adding content & screenshots to Blanket Order section
authorChristine Burns <christine.burns@bc.libraries.coop>
Tue, 10 May 2016 23:53:04 +0000 (16:53 -0700)
committerChristine Burns <christine.burns@bc.libraries.coop>
Tue, 10 May 2016 23:53:04 +0000 (16:53 -0700)
Signed-off-by: Christine Burns <christine.burns@bc.libraries.coop>
13 files changed:
acq/acq-invoices.xml
acq/acq-purchase-orders.xml
acq/media/Thumbs.db
acq/media/blanketorder-1.png [new file with mode: 0644]
acq/media/blanketorder-2.png [new file with mode: 0644]
acq/media/blanketorder-3.png [new file with mode: 0644]
acq/media/blanketorder-4.png [new file with mode: 0644]
acq/media/blanketorder-5.png [new file with mode: 0644]
acq/media/blanketorder-6.png [new file with mode: 0644]
acq/media/blanketorder-7.png [new file with mode: 0644]
acq/media/blanketorder-8.png [new file with mode: 0644]
acq/media/blanketorder-9.png [new file with mode: 0644]
acq/media/blanketorder-warning.png [new file with mode: 0644]

index 382bb14..fd471d0 100644 (file)
@@ -958,6 +958,56 @@ building your list.</para></note>
 \r
 </section>\r
 \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
+      \r
+      <procedure>\r
+         <step>\r
+            <informalfigure>\r
+               <para>Select <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Purchase Order</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
+                  </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><mediaobject>\r
+                  <alt>screenshot of purchase order</alt>\r
+                  \r
+                  <imageobject>\r
+                     <imagedata fileref="media/create-new-purchaseorder-1.png" scalefit="0"></imagedata>\r
+                  </imageobject>\r
+               </mediaobject></para>\r
+            </informalfigure>\r
+         </step>   \r
+      </procedure>\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
+         \r
+         <procedure>\r
+            <step>\r
+               <informalfigure>\r
+                  <para>Select <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Open Invoices</guimenuitem></menuchoice>.</para>\r
+                  <para><mediaobject>\r
+                     <alt>screenshot of invoice</alt>\r
+                     \r
+                     <imageobject>\r
+                        <imagedata fileref="media/blanket.png" scalefit="0"></imagedata>\r
+                     </imageobject>\r
+                  </mediaobject></para>\r
+               </informalfigure>\r
+            </step>\r
+         </procedure>\r
+      \r
+   </section>\r
 \r
    <section xml:id="charges-invoice">\r
 <title>Invoice Charges</title>\r
index 63186bb..3afa19b 100644 (file)
@@ -555,7 +555,6 @@ when bringing records in via their <link linkend="catalog-record-ids">Catalog Re
 \r
          <simplesect xml:id="create-blanket-order">\r
 <title>Create a Blanket Purchase Order</title>\r
-<para>create a po and add blanket order charge.</para>\r
 \r
 <procedure>\r
 <step>\r
@@ -565,55 +564,94 @@ when bringing records in via their <link linkend="catalog-record-ids">Catalog Re
 <alt>screenshot of line item status</alt>\r
 \r
 <imageobject>\r
-<imagedata fileref="media/blanket.png" scalefit="0"></imagedata>\r
-</imageobject>\r
-</mediaobject></para>\r
-</informalfigure>\r
-</step>\r
-</procedure>\r
-\r
-</simplesect>\r
-\r
-<simplesect xml:id="receive-blanket-order">\r
-<title>Receive Blanket Order Items</title>\r
-<para>Create an invoice from the Purchase Order page and enter the amount billed/paid for the received shipment.</para>\r
-\r
-<procedure>\r
-<step>\r
-<informalfigure>\r
-<para>Select <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Purchase Order</guimenuitem></menuchoice>.</para>\r
