update screenshots
[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
12 \r
13 \r
14\r
15 <abstract>\r
9df77309
CB
16 <para>All claiming is currently manual; electronic claiming is not available in the 2.8\r
17 release.</para> \r
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18<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 \r
19claiming items. Staff can use Evergreen to track items that have been manually claimed.</para>\r
20<para>Default claiming policies have been set Sitka-wide. These defaults can be found in the <link linkend="claiming-acq">Claiming</link> section of \r
21<link linkend="admin-acqdefaults">Chapter 41. Acquisitions Module Sitka-wide Defaults</link>.</para> \r
22</abstract>\r
23 \r
24\r
25 </info>\r
26\r
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27<section xml:id="claim-policy-change">\r
28<title>Changing Claim Policies</title>\r
29<para>The default claim policy associated with each provider is automatically assigned to line items and copies purchased from the provider.</para>\r
30<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
31selection 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
32\r
33<para><link linkend="view-claim-policy">View the Current Claim Policy for a Line Item</link></para>\r
34<para><link linkend="claim-change-lineitem">Change a Line Item Claim Policy</link></para>\r
35<para><link linkend="claim-change-batch">Batch Change Claim Policies</link></para>\r
36\r
37<simplesect xml:id="view-claim-policy">\r
38<title>View the Current Claim Policy for a Line Item</title>\r
39<para>You can use the Line Item History to view the current claim policy assigned to a line item.</para>\r
40\r
41<procedure>\r
42<step>\r
43<para>Open a purchase order.</para>\r
44</step>\r
45\r
46<step>\r
47<informalfigure>\r
48<para>Using the <guilabel>Actions</guilabel> menu on the line item, select \r
49<menuchoice><guimenu>Actions</guimenu><guimenuitem>View History</guimenuitem></menuchoice>.</para>\r
50<para><mediaobject>\r
51<alt>screenshot of claiming</alt>\r
52\r
53<imageobject>\r
54<imagedata fileref="media/view-history-lineitem-1.png" scalefit="0"></imagedata>\r
55</imageobject>\r
56</mediaobject></para>\r
57</informalfigure>\r
58</step>\r
59\r
60<step>\r
61<informalfigure>\r
62<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 \r
63<guilabel>Claim Policy</guilabel> column.</para>\r
64<para><mediaobject>\r
65<alt>screenshot of claiming</alt>\r
66\r
67<imageobject>\r
68<imagedata fileref="media/view-history-lineitem-2.png" scalefit="0"></imagedata>\r
69</imageobject>\r
70</mediaobject></para>\r
71</informalfigure>\r
72</step>\r
73\r
74</procedure>\r
75\r
76</simplesect>\r
77\r
78<simplesect xml:id="claim-change-lineitem">\r
79<title>Change a Line Item Claim Policy</title>\r
80<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
81\r
82<procedure>\r
83<step>\r
84<para>Open your purchase order.</para>\r
85</step>\r
86\r
87<step>\r
88<informalfigure>\r
89<para>Using the <guilabel>Actions</guilabel> menu on the line item, select \r
90<menuchoice><guimenu>Actions</guimenu><guimenuitem>Change claim policy</guimenuitem></menuchoice>.</para>\r
91<para><mediaobject>\r
92<alt>screenshot of claiming</alt>\r
93\r
94<imageobject>\r
95<imagedata fileref="media/change-claim-lineitem-1.png" scalefit="0"></imagedata>\r
96</imageobject>\r
97</mediaobject></para>\r
98</informalfigure>\r
99</step>\r
100\r
101<step>\r
102<informalfigure>\r
