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[sitka/doc/acquisitions.git] / acq / acq-claim-items.xml
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1<?xml version='1.0' encoding='UTF-8'?>\r
2<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"\r
3 xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="acq-claim-items">\r
4 <info>\r
5 <title>Claim Items</title>\r
6 <legalnotice>\r
7 <para><emphasis role="bold">Adapted with permission from original material by the <link\r
8 xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf"\r
9 xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf">Evergreen\r
10 Community</link></emphasis></para>\r
11 </legalnotice>\r
1509109b 12 </info>\r
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13 \r
14\r
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15 <section xml:id="apply-claim-policy">\r
16<title>Applying Claim Policies to Line Items</title>\r
31063226 17\r
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18<para>Claim policies can be applied to line items in two way:</para>\r
19<itemizedlist>\r
20<listitem>\r
21<para>by applying a <link linkend="provider-profile">default claim policy to the provider</link></para>\r
22</listitem>\r
23<listitem>\r
24<para>by applying a claim policy to selected line items</para>\r
25</listitem>\r
26</itemizedlist>\r
31063226 27\r
1509109b 28<para>To apply a claim policy to selected line items:</para>\r
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29\r
30<procedure>\r
31<step>\r
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32<para>Open the purchase order the line item is on.</para>\r
33</step>\r
34<step>\r
35<para>Use the checkboxes to select the line items you would like to apply the claim policy to.</para>\r
36</step>\r
37<step>\r
38<para>Select <menuchoice><guimenu>Actions</guimenu><guimenuitem>Apply Claim Policy to Selected Line Items</guimenuitem></menuchoice>.</para>\r
31063226 39</step>\r
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40<step>\r
41<informalfigure>\r
1509109b 42<para>A drop down menu of claim policies will appear. Choose a claim policy to apply to the line item.</para>\r
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43<para><mediaobject>\r
44<alt>screenshot of claiming</alt>\r
45\r
46<imageobject>\r
1509109b 47<imagedata fileref="media/change-claim-lineitem-2.png" scalefit="0"></imagedata>\r
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48</imageobject>\r
49</mediaobject></para>\r
50</informalfigure>\r
51</step>\r
52\r
53<step>\r
54<informalfigure>\r
1509109b 55<para>Click <guibutton>Save</guibutton>.</para>\r
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56<para><mediaobject>\r
57<alt>screenshot of claiming</alt>\r
58\r
59<imageobject>\r
1509109b 60<imagedata fileref="media/change-claim-lineitem-3.png" scalefit="0"></imagedata>\r
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61</imageobject>\r
62</mediaobject></para>\r
63</informalfigure>\r
64</step>\r
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65<step>\r
66<para>The claim policy will now display on the line item.</para>\r
67</step>\r
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68</procedure>\r
69\r
1509109b 70</section>\r
31063226 71\r
31063226 72\r
1509109b 73 \r
31063226 74\r
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75<section xml:id="claim-policy-change">\r
76<title>Changing Claim Policies</title>\r
77<para>The default claim policy associated with a provider is automatically assigned to line items and copies purchased from the provider.</para>\r
78<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 \r
79selection 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> \r
31063226 80\r
