add section for invoice blanket order items
authorChristine Burns <christine.burns@bc.libraries.coop>
Mon, 16 May 2016 23:24:19 +0000 (16:24 -0700)
committerChristine Burns <christine.burns@bc.libraries.coop>
Mon, 16 May 2016 23:24:19 +0000 (16:24 -0700)
Signed-off-by: Christine Burns <christine.burns@bc.libraries.coop>
acq/acq-invoices.xml
acq/media/invoice-blanketorder-billed.png [new file with mode: 0644]
acq/media/invoice-blanketorder-create.png [new file with mode: 0644]
acq/media/invoice-blanketorder-details.png [new file with mode: 0644]
acq/media/invoice-blanketorder-posearch-1.png [new file with mode: 0644]
acq/media/invoice-blanketorder-posearch.png [new file with mode: 0644]
acq/media/invoice-blanketorder-saved.png [new file with mode: 0644]

index 0d8d9ba..755297f 100644 (file)
@@ -1017,34 +1017,104 @@ building your list.</para></note>
 \r
    <section xml:id="invoice-blanket-order">\r
       <title>Invoice and Receive Blanket Orders</title>\r
-      <para>Create an invoice from the Purchase Order page and enter the amount billed/paid for the received shipment.</para>\r
+      <para>Blanket orders allow staff to invoice an encumbered amount multiple times, paying off the charge over a period of time.</para>\r
+      <para>You must first <link linkend="create-blanket-order">Create a Blanket Purchase Order</link> the following instructions are for <guilabel>Invoicing and Receiving</guilabel> Blanket Order items.</para>\r
+         \r
+<note><para>Invoices for <guilabel>Blanket Order</guilabel>items must be created from the <guilabel>Purchase Order Interface</guilabel></para></note>\r
       \r
       <procedure>\r
          <step>\r
             <informalfigure>\r
-               <para>Select <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Purchase Order</guimenuitem></menuchoice>.</para>\r
+               <para>Select <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Purchase Orders</guimenuitem></menuchoice>.</para>\r
                <para><mediaobject>\r
                   <alt>screenshot of purchase order</alt>\r
                   \r
                   <imageobject>\r
-                     <imagedata fileref="media/create-new-purchaseorder-1.png" scalefit="0"></imagedata>\r
+                     <imagedata fileref="media/purchase-search-1.png" scalefit="0"></imagedata>\r
                   </imageobject>\r
                </mediaobject></para>\r
             </informalfigure>\r
          </step>\r
          <step>\r
             <informalfigure>\r
-               <para>Choose <guilabel>Ordering Agency,</guilabel>, enter the Purchase Order <guilabel>Name,</guilabel> and choose a <guilabel>Provider</guilabel>.</para>\r
+               <para>By default the search interface is set to search for on-order purchase orders created by your ordering agency.</para>\r
+               <para>If this is the search you wish to perform, click <guibutton>Search</guibutton>.</para>\r
+               <para><mediaobject>\r
+                  <alt>screenshot of the Purchase Order Search</alt>\r
+                  \r
+                  <imageobject>\r
+                     <imagedata fileref="media/invoice-blanketorder-posearch.png" width="100%" scalefit="1"></imagedata>\r
+                  </imageobject>\r
+               </mediaobject></para>\r
+            </informalfigure>\r
+         </step>\r
+         <step>\r
+            <informalfigure>\r
+               <para>Click on the hyperlinked Purchase Order <guilabel>Name</guilabel> to open the Blanket Order.</para>\r
+               <para><mediaobject>\r
+                  <alt>screenshot of purchase order</alt>\r
+                  \r
+                  <imageobject>\r
+                     <imagedata fileref="media/invoice-blanketorder-posearch-1.png" width="100%" scalefit="1"></imagedata>\r
+                  </imageobject>\r
+               </mediaobject></para>\r
+            </informalfigure>\r
+         </step> \r
+         <step>\r
+            <informalfigure>\r
+               <para>Click <guilabel>Create Invoice.</guilabel></para>\r
                <para><mediaobject>\r
                   <alt>screenshot of purchase order</alt>\r
                   \r
                   <imageobject>\r
