Revisions to Cancel/Suspend section.
[sitka/doc/acquisitions.git] / acq / acq-receive.xml
CommitLineData
31063226
RJ
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
31063226
RJ
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
34<para>All line items on the purchase order must have the status of <guilabel>on-order</guilabel> for this function to be used.</para>\r
35\r
36<procedure>\r
37<step>\r
38<para>Open your purchase order.</para>\r
39</step>\r
40\r
41<step>\r
42<informalfigure>\r
43<para>Using the main <guilabel>Actions</guilabel> menu, select \r
44<menuchoice><guimenu>Actions</guimenu><guimenuitem>Mark Purchase Order as Received</guimenuitem></menuchoice>.</para>\r
45<para><mediaobject>\r
46<alt>screenshot of receiving</alt>\r
47\r
48<imageobject>\r
49<imagedata fileref="media/purchaseorder-receive-1.png" scalefit="0"></imagedata>\r
50</imageobject>\r
51</mediaobject></para>\r
52</informalfigure>\r
53</step>\r
54\r
55<step>\r
56<informalfigure>\r
57<para>Any alerts for the line items will pop up. Click <guibutton>OK</guibutton> to acknowledge the alerts and receive the items.</para>\r
58<para><mediaobject>\r
59<alt>screenshot of receiving</alt>\r
60\r
61<imageobject>\r
62<imagedata fileref="media/purchaseorder-receive-2.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
70<para>All line items on the purchase order will change to a gray blue colour and the status will update to <guilabel>received</guilabel>.</para>\r
71<para><mediaobject>\r
72<alt>screenshot of receiving</alt>\r
73\r
74<imageobject>\r
75<imagedata fileref="media/purchaseorder-receive-3.png" scalefit="0"></imagedata>\r
76</imageobject>\r
77</mediaobject></para>\r
78</informalfigure>\r
79</step>\r
80</procedure>\r
81\r
82\r
83</simplesect>\r
84\r
85\r
86<simplesect xml:id="unreceive-purchase-orders">\r
87<title>Un-Receive a Purchase Order</title>\r
88<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
89un-receive the purchase order. The purchase order must have the status of <guilabel>received</guilabel> for this function to be enabled.</para>\r
90\r
91<procedure>\r
92<step>\r
93<para>Open your purchase order.</para>\r
94</step>\r
95\r
96<step>\r
97<informalfigure>\r
98<para>Using the main <guilabel>Actions</guilabel> menu, select \r
99<menuchoice><guimenu>Actions</guimenu><guimenuitem>Un-Receive Purchase Order</guimenuitem></menuchoice>.</para>\r
100<para><mediaobject>\r
101<alt>screenshot of receiving</alt>\r
102\r
103<imageobject>\r
104<imagedata fileref="media/purchaseorder-un-receive-1.png" scalefit="0"></imagedata>\r
105</imageobject>\r
106</mediaobject></para>\r
107</informalfigure>\r
108</step>\r
109\r
110<step>\r
111<informalfigure>\r
112<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
113<para><mediaobject>\r
114<alt>screenshot of receiving</alt>\r
115\r
116<imageobject>\r
117<imagedata fileref="media/purchaseorder-un-receive-2.png" scalefit="0"></imagedata>\r
118</imageobject>\r
119</mediaobject></para>\r
120</informalfigure>\r
121</step>\r
122\r
123<step>\r
124<informalfigure>\r
125<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
126<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
127<para><mediaobject>\r
128<alt>screenshot of receiving</alt>\r
129\r
130<imageobject>\r
131<imagedata fileref="media/purchaseorder-un-receive-3.png" scalefit="0"></imagedata>\r
132</imageobject>\r
133</mediaobject></para>\r
134</informalfigure>\r
135</step>\r
136</procedure>\r
137</simplesect>\r
138</section>\r
139\r
140\r
141<section xml:id="reun-line-item">\r
142<title>Receiving and Un-Receiving Line Items</title>\r
143<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
144of <guilabel>received</guilabel>.</para>\r
145\r
146<para><link linkend="receive-line-item">Receive a Line Item</link></para>\r
147<para><link linkend="unreceive-line-item">Un-Receive a Line Item</link></para>\r
148\r
149 <simplesect xml:id="receive-line-item">\r
150 <title>Receive a Line Item</title>\r
151 <para>Mark Received allows you to receive only particular line items on a purchase order.</para>\r
152<para>Line items must have a status of <guilabel>on-order</guilabel> for this function to be enabled; otherwise this option will be greyed out.</para>\r
153\r
154<procedure>\r
155<step>\r
156<para>Open your purchase order.</para>\r
157</step>\r
158\r
159<step>\r
160<informalfigure>\r