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81<para><link linkend="view-claim-policy">View the Current Claim Policy for a Line Item</link></para>\r
82<para><link linkend="claim-change-lineitem">Change a Line Item Claim Policy</link></para>\r
83<para><link linkend="claim-change-batch">Batch Change Claim Policies</link></para>\r
31063226 84\r
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85<simplesect xml:id="view-claim-policy">\r
86<title>View the Current Claim Policy for a Line Item</title>\r
31063226 87\r
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88<procedure>\r
89<step>\r
90<para>Open a purchase order.</para>\r
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91</step>\r
92\r
93<step>\r
94<informalfigure>\r
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95<para>When applied the claim policy name displays on the line item.</para>\r
96\r
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97<para><mediaobject>\r
98<alt>screenshot of claiming</alt>\r
31063226 99<imageobject>\r
1509109b 100<imagedata fileref="media/view-history-lineitem-2.png" scalefit="0"></imagedata>\r
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101</imageobject>\r
102</mediaobject></para>\r
103</informalfigure>\r
104</step>\r
1509109b 105\r
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106</procedure>\r
107\r
108</simplesect>\r
109\r
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110<simplesect xml:id="claim-change-lineitem">\r
111<title>Change a Line Item Claim Policy</title>\r
112<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>\r
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113\r
114<procedure>\r
115<step>\r
1509109b 116<para>Open your purchase order.</para>\r
31063226 117</step>\r
31063226 118<step>\r
1509109b 119<para>Use the checkboxes to select the line item or line items you would like to change the claim policy of.</para>\r
31063226 120</step>\r
31063226 121<step>\r
1509109b 122<para>Select <menuchoice><guimenu>Actions</guimenu><guimenuitem>Apply Claim Policy to Selected Line Items</guimenuitem></menuchoice>.</para>\r
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123</step>\r
124\r
125<step>\r
126<informalfigure>\r
1509109b 127<para>A drop down menu of claim policies will appear. Choose a claim policy to apply to the line item.</para>\r
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128<para><mediaobject>\r
129<alt>screenshot of claiming</alt>\r
130\r
131<imageobject>\r
132<imagedata fileref="media/change-claim-lineitem-2.png" scalefit="0"></imagedata>\r
133</imageobject>\r
134</mediaobject></para>\r
135</informalfigure>\r
136</step>\r
137\r
138<step>\r
139<informalfigure>\r
1509109b 140<para>Click <guibutton>Save</guibutton>.</para>\r
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141<para><mediaobject>\r
142<alt>screenshot of claiming</alt>\r
143\r
144<imageobject>\r
145<imagedata fileref="media/change-claim-lineitem-3.png" scalefit="0"></imagedata>\r
146</imageobject>\r
147</mediaobject></para>\r
148</informalfigure>\r
149</step>\r
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150<step>\r
151<para>The claim policy will now display on the line item.</para>\r
152</step>\r
31063226 153</procedure>\r
1509109b 154\r
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155</simplesect>\r
156\r
157</section>\r
158\r
159<section xml:id="claim-ready-claiming">\r
160 <title>Claim-Ready Items</title>\r
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161 <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\r
162 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 \r
163 claim items from your provider without having to open the purchase orders.</para> \r
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164\r
165<para><link linkend="claim-ready-items">Batch Claiming of Claim-Ready Items</link></para>\r