-<para><mediaobject>\r
-<alt>screenshot of purchase order</alt>\r
-\r
-<imageobject>\r
-<imagedata fileref="media/blanket.png" scalefit="0"></imagedata>\r
+   <imagedata fileref="media/create-new-purchaseorder-1.png" scalefit="0"></imagedata>\r
 </imageobject>\r
 </mediaobject></para>\r
 </informalfigure>\r
 </step>\r
+   <step><para>A pop up window will appear</para></step>\r
+   <step>\r
+      <informalfigure>\r
+         <para>Verify <guilabel>Ordering Agency,</guilabel> enter a Purchase Order\r
+                        <guilabel>Name</guilabel> (optional) and choose the\r
+                        <guilabel>Provider</guilabel>.</para>\r
+         <para><mediaobject>\r
+            <alt>screenshot of purchase order</alt>\r
+            \r
+            <imageobject>\r
+               <imagedata fileref="media/blanketorder-1.png" scalefit="0"></imagedata>\r
+            </imageobject>\r
+         </mediaobject></para>\r
+      </informalfigure>\r
+   </step>  \r
+   <step><para>Click <guilabel>Save</guilabel>.</para></step>\r
+   <step>\r
+      <informalfigure>\r
+         <para>Click <guibutton>New Charge</guibutton>.</para>\r
+         <para><mediaobject>\r
+            <alt>screenshot of purchase order</alt>\r
+            \r
+            <imageobject>\r
+               <imagedata fileref="media/blanketorder-2.png" scalefit="1"></imagedata>\r
+            </imageobject>\r
+         </mediaobject></para>\r
+      </informalfigure>\r
+   </step>\r
+   <step>\r
+      <informalfigure>\r
+         <para>Choose <guimenuitem>Blanket Order</guimenuitem> from the <guimenu>Charge Type</guimenu> drop down menu.</para>\r
+         <para><mediaobject>\r
+            <alt>screenshot of blanket purchase order</alt>\r
+            <imageobject>\r
+               <imagedata fileref="media/blanketorder-3.png" scalefit="1"></imagedata>\r
+            </imageobject>\r
+         </mediaobject></para>\r
+      </informalfigure>\r
+   </step>  \r
+   <step>\r
+      <informalfigure>\r
+         <para>Choose a <guilabel>Fund</guilabel> from the <guimenu>Fund</guimenu> drop down menu.</para>\r
+         <para><mediaobject>\r
+            <alt>screenshot of blanket purchase order</alt>           \r
+            <imageobject>\r
+               <imagedata fileref="media/blanketorder-4.png" scalefit="1"></imagedata>\r
+            </imageobject>\r
+         </mediaobject></para>\r
+      </informalfigure>\r
+   </step>\r
+   <step>\r
+      <informalfigure>\r
+         <para>Enter the <guilabel>Estimated Cost</guilabel> for the blanket order.</para>\r
+         <para><mediaobject>\r
+            <alt>screenshot of blanket purchase order</alt>           \r
+            <imageobject>\r
+               <imagedata fileref="media/blanketorder-5.png" scalefit="1"></imagedata>\r
+            </imageobject>\r
+         </mediaobject></para>\r
+      </informalfigure>\r
+   </step>  \r
+   <step><para>Click <guibutton>Save New Charges</guibutton></para></step>\r
+   <step>\r
+      <informalfigure>\r
+         <para>Click <guibutton>Activate</guibutton></para>\r
+         <para><mediaobject>\r
+            <alt>screenshot of blanket purchase order</alt>           \r
+            <imageobject>\r
+               <imagedata fileref="media/blanketorder-6.png" scalefit="1"></imagedata>\r
+            </imageobject>\r
+         </mediaobject></para>\r
+      </informalfigure>\r
+   </step>  \r
 </procedure>\r
+            \r
+            <para>See <link linkend="invoice-blanket-order">Invoice and Receive Blanket Orders</link> for further instructions</para>    \r
 \r
-</simplesect>\r
+</simplesect>  \r
 \r
