Merge branch 'Acq26'
[sitka/doc/acquisitions.git] / admin / admin-acq-providers.xml
CommitLineData
e81dc611
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="admin-acq-providers">\r
4 <info>\r
5 <title>Providers</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=administration_functions_in_the_acquistions_module_ev.pdf"\r
9 xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=administration_functions_in_the_acquistions_module_ev.pdf">Evergreen\r
10 Community</link></emphasis></para>\r
11 </legalnotice>\r
12 \r
13 \r
14\r
15 <abstract>\r
7cc399ec
JP
16 <para>Providers are vendors. Each provider used in the acquisition process needs a provider profile. This profile contains information pertaining to \r
17contacting the provider, claiming, EDI, and holding subfields. Providers can be edited should information change.</para></abstract>\r
e81dc611
RJ
18 \r
19\r
20 </info>\r
21\r
e81dc611 22\r
431bd94f 23<section xml:id="create-provider">\r
e81dc611 24<title>Create a Provider</title>\r
7cc399ec 25<para>Providers must be created in the acquisitions module before users can create purchase orders for providers.</para>\r
e81dc611
RJ
26\r
27<procedure>\r
28<step>\r
29<informalfigure>\r
30<para>Select <menuchoice><guimenu>Admin</guimenu>\r
31<guisubmenu>Server Administration</guisubmenu>\r
32<guisubmenu>Acquisitions</guisubmenu>\r
33<guimenuitem>Providers</guimenuitem></menuchoice>.</para> \r
34<para><mediaobject>\r
35<alt>screenshot of providers</alt>\r
36\r
37<imageobject>\r
38<imagedata fileref="media/create-providers-1.png" scalefit="0"></imagedata>\r
39</imageobject>\r
40</mediaobject></para>\r
41</informalfigure>\r
42</step>\r
43\r
44<step>\r
45<informalfigure>\r
46<para>Click <guibutton>New Provider</guibutton>.</para>\r
47<para><mediaobject>\r
48<alt>screenshot of providers</alt>\r
49\r
50<imageobject>\r
51<imagedata fileref="media/create-providers-2.png" scalefit="0"></imagedata>\r
52</imageobject>\r
53</mediaobject></para>\r
54</informalfigure>\r
55</step>\r
56\r
57<step>\r
58<informalfigure>\r
7cc399ec 59<para>Fill in the fields. Information on specific fields is available in the <link linkend="provider-profile">Provider Profile</link>.</para> \r
e81dc611
RJ
60<para><mediaobject>\r
61<alt>screenshot of providers</alt>\r
62\r
63<imageobject>\r
64<imagedata fileref="media/create-providers-3.png" scalefit="0"></imagedata>\r
65</imageobject>\r
66</mediaobject></para>\r
67</informalfigure>\r
431bd94f
JP
68</step>\r
69\r
70<step>\r
71<informalfigure>\r
72<para>Click <guibutton>Save</guibutton>.</para>\r
73<para><mediaobject>\r
74<alt>screenshot of providers</alt>\r
75\r
76<imageobject>\r
77<imagedata fileref="media/create-providers-4.png" scalefit="0"></imagedata>\r
78</imageobject>\r
79</mediaobject></para>\r
80</informalfigure>\r
81</step>\r
82</procedure>\r
e81dc611 83\r
431bd94f
JP
84<simplesect xml:id="provider-profile">\r
85<title>Provider Profile</title>\r
e81dc611
RJ
86<itemizedlist>\r
87<listitem>\r
88<para>Enter the provider name.</para>\r
89</listitem>\r
90<listitem>\r
91<para>Create a unique code for the provider. There is no limit to the number of characters that can be entered in this field.</para>\r
7cc399ec 92<para>This code is used throughout the acquisitions module to identify the provider.</para>\r
e81dc611
RJ
93</listitem>\r
94<listitem>\r
95<para>Select an owner from the drop down menu. The owner indicates the organizational unit(s) whose staff can use this provider.</para>\r
96</listitem>\r
97<listitem>\r
98<para>Select a currency from the drop down menu.</para>\r
99</listitem>\r
100<listitem>\r
101<para>Check the box adjacent to <guilabel>Active</guilabel> to activate the provider. Unchecking this box deactivates the provider. A provider must be \r
102active in order for purchase orders to be made from that provider.</para>\r
103</listitem>\r
104<listitem>\r
ad70b18f
JP