166<para><link linkend="claim-ready-copies">Copy Claiming of Claim-Ready Items</link></para>\r
167\r
168 <simplesect xml:id="claim-ready-items">\r
169 <title>Batch Claiming of Claim-Ready Items</title>\r
170 \r
171<para>Entire line items can be manually claimed through the claim-ready list.</para>\r
172<procedure>\r
173<step>\r
174<informalfigure>\r
175<para>Select <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Claim-Ready Items</guimenuitem></menuchoice>.</para>\r
176<para><mediaobject>\r
177<alt>screenshot of claiming</alt>\r
178\r
179<imageobject>\r
180<imagedata fileref="media/claim-ready-batch-1.png" scalefit="0"></imagedata>\r
181</imageobject>\r
182</mediaobject></para>\r
183</informalfigure>\r
184</step>\r
185\r
186<step>\r
187<informalfigure>\r
1509109b 188<para>If your library system has branches you may need to select your system to see the line items ready for claiming.</para>\r
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189<para><mediaobject>\r
190<alt>screenshot of claiming</alt>\r
191\r
192<imageobject>\r
193<imagedata fileref="media/claim-ready-batch-2.png" scalefit="0"></imagedata>\r
194</imageobject>\r
195</mediaobject></para>\r
196</informalfigure>\r
197</step>\r
198\r
199<step>\r
200<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 \r
201time.</para>\r
1509109b 202<note><para>If your library has branches you may need to select your system to see the line items ready for claiming.</para></note>\r
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203</step>\r
204\r
205<step>\r
206<informalfigure>\r
207<para>Check the box(es) adjacent to the line item(s) you wish to claim.</para>\r
208<para><mediaobject>\r
209<alt>screenshot of claiming</alt>\r
210\r
211<imageobject>\r
212<imagedata fileref="media/claim-ready-batch-3.png" scalefit="0"></imagedata>\r
213</imageobject>\r
214</mediaobject></para>\r
215</informalfigure>\r
216</step>\r
217\r
218<step>\r
219<informalfigure>\r
220<para>Click <guibutton>Claim selected items</guibutton>.</para>\r
221<para><mediaobject>\r
222<alt>screenshot of claiming</alt>\r
223\r
224<imageobject>\r
225<imagedata fileref="media/claim-ready-batch-4.png" scalefit="0"></imagedata>\r
226</imageobject>\r
227</mediaobject></para>\r
228</informalfigure>\r
229</step>\r
230\r
231<step>\r
232<informalfigure>\r
233<para> From the <guilabel>Claim Type</guilabel> drop down menu select the reason you are making the claim.</para>\r
234<para><mediaobject>\r
235<alt>screenshot of claiming</alt>\r
236\r
237<imageobject>\r
238<imagedata fileref="media/claim-ready-batch-5.png" scalefit="0"></imagedata>\r
239</imageobject>\r
240</mediaobject></para>\r
241</informalfigure>\r
242</step>\r
243\r
244<step>\r
245<informalfigure>\r
246<para>Enter a note if you desire and click <guibutton>Claim</guibutton>.</para>\r
247<para><mediaobject>\r
248<alt>screenshot of claiming</alt>\r
249\r
250<imageobject>\r
251<imagedata fileref="media/claim-ready-batch-6.png" scalefit="0"></imagedata>\r
252</imageobject>\r
253</mediaobject></para>\r
254</informalfigure>\r
255</step>\r
256\r
257<step>\r
258<informalfigure>\r
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259<para>Claim vouchers for the claimed items will appear. (BUG: Vouchers do not currently appear) Click <guibutton>Print</guibutton> to print out \r
260your vouchers if required for your records. </para>\r
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261<para><mediaobject>\r
262<alt>screenshot of claiming</alt>\r
263\r
264<imageobject>\r
265<imagedata fileref="media/claim-ready-batch-7.png" scalefit="0"></imagedata>\r
266</imageobject>\r
267</mediaobject></para>\r
268</informalfigure>\r
269</step>\r
270</procedure>\r
271</simplesect>\r
272\r
273<simplesect xml:id="claim-ready-copies">\r