103<para>A drop down menu of claim policies will appear. Choose a claim policy to apply to the line item.</para>\r
104<para><mediaobject>\r
105<alt>screenshot of claiming</alt>\r
106\r
107<imageobject>\r
108<imagedata fileref="media/change-claim-lineitem-2.png" scalefit="0"></imagedata>\r
109</imageobject>\r
110</mediaobject></para>\r
111</informalfigure>\r
112</step>\r
113\r
114<step>\r
115<informalfigure>\r
116<para>Click <guibutton>Save</guibutton>.</para>\r
117<para><mediaobject>\r
118<alt>screenshot of claiming</alt>\r
119\r
120<imageobject>\r
121<imagedata fileref="media/change-claim-lineitem-3.png" scalefit="0"></imagedata>\r
122</imageobject>\r
123</mediaobject></para>\r
124</informalfigure>\r
125</step>\r
126</procedure>\r
127\r
128</simplesect>\r
129\r
130<simplesect xml:id="claim-change-batch">\r
131 <title>Batch Change Claim Policies</title>\r
132 <para>You can change the claim policy applied to multiple line items on a purchase order at the same time.</para>\r
133\r
134<procedure>\r
135<step>\r
136<para>Open a purchase order.</para>\r
137</step>\r
138\r
139<step>\r
140<informalfigure>\r
141<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>\r
142<para><mediaobject>\r
143<alt>screenshot of claiming</alt>\r
144\r
145<imageobject>\r
146<imagedata fileref="media/batch-policy-claim-1.png" scalefit="0"></imagedata>\r
147</imageobject>\r
148</mediaobject></para>\r
149</informalfigure>\r
150</step>\r
151\r
152<step>\r
153<informalfigure>\r
154<para>Using the main <guilabel>Actions</guilabel> menu, select <menuchoice><guimenu>Actions</guimenu><guimenuitem>Change Claim Policy</guimenuitem></menuchoice>.</para>\r
155<para><mediaobject>\r
156<alt>screenshot of claiming</alt>\r
157\r
158<imageobject>\r
159<imagedata fileref="media/batch-policy-claim-2.png" scalefit="0"></imagedata>\r
160</imageobject>\r
161</mediaobject></para>\r
162</informalfigure>\r
163</step>\r
164\r
165<step>\r
166<informalfigure>\r
167<para>From the drop down menu select the new claim policy you wish to apply to the line items.</para>\r
168<para><mediaobject>\r
169<alt>screenshot of claiming</alt>\r
170\r
171<imageobject>\r
172<imagedata fileref="media/change-claim-lineitem-2.png" scalefit="0"></imagedata>\r
173</imageobject>\r
174</mediaobject></para>\r
175</informalfigure>\r
176</step>\r
177\r
178<step>\r
179<informalfigure>\r
180<para>Click <guibutton>Save</guibutton>. The new claim policy will be applied to the line items.</para>\r
181<para><mediaobject>\r
182<alt>screenshot of claiming</alt>\r
183\r
184<imageobject>\r
185<imagedata fileref="media/change-claim-lineitem-3.png" scalefit="0"></imagedata>\r
186</imageobject>\r
187</mediaobject></para>\r
188</informalfigure>\r
189</step>\r
190</procedure>\r
191</simplesect>\r
192\r
193</section>\r
194\r
195<section xml:id="claim-ready-claiming">\r
196 <title>Claim-Ready Items</title>\r
197 <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. \r
198Evergreen 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 \r
199having to open the purchase orders.</para> \r
200\r
201<para><link linkend="claim-ready-items">Batch Claiming of Claim-Ready Items</link></para>\r
202<para><link linkend="claim-ready-copies">Copy Claiming of Claim-Ready Items</link></para>\r
203\r
204 <simplesect xml:id="claim-ready-items">\r
205 <title>Batch Claiming of Claim-Ready Items</title>\r
206 \r
207<para>Entire line items can be manually claimed through the claim-ready list.</para>\r
