>
+                     </imageobject>
+                  </mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>When you are finished, click <guibutton>Go Back</guibutton> to return to your selection list or purchase order.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/worksheet-lineitem-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</section>
+
+
+   <section xml:id="add-copies-lineitem">
+      <title>Add a Copy to a Line Item</title>
+      <para>By default, line items have no copies attached to them.</para>
+<para>Use the <guilabel>Copies</guilabel> link to add copy information to a line item. You can add copies 
+to line items on a selection list or a purchase order.</para>
+
+<procedure>
+<step>
+<para>Open a selection list or purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<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> 
+screen.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/add-copies-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<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 
+copy.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/add-copies-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The gray box is a batch update function.  Each field in this box corresponds to the columns below.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/add-copies-lineitem-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure> 
+<para>You can use the batch update for:</para>
+<itemizedlist>
+<listitem>
+<para>Owning Branch</para>
+</listitem>
+<listitem>
+<para>Shelving Location</para>
+</listitem>
+<listitem>
+<para>Collection Code</para>
+</listitem>
+<listitem>
+<para>Fund</para>
+</listitem>
+<listitem>
+<para>Circ Modifier</para>
+</listitem>
+<listitem>
+<para>Call Number</para>
+</listitem>
+</itemizedlist>
+<para>Enter your terms and click <guibutton>Batch Update</guibutton>. The copies will update to reflect your choices.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Distribution formulas tell Evergreen how many copies should be distributed to each location. If desired, select a distribution formula from the 
+<guilabel>Distribution Formulas</guilabel> drop down list. Click <guibutton>Apply</guibutton>. This will populate the <guilabel>Owning Branch</guilabel>
+and <guilabel>Shelving Location</guilabel> fields for your copies.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/add-copies-lineitem-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Leave the barcode field blank. Evergreen will assign the copy a temporary barcode.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/add-copies-lineitem-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+<note><para>A temporary barcode prefix has been assigned to your library.  This prefix is your library's code.  Using this code ensures that 
+there are no conflicts between the different libraries using acquisitions.</para></note>
+</step>
+
+<step>
+<informalfigure>
+<para>Once you have entered all the desired information, click <guibutton>Save Changes</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/add-copies-lineitem-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Return</guibutton> to return to your selection list or purchase order.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/add-copies-lineitem-7.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<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>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/add-copies-lineitem-8.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</section>
+
+
+   <section xml:id="add-alerts-lineitem">
+      <title>Add an Alert to a Line Item</title>
+      <para>Alerts are pop up messages that appear when an item is received. Alerts display on the 
+<link linkend="line-item-worksheet">Line Item Worksheet</link> for the item.</para>
+
+<caution><para>Alerts will not pop up if they are added after the purchase order is activated.</para></caution>
+
+<procedure>
+<step>
+<para>Open a selection list or purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Click the <guilabel>Notes (0)</guilabel> link.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/add-notes-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>New Alert</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/add-alert-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Choose an alert code from the drop down menu. These <link linkend="create-lineitem-alert">Line Item Alert</link> codes 
+ were created your Local System Administrator when the Acquisitions Module was set up.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/add-alert-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<para>Add additional comments if you desire.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Create</guibutton>. The alert will display on the screen.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/add-alert-lineitem-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Return</guibutton> to return to the selection list or purchase order.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/add-alert-lineitem-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<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 
+total number of alerts and notes for the line item.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/add-alert-lineitem-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</section>
+
+
+   <section xml:id="add-notes-lineitems">
+      <title>Add a Note to a Line Item</title>
+      <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 
+providers. Notes display on the <link linkend="line-item-worksheet">Line Item Worksheet</link> for the item.</para>
+
+<procedure>
+<step>
+<para>Open a selection list or purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Click the <guilabel>Notes (0)</guilabel> link.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/add-notes-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>New Note</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/add-notes-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter your note.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/add-notes-lineitem-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>If you wish to make this note available to your provider, check the box adjacent to <guilabel>Note is vendor-public</guilabel>.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/add-notes-lineitem-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Create</guibutton>. The note will display on the screen.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/add-notes-lineitem-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Return</guibutton> to return to the selection list or purchase order.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/add-notes-lineitem-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<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>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/add-notes-lineitem-7.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</section>