274<title>Copy Claiming of Claim-Ready Items</title>\r
275<para>Individual copies on a line item can be manually claimed through the claim-ready list.</para>\r
276\r
277<procedure>\r
278<step>\r
279<informalfigure>\r
280<para>Click <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Claim-Ready Items</guimenuitem></menuchoice>.</para>\r
281<para><mediaobject>\r
282<alt>screenshot of claiming</alt>\r
283\r
284<imageobject>\r
285<imagedata fileref="media/claim-ready-batch-1.png" scalefit="0"></imagedata>\r
286</imageobject>\r
287</mediaobject></para>\r
288</informalfigure>\r
289</step>\r
290\r
291<step>\r
31063226 292<para>Any items that meet the conditions for claiming will appear.</para>\r
1509109b 293<note><para>If your library has branches you may need to select your system to see the line items ready for claiming.</para></note>\r
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294</step>\r
295\r
296<step>\r
297<informalfigure>\r
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298<para>Click the <guilabel>Consider individual copies for claiming</guilabel> link in the information for the item you would like to claim a\r
299 specific copy of.</para>\r
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300<para><mediaobject>\r
301<alt>screenshot of claiming</alt>\r
302\r
303<imageobject>\r
304<imagedata fileref="media/claim-copy-ready-batch-1.png" scalefit="0"></imagedata>\r
305</imageobject>\r
306</mediaobject></para>\r
307</informalfigure>\r
308</step>\r
309\r
310<step>\r
311<informalfigure>\r
312<para>Click the <guilabel>Claim</guilabel> link adjacent to the copy you wish to claim.</para>\r
313<para><mediaobject>\r
314<alt>screenshot of claiming</alt>\r
315\r
316<imageobject>\r
317<imagedata fileref="media/claim-copy-ready-batch-2.png" scalefit="0"></imagedata>\r
318</imageobject>\r
319</mediaobject></para>\r
320</informalfigure>\r
321</step>\r
322\r
323<step>\r
324<informalfigure>\r
325<para>Use the check boxes to select any additional copies you wish to claim and then click <guibutton>Claim selected</guibutton>.</para>\r
326<para><mediaobject>\r
327<alt>screenshot of claiming</alt>\r
328\r
329<imageobject>\r
330<imagedata fileref="media/claim-copy-ready-batch-3.png" scalefit="0"></imagedata>\r
331</imageobject>\r
332</mediaobject></para>\r
333</informalfigure>\r
334</step>\r
335\r
336<step>\r
337<informalfigure>\r
338<para> From the <guilabel>Claim Type</guilabel> drop down menu select the reason you are making the claim.</para>\r
339<para><mediaobject>\r
340<alt>screenshot of claiming</alt>\r
341\r
342<imageobject>\r
343<imagedata fileref="media/claim-copy-ready-batch-4.png" scalefit="0"></imagedata>\r
344</imageobject>\r
345</mediaobject></para>\r
346</informalfigure>\r
347</step>\r
348\r
349<step>\r
350<informalfigure>\r
351<para>Enter a note if you desire and click <guibutton>Claim</guibutton>.</para>\r
352<para><mediaobject>\r
353<alt>screenshot of claiming</alt>\r
354\r
355<imageobject>\r
356<imagedata fileref="media/claim-copy-ready-batch-5.png" scalefit="0"></imagedata>\r
357</imageobject>\r
358</mediaobject></para>\r
359</informalfigure>\r
360</step>\r
361\r
362<step>\r
363<informalfigure>\r
1509109b 364<para>Claim vouchers for the claimed items will appear. Click <guibutton>OK</guibutton> to print out your vouchers if required for your records.</para>\r
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365<para>These vouchers can be mailed to the provider to initiate claims.</para>\r
366<para><mediaobject>\r
367<alt>screenshot of claiming</alt>\r
368\r
369<imageobject>\r
370<imagedata fileref="media/claim-copy-ready-batch-6.png" scalefit="0"></imagedata>\r
371</imageobject>\r
372</mediaobject></para>\r
373</informalfigure>\r
374</step>\r
375\r
376<step>\r
377<informalfigure>\r