208<procedure>\r
209<step>\r
210<informalfigure>\r
211<para>Select <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Claim-Ready Items</guimenuitem></menuchoice>.</para>\r
212<para><mediaobject>\r
213<alt>screenshot of claiming</alt>\r
214\r
215<imageobject>\r
216<imagedata fileref="media/claim-ready-batch-1.png" scalefit="0"></imagedata>\r
217</imageobject>\r
218</mediaobject></para>\r
219</informalfigure>\r
220</step>\r
221\r
222<step>\r
223<informalfigure>\r
224<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>\r
225<para><mediaobject>\r
226<alt>screenshot of claiming</alt>\r
227\r
228<imageobject>\r
229<imagedata fileref="media/claim-ready-batch-2.png" scalefit="0"></imagedata>\r
230</imageobject>\r
231</mediaobject></para>\r
232</informalfigure>\r
233</step>\r
234\r
235<step>\r
236<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
237time.</para>\r
238</step>\r
239\r
240<step>\r
241<informalfigure>\r
242<para>Check the box(es) adjacent to the line item(s) you wish to claim.</para>\r
243<para><mediaobject>\r
244<alt>screenshot of claiming</alt>\r
245\r
246<imageobject>\r
247<imagedata fileref="media/claim-ready-batch-3.png" scalefit="0"></imagedata>\r
248</imageobject>\r
249</mediaobject></para>\r
250</informalfigure>\r
251</step>\r
252\r
253<step>\r
254<informalfigure>\r
255<para>Click <guibutton>Claim selected items</guibutton>.</para>\r
256<para><mediaobject>\r
257<alt>screenshot of claiming</alt>\r
258\r
259<imageobject>\r
260<imagedata fileref="media/claim-ready-batch-4.png" scalefit="0"></imagedata>\r
261</imageobject>\r
262</mediaobject></para>\r
263</informalfigure>\r
264</step>\r
265\r
266<step>\r
267<informalfigure>\r
268<para> From the <guilabel>Claim Type</guilabel> drop down menu select the reason you are making the claim.</para>\r
269<para><mediaobject>\r
270<alt>screenshot of claiming</alt>\r
271\r
272<imageobject>\r
273<imagedata fileref="media/claim-ready-batch-5.png" scalefit="0"></imagedata>\r
274</imageobject>\r
275</mediaobject></para>\r
276</informalfigure>\r
277</step>\r
278\r
279<step>\r
280<informalfigure>\r
281<para>Enter a note if you desire and click <guibutton>Claim</guibutton>.</para>\r
282<para><mediaobject>\r
283<alt>screenshot of claiming</alt>\r
284\r
285<imageobject>\r
286<imagedata fileref="media/claim-ready-batch-6.png" scalefit="0"></imagedata>\r
287</imageobject>\r
288</mediaobject></para>\r
289</informalfigure>\r
290</step>\r
291\r
292<step>\r
293<informalfigure>\r
294<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 \r
295initiate the claim.</para>\r
296<para><mediaobject>\r
297<alt>screenshot of claiming</alt>\r
298\r
299<imageobject>\r
300<imagedata fileref="media/claim-ready-batch-7.png" scalefit="0"></imagedata>\r
301</imageobject>\r
302</mediaobject></para>\r
303</informalfigure>\r
304</step>\r
305</procedure>\r
306</simplesect>\r
307\r
308<simplesect xml:id="claim-ready-copies">\r
309<title>Copy Claiming of Claim-Ready Items</title>\r
310<para>Individual copies on a line item can be manually claimed through the claim-ready list.</para>\r
311\r
312<procedure>\r
313<step>\r
314<informalfigure>\r
315<para>Click <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Claim-Ready Items</guimenuitem></menuchoice>.</para>\r
316<para><mediaobject>\r
317<alt>screenshot of claiming</alt>\r
318\r
319<imageobject>\r
320<imagedata fileref="media/claim-ready-batch-1.png" scalefit="0"></imagedata>\r
321</imageobject>\r
322</mediaobject></para>\r
