Merge branch 'Acq26'
[sitka/doc/acquisitions.git] / acq / acq-receive.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-receive">\r
4 <info>\r
5 <title>Receive/Un-receive Acquisitions</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
16 <para>You can receive and un-receive entire purchase orders, line items on a purchase order, and individual copies that are attached to a line item. You can \r
17receive items before or after you create invoices for the items.</para></abstract>\r
18 \r
19\r
20 </info>\r
21\r
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22\r
23<section xml:id="reun-purchase-orders">\r
24<title>Receiving and Un-Receiving Purchase Orders</title>\r
25<para>You can receive purchase orders that have a status of <guilabel>on-order</guilabel>. You can un-receive purchase orders that have a status \r
26of <guilabel>received</guilabel>.</para>\r
27\r
28<para><link linkend="receive-purchase-orders">Receive a Purchase Order</link></para>\r
29<para><link linkend="unreceive-purchase-orders">Un-Receive a Purchase Order</link></para>\r
30\r
31 <simplesect xml:id="receive-purchase-orders">\r
32 <title>Receive a Purchase Order</title>\r
33 <para>In the event that all items on a purchase order arrive together you are able to receive the entire purchase order at once.</para>\r
2573916a 34<para>All line items on the purchase order must have the status of <guilabel>on-order</guilabel> for these steps to be followed.</para>\r
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35\r
36<procedure>\r
37<step>\r
2573916a 38<para>Open a purchase order.</para>\r
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39</step>\r
40\r
41<step>\r
42<informalfigure>\r
43<para>Click the checkmark to select all items on the purchase order.</para>\r
44<para><mediaobject>\r
45<alt>screenshot of receiving</alt>\r
46\r
47<imageobject>\r
48<imagedata fileref="media/purchaseorder-receive-0.png" scalefit="0"></imagedata>\r
49</imageobject>\r
50</mediaobject></para>\r
51</informalfigure>\r
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52</step>\r
53\r
54<step>\r
55<informalfigure>\r
56<para>Using the main <guilabel>Actions</guilabel> menu, select \r
ab393187 57<menuchoice><guimenu>Actions</guimenu><guimenuitem>Mark Selected Line Items as Received</guimenuitem></menuchoice>.</para>\r
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58<para><mediaobject>\r
59<alt>screenshot of receiving</alt>\r
60\r
61<imageobject>\r
62<imagedata fileref="media/purchaseorder-receive-1.png" scalefit="0"></imagedata>\r
63</imageobject>\r
64</mediaobject></para>\r
65</informalfigure>\r
66</step>\r
67\r
68<step>\r
69<informalfigure>\r
ab393187 70<para>Any alerts for the line items will pop up. Click <guibutton>OK</guibutton> to acknowledge the alerts and receive the items.</para>\r
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71<para><mediaobject>\r
72<alt>screenshot of receiving</alt>\r
73\r
74<imageobject>\r
75<imagedata fileref="media/purchaseorder-receive-2.png" scalefit="0"></imagedata>\r
76</imageobject>\r
77</mediaobject></para>\r
78</informalfigure>\r
79</step>\r
80\r
81<step>\r
82<informalfigure>\r
ab393187 83<para>The line items on the purchase order will change to a gray blue colour and the <guilabel>Status</guilabel> will update to <guilabel>received</guilabel>.</para>\r
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84<para><mediaobject>\r
85<alt>screenshot of receiving</alt>\r
86\r
87<imageobject>\r
88<imagedata fileref="media/purchaseorder-receive-3.png" scalefit="0"></imagedata>\r
89</imageobject>\r
90</mediaobject></para>\r
91</informalfigure>\r
92</step>\r
ab393187 93\r
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94</procedure>\r
95\r
96\r
97</simplesect>\r
98\r
99\r
100<simplesect xml:id="unreceive-purchase-orders">\r
101<title>Un-Receive a Purchase Order</title>\r