+
+
+   <section xml:id="line-item-actions">
+      <title>Line Item Actions Menu</title>
+<informalfigure>      
+<para>The line item actions menu provides you with a number of functions that you can apply to a particular line item.</para>
+<para><mediaobject>
+<alt>screenshot of selection lists</alt>
+
+<imageobject>
+<imagedata fileref="media/actions-menu-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+
+<para><link linkend="lineitem-actions-received">Mark Received</link>  <link linkend="lineitem-actions-unreceive">Un-receive</link>  <link linkend="lineitem-actions-update-barcode">Update Barcode</link>
+<link linkend="lineitem-actions-holdings-maintenance">Holdings Maintenance</link>  <link linkend="lineitem-actions-invoice">New Invoice</link>  
+<link linkend="lineitem-actions-link-invoice">Link to Invoice</link>  <link linkend="lineitem-actions-view-invoice">View invoice(s)</link>  
+<link linkend="lineitem-actions-claim-policy">Change Claim Policy</link>  <link linkend="lineitem-actions-claims">Claims</link>  
+<link linkend="lineitem-actions-history">View History</link></para>
+
+<simplesect xml:id="lineitem-actions-received">
+<title>Mark Received</title>
+<para>Mark Received allows you to receive only particular line items on a purchase order. Line items must have a status of on-order for this function to be 
+enabled; otherwise this option will be greyed out.</para>
+
+<procedure>
+<step>
+<para>Open your purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the <guilabel>Actions</guilabel> menu on the line item, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>Mark Received</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of mark received</alt>
+
+<imageobject>
+<imagedata fileref="media/mark-received-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Any alerts on the line item will pop up. Click <guibutton>OK</guibutton> to acknowledge the alert and receive the item.</para>
+<para><mediaobject>
+<alt>screenshot of mark received</alt>
+
+<imageobject>
+<imagedata fileref="media/mark-received-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The line item will change to a gray blue colour and the status will update to <guilabel>received</guilabel>.</para>
+<para><mediaobject>
+<alt>screenshot of mark received</alt>
+
+<imageobject>
+<imagedata fileref="media/mark-received-lineitem-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</simplesect>
+
+<simplesect xml:id="lineitem-actions-unreceive">
+<title>Un-Receive</title>
+<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 to un-receive
+that line item.</para>
+<para>Line items must have a status of received for this function to be enabled, otherwise this option will be greyed out.</para>
+
+<procedure>
+<step>
+<para>Open your purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the <guilabel>Actions</guilabel> menu on the line item, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>Un-Receive</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of un-received</alt>
+
+<imageobject>
+<imagedata fileref="media/un-receive-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>A pop up will appear asking you to confirm that you wish to un-receive the line item. Click <guibutton>OK</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of un-received</alt>
+
+<imageobject>
+<imagedata fileref="media/un-receive-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The line item will change to a mauve colour and the status will update to <guilabel>on-order</guilabel>. If the 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>
+<para><mediaobject>
+<alt>screenshot of un-received</alt>
+
+<imageobject>
+<imagedata fileref="media/un-receive-lineitem-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+
+</simplesect>
+
+<simplesect xml:id="lineitem-actions-update-barcode">
+<title>Update Barcode</title>
+<para>You are only able to update barcodes once a line item has been received, otherwise this option will be greyed out.</para>
+
+<procedure>
+<step>
+<para>Open you purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the <guilabel>Actions</guilabel> menu on the line item, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>Update Barcodes</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of update barcode</alt>
+
+<imageobject>
+<imagedata fileref="media/update-barcode-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The <guilabel>Create or Re-barcode Items</guilabel> screen will open in a new tab.</para>
+<para><mediaobject>
+<alt>screenshot of update barcode</alt>
+
+<imageobject>
+<imagedata fileref="media/update-barcode-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<para>See <link linkend="add">Chapter 13, Adding Holdings to Title Records</link> begining with step 4 for further instructions.</para>
+</step>
+</procedure>
+
+</simplesect>
+
+<simplesect xml:id="lineitem-actions-holdings-maintenance">
+<title>Holdings Maintenance</title>
+
+<procedure>
+<step>
+<para>Open your purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the <guilabel>Actions</guilabel> menu on the line item, select <menuchoice>
+                        <guimenu>Actions</guimenu>
+                        <guimenuitem>Holdings Maint.</guimenuitem>
+                     </menuchoice></para>
+<para><mediaobject>
+<alt>screenshot of holdings maintenance</alt>
+
+<imageobject>
+<imagedata fileref="media/holdings-maintenance-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The <guilabel>Holdings Maintenance</guilabel> screen will open in a new tab.</para>
+<para><mediaobject>
+<alt>screenshot of holdings maintenance</alt>
+
+<imageobject>
+<imagedata fileref="media/holdings-maintenance-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<para>See <link linkend="add">Chapter 13, Adding Holdings to Title Records</link> for further instructions.</para>
+</step>
+</procedure>
+
+</simplesect>
+
+<simplesect xml:id="lineitem-actions-invoice">
+<title>New Invoice</title>
+
+<procedure>
+<step>
+<para>Open the purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the <guilabel>Actions</guilabel> menu on the line item, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>New Invoice</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of new invoice</alt>
+
+<imageobject>
+<imagedata fileref="media/new-invoice-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>A new invoice will open in the same tab.</para>
+<para><mediaobject>
+<alt>screenshot of new invoice</alt>
+
+<imageobject>
+<imagedata fileref="media/new-invoice-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<para>For information on creating an invoice see <link linkend="acq-invoices">Chapter 39, Invoices</link>.</para>
+</step>
+
+</procedure>
+</simplesect>
+
+<simplesect xml:id="lineitem-actions-link-invoice">
+<title>Link to Invoice</title>