-<simplesect xml:id="complete-blanket-order">\r
-<title>Finalize Blanket Order</title>\r
+<simplesect xml:id="complete-blanket-order-PO">\r
+<title>Finalize Blanket Order from Purchase 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
 \r
-<procedure>\r
-<step>\r
-<informalfigure>\r
-<para>Select <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Open Invoices</guimenuitem></menuchoice>.</para>\r
-<para><mediaobject>\r
-<alt>screenshot of invoice</alt>\r
-\r
-<imageobject>\r
-<imagedata fileref="media/blanket.png" scalefit="0"></imagedata>\r
-</imageobject>\r
-</mediaobject></para>\r
-</informalfigure>\r
-</step>\r
-</procedure>\r
-\r
 <para>Alternativey, if the PO needs to be finalized without creating a final invoice, staff can use the new <guilabel>Finalize Blanket Order</guilabel> option the the PO interface. </para>\r
 <procedure>\r
 <step>\r
@@ -623,15 +661,75 @@ when bringing records in via their <link linkend="catalog-record-ids">Catalog Re
 <alt>screenshot of purchase order</alt>\r
 \r
 <imageobject>\r
-<imagedata fileref="media/blanket.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>By default the search interface is set to search for on-order purchase orders created by your ordering agency.</para>\r
+         <para>Click <guibutton>Search</guibutton>.</para>\r
+         <para><mediaobject>\r
+            <alt>screenshot of the Purchase Order Search</alt>\r
+            \r
+            <imageobject>\r
+               <imagedata fileref="media/purchase-search-2.png" scalefit="0"></imagedata>\r
+            </imageobject>\r
+         </mediaobject></para>\r
+      </informalfigure>\r
+   </step>\r
+   <step><para>Click the Purchase Order <guilabel>Name</guilabel> from the search results.</para></step>\r
+   <step>\r
+      <informalfigure>\r
+         <para>The Purchase Order will be displayed on screen.</para>\r
+         <para><mediaobject>\r
+            <alt>screenshot of the Blanket Order </alt>\r
+            <imageobject>\r
+               <imagedata fileref="media/blanketorder-7.png" scalefit="1"></imagedata>\r
+            </imageobject>\r
+         </mediaobject></para>\r
+      </informalfigure>\r
+   </step>\r
+   <step>\r
+      <informalfigure>\r
+         <para>Click <guibutton>Finalize Blanket Order</guibutton></para>\r
+         <para><mediaobject>\r
+            <alt>screenshot of the Blanket Order </alt>\r
+            <imageobject>\r
+               <imagedata fileref="media/blanketorder-8.png" scalefit="1"></imagedata>\r
+            </imageobject>\r
+         </mediaobject></para>\r
+      </informalfigure>\r
+   </step>\r
+   <step>\r
+      <informalfigure>\r
+         <para>Click <guilabel>OK</guilabel> to confirm the action.</para>\r
+         <para><mediaobject>\r
+            <alt>screenshot of the Blanket Order </alt>\r
+            <imageobject>\r
+               <imagedata fileref="media/blanketorder-warning.png" scalefit="0"></imagedata>\r
+            </imageobject>\r
+         </mediaobject></para>\r
+      </informalfigure>\r
+   </step>\r
+   <step>\r
+      <informalfigure>\r
+         <para>The Purchase Order is now marked as <guilabel>Received</guilabel> and all funds have been disencumbered.</para>\r
+         <para><mediaobject>\r
+            <alt>screenshot of the Blanket Order </alt>\r
+            <imageobject>\r
+               <imagedata fileref="media/blanketorder-9.png" scalefit="1"></imagedata>\r
+            </imageobject>\r
+         </mediaobject></para>\r
+      </informalfigure>\r
+   </step>\r
 </procedure>\r
 \r
 </simplesect>\r
 \r
+\r
+\r
 </section>\r
 \r
    <section xml:id="add-additional-purchase">\r
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