161<para>Using the <guilabel>Actions</guilabel> menu on the line item, select \r
162<menuchoice><guimenu>Actions</guimenu><guimenuitem>Mark Received</guimenuitem></menuchoice>.</para>\r
163<para><mediaobject>\r
164<alt>screenshot of receiving</alt>\r
165\r
166<imageobject>\r
167<imagedata fileref="media/mark-received-lineitem-1.png" scalefit="0"></imagedata>\r
168</imageobject>\r
169</mediaobject></para>\r
170</informalfigure>\r
171</step>\r
172\r
173<step>\r
174<informalfigure>\r
175<para>Any alerts on the line item will pop up. Click <guibutton>OK</guibutton> to acknowledge the alert and receive the item.</para>\r
176<para><mediaobject>\r
177<alt>screenshot of receiving</alt>\r
178\r
179<imageobject>\r
180<imagedata fileref="media/mark-received-lineitem-2.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
188<para>The line item will change to a gray blue colour and the status will update to <guilabel>received</guilabel>.</para>\r
189<para><mediaobject>\r
190<alt>screenshot of receiving</alt>\r
191\r
192<imageobject>\r
193<imagedata fileref="media/mark-received-lineitem-3.png" scalefit="0"></imagedata>\r
194</imageobject>\r
195</mediaobject></para>\r
196</informalfigure>\r
197</step>\r
198</procedure>\r
199\r
200</simplesect>\r
201\r
202\r
203 <simplesect xml:id="unreceive-line-item">\r
204 <title>Un-Receive a Line Item</title>\r
205 <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 to un-receive\r
206that line item. Line item must have a status of <guilabel>received</guilabel> for this function to be enabled; otherwise this option will be greyed out.</para>\r
207\r
208<procedure>\r
209<step>\r
210<para>Open your purchase order.</para>\r
211</step>\r
212\r
213<step>\r
214<informalfigure>\r
215<para>Using the <guilabel>Actions</guilabel> menu on the line item, select \r
216<menuchoice><guimenu>Actions</guimenu><guimenuitem>Un-Receive</guimenuitem></menuchoice>.</para>\r
217<para><mediaobject>\r
218<alt>screenshot of receiving</alt>\r
219\r
220<imageobject>\r
221<imagedata fileref="media/un-receive-lineitem-1.png" scalefit="0"></imagedata>\r
222</imageobject>\r
223</mediaobject></para>\r
224</informalfigure>\r
225</step>\r
226\r
227<step>\r
228<informalfigure>\r
229<para>A pop up will appear asking you to confirm that you wish to un-receive the line item. Click <guibutton>OK</guibutton>.</para>\r
230<para><mediaobject>\r
231<alt>screenshot of receiving</alt>\r
232\r
233<imageobject>\r
234<imagedata fileref="media/un-receive-lineitem-2.png" scalefit="0"></imagedata>\r
235</imageobject>\r
236</mediaobject></para>\r
237</informalfigure>\r
238</step>\r
239\r
240<step>\r
241<informalfigure>\r
242<para>The line item will change to a mauve colour and the status will update to <guilabel>on-order</guilabel>.</para>\r
243<para>If the 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
244<para><mediaobject>\r
245<alt>screenshot of receiving</alt>\r
246\r
247<imageobject>\r
248<imagedata fileref="media/un-receive-lineitem-3.png" scalefit="0"></imagedata>\r
249</imageobject>\r
250</mediaobject></para>\r
251</informalfigure>\r
252</step>\r
253</procedure>\r
254</simplesect>\r
255\r
256</section>\r
257\r
258\r
259<section xml:id="reun-copies">\r
260<title>Receiving and Un-Receiving Copies</title>\r
261<para>You can receive copies that have a status of <guilabel>on-order</guilabel>. You can un-receive copies that have a status \r
262of <guilabel>received</guilabel>.</para>\r
263\r
264<para><link linkend="receive-copies">Receive a Copy</link></para>\r
265<para><link linkend="unreceive-copies">Un-Receive a Copy</link></para>\r
266\r
267 <simplesect xml:id="receive-copies">\r
268 <title>Receive a Copy</title>\r
269 <para>Mark Received in the copies screen allows you to receive only specific copies on a purchase order.</para>\r
270<para>Copies must have a status of <guilabel>on-order</guilabel> for the <guilabel>Mark Received</guilabel> link to appear.</para>\r
271\r
272<procedure>\r
273<step>\r
274<para>Open your purchase order.</para>\r
275</step>\r
276\r
277<step>\r
278<informalfigure>\r
279<para>Click the <guilabel>Copies</guilabel> link on the line item containing the copy or copies you wish to receive.</para>\r
280<para><mediaobject>\r
281<alt>screenshot of receiving</alt>\r
282\r
283<imageobject>\r
284<imagedata fileref="media/copies-receive-1.png" scalefit="0"></imagedata>\r