105<para>Enter the default number of copies for the provider.</para>\r
106<para>When line items are added to purchase orders for this provider the default number of copies will be automatically created.</para>\r
107</listitem>\r
108<listitem>\r
e81dc611
RJ
109<para>Select a <link linkend="claim-defaults">default claim policy</link> from the drop down menu. Choose the policy that best describes the policy you use with the provider. The default policy \r
110does not need to cover all possible situations as it is possible to override with a different policy at the time of the claim.</para>\r
7cc399ec 111<para>This field may be left blank if no default policy should be applied to the provider.</para>\r
e81dc611
RJ
112</listitem>\r
113<listitem>\r
114<para>Do <emphasis>NOT</emphasis> select an EDI default from the drop down menu. Leave this field blank. EDI defaults must be created after the provider and then \r
115linked. See EDI Accounts for more information.</para>\r
116</listitem>\r
117<listitem>\r
118<para>In the <guilabel>E-mail</guilabel> field, enter the provider's e-mail address.</para>\r
119</listitem>\r
120<listitem>\r
121<para>In the <guilabel>Fax Phone</guilabel> field, enter the provider's fax number.</para>\r
122</listitem>\r
123<listitem>\r
124<para>If your provider enters holding data in MARC records, enter <emphasis>970</emphasis> into the <guilabel>Holdings Tag</guilabel> field.</para>\r
125</listitem>\r
126<listitem>\r
127<para>In the <guilabel>Phone</guilabel> field, enter the provider's phone number.</para>\r
128</listitem>\r
129<listitem>\r
130<para>If prepayment is required to purchase from this provider, check the box adjacent to <guilabel>Prepayment Required</guilabel>.</para>\r
131</listitem>\r
132<listitem>\r
133<para>In the <guilabel>SAN</guilabel> field, enter the seven digit Standard Address Number for your provider.</para>\r
e1fd8f98 134<para>This field is required is EDI will be used with the provider.</para>\r
e81dc611
RJ
135</listitem>\r
136<listitem>\r
137<para>In the <guilabel>URL</guilabel> field, enter the web address for the provider's website.</para>\r
138</listitem>\r
139</itemizedlist>\r
431bd94f 140</simplesect>\r
e81dc611
RJ
141\r
142<note><para>After you save the provider profile, the screen reloads so that you can save additional information about the provider. You can also access this\r
143<guilabel>Provider Details</guilabel> screen by clicking the hyperlinked name of the provider on the <guilabel>Providers</guilabel> screen. The tabs on the\r
144<guilabel>Provider Details</guilabel> screen allow you to add a provider address, provider contacts, attribute definitions, and holdings subfields. You can \r
145also view invoices associated with the provider on the <guilabel>Provider Details</guilabel> screen.</para></note>\r
431bd94f 146</section>\r
e81dc611 147\r
431bd94f 148<section xml:id="add-address-provider">\r
e81dc611
RJ
149<title>Add an Additional Address</title>\r
150\r
7cc399ec
JP
151<para>A provider's address appears on printed purchase orders for that provider. Additional addresses can be added to the provider profile for providers with \r
152multiple offices.</para>\r
e81dc611 153\r
7cc399ec 154<procedure>\r
e81dc611 155<step>\r
7cc399ec 156<para>Open the provider you would like to add an address to.</para>\r
e1fd8f98
JP
157</step>\r
158\r
e81dc611
RJ
159<step>\r
160<informalfigure>\r
161<para>Click <guibutton>New Provider Address</guibutton>. A pop-up will appear.</para>\r
162<para><mediaobject>\r
163<alt>screenshot of providers</alt>\r
164\r
165<imageobject>\r
166<imagedata fileref="media/create-address-providers-2.png" scalefit="0"></imagedata>\r
167</imageobject>\r
168</mediaobject></para>\r
169</informalfigure>\r
170</step>\r
171\r
172<step>\r
173<informalfigure>\r
174<para>Enter a name for the address in the <guilabel>Address Type</guilabel> field.</para>\r
