Revised abstract for section on year end.
[sitka/doc/acquisitions.git] / acq / acq-receive.xml
CommitLineData
16b35757
RJ
1<?xml version='1.0' encoding='UTF-8'?>
2<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"
3 xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="acq-receive">
4 <info>
5 <title>Receive/Un-receive Acquisitions</title>
6 <legalnotice>
7 <para><emphasis role="bold">Adapted with permission from original material by the <link
8 xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf"
9 xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf">Evergreen
10 Community</link></emphasis></para>
11 </legalnotice>
12
13
14
15 <abstract>
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
17receive items before or after you create invoices for the items.</para></abstract>
18
19
20 </info>
21
22<section xml:id="receive-placeholder">
23</section>
24
25<section xml:id="reun-purchase-orders">
26<title>Receiving and Un-Receiving Purchase Orders</title>
27<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
28of <guilabel>received</guilabel>.</para>
29
30<para><link linkend="receive-purchase-orders">Receive a Purchase Order</link></para>
31<para><link linkend="unreceive-purchase-orders">Un-Receive a Purchase Order</link></para>
32
33 <simplesect xml:id="receive-purchase-orders">
34 <title>Receive a Purchase Order</title>
35 <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>
36<para>All line items on the purchase order must have the status of <guilabel>on-order</guilabel> for this function to be used.</para>
37
38<procedure>
39<step>
40<para>Open your purchase order.</para>
41</step>
42
43<step>
44<informalfigure>
45<para>Using the main <guilabel>Actions</guilabel> menu, select
46<menuchoice><guimenu>Actions</guimenu><guimenuitem>Mark Purchase Order as Received</guimenuitem></menuchoice>.</para>
47<para><mediaobject>
48<alt>screenshot of receiving</alt>
49
50<imageobject>
51<imagedata fileref="media/purchaseorder-receive-1.png" scalefit="0"></imagedata>
52</imageobject>
53</mediaobject></para>
54</informalfigure>
55</step>
56
57<step>
58<informalfigure>
59<para>Any alerts for the line items will pop up. Click <guibutton>OK</guibutton> to acknowledge the alerts and receive the items.</para>
60<para><mediaobject>
61<alt>screenshot of receiving</alt>
62
63<imageobject>
64<imagedata fileref="media/purchaseorder-receive-2.png" scalefit="0"></imagedata>
65</imageobject>
66</mediaobject></para>
67</informalfigure>
68</step>
69
70<step>
71<informalfigure>
72<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>
73<para><mediaobject>
74<alt>screenshot of receiving</alt>
75
76<imageobject>
77<imagedata fileref="media/purchaseorder-receive-3.png" scalefit="0"></imagedata>
78</imageobject>
79</mediaobject></para>
80</informalfigure>
81</step>
82</procedure>
83
84
85</simplesect>
86
87
88<simplesect xml:id="unreceive-purchase-orders">
89<title>Un-Receive a Purchase Order</title>
90<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
91un-receive the purchase order. The purchase order must have the status of <guilabel>received</guilabel> for this function to be enabled.</para>
92
93<procedure>
94<step>
95<para>Open your purchase order.</para>
96</step>
97
98<step>
99<informalfigure>
100<para>Using the main <guilabel>Actions</guilabel> menu, select
101<menuchoice><guimenu>Actions</guimenu><guimenuitem>Un-Receive Purchase Order</guimenuitem></menuchoice>.</para>
102<para><mediaobject>
103<alt>screenshot of receiving</alt>
104
105<imageobject>
106<imagedata fileref="media/purchaseorder-un-receive-1.png" scalefit="0"></imagedata>
107</imageobject>
108</mediaobject></para>
109</informalfigure>
110</step>
111
112<step>
113<informalfigure>
114<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>
115<para><mediaobject>
116<alt>screenshot of receiving</alt>
117
118<imageobject>
119<imagedata fileref="media/purchaseorder-un-receive-2.png" scalefit="0"></imagedata>
120</imageobject>
121</mediaobject></para>
122</informalfigure>
123</step>
124
125<step>
126<informalfigure>
127<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>
128<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>
129<para><mediaobject>
130<alt>screenshot of receiving</alt>
131
132<imageobject>
133<imagedata fileref="media/purchaseorder-un-receive-3.png" scalefit="0"></imagedata>
134</imageobject>
135</mediaobject></para>
136</informalfigure>
137</step>
138</procedure>
139</simplesect>