285</imageobject>\r
286</mediaobject></para>\r
287</informalfigure>\r
288</step>\r
289\r
290<step>\r
291<informalfigure>\r
292<para>Click the <guilabel>Mark Received</guilabel> link adjacent to the copy you wish to receive.</para>\r
293<para><mediaobject>\r
294<alt>screenshot of receiving</alt>\r
295\r
296<imageobject>\r
297<imagedata fileref="media/copies-receive-2.png" scalefit="0"></imagedata>\r
298</imageobject>\r
299</mediaobject></para>\r
300</informalfigure>\r
301</step>\r
302\r
303<step>\r
304<informalfigure>\r
305<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
306<para><mediaobject>\r
307<alt>screenshot of receiving</alt>\r
308\r
309<imageobject>\r
310<imagedata fileref="media/copies-receive-3.png" scalefit="0"></imagedata>\r
311</imageobject>\r
312</mediaobject></para>\r
313</informalfigure>\r
314</step>\r
315\r
316<step>\r
317<informalfigure>\r
318<para>Click <guibutton>Return</guibutton> to return to the purchase order.</para>\r
319<para><mediaobject>\r
320<alt>screenshot of receiving</alt>\r
321\r
322<imageobject>\r
323<imagedata fileref="media/copies-receive-4.png" scalefit="0"></imagedata>\r
324</imageobject>\r
325</mediaobject></para>\r
326</informalfigure>\r
327</step>\r
328\r
329<step>\r
330<informalfigure>\r
331<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
332been received. Otherwise the line item continues to display in a mauve colour with a state of <guilabel>on-order</guilabel>.</para>\r
333<para><mediaobject>\r
334<alt>screenshot of receiving</alt>\r
335\r
336<imageobject>\r
337<imagedata fileref="media/copies-receive-5.png" scalefit="0"></imagedata>\r
338</imageobject>\r
339</mediaobject></para>\r
340</informalfigure>\r
341</step>\r
342</procedure>\r
343\r
344\r
345</simplesect>\r
346\r
347\r
348 <simplesect xml:id="unreceive-copies">\r
349 <title>Un-Receive a Copy</title>\r
350 <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
351un-receive that copy. Copies must have a status of <guilabel>received</guilabel> for the <guilabel>Un-Receive</guilabel> link to appear.</para>\r
352\r
353<procedure>\r
354<step>\r
355<para>Open your purchase order.</para>\r
356</step>\r
357\r
358<step>\r
359<informalfigure>\r
360<para>Click the <guilabel>Copies</guilabel> link on the line item containing the copy or copies you wish to un-receive.</para>\r
361<para><mediaobject>\r
362<alt>screenshot of receiving</alt>\r
363\r
364<imageobject>\r
365<imagedata fileref="media/copies-receive-1.png" scalefit="0"></imagedata>\r
366</imageobject>\r
367</mediaobject></para>\r
368</informalfigure>\r
369</step>\r
370\r
371<step>\r
372<informalfigure>\r
373<para>Click the <guilabel>Un-Receive</guilabel> link adjacent to the copy you wish to un-receive.</para>\r
374<para><mediaobject>\r
375<alt>screenshot of receiving</alt>\r
376\r
377<imageobject>\r
378<imagedata fileref="media/copies-un-receive-1.png" scalefit="0"></imagedata>\r
379</imageobject>\r
380</mediaobject></para>\r
381</informalfigure>\r
382</step>\r
383\r
384<step>\r
385<informalfigure>\r
386<para>A pop up will appear asking you to confirm that you wish to un-receive the copy. Click <guibutton>OK</guibutton>.</para>\r
387<para><mediaobject>\r
388<alt>screenshot of receiving</alt>\r
389\r
390<imageobject>\r
391<imagedata fileref="media/copies-un-receive-2.png" scalefit="0"></imagedata>\r
392</imageobject>\r
393</mediaobject></para>\r
394</informalfigure>\r
395</step>\r
396\r
397<step>\r
398<informalfigure>\r
399<para>Click <guibutton>Return</guibutton> to return to the purchase order.</para>\r
400<para><mediaobject>\r
401<alt>screenshot of receiving</alt>\r
402\r
403<imageobject>\r
404<imagedata fileref="media/copies-un-receive-3.png" scalefit="0"></imagedata>\r
405</imageobject>\r
406</mediaobject></para>\r
407</informalfigure>\r
408</step>\r
409\r
410<step>\r
411<informalfigure>\r
412<para>The line item will be a mauve colour and the <guilabel>Status</guilabel> will show as <guilabel>on-order</guilabel>.</para> \r
413<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
414<para><mediaobject>\r
415<alt>screenshot of receiving</alt>\r
416\r
417<imageobject>\r
418<imagedata fileref="media/copies-receive-5.png" scalefit="0"></imagedata>\r
419</imageobject>\r
420</mediaobject></para>\r
421</informalfigure>\r
422</step>\r
423</procedure>\r
424</simplesect>\r
425\r
426</section> \r
427 \r
428</chapter>\r