323</informalfigure>\r
324</step>\r
325\r
326<step>\r
327<informalfigure>\r
328<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>\r
329<para><mediaobject>\r
330<alt>screenshot of claiming</alt>\r
331\r
332<imageobject>\r
333<imagedata fileref="media/claim-ready-batch-2.png" scalefit="0"></imagedata>\r
334</imageobject>\r
335</mediaobject></para>\r
336</informalfigure>\r
337</step>\r
338\r
339<step>\r
340<para>Any items that meet the conditions for claiming will appear.</para>\r
341</step>\r
342\r
343<step>\r
344<informalfigure>\r
345<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>\r
346<para><mediaobject>\r
347<alt>screenshot of claiming</alt>\r
348\r
349<imageobject>\r
350<imagedata fileref="media/claim-copy-ready-batch-1.png" scalefit="0"></imagedata>\r
351</imageobject>\r
352</mediaobject></para>\r
353</informalfigure>\r
354</step>\r
355\r
356<step>\r
357<informalfigure>\r
358<para>Click the <guilabel>Claim</guilabel> link adjacent to the copy you wish to claim.</para>\r
359<para><mediaobject>\r
360<alt>screenshot of claiming</alt>\r
361\r
362<imageobject>\r
363<imagedata fileref="media/claim-copy-ready-batch-2.png" scalefit="0"></imagedata>\r
364</imageobject>\r
365</mediaobject></para>\r
366</informalfigure>\r
367</step>\r
368\r
369<step>\r
370<informalfigure>\r
371<para>Use the check boxes to select any additional copies you wish to claim and then click <guibutton>Claim selected</guibutton>.</para>\r
372<para><mediaobject>\r
373<alt>screenshot of claiming</alt>\r
374\r
375<imageobject>\r
376<imagedata fileref="media/claim-copy-ready-batch-3.png" scalefit="0"></imagedata>\r
377</imageobject>\r
378</mediaobject></para>\r
379</informalfigure>\r
380</step>\r
381\r
382<step>\r
383<informalfigure>\r
384<para> From the <guilabel>Claim Type</guilabel> drop down menu select the reason you are making the claim.</para>\r
385<para><mediaobject>\r
386<alt>screenshot of claiming</alt>\r
387\r
388<imageobject>\r
389<imagedata fileref="media/claim-copy-ready-batch-4.png" scalefit="0"></imagedata>\r
390</imageobject>\r
391</mediaobject></para>\r
392</informalfigure>\r
393</step>\r
394\r
395<step>\r
396<informalfigure>\r
397<para>Enter a note if you desire and click <guibutton>Claim</guibutton>.</para>\r
398<para><mediaobject>\r
399<alt>screenshot of claiming</alt>\r
400\r
401<imageobject>\r
402<imagedata fileref="media/claim-copy-ready-batch-5.png" scalefit="0"></imagedata>\r
403</imageobject>\r
404</mediaobject></para>\r
405</informalfigure>\r
406</step>\r
407\r
408<step>\r
409<informalfigure>\r
410<para>Claim vouchers for the claimed items will appear. Click <guibutton>OK</guibutton> to print out your vouchers.</para>\r
411<para>These vouchers can be mailed to the provider to initiate claims.</para>\r
412<para><mediaobject>\r
413<alt>screenshot of claiming</alt>\r
414\r
415<imageobject>\r
416<imagedata fileref="media/claim-copy-ready-batch-6.png" scalefit="0"></imagedata>\r
417</imageobject>\r
418</mediaobject></para>\r
419</informalfigure>\r
420</step>\r
421\r
422<step>\r
423<informalfigure>\r
424<para>Click <guibutton>Go Back</guibutton> to return to the <guilabel>Claim-Ready Items</guilabel> list.</para>\r
425<para><mediaobject>\r
426<alt>screenshot of claiming</alt>\r
427\r
428<imageobject>\r
429<imagedata fileref="media/claim-copy-ready-batch-7.png" scalefit="0"></imagedata>\r
430</imageobject>\r
431</mediaobject></para>\r
432</informalfigure>\r
433</step>\r
434</procedure>\r