+<para>Use <guilabel>Link to Invoice</guilabel> to link line items to an invoice that already exists in Evergreen.</para>
+
+<procedure>
+<step>
+<para>Open your purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the <guilabel>Actions</guilabel> menu on the line item, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>Link to Invoice</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of link invoice</alt>
+
+<imageobject>
+<imagedata fileref="media/link-invoice-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>In the pop up box that appears, enter the invoice number of the invoice you would like to link the line item to.</para>
+<para><mediaobject>
+<alt>screenshot of link invoice</alt>
+
+<imageobject>
+<imagedata fileref="media/link-invoice-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter the code for the provider. This field will auto-complete.</para>
+<para><mediaobject>
+<alt>screenshot of link invoice</alt>
+
+<imageobject>
+<imagedata fileref="media/link-invoice-lineitem-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Link</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of link invoice</alt>
+
+<imageobject>
+<imagedata fileref="media/link-invoice-lineitem-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The invoice will open in the same tab and the line item will added to the invoice.</para>
+<para><mediaobject>
+<alt>screenshot of link invoice</alt>
+
+<imageobject>
+<imagedata fileref="media/link-invoice-lineitem-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</simplesect>
+
+<simplesect xml:id="lineitem-actions-view-invoice">
+<title>View invoice(s)</title>
+
+<procedure>
+<step>
+<para>Open your purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the <guilabel>Actions</guilabel> menu on the line item, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>View Invoice(s)</guimenuitem></menuchoice> to view any invoices that are attached to the line item.</para>
+<para><mediaobject>
+<alt>screenshot of view invoice</alt>
+
+<imageobject>
+<imagedata fileref="media/view-invoice-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Select the invoice you would like to display from the grid that appears. The invoice will appear in the same tab.</para>
+<para><mediaobject>
+<alt>screenshot of link invoice</alt>
+
+<imageobject>
+<imagedata fileref="media/view-invoice-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</simplesect>
+
+<simplesect xml:id="lineitem-actions-claim-policy">
+<title>Change Claim Policy</title>
+<para>You can manually change the claim policy that has been applied to a line item on a purchase order. While Evergreen will allow you to make this change on a selection 
+list, your change will be over-written by the default claim policy when the selection list is converted to a purchase order and a provider is added.</para>
+
+<procedure>
+<step>
+<para>Open your purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the <guilabel>Actions</guilabel> menu on the line item, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>Change claim policy</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/change-claim-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>A drop down menu of claim policies will appear. Choose a claim policy to apply to the line item.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/change-claim-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Save</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/change-claim-lineitem-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</simplesect>
+
+<simplesect xml:id="lineitem-actions-claims">
+<title>Claims</title>
+<para>You can manually claim an item any time after it has been ordered until it is received. You can also claim items that have been suspended.</para>
+
+<procedure>
+<step>
+<para>Open your purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the <guilabel>Actions</guilabel> menu on the line item, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>Claims (0 existing)</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Check the boxes adjacent to the copies you wish to claim and click <guibutton>Claim Selected</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para> From the <guilabel>Claim Type</guilabel> drop down menu select the reason you are making the claim.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-lineitem-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter a note if you desire and click <guibutton>Claim</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-lineitem-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The number of existing claims on the line item updates and a claim voucher appears. (BUG: The voucher does not currently appear) The voucher can be 
+printed and mailed to the provider to initiate the claim.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-lineitem-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Once again use the <guilabel>Actions</guilabel> menu on the line item, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>Claims (X existing)</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-lineitem-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The claimed items will appear in the top half of the pop up with link to their associated vouchers. (BUG: These links do not currently work).</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/claim-lineitem-7.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+</procedure>
+
+</simplesect>
+
+<simplesect xml:id="lineitem-actions-history">
+<title>View History</title>
+
+<procedure>
+<step>
+<para>Open a selection list or purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the <guilabel>Actions</guilabel> menu on the line item, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>View History</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/view-history-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>By default the changes appear with the newest change first. Use the column headers to sort.</para>
+<para><mediaobject>
+<alt>screenshot of claiming</alt>
+
+<imageobject>
+<imagedata fileref="media/view-history-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+<note><para>This is currently the only place in Evergreen where you can view the claim policy that is applied to a line item.</para></note>
+
+</simplesect>
+
+</section>
+
+   <section xml:id="line-item-status">
+      <title>Line Item Statuses</title>
+      <para>The status of the line item displays to the left of the actions menu. The line item bar changes colour depending on the status of the line item.</para>
+
+<para>Possible statuses are:</para>
+<itemizedlist>
+<listitem>
+<informalfigure>
+<para>new (off-white): Item is newly added to the acquisitions process.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/statuses-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+<listitem>
+<informalfigure>