175<para><mediaobject>\r
176<alt>screenshot of providers</alt>\r
177\r
178<imageobject>\r
179<imagedata fileref="media/create-address-providers-3.png" scalefit="0"></imagedata>\r
180</imageobject>\r
181</mediaobject></para>\r
182</informalfigure>\r
183</step>\r
184\r
185<step>\r
186<para>Fill in the address details. Required fields are:</para>\r
187<itemizedlist>\r
188<listitem>\r
189<para>Street 1</para>\r
190</listitem>\r
191<listitem>\r
192<para>City</para>\r
193</listitem>\r
194<listitem>\r
195<para>State</para>\r
196</listitem>\r
197<listitem>\r
198<para>Country</para>\r
199</listitem>\r
200<listitem>\r
201<para>Post Code</para>\r
202</listitem>\r
203</itemizedlist>\r
204</step>\r
205\r
206<step>\r
207<para>Check the box adjacent to <guilabel>Is Valid?</guilabel> if the address is valid.</para>\r
208</step>\r
209\r
210<step>\r
211<informalfigure>\r
212<para>Click <guibutton>Save</guibutton>.</para>\r
213<para><mediaobject>\r
214<alt>screenshot of providers</alt>\r
215\r
216<imageobject>\r
217<imagedata fileref="media/create-address-providers-4.png" scalefit="0"></imagedata>\r
218</imageobject>\r
219</mediaobject></para>\r
220</informalfigure>\r
221</step>\r
222</procedure>\r
223\r
431bd94f 224</section>\r
e81dc611 225\r
431bd94f 226<section xml:id="add-contact-provider">\r
e81dc611 227<title>Add a Contact</title>\r
7cc399ec 228<para>The names of contacts and their specific contact details can be added to providers.</para>\r
e81dc611
RJ
229\r
230<procedure>\r
231<step>\r
7cc399ec 232<para>Open the provider you would like to add a contact to.</para>\r
e81dc611
RJ
233</step>\r
234\r
235<step>\r
236<informalfigure>\r
237<para>Click the <guilabel>Provider Contact</guilabel> tab.</para>\r
238<para><mediaobject>\r
239<alt>screenshot of providers</alt>\r
240\r
241<imageobject>\r
242<imagedata fileref="media/create-contact-providers-1.png" scalefit="0"></imagedata>\r
243</imageobject>\r
244</mediaobject></para>\r
245</informalfigure>\r
246</step>\r
247\r
248<step>\r
249<informalfigure>\r
250<para>Click <guibutton>New Contact</guibutton>. A pop-up will appear.</para>\r
251<para><mediaobject>\r
252<alt>screenshot of providers</alt>\r
253\r
254<imageobject>\r
255<imagedata fileref="media/create-contact-providers-2.png" scalefit="0"></imagedata>\r
256</imageobject>\r
257</mediaobject></para>\r
258</informalfigure>\r
259</step>\r
260\r
261<step>\r
262<informalfigure>\r
7cc399ec 263<para>Enter the name of the contact, the contact's role, email, and phone number in the respective fields.</para>\r
e81dc611
RJ
264<para><mediaobject>\r
265<alt>screenshot of providers</alt>\r
266\r
267<imageobject>\r
268<imagedata fileref="media/create-contact-providers-3.png" scalefit="0"></imagedata>\r
269</imageobject>\r
270</mediaobject></para>\r
271</informalfigure>\r
272</step>\r
273\r
274<step>\r
275<informalfigure>\r
276<para>Click <guibutton>Save</guibutton>.</para>\r
277<para><mediaobject>\r
278<alt>screenshot of providers</alt>\r
279\r
280<imageobject>\r
281<imagedata fileref="media/create-contact-providers-4.png" scalefit="0"></imagedata>\r
282</imageobject>\r
283</mediaobject></para>\r
284</informalfigure>\r
285</step>\r
286\r
287<step>\r
288<informalfigure>\r
289<para>Click <guibutton>Reload</guibutton>.</para>\r
290<para><mediaobject>\r
291<alt>screenshot of providers</alt>\r
292\r
293<imageobject>\r
294<imagedata fileref="media/create-contact-providers-5.png" scalefit="0"></imagedata>\r
295</imageobject>\r
296</mediaobject></para>\r
297</informalfigure>\r
298</step>\r
7cc399ec
JP
299</procedure>\r
300\r
301<simplesect xml:id="contact-address">\r
302<title>Add an Address to a Contact</title>\r
303<para>Addresses can be attached to specific contacts.</para>\r
304\r
305<procedure>\r
306<step>\r
307<para>Open the <guilabel>Provider Contact</guilabel> tab.</para>\r
308</step>\r
e81dc611
RJ
309\r