435\r
436\r
437</simplesect>\r
438</section>\r
439\r
440<section xml:id="claiming-items">\r
441<title>Manual Claiming</title>\r
442\r
443<para>Items can be manually claimed at any time. Manual claiming can be done for both line items and individual copies.</para>\r
444\r
445<para><link linkend="manually-claim-item">Manually Claim a Line Item</link></para>\r
446<para><link linkend="manually-claim-copy">Manually Claim a Copy</link></para>\r
447\r
448\r
449<simplesect xml:id="manually-claim-item">\r
450 <title>Manually Claim a Line Item</title>\r
451 <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>\r
452\r
453<procedure>\r
454<step>\r
455<para>Open your purchase order.</para>\r
456</step>\r
457\r
458<step>\r
459<informalfigure>\r
460<para>Using the <guilabel>Actions</guilabel> menu on the line item, select \r
461<menuchoice><guimenu>Actions</guimenu><guimenuitem>Claims (0 existing)</guimenuitem></menuchoice>.</para>\r
462<para><mediaobject>\r
463<alt>screenshot of claiming</alt>\r
464\r
465<imageobject>\r
466<imagedata fileref="media/claim-lineitem-1.png" scalefit="0"></imagedata>\r
467</imageobject>\r
468</mediaobject></para>\r
469</informalfigure>\r
470</step>\r
471\r
472<step>\r
473<informalfigure>\r
474<para>Check the boxes adjacent to the copies you wish to claim and click <guibutton>Claim Selected</guibutton>.</para>\r
475<para><mediaobject>\r
476<alt>screenshot of claiming</alt>\r
477\r
478<imageobject>\r
479<imagedata fileref="media/claim-lineitem-2.png" scalefit="0"></imagedata>\r
480</imageobject>\r
481</mediaobject></para>\r
482</informalfigure>\r
483</step>\r
484\r
485<step>\r
486<informalfigure>\r
487<para> From the <guilabel>Claim Type</guilabel> drop down menu select the reason you are making the claim.</para>\r
488<para><mediaobject>\r
489<alt>screenshot of claiming</alt>\r
490\r
491<imageobject>\r
492<imagedata fileref="media/claim-lineitem-3.png" scalefit="0"></imagedata>\r
493</imageobject>\r
494</mediaobject></para>\r
495</informalfigure>\r
496</step>\r
497\r
498<step>\r
499<informalfigure>\r
500<para>Enter a note if you desire and click <guibutton>Claim</guibutton>.</para>\r
501<para><mediaobject>\r
502<alt>screenshot of claiming</alt>\r
503\r
504<imageobject>\r
505<imagedata fileref="media/claim-lineitem-4.png" scalefit="0"></imagedata>\r
506</imageobject>\r
507</mediaobject></para>\r
508</informalfigure>\r
509</step>\r
510\r
511<step>\r
512<informalfigure>\r
513<para>The number of existing claims on the line item updates and a claim voucher appears.(BUG: The voucher appears inconsistently).</para>\r
514<para>The voucher can be printed and mailed to the provider to initiate the claim.</para>\r
515<para><mediaobject>\r
516<alt>screenshot of claiming</alt>\r
517\r
518<imageobject>\r
519<imagedata fileref="media/claim-lineitem-5.png" scalefit="0"></imagedata>\r
520</imageobject>\r
521</mediaobject></para>\r
522</informalfigure>\r
523</step>\r
524\r
525<step>\r
526<informalfigure>\r
527<para>Once again use the <guilabel>Actions</guilabel> menu on the line item, select \r
528<menuchoice><guimenu>Actions</guimenu><guimenuitem>Claims (X existing)</guimenuitem></menuchoice>.</para>\r
529<para><mediaobject>\r
530<alt>screenshot of claiming</alt>\r
531\r
532<imageobject>\r
533<imagedata fileref="media/claim-lineitem-6.png" scalefit="0"></imagedata>\r
534</imageobject>\r
535</mediaobject></para>\r
536</informalfigure>\r
537</step>\r
538\r
539<step>\r
540<informalfigure>\r