+<para>selector-ready (light pink): Item has been chosen and is waiting for a selector to approve.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/statuses-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+<listitem>
+<informalfigure>
+<para>order-ready (periwinkle): Item is ready to be ordered.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/statuses-lineitem-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+<listitem>
+<informalfigure>
+<para>pending-order (grey): Item is part of a purchase order that has not yet been activated.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/statuses-lineitem-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+<listitem>
+<informalfigure>
+<para>on-order (mauve): Item has been ordered.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/statuses-lineitem-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+<listitem>
+<informalfigure>
+<para>received (grey blue): Item has been received by the library.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/statuses-lineitem-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+<listitem>
+<informalfigure>
+<para>cancelled (white): Item has been cancelled.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/statuses-lineitem-7.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+</itemizedlist>
+
+<caution><para>While there is some overlap in naming, line item statuses and item statuses are not the same thing.</para></caution>
+
+</section>
+
+   <section xml:id="lineitem-estimated-price">
+      <title>Estimated Price</title>
+      <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> 
+field filled in for each line item. The price entered into <guilabel>Estimated Price</guilabel> is the amount that will be encumbered for the item.</para>
+
+<procedure>
+<step>
+<para>Open a selection list or purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter a price in the <guilabel>Estimated Price</guilabel> field for each line item.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/estimated-price-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The <guibutton>Reload</guibutton> acts like a save button for estimated prices.  Click <guibutton>Reload</guibutton> to apply your changes.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/estimated-price-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</section>
+
+   <section xml:id="cansup-line-item">
+      <title>Cancelling  and Suspending Line Item</title>
+      <para>You can cancel or suspend line items that are in a state of pending or on-order.</para>
+
+<para>You can use cancel reasons to suspend line items. This is done by choosing a cancel reason for which debits are 
+kept.  For 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
+remain encumbered for the purchase while the line item has the status of cancelled.</para>
+
+<para><link linkend="cancel-line-item">Cancel a Line Item</link></para>
+<para><link linkend="suspend-line-item">Suspend a Line Item</link></para>
+
+
+<simplesect xml:id="cancel-line-item">
+<title>Cancel a Line Item</title>
+
+<procedure>
+<step>
+<para>Open your purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Check the box(es) of the line item(s) you wish to cancel.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/cancel-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the main <guilabel>Actions</guilabel> menu, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>Cancel Selected Lineitems</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/cancel-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>From the drop down menu that appears, select a cancel reason.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/cancel-lineitem-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Cancel Line Items</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/cancel-lineitem-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>A pop up will appear asking you to confirm that you wish to cancel the line item.  Click <guibutton>OK</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/cancel-lineitem-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The line item will change to white and the status will update to <guilabel>cancelled</guilabel>.</para>
+<para>The funds for the particular line item will no longer be encumbered.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/cancel-lineitem-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</simplesect>
+
+<simplesect xml:id="suspend-line-item">
+<title>Suspend a Line Item</title>
+
+<procedure>
+<step>
+<para>Open your purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Check the box(es) of the line item(s) you wish to suspend.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/cancel-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the main <guilabel>Actions</guilabel> menu, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>Cancel Selected Lineitems</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/cancel-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>From the drop down menu that appears, select a cancel reason for which debits are kept. See 
+<link linkend="cancel-reasons-defaults">Sitka Cancel Reason Defaults</link> for which cancel reasons keep debits.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/cancel-lineitem-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Cancel Line Items</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/suspend-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>A pop up will appear asking you to confirm that you wish to cancel the line item.  Click <guibutton>OK</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/cancel-lineitem-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The line item will change to white and the status will update to <guilabel>cancelled</guilabel>.</para>
+<para>Because the line item has been suspended rather than cancelled, the funds for the line item are still encumbered.</para>
+<para><mediaobject>
+<alt>screenshot of cancelling</alt>
+
+<imageobject>
+<imagedata fileref="media/cancel-lineitem-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<para>A suspended line item is resolved when all copies of the item arrive and are received.</para>
+</step>
+
+</procedure>
+
+</simplesect>
+
+</section>
+
+   <section xml:id="delete-line-item">
+      <title>Delete a Line Item</title>
+       <para>Line items with the status of new, selector-ready, order-ready, or pending-order can be deleted.</para>
+<para>Be sure you want to delete the line item as there is no warning message.</para>
+
+<caution><para>Do NOT delete line items with the status of on-order or received.  Doing so will cause errors on your purchase order and invoice.  Instead,
+on-order line items should be <link linkend="cansup-line-item">cancelled</link>.</para></caution>
+
+<procedure>
+<step>
+<para>Open a selection list or purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Check the box(es) of the line item(s) you would like to delete.</para>
+<para><mediaobject>