378<para>Click <guibutton>Go Back</guibutton> to return to the <guilabel>Claim-Ready Items</guilabel> list.</para>\r
379<para><mediaobject>\r
380<alt>screenshot of claiming</alt>\r
381\r
382<imageobject>\r
383<imagedata fileref="media/claim-copy-ready-batch-7.png" scalefit="0"></imagedata>\r
384</imageobject>\r
385</mediaobject></para>\r
386</informalfigure>\r
387</step>\r
388</procedure>\r
389\r
390\r
391</simplesect>\r
392</section>\r
393\r
394<section xml:id="claiming-items">\r
395<title>Manual Claiming</title>\r
396\r
397<para>Items can be manually claimed at any time. Manual claiming can be done for both line items and individual copies.</para>\r
398\r
399<para><link linkend="manually-claim-item">Manually Claim a Line Item</link></para>\r
400<para><link linkend="manually-claim-copy">Manually Claim a Copy</link></para>\r
401\r
402\r
403<simplesect xml:id="manually-claim-item">\r
404 <title>Manually Claim a Line Item</title>\r
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405 <para>You can manually claim a line item any time after it has been ordered until it is received. Line items that have been delayed\r
406 can be claimed.</para>\r
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407\r
408<procedure>\r
409<step>\r
410<para>Open your purchase order.</para>\r
411</step>\r
412\r
413<step>\r
414<informalfigure>\r
415<para>Using the <guilabel>Actions</guilabel> menu on the line item, select \r
416<menuchoice><guimenu>Actions</guimenu><guimenuitem>Claims (0 existing)</guimenuitem></menuchoice>.</para>\r
417<para><mediaobject>\r
418<alt>screenshot of claiming</alt>\r
419\r
420<imageobject>\r
65fc0b4c 421<imagedata fileref="media/claim-lineitem-1.png" scalefit="1"></imagedata>\r
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422</imageobject>\r
423</mediaobject></para>\r
424</informalfigure>\r
425</step>\r
426\r
427<step>\r
428<informalfigure>\r
429<para>Check the boxes adjacent to the copies you wish to claim and click <guibutton>Claim Selected</guibutton>.</para>\r
430<para><mediaobject>\r
431<alt>screenshot of claiming</alt>\r
432\r
433<imageobject>\r
434<imagedata fileref="media/claim-lineitem-2.png" scalefit="0"></imagedata>\r
435</imageobject>\r
436</mediaobject></para>\r
437</informalfigure>\r
438</step>\r
439\r
440<step>\r
441<informalfigure>\r
442<para> From the <guilabel>Claim Type</guilabel> drop down menu select the reason you are making the claim.</para>\r
443<para><mediaobject>\r
444<alt>screenshot of claiming</alt>\r
445\r
446<imageobject>\r
447<imagedata fileref="media/claim-lineitem-3.png" scalefit="0"></imagedata>\r
448</imageobject>\r
449</mediaobject></para>\r
450</informalfigure>\r
451</step>\r
452\r
453<step>\r
454<informalfigure>\r
455<para>Enter a note if you desire and click <guibutton>Claim</guibutton>.</para>\r
456<para><mediaobject>\r
457<alt>screenshot of claiming</alt>\r
458\r
459<imageobject>\r
460<imagedata fileref="media/claim-lineitem-4.png" scalefit="0"></imagedata>\r
461</imageobject>\r
462</mediaobject></para>\r
463</informalfigure>\r
464</step>\r
465\r
466<step>\r
467<informalfigure>\r
468<para>The number of existing claims on the line item updates and a claim voucher appears.(BUG: The voucher appears inconsistently).</para>\r
469<para>The voucher can be printed and mailed to the provider to initiate the claim.</para>\r
470<para><mediaobject>\r
471<alt>screenshot of claiming</alt>\r
472\r
473<imageobject>\r
65fc0b4c 474<imagedata fileref="media/claim-lineitem-5.png" scalefit="1"></imagedata>\r
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475</imageobject>\r
476</mediaobject></para>\r
477</informalfigure>\r
478</step>\r
479\r
480<step>\r
481<informalfigure>\r
482<para>Once again use the <guilabel>Actions</guilabel> menu on the line item, select \r