102<para>In the event that a purchase order is accidently received or should not have been received in the first place due to damage or other reasons, it is possible to \r
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103un-receive the purchase order.</para>\r
104<para>All line items on the purchase order must have the status of <guilabel>received</guilabel> for these steps to be followed.</para>\r
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105\r
106<procedure>\r
107<step>\r
2573916a 108<para>Open a purchase order.</para>\r
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109</step>\r
110\r
111<step>\r
112<informalfigure>\r
113<para>Click the checkmark to select all items on the purchase order.</para>\r
114<para><mediaobject>\r
115<alt>screenshot of receiving</alt>\r
116\r
117<imageobject>\r
118<imagedata fileref="media/purchaseorder-receive-0.png" scalefit="0"></imagedata>\r
119</imageobject>\r
120</mediaobject></para>\r
121</informalfigure>\r
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122</step>\r
123\r
124<step>\r
125<informalfigure>\r
126<para>Using the main <guilabel>Actions</guilabel> menu, select \r
ab393187 127<menuchoice><guimenu>Actions</guimenu><guimenuitem>Un-Receive Selected Line Items</guimenuitem></menuchoice>.</para>\r
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128<para><mediaobject>\r
129<alt>screenshot of receiving</alt>\r
130\r
131<imageobject>\r
132<imagedata fileref="media/purchaseorder-un-receive-1.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
140<para>A pop up will appear asking you to confirm that you wish to rollback receipt of all the copies for the purchase order. Click <guibutton>OK</guibutton>.</para>\r
141<para><mediaobject>\r
142<alt>screenshot of receiving</alt>\r
143\r
144<imageobject>\r
145<imagedata fileref="media/purchaseorder-un-receive-2.png" scalefit="0"></imagedata>\r
146</imageobject>\r
147</mediaobject></para>\r
148</informalfigure>\r
149</step>\r
150\r
151<step>\r
152<informalfigure>\r
153<para>The line items on the purchase order will change to a mauve colour and the status will update to <guilabel>on-order</guilabel>.</para>\r
154<para>If the purchase order is received in the future it will behave in the same manner as a purchase order that is being received for the first time.</para>\r
155<para><mediaobject>\r
156<alt>screenshot of receiving</alt>\r
157\r
158<imageobject>\r
159<imagedata fileref="media/purchaseorder-un-receive-3.png" scalefit="0"></imagedata>\r
160</imageobject>\r
161</mediaobject></para>\r
162</informalfigure>\r
163</step>\r
ab393187 164\r
31063226 165</procedure>\r
ab393187 166\r
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167</simplesect>\r
168</section>\r
169\r
170\r
171<section xml:id="reun-line-item">\r
172<title>Receiving and Un-Receiving Line Items</title>\r
173<para>You can receive line items that have a status of <guilabel>on-order</guilabel>. You can un-receive line items that have a status \r
174of <guilabel>received</guilabel>.</para>\r
175\r
176<para><link linkend="receive-line-item">Receive a Line Item</link></para>\r
177<para><link linkend="unreceive-line-item">Un-Receive a Line Item</link></para>\r
178\r
179 <simplesect xml:id="receive-line-item">\r
180 <title>Receive a Line Item</title>\r
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181 <para>Mark Received allows you to receive particular line items on a purchase order.</para>\r
182<para>Line items must have the status of <guilabel>on-order</guilabel> for this function to work.</para>\r
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183\r
184<procedure>\r
185<step>\r
2573916a 186<para>Open a purchase order.</para>\r
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187</step>\r
188\r
189<step>\r
190<informalfigure>\r
2573916a 191<para>Check the box(es) of the line item(s) you wish to receive.</para>\r
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192<para><mediaobject>\r
