Fix line endings on all XML files.
[sitka/doc/acquisitions.git] / admin / admin-acq-providers.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="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
16 <para>Providers are vendors. You can create a provider profile that includes contact information for the provider, holdings information, invoices, a default claiming \r
17policy, and other information.</para></abstract>\r
18 \r
19\r
20 </info>\r
21\r
22<section xml:id="acq-admin-providers-placeholder">\r
23</section>\r
24\r
25<section xml:id="managing-provider">\r
26<title>Managing Provider</title>\r
27<para>Something about creating providers</para>\r
28<para><link linkend="create-provider">Create a Provider</link></para>\r
29<para><link linkend="add-address-provider">Add an Additional Address</link></para>\r
30<para><link linkend="add-contact-provider">Add a Contact</link></para>\r
31<para><link linkend="edit-provider">Edit a Provider</link></para>\r
32\r
33<simplesect xml:id="create-provider">\r
34<title>Create a Provider</title>\r
35\r
36<procedure>\r
37<step>\r
38<informalfigure>\r
39<para>Select <menuchoice><guimenu>Admin</guimenu>\r
40<guisubmenu>Server Administration</guisubmenu>\r
41<guisubmenu>Acquisitions</guisubmenu>\r
42<guimenuitem>Providers</guimenuitem></menuchoice>.</para> \r
43<para><mediaobject>\r
44<alt>screenshot of providers</alt>\r
45\r
46<imageobject>\r
47<imagedata fileref="media/create-providers-1.png" scalefit="0"></imagedata>\r
48</imageobject>\r
49</mediaobject></para>\r
50</informalfigure>\r
51</step>\r
52\r
53<step>\r
54<informalfigure>\r
55<para>Click <guibutton>New Provider</guibutton>.</para>\r
56<para><mediaobject>\r
57<alt>screenshot of providers</alt>\r
58\r
59<imageobject>\r
60<imagedata fileref="media/create-providers-2.png" scalefit="0"></imagedata>\r
61</imageobject>\r
62</mediaobject></para>\r
63</informalfigure>\r
64</step>\r
65\r
66<step>\r
67<informalfigure>\r
68<para>Fill in the fields.</para> \r
69<para><mediaobject>\r
70<alt>screenshot of providers</alt>\r
71\r
72<imageobject>\r
73<imagedata fileref="media/create-providers-3.png" scalefit="0"></imagedata>\r
74</imageobject>\r
75</mediaobject></para>\r
76</informalfigure>\r
77\r
78<itemizedlist>\r
79<listitem>\r
80<para>Enter the provider name.</para>\r
81</listitem>\r
82<listitem>\r
83<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
84</listitem>\r
85<listitem>\r
86<para>Select an owner from the drop down menu. The owner indicates the organizational unit(s) whose staff can use this provider.</para>\r
87</listitem>\r
88<listitem>\r
89<para>Select a currency from the drop down menu.</para>\r
90</listitem>\r
91<listitem>\r
92<para>Check the box adjacent to <guilabel>Active</guilabel> to activate the provider. Unchecking this box deactivates the provider. A provider must be \r
93active in order for purchase orders to be made from that provider.</para>\r
94</listitem>\r
95<listitem>\r
96<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
97does 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
98</listitem>\r
99<listitem>\r
100<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
101linked. See EDI Accounts for more information.</para>\r
102</listitem>\r
103<listitem>\r
104<para>In the <guilabel>E-mail</guilabel> field, enter the provider's e-mail address.</para>\r
105</listitem>\r
106<listitem>\r
107<para>In the <guilabel>Fax Phone</guilabel> field, enter the provider's fax number.</para>\r
108</listitem>\r
109<listitem>\r
110<para>If your provider enters holding data in MARC records, enter <emphasis>970</emphasis> into the <guilabel>Holdings Tag</guilabel> field.</para>\r
111</listitem>\r
112<listitem>\r
113<para>In the <guilabel>Phone</guilabel> field, enter the provider's phone number.</para>\r
114</listitem>\r
115<listitem>\r
116<para>If prepayment is required to purchase from this provider, check the box adjacent to <guilabel>Prepayment Required</guilabel>.</para>\r
117</listitem>\r
118<listitem>\r
119<para>In the <guilabel>SAN</guilabel> field, enter the seven digit Standard Address Number for your provider.</para>\r
120</listitem>\r
121<listitem>\r
122<para>In the <guilabel>URL</guilabel> field, enter the web address for the provider's website.</para>\r
123</listitem>\r
124</itemizedlist>\r
125</step>\r
126\r
127<step>\r
128<informalfigure>\r
129<para>Click <guibutton>Save</guibutton>.</para>\r
130<para><mediaobject>\r
131<alt>screenshot of providers</alt>\r
132\r
133<imageobject>\r
134<imagedata fileref="media/create-providers-4.png" scalefit="0"></imagedata>\r
135</imageobject>\r
136</mediaobject></para>\r
137</informalfigure>\r
138</step>\r
139</procedure>\r
140\r
141<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
142<guilabel>Provider Details</guilabel> screen by clicking the hyperlinked name of the provider on the <guilabel>Providers</guilabel> screen. The tabs on the\r
143<guilabel>Provider Details</guilabel> screen allow you to add a provider address, provider contacts, attribute definitions, and holdings subfields. You can \r