310<step>\r
311<informalfigure>\r
312<para>Click <guibutton>New Contact Address</guibutton> further down the page. A pop-up will appear.</para>\r
313<para><mediaobject>\r
314<alt>screenshot of providers</alt>\r
315\r
316<imageobject>\r
317<imagedata fileref="media/create-contact-providers-6.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
7cc399ec 325<para>In the <guilabel>Type</guilabel> field, enter the type of address for your contact.</para>\r
e81dc611
RJ
326<para><mediaobject>\r
327<alt>screenshot of providers</alt>\r
328\r
329<imageobject>\r
330<imagedata fileref="media/create-contact-providers-7.png" scalefit="0"></imagedata>\r
331</imageobject>\r
332</mediaobject></para>\r
333</informalfigure>\r
334</step>\r
335\r
336<step>\r
337<para>From the <guilabel>Contact</guilabel> drop down menu select the ID number of your contact.</para>\r
338</step>\r
339\r
340<step>\r
341<para>Fill in the address details. Required fields are:</para>\r
342<itemizedlist>\r
343<listitem>\r
344<para>Street 1</para>\r
345</listitem>\r
346<listitem>\r
347<para>City</para>\r
348</listitem>\r
349<listitem>\r
350<para>State</para>\r
351</listitem>\r
352<listitem>\r
353<para>Country</para>\r
354</listitem>\r
355<listitem>\r
356<para>Post Code</para>\r
357</listitem>\r
358</itemizedlist>\r
359</step>\r
360<step>\r
361<para>Check the box adjacent to <guilabel>Is Valid?</guilabel> if the address is valid.</para>\r
362</step>\r
363\r
364<step>\r
365<informalfigure>\r
366<para>Click <guibutton>Save</guibutton>.</para>\r
367<para><mediaobject>\r
368<alt>screenshot of providers</alt>\r
369\r
370<imageobject>\r
371<imagedata fileref="media/create-contact-providers-8.png" scalefit="0"></imagedata>\r
372</imageobject>\r
373</mediaobject></para>\r
374</informalfigure>\r
375</step>\r
376</procedure>\r
377\r
7cc399ec 378</simplesect>\r
431bd94f 379</section>\r
e81dc611 380\r
431bd94f 381<section xml:id="edit-provider">\r
e81dc611 382<title>Edit a Provider</title>\r
7cc399ec 383<para>Provider information can be updated at any time.</para>\r
e81dc611
RJ
384\r
385<procedure>\r
386<step>\r
387<informalfigure>\r
388<para>Select <menuchoice><guimenu>Admin</guimenu>\r
389<guisubmenu>Server Administration</guisubmenu>\r
390<guisubmenu>Acquisitions</guisubmenu>\r
391<guimenuitem>Providers</guimenuitem></menuchoice>.</para> \r
392<para><mediaobject>\r
393<alt>screenshot of providers</alt>\r
394\r
395<imageobject>\r
396<imagedata fileref="media/create-providers-1.png" scalefit="0"></imagedata>\r
397</imageobject>\r
398</mediaobject></para>\r
399</informalfigure>\r
400</step>\r
401\r
402<step>\r
403<informalfigure>\r
c817bdcf
JP
404<para>If needed use the <guilabel>Filter</guilabel> to locate the desired provider.</para>\r
405<para><mediaobject>\r
406<alt>screenshot of providers</alt>\r
407\r
408<imageobject>\r
409<imagedata fileref="media/edit-providers-filter-1.png" scalefit="0"></imagedata>\r
410</imageobject>\r
411</mediaobject></para>\r
412</informalfigure>\r
413\r
42c7fd82
JP
414<note>\r
415<informalfigure>\r
416<para>Providers can be filtered on the following fields:</para>\r
417\r
418<para><mediaobject>\r
419<alt>screenshot of providers</alt>\r
420\r
421<imageobject>\r
422<imagedata fileref="media/edit-providers-filter-2.png" scalefit="0"></imagedata>\r
423</imageobject>\r
424</mediaobject></para>\r
425</informalfigure>\r
426\r
c817bdcf
JP
427</note>\r
428\r
429</step>\r
430\r
431<step>\r
432<informalfigure>\r
e81dc611
RJ
433<para>Click the hyperlinked name of the provider you would like to edit.</para>\r
434<para><mediaobject>\r
435<alt>screenshot of providers</alt>\r
436\r
437<imageobject>\r
e1fd8f98 438<imagedata fileref="media/edit-provider-0.png" scalefit="0"></imagedata>\r
e81dc611
RJ
439</imageobject>\r
440</mediaobject></para>\r
441</informalfigure>\r
442</step>\r
443\r
444<step>\r
445<informalfigure>\r