140</section>
141
142
143<section xml:id="reun-line-item">
144<title>Receiving and Un-Receiving Line Items</title>
145<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
146of <guilabel>received</guilabel>.</para>
147
148<para><link linkend="receive-line-item">Receive a Line Item</link></para>
149<para><link linkend="unreceive-line-item">Un-Receive a Line Item</link></para>
150
151 <simplesect xml:id="receive-line-item">
152 <title>Receive a Line Item</title>
153 <para>Mark Received allows you to receive only particular line items on a purchase order.</para>
154<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>
155
156<procedure>
157<step>
158<para>Open your purchase order.</para>
159</step>
160
161<step>
162<informalfigure>
163<para>Using the <guilabel>Actions</guilabel> menu on the line item, select
164<menuchoice><guimenu>Actions</guimenu><guimenuitem>Mark Received</guimenuitem></menuchoice>.</para>
165<para><mediaobject>
166<alt>screenshot of receiving</alt>
167
168<imageobject>
169<imagedata fileref="media/mark-received-lineitem-1.png" scalefit="0"></imagedata>
170</imageobject>
171</mediaobject></para>
172</informalfigure>
173</step>
174
175<step>
176<informalfigure>
177<para>Any alerts on the line item will pop up. Click <guibutton>OK</guibutton> to acknowledge the alert and receive the item.</para>
178<para><mediaobject>
179<alt>screenshot of receiving</alt>
180
181<imageobject>
182<imagedata fileref="media/mark-received-lineitem-2.png" scalefit="0"></imagedata>
183</imageobject>
184</mediaobject></para>
185</informalfigure>
186</step>
187
188<step>
189<informalfigure>
190<para>The line item will change to a gray blue colour and the status will update to <guilabel>received</guilabel>.</para>
191<para><mediaobject>
192<alt>screenshot of receiving</alt>
193
194<imageobject>
195<imagedata fileref="media/mark-received-lineitem-3.png" scalefit="0"></imagedata>
196</imageobject>
197</mediaobject></para>
198</informalfigure>
199</step>
200</procedure>
201
202</simplesect>
203
204
205 <simplesect xml:id="unreceive-line-item">
206 <title>Un-Receive a Line Item</title>
207 <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
208that 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>
209
210<procedure>
211<step>
212<para>Open your purchase order.</para>
213</step>
214
215<step>
216<informalfigure>
217<para>Using the <guilabel>Actions</guilabel> menu on the line item, select
218<menuchoice><guimenu>Actions</guimenu><guimenuitem>Un-Receive</guimenuitem></menuchoice>.</para>
219<para><mediaobject>
220<alt>screenshot of receiving</alt>
221
222<imageobject>
223<imagedata fileref="media/un-receive-lineitem-1.png" scalefit="0"></imagedata>
224</imageobject>
225</mediaobject></para>
226</informalfigure>
227</step>
228
229<step>
230<informalfigure>
231<para>A pop up will appear asking you to confirm that you wish to un-receive the line item. Click <guibutton>OK</guibutton>.</para>
232<para><mediaobject>
233<alt>screenshot of receiving</alt>
234
235<imageobject>
236<imagedata fileref="media/un-receive-lineitem-2.png" scalefit="0"></imagedata>
237</imageobject>
238</mediaobject></para>
239</informalfigure>
240</step>
241
242<step>
243<informalfigure>
244<para>The line item will change to a mauve colour and the status will update to <guilabel>on-order</guilabel>.</para>
245<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>
246<para><mediaobject>
247<alt>screenshot of receiving</alt>
248
249<imageobject>
250<imagedata fileref="media/un-receive-lineitem-3.png" scalefit="0"></imagedata>
251</imageobject>
252</mediaobject></para>
253</informalfigure>
254</step>
255</procedure>
256</simplesect>
257
258</section>
259
260
261<section xml:id="reun-copies">
262<title>Receiving and Un-Receiving Copies</title>
263<para>You can receive copies that have a status of <guilabel>on-order</guilabel>. You can un-receive copies that have a status
264of <guilabel>received</guilabel>.</para>
265
266<para><link linkend="receive-copies">Receive a Copy</link></para>
267<para><link linkend="unreceive-copies">Un-Receive a Copy</link></para>
268
269 <simplesect xml:id="receive-copies">
270 <title>Receive a Copy</title>
271 <para>Mark Received in the copies screen allows you to receive only specific copies on a purchase order.</para>
272<para>Copies must have a status of <guilabel>on-order</guilabel> for the <guilabel>Mark Received</guilabel> link to appear.</para>
273
274<procedure>
275<step>