483<menuchoice><guimenu>Actions</guimenu><guimenuitem>Claims (X existing)</guimenuitem></menuchoice>.</para>\r
484<para><mediaobject>\r
485<alt>screenshot of claiming</alt>\r
486\r
487<imageobject>\r
65fc0b4c 488<imagedata fileref="media/claim-lineitem-6.png" scalefit="1"></imagedata>\r
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489</imageobject>\r
490</mediaobject></para>\r
491</informalfigure>\r
492</step>\r
493\r
494<step>\r
495<informalfigure>\r
496<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>\r
497<para><mediaobject>\r
498<alt>screenshot of claiming</alt>\r
499\r
500<imageobject>\r
501<imagedata fileref="media/claim-lineitem-7.png" scalefit="0"></imagedata>\r
502</imageobject>\r
503</mediaobject></para>\r
504</informalfigure>\r
505</step>\r
506\r
507</procedure>\r
508\r
509</simplesect>\r
510\r
511<simplesect xml:id="manually-claim-copy">\r
512<title>Manually Claim a Copy</title>\r
513\r
514<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>\r
515\r
516<procedure>\r
517<step>\r
518<para>Open your purchase order.</para>\r
519</step>\r
520\r
521<step>\r
522<informalfigure>\r
523<para>Click the <guilabel>Copies</guilabel> link on the line item containing the copy or copies you wish to claim.</para>\r
524<para><mediaobject>\r
525<alt>screenshot of claiming</alt>\r
526\r
527<imageobject>\r
528<imagedata fileref="media/manual-copy-claim-1.png" scalefit="0"></imagedata>\r
529</imageobject>\r
530</mediaobject></para>\r
531</informalfigure>\r
532</step>\r
533\r
534<step>\r
535<informalfigure>\r
536<para>Click the <guilabel>Claim</guilabel> link adjacent to the copy you wish to claim.</para>\r
537<para><mediaobject>\r
538<alt>screenshot of claiming</alt>\r
539\r
540<imageobject>\r
541<imagedata fileref="media/manual-copy-claim-2.png" scalefit="0"></imagedata>\r
542</imageobject>\r
543</mediaobject></para>\r
544</informalfigure>\r
545</step>\r
546\r
547<step>\r
548<informalfigure>\r
549<para>Use the check boxes to select any additional copies you wish to claim and then click <guibutton>Claim selected</guibutton>.</para>\r
550<para><mediaobject>\r
551<alt>screenshot of claiming</alt>\r
552\r
553<imageobject>\r
554<imagedata fileref="media/manual-copy-claim-3.png" scalefit="0"></imagedata>\r
555</imageobject>\r
556</mediaobject></para>\r
557</informalfigure>\r
558</step>\r
559\r
560<step>\r
561<informalfigure>\r
562<para> From the <guilabel>Claim Type</guilabel> drop down menu select the reason you are making the claim.</para>\r
563<para><mediaobject>\r
564<alt>screenshot of claiming</alt>\r
565\r
566<imageobject>\r
567<imagedata fileref="media/manual-copy-claim-4.png" scalefit="0"></imagedata>\r
568</imageobject>\r
569</mediaobject></para>\r
570</informalfigure>\r
571</step>\r
572\r
573<step>\r
574<informalfigure>\r
575<para>Enter a note if you desire and click <guibutton>Claim</guibutton>.</para>\r
576<para><mediaobject>\r
577<alt>screenshot of claiming</alt>\r
578\r
579<imageobject>\r
580<imagedata fileref="media/manual-copy-claim-5.png" scalefit="0"></imagedata>\r
581</imageobject>\r
582</mediaobject></para>\r
583</informalfigure>\r
584</step>\r
585\r
586<step>\r
587<informalfigure>\r
588<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> \r
589<para>The voucher can be printed and mailed to the provider to initiate the claim.</para>\r
590<para><mediaobject>\r
591<alt>screenshot of claiming</alt>\r
592\r
593<imageobject>\r
594<imagedata fileref="media/manual-copy-claim-6.png" scalefit="0"></imagedata>\r
595</imageobject>\r
596</mediaobject></para>\r
597</informalfigure>\r
598</step>\r
599\r
600<step>\r
601<informalfigure>\r
602<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>\r
603<para><mediaobject>\r
604<alt>screenshot of claiming</alt>\r
605\r
606<imageobject>\r