446<para>Make your changes in the top half of the <guilabel>Provider Details</guilabel> screen.</para>\r
447<para><mediaobject>\r
448<alt>screenshot of providers</alt>\r
449\r
450<imageobject>\r
451<imagedata fileref="media/edit-provider-1.png" scalefit="0"></imagedata>\r
452</imageobject>\r
453</mediaobject></para>\r
454</informalfigure>\r
455</step>\r
456\r
457<step>\r
458<informalfigure>\r
459<para>Click <guibutton>Save</guibutton>.</para>\r
460<para><mediaobject>\r
461<alt>screenshot of providers</alt>\r
462\r
463<imageobject>\r
464<imagedata fileref="media/edit-provider-2.png" scalefit="0"></imagedata>\r
465</imageobject>\r
466</mediaobject></para>\r
467</informalfigure>\r
468</step>\r
469\r
470</procedure>\r
471\r
7cc399ec
JP
472<note><para>Before a provider can be deleted any additional addresses, contacts, attribute definitions, and holdings subfields must be deleted first. You are then \r
473able to delete the provider on the Provider List page by checking the box adjacent to the provider's name and clicking <guibutton>Delete Selected</guibutton>.</para>\r
e81dc611
RJ
474<para>You can only delete providers if no purchase orders have been assigned to them.</para></note>\r
475\r
e81dc611
RJ
476</section>\r
477\r
478\r
479<section xml:id="add-attr-definitions">\r
480<title>Attribute Definitions</title>\r
481\r
7cc399ec 482<note><para>Not currently in use by Sitka Libraries.</para></note>\r
e81dc611
RJ
483\r
484<para>Your provider may include information that is specific to your organization in MARC tags. You can specify the types of information that should be entered in\r
485entered in each MARC tag. Enter attribute definitions to correlate MARC tags with the information that they should contain in incoming vendor records. Some\r
486technical knowledge is required to enter XPath information.</para>\r
487\r
488<procedure>\r
489<step>\r
7cc399ec 490<para>Open a provider.</para>\r
e81dc611
RJ
491</step>\r
492\r
493<step>\r
494<informalfigure>\r
495<para>Click the <guilabel>Attribute Definitions</guilabel> tab.</para>\r
496<para><mediaobject>\r
497<alt>screenshot of attribute definition</alt>\r
498\r
499<imageobject>\r
500<imagedata fileref="media/add-attr-def-1.png" scalefit="0"></imagedata>\r
501</imageobject>\r
502</mediaobject></para>\r
503</informalfigure>\r
504</step>\r
505\r
506<step>\r
507<informalfigure>\r
508<para>Click <guibutton>New Attribute Definition</guibutton>. A pop-up will appear.</para>\r
509<para><mediaobject>\r
510<alt>screenshot of attribute definition</alt>\r
511\r
512<imageobject>\r
513<imagedata fileref="media/add-attr-def-2.png" scalefit="0"></imagedata>\r
514</imageobject>\r
515</mediaobject></para>\r
516</informalfigure>\r
517</step>\r
518\r
519<step>\r
520<informalfigure>\r
521<para>In the <guilabel>Code</guilabel> field, enter a code for your attribute definition.</para>\r
522<para><mediaobject>\r
523<alt>screenshot of attribute definition</alt>\r
524\r
525<imageobject>\r
526<imagedata fileref="media/add-attr-def-3.png" scalefit="0"></imagedata>\r
527</imageobject>\r
528</mediaobject></para>\r
529</informalfigure>\r
530</step>\r
531\r
532<step>\r
533<para>In the <guilabel>Description</guilabel> field, enter a description of the attribute definition.</para>\r
534</step>\r
535\r
536<step>\r
537<para>Check the box adjacent to <guilabel>Is Identifier?</guilabel>, if the attribute definition is the identifier.</para>\r
538</step>\r
539\r
540<step>\r
541<para>In the <guilabel>Remove</guilabel> field, enter whatever remove means.</para>\r
542</step>\r
543\r
544<step>\r
545<para>In the <guilabel>XPath</guilabel> field, enter the XPath for the attribute definition.</para>\r
546</step>\r
547\r
548<step>\r
549<para>Click <guibutton>Save</guibutton>.</para>\r
550</step>\r
551</procedure>\r
552\r
553</section>\r
554\r
555\r
556<section xml:id="holding-subfield">\r
557<title>Holding Subfields</title>\r