193<alt>screenshot of receiving</alt>\r
194\r
195<imageobject>\r
196<imagedata fileref="media/mark-received-lineitem-1.png" scalefit="0"></imagedata>\r
197</imageobject>\r
198</mediaobject></para>\r
199</informalfigure>\r
200</step>\r
201\r
202<step>\r
203<informalfigure>\r
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204<para>Using the main <guilabel>Actions</guilabel> menu, select \r
205<menuchoice><guimenu>Actions</guimenu><guimenuitem>Mark Selected Line Items as Received</guimenuitem></menuchoice>.</para>\r
206<para><mediaobject>\r
207<alt>screenshot of receiving</alt>\r
208\r
209<imageobject>\r
210<imagedata fileref="media/purchaseorder-receive-1.png" scalefit="0"></imagedata>\r
211</imageobject>\r
212</mediaobject></para>\r
213</informalfigure>\r
214</step>\r
215\r
216<step>\r
217<informalfigure>\r
218<para>Any alerts on the line item will pop up. Click <guibutton>OK</guibutton> to acknowledge the alert and receive the item(s).</para>\r
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219<para><mediaobject>\r
220<alt>screenshot of receiving</alt>\r
221\r
222<imageobject>\r
223<imagedata fileref="media/mark-received-lineitem-2.png" scalefit="0"></imagedata>\r
224</imageobject>\r
225</mediaobject></para>\r
226</informalfigure>\r
227</step>\r
228\r
229<step>\r
230<informalfigure>\r
2573916a 231<para>The line item(s) will change to a gray blue colour and the status will update to <guilabel>received</guilabel>.</para>\r
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232<para><mediaobject>\r
233<alt>screenshot of receiving</alt>\r
234\r
235<imageobject>\r
236<imagedata fileref="media/mark-received-lineitem-3.png" scalefit="0"></imagedata>\r
237</imageobject>\r
238</mediaobject></para>\r
239</informalfigure>\r
240</step>\r
241</procedure>\r
242\r
243</simplesect>\r
244\r
245\r
246 <simplesect xml:id="unreceive-line-item">\r
247 <title>Un-Receive a Line Item</title>\r
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248 <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 \r
249to un-receive that line item.</para>\r
2573916a 250<para>Line items must have the status of <guilabel>received</guilabel> for this function to work.</para>\r
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251\r
252<procedure>\r
253<step>\r
1de62509 254<para>Open a purchase order.</para>\r
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255</step>\r
256\r
257<step>\r
258<informalfigure>\r
2573916a 259<para>Check the box(es) of the line item(s) you wish to un-receive.</para>\r
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260<para><mediaobject>\r
261<alt>screenshot of receiving</alt>\r
262\r
263<imageobject>\r
264<imagedata fileref="media/un-receive-lineitem-1.png" scalefit="0"></imagedata>\r
265</imageobject>\r
266</mediaobject></para>\r
267</informalfigure>\r
268</step>\r
269\r
270<step>\r
271<informalfigure>\r
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272<para>Using the main <guilabel>Actions</guilabel> menu, select \r
273<menuchoice><guimenu>Actions</guimenu><guimenuitem>Un-Receive Selected Line Items</guimenuitem></menuchoice>.</para>\r
274<para><mediaobject>\r
275<alt>screenshot of receiving</alt>\r
276\r
277<imageobject>\r
278<imagedata fileref="media/purchaseorder-un-receive-1.png" scalefit="0"></imagedata>\r
279</imageobject>\r
280</mediaobject></para>\r
281</informalfigure>\r
282</step>\r
283\r
284<step>\r
285<informalfigure>\r
286<para>A pop up will appear asking you to confirm that you wish to un-receive the line item(s). Click <guibutton>OK</guibutton>.</para>\r
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287<para><mediaobject>\r
288<alt>screenshot of receiving</alt>\r
289\r
290<imageobject>\r
291<imagedata fileref="media/un-receive-lineitem-2.png" scalefit="0"></imagedata>\r
292</imageobject>\r
293</mediaobject></para>\r
294</informalfigure>\r