607<imagedata fileref="media/manual-copy-claim-7.png" scalefit="0"></imagedata>\r
608</imageobject>\r
609</mediaobject></para>\r
610</informalfigure>\r
611</step>\r
612\r
613</procedure>\r
614\r
615</simplesect>\r
616</section>\r
617\r
618 <section xml:id="claim-vouchers">\r
619 <title>Claim Vouchers</title>\r
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620 <para>Claim vouchers can be printed and mailed to providers to initiate claims. These vouchers can be printed at the time of the \r
621 manual claim in the system or reprinted at a later time through the copies link.</para>\r
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622\r
623<note>\r
624<informalfigure>\r
625<para>Claim vouchers contain the following information:</para>\r
626<itemizedlist>\r
627<listitem>\r
628<para>Claim Type (Claim Reason)</para>\r
629</listitem>\r
630<listitem>\r
631<para>Title and Author of item</para>\r
632</listitem>\r
633<listitem>\r
634<para>Event Type: The action to be performed by the library to claim the item.</para>\r
635</listitem>\r
636<listitem>\r
637<para>Event Date: The date the item was claimed in Evergreen.</para>\r
638</listitem>\r
639<listitem>\r
640<para>Order Date: The date the purchase order for the item was activated.</para>\r
641</listitem>\r
642<listitem>\r
643<para>Expected receive date: (Not currently functional)</para>\r
644</listitem>\r
645<listitem>\r
646<para>Initiated by: The name of the staff member who manually claimed the item in Evergreen.</para>\r
647</listitem>\r
648<listitem>\r
649<para>Barcode: In most cases this will be a temporary system-generated barcode.</para>\r
650</listitem>\r
651<listitem>\r
652<para>Fund: The name of the fund being used to purchase the item.</para>\r
653</listitem>\r
654</itemizedlist>\r
655<para><mediaobject>\r
656<alt>screenshot of claiming</alt>\r
657\r
658<imageobject>\r
659<imagedata fileref="media/claim-voucher-claim-1.png" scalefit="0"></imagedata>\r
660</imageobject>\r
661</mediaobject></para>\r
662</informalfigure>\r
663</note>\r
664\r
665<procedure>\r
666<step>\r
667<para>Open a purchase order.</para>\r
668</step>\r
669\r
670<step>\r
671<informalfigure>\r
672<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>\r
673<para><mediaobject>\r
674<alt>screenshot of claiming</alt>\r
675\r
676<imageobject>\r
677<imagedata fileref="media/claim-voucher-claim-2.png" scalefit="0"></imagedata>\r
678</imageobject>\r
679</mediaobject></para>\r
680</informalfigure>\r
681</step>\r
682\r
683<step>\r
684<informalfigure>\r
685<para>Click the <guilabel>Claim</guilabel> link adjacent to any of the copies.</para>\r
686<para><mediaobject>\r
687<alt>screenshot of claiming</alt>\r
688\r
689<imageobject>\r
690<imagedata fileref="media/claim-voucher-claim-3.png" scalefit="0"></imagedata>\r
691</imageobject>\r
692</mediaobject></para>\r
693</informalfigure>\r
694</step>\r
695\r
696<step>\r
697<informalfigure>\r
698<para>The claim type (claim reason) will display with a <guilabel>Show Voucher</guilabel> link.</para>\r
699<para>Click the <guilabel>Show Voucher</guilabel> link.</para>\r
700<para><mediaobject>\r
701<alt>screenshot of claiming</alt>\r
702\r
703<imageobject>\r
704<imagedata fileref="media/claim-voucher-claim-4.png" scalefit="0"></imagedata>\r
705</imageobject>\r
706</mediaobject></para>\r
707</informalfigure>\r
708</step>\r
709\r
710<step>\r
711<informalfigure>\r
712<para>You should be able print the voucher at this screen. (BUG: This link works inconsistently).</para>\r
713<para><mediaobject>\r
714<alt>screenshot of claiming</alt>\r
715\r
716<imageobject>\r
717<imagedata fileref="media/claim-voucher-claim-6.png" scalefit="0"></imagedata>\r
718</imageobject>\r
719</mediaobject></para>\r
720</informalfigure>\r
721</step>\r
722</procedure>\r
723\r
724</section>\r
725 \r
726 \r
727</chapter>\r