-                     <imagedata fileref="media/create-new-purchaseorder-1.png" scalefit="0"></imagedata>\r
+                     <imagedata fileref="media/invoice-blanketorder-create.png" width="100%" scalefit="1"></imagedata>\r
+                  </imageobject>\r
+               </mediaobject></para>\r
+            </informalfigure>\r
+         </step>   \r
+         <step>\r
+            <informalfigure>\r
+               <para>Fill in the top section of the invoice. See <link linkend="invoice-details"> Invoice Details</link> for guidelines.</para>\r
+               <para><mediaobject>\r
+                  <alt>screenshot of invoice</alt>\r
+                  <imageobject>\r
+                     <imagedata fileref="media/invoice-blanketorder-details.png" scalefit="0"></imagedata>\r
+                  </imageobject>\r
+               </mediaobject></para>\r
+            </informalfigure>\r
+         </step>  \r
+         <step>\r
+               <para>The <guilabel>Fund</guilabel> will have auto-populated with the <guilabel>Fund</guilabel> used on the <guilabel>Purchase Order.</guilabel></para>\r
+         </step>  \r
+         <step>\r
+            <informalfigure>\r
+               <para>Enter the amount billed into the <guilabel>Billed</guilabel> field. The <guilabel>Paid</guilabel> field will auto-fill to match.</para>\r
+               <para><mediaobject>\r
+                  <alt>screenshot of invoice</alt>\r
+                  <imageobject>\r
+                     <imagedata fileref="media/invoice-blanketorder-billed.png" width="100%" scalefit="1"></imagedata>\r
                   </imageobject>\r
                </mediaobject></para>\r
             </informalfigure>\r
          </step>   \r
+         <step>\r
+               <para>Enter an optional <guilabel>Title / Description</guilabel>.</para> \r
+         </step>   \r
+         <step><informalfigure>\r
+            <para>Click <guilabel>Save</guilabel> to save the changes you have made.</para>\r
+         <para><mediaobject>\r
+            <alt>screenshot of invoice</alt>\r
+            <imageobject>\r
+               <imagedata fileref="media/invoice-blanketorder-saved.png" width="100%" scalefit="1"></imagedata>\r
+            </imageobject>\r
+         </mediaobject></para>\r
+         </informalfigure>\r
+         </step>\r
+         <step><para>Click <guilabel>Close</guilabel> to close the invoice. Funds will change from encumbered to spent.</para></step>\r
       </procedure>\r
+<note><para>Blanket Order items do not need to be <guilabel>Marked as Received</guilabel>as these charges are not linked to Acquisitions line items.</para></note>         \r
+         \r
+     \r
       <simplesect xml:id="complete-blanket-order-invoice">\r
          <title>Finalize Blanket Order</title>\r
          <para>When the final shipment arrives, staff select the <guilabel>Final Invoice for Blanket Order</guilabel> option on the invoice screen to mark the PO as received and drop any remaining encumbrances to $0.00.</para>\r
@@ -1057,7 +1127,7 @@ building your list.</para></note>
                      <alt>screenshot of invoice</alt>\r
                      \r
                      <imageobject>\r
-                        <imagedata fileref="media/blanket.png" scalefit="0"></imagedata>\r
+                        <imagedata fileref="media/blanket.png" width="100%" scalefit="1"></imagedata>\r
                      </imageobject>\r
                   </mediaobject></para>\r
                </informalfigure>\r
diff --git a/acq/media/invoice-blanketorder-billed.png b/acq/media/invoice-blanketorder-billed.png
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diff --git a/acq/media/invoice-blanketorder-create.png b/acq/media/invoice-blanketorder-create.png
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diff --git a/acq/media/invoice-blanketorder-details.png b/acq/media/invoice-blanketorder-details.png
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diff --git a/acq/media/invoice-blanketorder-posearch-1.png b/acq/media/invoice-blanketorder-posearch-1.png
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diff --git a/acq/media/invoice-blanketorder-saved.png b/acq/media/invoice-blanketorder-saved.png
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