+<alt>screenshot of delete line item</alt>
+
+<imageobject>
+<imagedata fileref="media/delete-lineitem-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the main <guilabel>Actions</guilabel> menu, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>Delete Selected Items</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of delete line item</alt>
+
+<imageobject>
+<imagedata fileref="media/delete-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Your line item and the history associated with it will disappear.</para>
+<para><mediaobject>
+<alt>screenshot of delete line item</alt>
+
+<imageobject>
+<imagedata fileref="media/delete-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</section>
+
+
+   <section xml:id="apply-funds-acq">
+      <title>Apply Funds to Line Items</title>
+<para>You can apply a single fund or multiple funds to line items on a selection list or purchase order. You can change the fund that has been applied to an item at any 
+time on a selection list. You can change the fund that has been applied to an item on a purchase order if the purchase order has not yet been activated.</para>
+<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
+line items and their attendant copies.</para>
+   
+
+<para><link linkend="apply-funds-batch">Apply Funds to Copies via Batch Updates to Line Items</link></para>
+<para><link linkend="apply-funds-copies">Apply Funds to Individual Copies</link></para>
+
+<simplesect xml:id="apply-funds-batch">
+<title>Apply Funds to Copies via Batch Updates to Line Items</title>
+<para>You can apply funds to all copies on a line item from the main <guilabel>Actions</guilabel> menu on a selection list or purchase order.</para>
+
+<note><informalfigure><para>Fund balance levels will be indicated by colour, A black fund name indicates that the fund has money to be spent. A yellow fund name indicates that the 
+balance 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 
+fund. Funds that have been closed out will no longer appear on the drop down list.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/fund-batch-lineitem-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure></note>
+
+<procedure>
+<step>
+<para>Open a selection list or purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Check the box(es) of the line item(s) with copies to which you would like to apply funds.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/fund-batch-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the main <guilabel>Actions</guilabel> menu, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>Apply Funds to Selected Items</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/fund-batch-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Select the fund you wish to apply to the copies from the <guilabel>Select a new fund</guilabel> drop down menu.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/fund-batch-lineitem-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Submit</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/fund-batch-lineitem-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</simplesect>
+
+<simplesect xml:id="apply-funds-copies">
+<title>Apply Funds to Individual Copies</title>
+
+<note><informalfigure><para>Fund balance levels will be indicated by colour, A black fund name indicates that the fund has money to be spent. A yellow fund name indicates that the 
+balance 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 
+fund. Funds that have been closed out will no longer appear on the drop down list.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/fund-copy-lineitem-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure></note>
+
+<procedure>
+<step>
+<para>Open a selection list or purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Click the <guilabel>Copies</guilabel> link on the line item you wish to apply funds to.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/fund-copy-lineitem-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<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. 
+Ensure that all copies have a fund selected.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/fund-copy-lineitem-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Save Changes</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/fund-copy-lineitem-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Return</guibutton> to return to the selection list or purchase order.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/fund-copy-lineitem-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+</simplesect>
+
+</section>
+      
+</chapter>
diff --git a/acq/acq-load-bib.xml b/acq/acq-load-bib.xml
new file mode 100644 (file)
index 0000000..5fd14ff
--- /dev/null
@@ -0,0 +1,95 @@
+<?xml version='1.0' encoding='UTF-8'?>
+<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"
+   xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="acq-load-bib">
+   <info>
+      <title>Loading Bib Records and Items into the Catalogue</title>
+      <legalnotice>
+         <para><emphasis role="bold">Adapted with permission from original material by the <link
+                  xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf"
+                  xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf">Evergreen
+                  Community</link></emphasis></para>
+      </legalnotice>
+      
+     
+
+      <abstract>
+         <para>Bibliographic records and copies can be loaded into the catalogue at different stages of the acquisitions process depending on your preferred
+workflow.</para>
+<para>By default bibliographic records and copies become OPAC visible the moment they are loaded into the catalogue.  Libraries that do not wish their on-order
+materials to be visible to their patrons can set up an OPAC invisible default copy location for the system to use.  
+See <link linkend="admin-acqadditional">Chapter 42. Acquisitions Module Additional Administrative Settings</link> for instruction on setting up and using an OPAC
+invisible default copy location.</para></abstract>
+      
+
+   </info>
+
+<section xml:id="loadbibs-placeholder">
+</section>
+
+   <section xml:id="load-bib-items">
+      <title>How to Load Bib Records and Items into the Catalogue</title>
+      <para>You can load bibliographic records and items into the catalogue in four different ways through the acquisitions module.</para>
+<procedure>
+
+<step>
+<informalfigure>
+<para>You can import bib records and items (if holdings information is attached) when you upload MARC order records.</para> 
+<para>Click <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Load MARC Order Records</guimenuitem></menuchoice> and check the box adjacent 
+to <guilabel>Load Bibs and Items into the ILS</guilabel>.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/load-bibs-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>You can import bib records and items into the catalogue when you create a purchase order from a selection list.</para>