295</step>\r
296\r
297<step>\r
298<informalfigure>\r
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299<para>The line item(s) will change to a mauve colour and the status will update to <guilabel>on-order</guilabel>.</para>\r
300<para>If am un-received 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>\r
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301<para><mediaobject>\r
302<alt>screenshot of receiving</alt>\r
303\r
304<imageobject>\r
305<imagedata fileref="media/un-receive-lineitem-3.png" scalefit="0"></imagedata>\r
306</imageobject>\r
307</mediaobject></para>\r
308</informalfigure>\r
309</step>\r
310</procedure>\r
311</simplesect>\r
312\r
313</section>\r
314\r
315\r
316<section xml:id="reun-copies">\r
317<title>Receiving and Un-Receiving Copies</title>\r
318<para>You can receive copies that have a status of <guilabel>on-order</guilabel>. You can un-receive copies that have a status \r
319of <guilabel>received</guilabel>.</para>\r
320\r
321<para><link linkend="receive-copies">Receive a Copy</link></para>\r
322<para><link linkend="unreceive-copies">Un-Receive a Copy</link></para>\r
323\r
324 <simplesect xml:id="receive-copies">\r
325 <title>Receive a Copy</title>\r
326 <para>Mark Received in the copies screen allows you to receive only specific copies on a purchase order.</para>\r
327<para>Copies must have a status of <guilabel>on-order</guilabel> for the <guilabel>Mark Received</guilabel> link to appear.</para>\r
328\r
329<procedure>\r
330<step>\r
1de62509 331<para>Open a purchase order.</para>\r
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332</step>\r
333\r
334<step>\r
335<informalfigure>\r
336<para>Click the <guilabel>Copies</guilabel> link on the line item containing the copy or copies you wish to receive.</para>\r
337<para><mediaobject>\r
338<alt>screenshot of receiving</alt>\r
339\r
340<imageobject>\r
341<imagedata fileref="media/copies-receive-1.png" scalefit="0"></imagedata>\r
342</imageobject>\r
343</mediaobject></para>\r
344</informalfigure>\r
345</step>\r
346\r
347<step>\r
348<informalfigure>\r
349<para>Click the <guilabel>Mark Received</guilabel> link adjacent to the copy you wish to receive.</para>\r
350<para><mediaobject>\r
351<alt>screenshot of receiving</alt>\r
352\r
353<imageobject>\r
354<imagedata fileref="media/copies-receive-2.png" scalefit="0"></imagedata>\r
355</imageobject>\r
356</mediaobject></para>\r
357</informalfigure>\r
358</step>\r
359\r
360<step>\r
361<informalfigure>\r
362<para>Any alerts on the associated with the line item will pop up. Click <guibutton>OK</guibutton> to acknowledge the alert and receive the copy.</para>\r
1de62509 363<note><para>The alerts associated with a particular line item will appear each time a copy on that line item is received.</para></note>\r
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364<para><mediaobject>\r
365<alt>screenshot of receiving</alt>\r
366\r
367<imageobject>\r
368<imagedata fileref="media/copies-receive-3.png" scalefit="0"></imagedata>\r
369</imageobject>\r
370</mediaobject></para>\r
371</informalfigure>\r
372</step>\r
373\r
374<step>\r
375<informalfigure>\r
376<para>Click <guibutton>Return</guibutton> to return to the purchase order.</para>\r
377<para><mediaobject>\r
378<alt>screenshot of receiving</alt>\r
379\r
380<imageobject>\r
381<imagedata fileref="media/copies-receive-4.png" scalefit="0"></imagedata>\r
382</imageobject>\r
383</mediaobject></para>\r
384</informalfigure>\r
385</step>\r
386\r
387<step>\r
388<informalfigure>\r
389<para>The line item will only change to a gray blue colour and update the status to <guilabel>received</guilabel> when all copies associated with the line item have \r
390been received. Otherwise the line item continues to display in a mauve colour with a state of <guilabel>on-order</guilabel>.</para>\r
391<para><mediaobject>\r
392<alt>screenshot of receiving</alt>\r
393\r
394<imageobject>\r