7cc399ec
JP
558<para>Holding subfields are used with a 970 Holdings Tag to allow you to specify subfields within the holding tags to which your provider adds holdings \r
559information. </para>\r
e81dc611
RJ
560\r
561<simplesect xml:id="add-holding-subfield">\r
562<procedure>\r
563<step>\r
7cc399ec 564<para>Open a provider.</para>\r
e81dc611
RJ
565</step>\r
566\r
567<step>\r
568<informalfigure>\r
569<para>Click the <guilabel>Holding Subfield</guilabel> tab.</para>\r
570<para><mediaobject>\r
571<alt>screenshot of holding subfield</alt>\r
572\r
573<imageobject>\r
574<imagedata fileref="media/add-holding-subfield-1.png" scalefit="0"></imagedata>\r
575</imageobject>\r
576</mediaobject></para>\r
577</informalfigure>\r
578</step>\r
579\r
580<step>\r
581<informalfigure>\r
582<para>Click <guibutton>New Holding Subfield</guibutton>. A pop-up will appear.</para>\r
583<para><mediaobject>\r
584<alt>screenshot of holding subfield</alt>\r
585\r
586<imageobject>\r
587<imagedata fileref="media/add-holding-subfield-2.png" scalefit="0"></imagedata>\r
588</imageobject>\r
589</mediaobject></para>\r
590</informalfigure>\r
591</step>\r
592\r
593<step>\r
594<informalfigure>\r
595<para>In the <guilabel>Name</guilabel> field, enter a name for your holding subfield.</para>\r
596<para>In the <guilabel>Subfield</guilabel> field, enter your subfield.</para>\r
597<para><mediaobject>\r
598<alt>screenshot of holding subfield</alt>\r
599\r
600<imageobject>\r
601<imagedata fileref="media/add-holding-subfield-3.png" scalefit="0"></imagedata>\r
602</imageobject>\r
603</mediaobject></para>\r
604</informalfigure>\r
605<note><para>The holdings subfields in use by Sitka are:</para>\r
606<itemizedlist>\r
607<listitem>\r
7cc399ec
JP
608<para>b : barcode</para>\r
609</listitem>\r
610<listitem>\r
e81dc611
RJ
611<para>c : call_number</para>\r
612</listitem>\r
613<listitem>\r
614<para>m : circ_modifier</para>\r
615</listitem>\r
616<listitem>\r
617<para>l : copy_location </para>\r
618</listitem>\r
619<listitem>\r
620<para>e : estimated_price</para>\r
621</listitem>\r
622<listitem>\r
623<para>f : fund_code</para>\r
624</listitem>\r
625<listitem>\r
626<para>n : note</para>\r
627</listitem>\r
628<listitem>\r
629<para>o : owning_lib</para>\r
630</listitem>\r
631<listitem>\r
632<para>q : quantity</para>\r
633</listitem>\r
634</itemizedlist>\r
7cc399ec
JP
635\r
636<para>The subfields used will depend on your provider, but $o must always be used.</para>\r
e81dc611
RJ
637</note>\r
638</step>\r
639\r
640<step>\r
641<para>Click <guibutton>Save</guibutton>.</para>\r
7cc399ec
JP
642<para>Now when MARC records for this provider are loaded through Load MARC Order Records the system will use the subfields in the 970 tag to do such things \r
643as generate copies on the line items, apply funds, and add in estimated prices.</para>\r
e81dc611
RJ
644</step>\r
645</procedure>\r
646\r
647</simplesect>\r
648</section>\r
649\r
650<section xml:id="provider-details-invoices">\r
651<title>View a Provider's Invoices</title>\r
652\r
653<procedure>\r
654<step>\r
7cc399ec 655<para>Open a provider.</para>\r
e81dc611
RJ
656</step>\r
657\r
658<step>\r
659<informalfigure>\r
7cc399ec 660<para>Click on the <guilabel>Invoices</guilabel> tab.</para>\r
e81dc611
RJ
661<para><mediaobject>\r
662<alt>screenshot of providers</alt>\r
663\r
664<imageobject>\r
665<imagedata fileref="media/view-invoices-1.png" scalefit="0"></imagedata>\r
666</imageobject>\r
667</mediaobject></para>\r
668</informalfigure>\r
669</step>\r
670\r
671<step>\r
672<para>All invoices for the provider will display. Use the column headers to sort. Use the hyperlinked <guilabel>Back</guilabel> and <guilabel>Next</guilabel> to \r
673advance through the pages of invoices. You can click on the hyperlinked name of an invoice to view it.</para>\r
674</step>\r
675</procedure>\r
676\r
677</section>\r
678\r
679 \r
680</chapter>\r