+<para>From the selection list, select 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>Create Purchase Order</guimenuitem></menuchoice>. Check the box adjacent to 
+<guilabel>Import Bibs and Create Copies</guilabel> to import the records into the catalogue.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/load-bibs-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>You can import bib records and items into the catalogue from purchase orders by clicking 
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>Load Bibs and Items</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/load-bibs-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>If you have not previously loaded the bib records and items into the catalogue, Evergreen will automatically import the bib 
+records and items into the catalogue when the purchase order is activated.</para>
+<para><mediaobject>
+<alt>screenshot of invoicing</alt>
+
+<imageobject>
+<imagedata fileref="media/activate-purchaseorder-4-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+</section>
+    
+</chapter>
diff --git a/acq/acq-purchase-orders.xml b/acq/acq-purchase-orders.xml
new file mode 100644 (file)
index 0000000..0ae3a0f
--- /dev/null
@@ -0,0 +1,1184 @@
+<?xml version='1.0' encoding='UTF-8'?>
+<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"
+   xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="acq-purchase-orders">
+   <info>
+      <title>Purchase Orders</title>
+      <legalnotice>
+         <para><emphasis role="bold">Adapted with permission from original material by the <link
+                  xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf"
+                  xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf">Evergreen
+                  Community</link></emphasis></para>
+      </legalnotice>
+      
+     
+
+      <abstract>
+         <para>This chapter describes how to create, activate, and receive purchase orders in the Acquisitions Module. Other functions related to 
+purchase orders are also covered.</para></abstract>
+      
+
+   </info>
+
+<section xml:id="placeholder-purchaseorder">
+</section>
+
+   <section xml:id="mark-ready-order">
+      <title>Mark Ready for Order</title>
+<para>This step is optional but may be useful to some individual workflows.</para>
+      <para>After an item has been added to a selection list or purchase order, you can mark it ready for order.</para>
+
+<procedure>
+
+<step>
+<para>Open the selection list or purchase order that contains the line items you would like to <guilabel>Mark Ready for Order</guilabel>.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>If you wish to <guilabel>Mark Ready</guilabel> only selected list items, check the boxes adjacent to those line items.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/mark-order-purchaseorder-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Select <menuchoice><guimenu>Actions</guimenu><guimenuitem>Mark Ready for Order</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/mark-order-purchaseorder-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para> A pop up box will appear. Choose either <guilabel>Mark selected</guilabel> or <guilabel>Mark all</guilabel>.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/mark-selector-selection-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Go</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/mark-selector-selection-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The screen will refresh. The marked line item(s) will be highlighted periwinkle, and the status will have changed to <guilabel>order-ready</guilabel>.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/mark-order-purchaseorder-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</section>
+
+
+<section xml:id="create-purchase-order">
+<title>Create a Purchase Order</title>
+<para>You can create a purchase order to which you can add brief records and charges.</para>
+<note><para>In addition to the method described here, you can create a purchase order from a <link linkend="convert-selection-list">selection list</link>, a batch 
+<link linkend="marc-order-records">load of MARC order records</link>, the <link linkend="view-place-orders">View/Place Orders</link> link in the catalogue, or the results 
+from a <link linkend="marc-federated-search">MARC federated search</link>.</para></note>
+
+<procedure>
+<step>
+<informalfigure>
+<para>Select <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Create Purchase Order</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/create-new-purchaseorder-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>In the pop up box that appears, ensure that the correct ordering agency shows in the <guilabel>Ordering Agency</guilabel> field. Correct it if necessary.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/create-new-purchaseorder-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>In the <guilabel>Provider</guilabel> field, enter the code for the provider. The text will auto-complete.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/create-new-purchaseorder-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>If prepayment is required, check the box adjacent to <guilabel>Prepayment Required</guilabel>.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/create-new-purchaseorder-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+<tip><para>If prepayment is always required for a specific provider, your acquisitions administrator can set this in the provider's profile so it is automatically
+selected when you enter the provider code.</para></tip>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Save</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/create-new-purchaseorder-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The purchase order has been created. You can now create a <link linkend="add-additional-purchase">new charge type</link> or 
+<link linkend="purchase-add-brief">add a brief record</link>.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/create-new-purchaseorder-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+<note><informalfigure><para>On the purchase order, the <guilabel>Total Estimated</guilabel> is the sum of the prices. The <guilabel>Total Encumbered</guilabel> is the total estimated that is encumbered 
+when the purchase order is activated. The <guilabel>Total Spent</guilabel> column automatically updates with the items are invoiced.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/create-new-purchaseorder-7.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure></note>
+
+</section>
+
+
+   <section xml:id="name-purchase-order">
+      <title>Name a Purchase Order</title>
+      <para>By default a new purchase order is given the purchase order ID its name.</para>
+<para>You can change the name to any grouping of letters or numbers as determined by your 