276<para>Open your purchase order.</para>
277</step>
278
279<step>
280<informalfigure>
281<para>Click the <guilabel>Copies</guilabel> link on the line item containing the copy or copies you wish to receive.</para>
282<para><mediaobject>
283<alt>screenshot of receiving</alt>
284
285<imageobject>
286<imagedata fileref="media/copies-receive-1.png" scalefit="0"></imagedata>
287</imageobject>
288</mediaobject></para>
289</informalfigure>
290</step>
291
292<step>
293<informalfigure>
294<para>Click the <guilabel>Mark Received</guilabel> link adjacent to the copy you wish to receive.</para>
295<para><mediaobject>
296<alt>screenshot of receiving</alt>
297
298<imageobject>
299<imagedata fileref="media/copies-receive-2.png" scalefit="0"></imagedata>
300</imageobject>
301</mediaobject></para>
302</informalfigure>
303</step>
304
305<step>
306<informalfigure>
307<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>
308<para><mediaobject>
309<alt>screenshot of receiving</alt>
310
311<imageobject>
312<imagedata fileref="media/copies-receive-3.png" scalefit="0"></imagedata>
313</imageobject>
314</mediaobject></para>
315</informalfigure>
316</step>
317
318<step>
319<informalfigure>
320<para>Click <guibutton>Return</guibutton> to return to the purchase order.</para>
321<para><mediaobject>
322<alt>screenshot of receiving</alt>
323
324<imageobject>
325<imagedata fileref="media/copies-receive-4.png" scalefit="0"></imagedata>
326</imageobject>
327</mediaobject></para>
328</informalfigure>
329</step>
330
331<step>
332<informalfigure>
333<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
334been received. Otherwise the line item continues to display in a mauve colour with a state of <guilabel>on-order</guilabel>.</para>
335<para><mediaobject>
336<alt>screenshot of receiving</alt>
337
338<imageobject>
339<imagedata fileref="media/copies-receive-5.png" scalefit="0"></imagedata>
340</imageobject>
341</mediaobject></para>
342</informalfigure>
343</step>
344</procedure>
345
346
347</simplesect>
348
349
350 <simplesect xml:id="unreceive-copies">
351 <title>Un-Receive a Copy</title>
352 <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
353un-receive that copy. Copies must have a status of <guilabel>received</guilabel> for the <guilabel>Un-Receive</guilabel> link to appear.</para>
354
355<procedure>
356<step>
357<para>Open your purchase order.</para>
358</step>
359
360<step>
361<informalfigure>
362<para>Click the <guilabel>Copies</guilabel> link on the line item containing the copy or copies you wish to un-receive.</para>
363<para><mediaobject>
364<alt>screenshot of receiving</alt>
365
366<imageobject>
367<imagedata fileref="media/copies-receive-1.png" scalefit="0"></imagedata>
368</imageobject>
369</mediaobject></para>
370</informalfigure>
371</step>
372
373<step>
374<informalfigure>
375<para>Click the <guilabel>Un-Receive</guilabel> link adjacent to the copy you wish to un-receive.</para>
376<para><mediaobject>
377<alt>screenshot of receiving</alt>
378
379<imageobject>
380<imagedata fileref="media/copies-un-receive-1.png" scalefit="0"></imagedata>
381</imageobject>
382</mediaobject></para>
383</informalfigure>
384</step>
385
386<step>
387<informalfigure>
388<para>A pop up will appear asking you to confirm that you wish to un-receive the copy. Click <guibutton>OK</guibutton>.</para>
389<para><mediaobject>
390<alt>screenshot of receiving</alt>
391
392<imageobject>
393<imagedata fileref="media/copies-un-receive-2.png" scalefit="0"></imagedata>
394</imageobject>
395</mediaobject></para>
396</informalfigure>
397</step>
398
399<step>
400<informalfigure>
401<para>Click <guibutton>Return</guibutton> to return to the purchase order.</para>
402<para><mediaobject>
403<alt>screenshot of receiving</alt>
404
405<imageobject>
406<imagedata fileref="media/copies-un-receive-3.png" scalefit="0"></imagedata>
407</imageobject>
408</mediaobject></para>
409</informalfigure>
410</step>
411
412<step>
413<informalfigure>
414<para>The line item will be a mauve colour and the <guilabel>Status</guilabel> will show as <guilabel>on-order</guilabel>.</para>
415<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>
416<para><mediaobject>
417<alt>screenshot of receiving</alt>
418
419<imageobject>
420<imagedata fileref="media/copies-receive-5.png" scalefit="0"></imagedata>
421</imageobject>
422</mediaobject></para>
423</informalfigure>
424</step>
425</procedure>
426</simplesect>
427
428</section>
429
430</chapter>