541<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
542<para><mediaobject>\r
543<alt>screenshot of claiming</alt>\r
544\r
545<imageobject>\r
546<imagedata fileref="media/claim-lineitem-7.png" scalefit="0"></imagedata>\r
547</imageobject>\r
548</mediaobject></para>\r
549</informalfigure>\r
550</step>\r
551\r
552</procedure>\r
553\r
554</simplesect>\r
555\r
556<simplesect xml:id="manually-claim-copy">\r
557<title>Manually Claim a Copy</title>\r
558\r
559<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
560\r
561<procedure>\r
562<step>\r
563<para>Open your purchase order.</para>\r
564</step>\r
565\r
566<step>\r
567<informalfigure>\r
568<para>Click the <guilabel>Copies</guilabel> link on the line item containing the copy or copies you wish to claim.</para>\r
569<para><mediaobject>\r
570<alt>screenshot of claiming</alt>\r
571\r
572<imageobject>\r
573<imagedata fileref="media/manual-copy-claim-1.png" scalefit="0"></imagedata>\r
574</imageobject>\r
575</mediaobject></para>\r
576</informalfigure>\r
577</step>\r
578\r
579<step>\r
580<informalfigure>\r
581<para>Click the <guilabel>Claim</guilabel> link adjacent to the copy you wish to claim.</para>\r
582<para><mediaobject>\r
583<alt>screenshot of claiming</alt>\r
584\r
585<imageobject>\r
586<imagedata fileref="media/manual-copy-claim-2.png" scalefit="0"></imagedata>\r
587</imageobject>\r
588</mediaobject></para>\r
589</informalfigure>\r
590</step>\r
591\r
592<step>\r
593<informalfigure>\r
594<para>Use the check boxes to select any additional copies you wish to claim and then click <guibutton>Claim selected</guibutton>.</para>\r
595<para><mediaobject>\r
596<alt>screenshot of claiming</alt>\r
597\r
598<imageobject>\r
599<imagedata fileref="media/manual-copy-claim-3.png" scalefit="0"></imagedata>\r
600</imageobject>\r
601</mediaobject></para>\r
602</informalfigure>\r
603</step>\r
604\r
605<step>\r
606<informalfigure>\r
607<para> From the <guilabel>Claim Type</guilabel> drop down menu select the reason you are making the claim.</para>\r
608<para><mediaobject>\r
609<alt>screenshot of claiming</alt>\r
610\r
611<imageobject>\r
612<imagedata fileref="media/manual-copy-claim-4.png" scalefit="0"></imagedata>\r
613</imageobject>\r
614</mediaobject></para>\r
615</informalfigure>\r
616</step>\r
617\r
618<step>\r
619<informalfigure>\r
620<para>Enter a note if you desire and click <guibutton>Claim</guibutton>.</para>\r
621<para><mediaobject>\r
622<alt>screenshot of claiming</alt>\r
623\r
624<imageobject>\r
625<imagedata fileref="media/manual-copy-claim-5.png" scalefit="0"></imagedata>\r
626</imageobject>\r
627</mediaobject></para>\r
628</informalfigure>\r
629</step>\r
630\r
631<step>\r
632<informalfigure>\r
633<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
634<para>The voucher can be printed and mailed to the provider to initiate the claim.</para>\r
635<para><mediaobject>\r
636<alt>screenshot of claiming</alt>\r
637\r
638<imageobject>\r
639<imagedata fileref="media/manual-copy-claim-6.png" scalefit="0"></imagedata>\r
640</imageobject>\r
641</mediaobject></para>\r
642</informalfigure>\r
643</step>\r
644\r
645<step>\r
646<informalfigure>\r
647<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
648<para><mediaobject>\r
649<alt>screenshot of claiming</alt>\r
650\r
651<imageobject>\r
652<imagedata fileref="media/manual-copy-claim-7.png" scalefit="0"></imagedata>\r
653</imageobject>\r
654</mediaobject></para>\r
655</informalfigure>\r