+library's policies. You can reuse purchase order names as long as a name is never used twice in the same year.</para>
+
+<procedure>
+<step>
+<para>Open or create a purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>The name of the purchase order is in the top left column of the purchase order. The hyperlinked number is an internal ID number that Evergreen has assigned.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/name-purchaseorder-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click on the hyperlinked ID number. A pop up box will appear.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/name-purchaseorder-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter a new name for your purchase order and click <guibutton>Ok</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/name-purchaseorder-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The new name will replace the internal ID number as the purchase order's name.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/name-purchaseorder-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+</procedure>
+
+</section>
+
+
+   <section xml:id="purchase-add-brief">
+      <title>Add Brief Records to a Purchase Order</title>
+      <para>You can add brief records to new or existing purchase order.</para>
+
+<procedure>
+<step>
+<para>Open or create a purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Click the <guibutton>Add Brief Record</guibutton> button.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/add-brief-purchaseorder-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter bibliographic information in the desired fields and click <guibutton>Save Record</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/add-brief-purchaseorder-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>A new line item appears on your purchase order.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/add-brief-purchaseorder-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>To add additional brief records, select <menuchoice><guimenu>Actions</guimenu>
+<guimenuitem>Add Brief Record</guimenuitem></menuchoice>.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/add-brief-purchaseorder-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+
+</section>
+
+
+   <section xml:id="add-additional-purchase">
+      <title>Add Charges, Taxes, and/or Fees to a Purchase Order</title>
+      <para>You can add other charges, taxes, and/or fees to a purchase order. These additional charges will be reflected in the amounts that are estimated and 
+encumbered on the purchase order.</para>
+
+<procedure>
+<step>
+<para>Open or create a purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>At the bottom of the purchase order, click <guibutton>New Charge</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of new charges</alt>
+
+<imageobject>
+<imagedata fileref="media/new-charge-purchaseorder-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the first drop down menu, select a <guilabel>Charge Type</guilabel>.</para>
+<para><mediaobject>
+<alt>screenshot of new charges</alt>
+
+<imageobject>
+<imagedata fileref="media/new-charge-purchaseorder-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Using the next drop down menu, select a <guilabel>Fund</guilabel>.</para>
+<para><mediaobject>
+<alt>screenshot of new charges</alt>
+
+<imageobject>
+<imagedata fileref="media/new-charge-purchaseorder-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter a <guilabel>Title/Description</guilabel> if applicable.</para>
+<para><mediaobject>
+<alt>screenshot of new charges</alt>
+
+<imageobject>
+<imagedata fileref="media/new-charge-purchaseorder-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter your initials in the <guilabel>Author</guilabel> field.</para>
+<para><mediaobject>
+<alt>screenshot of new charges</alt>
+
+<imageobject>
+<imagedata fileref="media/new-charge-purchaseorder-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter a note if applicable.</para>
+<para><mediaobject>
+<alt>screenshot of new charges</alt>
+
+<imageobject>
+<imagedata fileref="media/new-charge-purchaseorder-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter an estimated cost.</para>
+<para><mediaobject>
+<alt>screenshot of new charges</alt>
+
+<imageobject>
+<imagedata fileref="media/new-charge-purchaseorder-7.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>New Charge</guibutton> to add an additional charge or click <guibutton>Save New Charges</guibutton> to finish.</para>
+<para><mediaobject>
+<alt>screenshot of new charges</alt>
+
+<imageobject>
+<imagedata fileref="media/new-charge-purchaseorder-8.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The charge(s) will display on the purchase order.</para>
+<para><mediaobject>
+<alt>screenshot of new charges</alt>
+
+<imageobject>
+<imagedata fileref="media/new-charge-purchaseorder-9.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+<note><para>Charges can be deleted by clicking the red <guibutton>X</guibutton> adjacent to the charge.</para></note>
+
+</section>
+
+
+   <section xml:id="add-notes-purchase">
+      <title>Add Notes to a Purchase Order</title>
+      <para>You can add notes to a purchase order. Notes can be viewed by staff and/or by the provider. By default, notes are visible only to staff.</para>
+
+<procedure>
+<step>
+<para>Open or create a purchase order.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>In the top half of the purchase order there is a <guilabel>Notes</guilabel> field. The number of notes attached to the purchase order is hyperlinked in 
+parentheses next to this field. Click the hyperlinked number.</para>
+<para><mediaobject>
+<alt>screenshot of add a note</alt>
+
+<imageobject>
+<imagedata fileref="media/add-notes-purchaseorder-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+
+<step>
+<informalfigure>
+<para>Click <guibutton>New Note</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of add a note</alt>
+
+<imageobject>
+<imagedata fileref="media/add-notes-purchaseorder-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Enter the note. If you wish to make it available to the provider, check the box adjacent to <guilabel>Note is vendor-public</guilabel>.</para>
+<para><mediaobject>
+<alt>screenshot of add a note</alt>
+
+<imageobject>
+<imagedata fileref="media/add-notes-purchaseorder-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Create</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of add a note</alt>
+
+<imageobject>
+<imagedata fileref="media/add-notes-purchaseorder-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Add as many notes as you require.</para>
+<para><mediaobject>
+<alt>screenshot of add a note</alt>
+
+<imageobject>
+<imagedata fileref="media/add-notes-purchaseorder-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Return</guibutton> to return to the purchase order.</para>
+<para><mediaobject>