395<imagedata fileref="media/copies-receive-5.png" scalefit="0"></imagedata>\r
396</imageobject>\r
397</mediaobject></para>\r
398</informalfigure>\r
399</step>\r
400</procedure>\r
401\r
402\r
403</simplesect>\r
404\r
405\r
406 <simplesect xml:id="unreceive-copies">\r
407 <title>Un-Receive a Copy</title>\r
408 <para>In the event that a copy is accidently received or should not have been received in the first place due to damage or other reasons, it is possible to \r
409un-receive that copy. Copies must have a status of <guilabel>received</guilabel> for the <guilabel>Un-Receive</guilabel> link to appear.</para>\r
410\r
411<procedure>\r
412<step>\r
1de62509 413<para>Open a purchase order.</para>\r
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414</step>\r
415\r
416<step>\r
417<informalfigure>\r
418<para>Click the <guilabel>Copies</guilabel> link on the line item containing the copy or copies you wish to un-receive.</para>\r
419<para><mediaobject>\r
420<alt>screenshot of receiving</alt>\r
421\r
422<imageobject>\r
423<imagedata fileref="media/copies-receive-1.png" scalefit="0"></imagedata>\r
424</imageobject>\r
425</mediaobject></para>\r
426</informalfigure>\r
427</step>\r
428\r
429<step>\r
430<informalfigure>\r
431<para>Click the <guilabel>Un-Receive</guilabel> link adjacent to the copy you wish to un-receive.</para>\r
432<para><mediaobject>\r
433<alt>screenshot of receiving</alt>\r
434\r
435<imageobject>\r
436<imagedata fileref="media/copies-un-receive-1.png" scalefit="0"></imagedata>\r
437</imageobject>\r
438</mediaobject></para>\r
439</informalfigure>\r
440</step>\r
441\r
442<step>\r
443<informalfigure>\r
444<para>A pop up will appear asking you to confirm that you wish to un-receive the copy. Click <guibutton>OK</guibutton>.</para>\r
445<para><mediaobject>\r
446<alt>screenshot of receiving</alt>\r
447\r
448<imageobject>\r
449<imagedata fileref="media/copies-un-receive-2.png" scalefit="0"></imagedata>\r
450</imageobject>\r
451</mediaobject></para>\r
452</informalfigure>\r
453</step>\r
454\r
455<step>\r
456<informalfigure>\r
457<para>Click <guibutton>Return</guibutton> to return to the purchase order.</para>\r
458<para><mediaobject>\r
459<alt>screenshot of receiving</alt>\r
460\r
461<imageobject>\r
462<imagedata fileref="media/copies-un-receive-3.png" scalefit="0"></imagedata>\r
463</imageobject>\r
464</mediaobject></para>\r
465</informalfigure>\r
466</step>\r
467\r
468<step>\r
469<informalfigure>\r
470<para>The line item will be a mauve colour and the <guilabel>Status</guilabel> will show as <guilabel>on-order</guilabel>.</para> \r
471<para>If the copy is received in the future it will behave in the same manner as a copy that is being received for the first time.</para>\r
472<para><mediaobject>\r
473<alt>screenshot of receiving</alt>\r
474\r
475<imageobject>\r
476<imagedata fileref="media/copies-receive-5.png" scalefit="0"></imagedata>\r
477</imageobject>\r
478</mediaobject></para>\r
479</informalfigure>\r
480</step>\r
481</procedure>\r
482</simplesect>\r
483\r
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484</section> \r
485\r
486<section xml:id="receive-invoice">\r
487<title>Receive Line Items From an Invoice</title>\r
488\r
489<para>You can receive line items and copies that have been linked to an invoice directly from the invoice rather than through a purchase order.</para>\r
490\r
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491<para><link linkend="invoice-receive-batch">Numeric Mode</link></para>\r
492<para><link linkend="invoice-receive-copies">List Mode</link></para>\r
493\r
494\r
f157673e 495<simplesect xml:id="invoice-receive-batch">\r
c325a6af 496<title>Numeric Mode</title>\r
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497\r
498<para><guilabel>Numeric Mode</guilabel> allows you to receive line items in batch.</para>\r
499\r
500<procedure>\r
501<step>\r