656</step>\r
657\r
658</procedure>\r
659\r
660</simplesect>\r
661</section>\r
662\r
663 <section xml:id="claim-vouchers">\r
664 <title>Claim Vouchers</title>\r
665 <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 \r
666reprinted at a later time through the copies link.</para>\r
667\r
668<note>\r
669<informalfigure>\r
670<para>Claim vouchers contain the following information:</para>\r
671<itemizedlist>\r
672<listitem>\r
673<para>Claim Type (Claim Reason)</para>\r
674</listitem>\r
675<listitem>\r
676<para>Title and Author of item</para>\r
677</listitem>\r
678<listitem>\r
679<para>Event Type: The action to be performed by the library to claim the item.</para>\r
680</listitem>\r
681<listitem>\r
682<para>Event Date: The date the item was claimed in Evergreen.</para>\r
683</listitem>\r
684<listitem>\r
685<para>Order Date: The date the purchase order for the item was activated.</para>\r
686</listitem>\r
687<listitem>\r
688<para>Expected receive date: (Not currently functional)</para>\r
689</listitem>\r
690<listitem>\r
691<para>Initiated by: The name of the staff member who manually claimed the item in Evergreen.</para>\r
692</listitem>\r
693<listitem>\r
694<para>Barcode: In most cases this will be a temporary system-generated barcode.</para>\r
695</listitem>\r
696<listitem>\r
697<para>Fund: The name of the fund being used to purchase the item.</para>\r
698</listitem>\r
699</itemizedlist>\r
700<para><mediaobject>\r
701<alt>screenshot of claiming</alt>\r
702\r
703<imageobject>\r
704<imagedata fileref="media/claim-voucher-claim-1.png" scalefit="0"></imagedata>\r
705</imageobject>\r
706</mediaobject></para>\r
707</informalfigure>\r
708</note>\r
709\r
710<procedure>\r
711<step>\r
712<para>Open a purchase order.</para>\r
713</step>\r
714\r
715<step>\r
716<informalfigure>\r
717<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
718<para><mediaobject>\r
719<alt>screenshot of claiming</alt>\r
720\r
721<imageobject>\r
722<imagedata fileref="media/claim-voucher-claim-2.png" scalefit="0"></imagedata>\r
723</imageobject>\r
724</mediaobject></para>\r
725</informalfigure>\r
726</step>\r
727\r
728<step>\r
729<informalfigure>\r
730<para>Click the <guilabel>Claim</guilabel> link adjacent to any of the copies.</para>\r
731<para><mediaobject>\r
732<alt>screenshot of claiming</alt>\r
733\r
734<imageobject>\r
735<imagedata fileref="media/claim-voucher-claim-3.png" scalefit="0"></imagedata>\r
736</imageobject>\r
737</mediaobject></para>\r
738</informalfigure>\r
739</step>\r
740\r
741<step>\r
742<informalfigure>\r
743<para>The claim type (claim reason) will display with a <guilabel>Show Voucher</guilabel> link.</para>\r
744<para>Click the <guilabel>Show Voucher</guilabel> link.</para>\r
745<para><mediaobject>\r
746<alt>screenshot of claiming</alt>\r
747\r
748<imageobject>\r
749<imagedata fileref="media/claim-voucher-claim-4.png" scalefit="0"></imagedata>\r
750</imageobject>\r
751</mediaobject></para>\r
752</informalfigure>\r
753</step>\r
754\r
755<step>\r
756<informalfigure>\r
757<para>You should be able print the voucher at this screen. (BUG: This link works inconsistently).</para>\r
758<para><mediaobject>\r
759<alt>screenshot of claiming</alt>\r
760\r
761<imageobject>\r
762<imagedata fileref="media/claim-voucher-claim-6.png" scalefit="0"></imagedata>\r
763</imageobject>\r
764</mediaobject></para>\r
765</informalfigure>\r
766</step>\r
767</procedure>\r
768\r
769</section>\r
770 \r
771 \r
772</chapter>\r