+<alt>screenshot of add a note</alt>
+
+<imageobject>
+<imagedata fileref="media/add-notes-purchaseorder-6.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The number in parentheses will increases to reflect the number of notes attached to the purchase order.</para>
+<para><mediaobject>
+<alt>screenshot of add a note</alt>
+
+<imageobject>
+<imagedata fileref="media/add-notes-purchaseorder-7.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</section>   
+
+<section xml:id="activate-purchase-order">
+<title>Activating Purchase Orders</title>
+
+<para><link linkend="criteria-purchase-order">Activation Criteria</link></para>
+<para><link linkend="activation-purchase-order">Activate a Purchase Order</link></para>
+
+<simplesect xml:id="criteria-purchase-order">
+<title>Activation Criteria</title>
+
+<para>Before you can activate a purchase order, the following criteria must be met:</para>
+<itemizedlist>
+<listitem>
+<para>Each line must have at least one copy attached to it.  See <link linkend="add-copies-lineitem">Add a Copy to a Line Item</link> for instructions.</para>
+</listitem>
+<listitem>
+<informalfigure>
+<para>Each line item must contain an estimated price.  If there is no estimated price the <guilabel>Activate Order?</guilabel> field will read, 
+<guilabel>No: The lineitem has no price (ACQ_LINEITEM_NO_PRICE)</guilabel>. Simply enter prices in the estimated price fields and click <guibutton>Reload</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/activate-purchaseorder-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+
+<listitem>
+<informalfigure>
+<para>Each line item must have funds applied to it. If no funds are applied the <guilabel>Activate Order?</guilabel> field will read,
+<guilabel>No: The requested acq. fund was not found (ACQ_FUND_NOT_FOUND)</guilabel>. Simply apply funds individually or as a batch.  See 
+<link linkend="apply-funds-acq">Apply Funds to Line Items</link> for instructions.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/activate-purchaseorder-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+<listitem>
+<informalfigure>
+<para>The fund(s) used for the purchase order must not have reached its stop level. If the fund is above its stop level the <guilabel>Activate Order?</guilabel> field
+will read, <guilabel>No; fund [fund name here] would be encumbered beyond its stop level</guilabel>. In this case, more credit must be allocated to the fund or a different 
+fund must be applied to the purchase order.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/activate-purchaseorder-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</listitem>
+</itemizedlist>
+
+</simplesect>
+
+<simplesect xml:id="activation-purchase-order">
+<title>Activate a Purchase Order</title>
+
+<para>When the above criteria have been met, proceed with the following:</para>
+
+<procedure>
+<step>
+<informalfigure>
+<para>The <guilabel>Activate Order?</guilabel> field will read, <guilabel>Yes. Activate Order</guilabel>.</para>
+<para><mediaobject>
+<alt>screenshot of line item status</alt>
+
+<imageobject>
+<imagedata fileref="media/activate-purchaseorder-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Click the hyperlinked <guilabel>Activate Order</guilabel>.</para>
+<para><mediaobject>
+<alt>screenshot of activate order</alt>
+
+<imageobject>
+<imagedata fileref="media/activate-purchaseorder-4-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>When you activate the order the bibliographic records and copies will be imported into the catalogue, if you have not previously done so, and the funds associated with 
+the purchases will be encumbered.</para>
+<para><mediaobject>
+<alt>screenshot of activate order</alt>
+
+<imageobject>
+<imagedata fileref="media/activate-purchaseorder-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+</procedure>
+
+</simplesect>
+
+</section>
+
+<section xml:id="split-purchase-order">
+<title>Split Purchase Order by Line Items</title>
+
+<para>You can create a purchase order with multiple line items and then split the purchase order so that each line item is on a separate purchase order.</para>
+
+<para>When a purchase order is in the status of <guilabel>pending-order</guilabel>, a link to <guibutton>Split Order by Lineitems</guibutton> appears in the bottom left 
+corner of the top half of the screen.</para>
+
+<procedure>
+
+<step>
+<para>Open the purchase order you would like to split.</para>
+</step>
+
+<step>
+<informalfigure>
+<para>Click <guibutton>Split Order by Lineitems</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of split purchase order</alt>
+
+<imageobject>
+<imagedata fileref="media/split-line-purchase-order-1.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>A pop up box will confirm that you wish to split the purchase order. Click <guibutton>Ok</guibutton> to continue.</para>
+<para><mediaobject>
+<alt>screenshot of split purchase order</alt>
+
+<imageobject>
+<imagedata fileref="media/split-line-purchase-order-2.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>The line items will display with a PO Search.</para>
+<para><mediaobject>
+<alt>screenshot of split purchase order</alt>
+
+<imageobject>
+<imagedata fileref="media/split-line-purchase-order-3.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>Select Pending from the <guilabel>State</guilabel> drop down menu.  Leave <guilabel>Show results as a virtual combined PO</guilabel> checked and click 
+<guibutton>Search</guibutton>.</para>
+<para><mediaobject>
+<alt>screenshot of split purchase order</alt>
+
+<imageobject>
+<imagedata fileref="media/split-line-purchase-order-4.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+<step>
+<informalfigure>
+<para>All pending orders will as a virtual combined purchase order. You are able to activate the purchase order for each item from this 
+screen.</para>
+<para><mediaobject>
+<alt>screenshot of split purchase order</alt>
+
+<imageobject>
+<imagedata fileref="media/split-line-purchase-order-5.png" scalefit="0"></imagedata>
+</imageobject>
+</mediaobject></para>
+</informalfigure>
+</step>
+
+</procedure>
+
+</section>
+
+<section xml:id="cansup-purchase-order">
+<title>Cancelling and Suspending Purchase Orders</title>
+<para>You can cancel or suspend purchase orders that are in a state of pending or on-order.</para>
+<para>You can also use cancel reasons to suspend purchase orders. This is done by choosing a cancel reason for which debits are 
+kept.  For 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
+remain encumbered for the purchase while the purchase order has the status of cancelled.</para>
+
+<para><link linkend="cancel-purchase-order">Cancel a Purchase Order</link></para>
+<para><link linkend="suspend-purchase-order">Suspend a Purchase Order</link></para>
+
+<simplesect xml:id="cancel-purchase-order">
+<title>Cancel a Purchase Order</title>
+
+<procedure>
+<step>
+<para>Open your purchase order.</para>
+</step>
+
+<step>