502<para><link linkend="creating-invoices">Create an invoice</link>.</para>\r
503</step>\r
504\r
505<step>\r
dd5388ee 506<para>If necessary, link all applicable line items to the invoice. See <link linkend="populate-invoice">Populating Invoices</link>\r
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507 for instructions.</para>\r
508</step>\r
509\r
510<step>\r
511<informalfigure>\r
8870d07d 512<para>When your invoice is complete use one of the two <guibutton>Save</guibutton> options.</para>\r
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513<para><mediaobject>\r
514<alt>screenshot of invoicing</alt>\r
515\r
516<imageobject>\r
517<imagedata fileref="media/blanket-invoice-17.png" scalefit="0"></imagedata>\r
518</imageobject>\r
519</mediaobject></para>\r
520</informalfigure>\r
8870d07d 521\r
f157673e 522<para>Click <guibutton>Save</guibutton> to save the changes you have made and keep the invoice open.</para>\r
8870d07d 523<para>Click <guibutton>Save and Clear</guibutton> to save the invoice and open a blank invoice.</para>\r
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524<note><para>Invoices can be re-opened at a later date if adjustments are required. See <link linkend="reopen-invoice">Re-Open an Invoice</link>.</para></note>\r
525</step>\r
526\r
527<step>\r
c325a6af 528<informalfigure>\r
f157673e 529<para>In the top right corner of the screen click <guibutton>Receive Items</guibutton>.</para>\r
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530<para><mediaobject>\r
531<alt>screenshot of receiving on an invoice</alt>\r
532\r
533<imageobject>\r
534<imagedata fileref="media/invoice-receive-1.png" scalefit="0"></imagedata>\r
535</imageobject>\r
536</mediaobject></para>\r
537</informalfigure>\r
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538</step>\r
539\r
540<step>\r
541<para>The <guilabel>Acqusitions Invoice Receiving</guilabel> interface opens.</para>\r
c325a6af 542<informalfigure>\r
f157673e 543<para>The interface defaults to <guilabel>Numberic Mode</guilabel>.</para>\r
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544<para><mediaobject>\r
545<alt>screenshot of receiving on an invoice</alt>\r
546\r
547<imageobject>\r
548<imagedata fileref="media/invoice-receive-2.png" scalefit="0"></imagedata>\r
549</imageobject>\r
550</mediaobject></para>\r
551</informalfigure>\r
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552</step>\r
553\r
554<step>\r
555<para>Select the number of copies you would like to receive for each line item on the invoice.</para>\r
556</step>\r
557\r
558<step>\r
c325a6af 559<informalfigure>\r
f157673e 560<para>Click <guibutton>Receive Selected Copies</guibutton>.</para>\r
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561<para><mediaobject>\r
562<alt>screenshot of receiving on an invoice</alt>\r
563\r
564<imageobject>\r
565<imagedata fileref="media/invoice-receive-3.png" scalefit="0"></imagedata>\r
566</imageobject>\r
567</mediaobject></para>\r
568</informalfigure>\r
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569</step>\r
570\r
571<step>\r
c325a6af 572<informalfigure>\r
f157673e 573<para>The screen will refresh. Select more copies to receive or click <guibutton>Return to Invoice</guibutton>.</para>\r
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574<para><mediaobject>\r
575<alt>screenshot of receiving on an invoice</alt>\r
576\r
577<imageobject>\r
578<imagedata fileref="media/invoice-receive-4.png" scalefit="0"></imagedata>\r
579</imageobject>\r
580</mediaobject></para>\r
581</informalfigure>\r
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582</step>\r
583\r
584</procedure>\r
585\r
586\r
587</simplesect>\r
588\r
589<simplesect xml:id="invoice-receive-copies">\r
590<title>List Mode</title>\r
591\r
592<para><guilabel>List Mode</guilabel> allows you to receive indivdual copies in batch.</para>\r
593\r
594<procedure>\r
595<step>\r
596<para><link linkend="creating-invoices">Create an invoice</link>.</para>\r
597</step>\r
598\r
599<step>\r
dd5388ee 600<para>If necessary, link all applicable line items to the invoice. See <link linkend="populate-invoice">Populating Invoices</link>\r
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601 for instructions.</para>\r
602</step>\r
603\r
604<step>\r
605<informalfigure>\r
dd5388ee 606<para>When your invoice is complete use one of the two <guibutton>Save</guibutton> options.</para>\r
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607<para><mediaobject>\r
608<alt>screenshot of invoicing</alt>\r
609\r
610<imageobject>\r
611<imagedata fileref="media/blanket-invoice-17.png" scalefit="0"></imagedata>\r
612</imageobject>\r
613</mediaobject></para>\r
614</informalfigure>\r
dd5388ee 615\r
f157673e 616<para>Click <guibutton>Save</guibutton> to save the changes you have made and keep the invoice open.</para>\r
dd5388ee 617<para>Click <guibutton>Save and Clear</guibutton> to save the invoice and open a blank invoice.</para>\r
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618<note><para>Invoices can be re-opened at a later date if adjustments are required. See <link linkend="reopen-invoice">Re-Open an Invoice</link>.</para></note>\r
619</step>\r
620\r
621<step>\r
c325a6af 622<informalfigure>\r
f157673e 623<para>In the top right corner of the screen click <guibutton>Receive Items</guibutton>.</para>\r
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624<para><mediaobject>\r
625<alt>screenshot of receiving on an invoice</alt>\r
626\r
627<imageobject>\r
628<imagedata fileref="media/invoice-receive-5.png" scalefit="0"></imagedata>\r
629</imageobject>\r
630</mediaobject></para>\r
631</informalfigure>\r
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632</step>\r
633\r
634<step>\r
635<para>The <guilabel>Acqusitions Invoice Receiving</guilabel> interface opens.</para>\r
636<para>The interface defaults to <guilabel>Numberic Mode</guilabel>.</para>\r
637</step>\r
638\r
639<step>\r
c325a6af 640<informalfigure>\r
f157673e 641<para>Click <guibutton>Use List Mode</guibutton>.</para>\r
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642<para><mediaobject>\r
643<alt>screenshot of receiving on an invoice</alt>\r
644\r
645<imageobject>\r
646<imagedata fileref="media/invoice-receive-6.png" scalefit="0"></imagedata>\r
647</imageobject>\r
648</mediaobject></para>\r
649</informalfigure>\r
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650</step>\r
651\r
652<step>\r
653<para>Use the check boxes to select the specific copies you would like to receive.</para>\r
654</step>\r
655\r
656<step>\r
c325a6af 657<informalfigure>\r
f157673e 658<para>Click <guibutton>Receive Selected Copies</guibutton>.</para>\r
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659<para><mediaobject>\r
660<alt>screenshot of receiving on an invoice</alt>\r
661\r
662<imageobject>\r
663<imagedata fileref="media/invoice-receive-7.png" scalefit="0"></imagedata>\r
664</imageobject>\r
665</mediaobject></para>\r
666</informalfigure>\r
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667</step>\r
668\r
669<step>\r
c325a6af 670<informalfigure>\r
f157673e 671<para>The screen will refresh. Select more copies to receive or click <guibutton>Return to Invoice</guibutton>.</para>\r
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672<para><mediaobject>\r
673<alt>screenshot of receiving on an invoice</alt>\r
674\r
675<imageobject>\r
2573916a 676<imagedata fileref="media/invoice-receive-8.png" scalefit="0"></imagedata>\r
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677</imageobject>\r
678</mediaobject></para>\r
679</informalfigure>\r
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680</step>\r
681\r
682</procedure>\r
683\r
684\r
685</simplesect>\r
686\r
687</section>\r
688 \r
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689 \r
690</chapter>\r