144also view invoices associated with the provider on the <guilabel>Provider Details</guilabel> screen.</para></note>\r
145</simplesect>\r
146\r
147<simplesect xml:id="add-address-provider">\r
148<title>Add an Additional Address</title>\r
149\r
150<procedure>\r
151<step>\r
152<informalfigure>\r
153<para>Select <menuchoice><guimenu>Admin</guimenu>\r
154<guisubmenu>Server Administration</guisubmenu>\r
155<guisubmenu>Acquisitions</guisubmenu>\r
156<guimenuitem>Providers</guimenuitem></menuchoice>.</para> \r
157<para><mediaobject>\r
158<alt>screenshot of providers</alt>\r
159\r
160<imageobject>\r
161<imagedata fileref="media/create-providers-1.png" scalefit="0"></imagedata>\r
162</imageobject>\r
163</mediaobject></para>\r
164</informalfigure>\r
165</step>\r
166\r
167<step>\r
168<informalfigure>\r
169<para>Click the hyperlinked name of the provider you would like to add an address to.</para>\r
170<para><mediaobject>\r
171<alt>screenshot of providers</alt>\r
172\r
173<imageobject>\r
174<imagedata fileref="media/create-address-providers-1.png" scalefit="0"></imagedata>\r
175</imageobject>\r
176</mediaobject></para>\r
177</informalfigure>\r
178</step>\r
179\r
180<step>\r
181<informalfigure>\r
182<para>Click <guibutton>New Provider Address</guibutton>. A pop-up will appear.</para>\r
183<para><mediaobject>\r
184<alt>screenshot of providers</alt>\r
185\r
186<imageobject>\r
187<imagedata fileref="media/create-address-providers-2.png" scalefit="0"></imagedata>\r
188</imageobject>\r
189</mediaobject></para>\r
190</informalfigure>\r
191</step>\r
192\r
193<step>\r
194<informalfigure>\r
195<para>Enter a name for the address in the <guilabel>Address Type</guilabel> field.</para>\r
196<para><mediaobject>\r
197<alt>screenshot of providers</alt>\r
198\r
199<imageobject>\r
200<imagedata fileref="media/create-address-providers-3.png" scalefit="0"></imagedata>\r
201</imageobject>\r
202</mediaobject></para>\r
203</informalfigure>\r
204</step>\r
205\r
206<step>\r
207<para>Fill in the address details. Required fields are:</para>\r
208<itemizedlist>\r
209<listitem>\r
210<para>Street 1</para>\r
211</listitem>\r
212<listitem>\r
213<para>City</para>\r
214</listitem>\r
215<listitem>\r
216<para>State</para>\r
217</listitem>\r
218<listitem>\r
219<para>Country</para>\r
220</listitem>\r
221<listitem>\r
222<para>Post Code</para>\r
223</listitem>\r
224</itemizedlist>\r
225</step>\r
226\r
227<step>\r
228<para>Check the box adjacent to <guilabel>Is Valid?</guilabel> if the address is valid.</para>\r
229</step>\r
230\r
231<step>\r
232<informalfigure>\r
233<para>Click <guibutton>Save</guibutton>.</para>\r
234<para><mediaobject>\r
235<alt>screenshot of providers</alt>\r
236\r
237<imageobject>\r
238<imagedata fileref="media/create-address-providers-4.png" scalefit="0"></imagedata>\r
239</imageobject>\r
240</mediaobject></para>\r
241</informalfigure>\r
242</step>\r
243</procedure>\r
244\r
245</simplesect>\r
246\r
247<simplesect xml:id="add-contact-provider">\r
248<title>Add a Contact</title>\r
249\r
250<procedure>\r
251<step>\r
252<informalfigure>\r
253<para>Select <menuchoice><guimenu>Admin</guimenu>\r
254<guisubmenu>Server Administration</guisubmenu>\r
255<guisubmenu>Acquisitions</guisubmenu>\r
256<guimenuitem>Providers</guimenuitem></menuchoice>.</para>\r
257<para><mediaobject>\r
258<alt>screenshot of providers</alt>\r
259\r
260<imageobject>\r
261<imagedata fileref="media/create-providers-1.png" scalefit="0"></imagedata>\r
262</imageobject>\r
263</mediaobject></para>\r
264</informalfigure> \r
265</step>\r
266\r
267<step>\r
268<informalfigure>\r
269<para>Click the hyperlinked name of the provider you would like to add a contact to.</para>\r
270<para><mediaobject>\r
271<alt>screenshot of providers</alt>\r
272\r
273<imageobject>\r
274<imagedata fileref="media/create-address-providers-1.png" scalefit="0"></imagedata>\r
275</imageobject>\r
276</mediaobject></para>\r
277</informalfigure>\r
278</step>\r
279\r
280<step>\r
281<informalfigure>\r
282<para>Click the <guilabel>Provider Contact</guilabel> tab.</para>\r
283<para><mediaobject>\r
284<alt>screenshot of providers</alt>\r
285\r
286<imageobject>\r
287<imagedata fileref="media/create-contact-providers-1.png" scalefit="0"></imagedata>\r
288</imageobject>\r
289</mediaobject></para>\r
290</informalfigure>\r
291</step>\r
292\r
293<step>\r
294<informalfigure>\r
295<para>Click <guibutton>New Contact</guibutton>. A pop-up will appear.</para>\r
296<para><mediaobject>\r
297<alt>screenshot of providers</alt>\r
298\r
299<imageobject>\r
300<imagedata fileref="media/create-contact-providers-2.png" scalefit="0"></imagedata>\r
301</imageobject>\r
302</mediaobject></para>\r
303</informalfigure>\r
304</step>\r
305\r
306<step>\r
307<informalfigure>\r
308<para>Enter the name of the contact, the contact's role, email, and phone number in their respective fields.</para>\r
309<para><mediaobject>\r
310<alt>screenshot of providers</alt>\r
311\r
312<imageobject>\r
313<imagedata fileref="media/create-contact-providers-3.png" scalefit="0"></imagedata>\r
314</imageobject>\r
315</mediaobject></para>\r
316</informalfigure>\r
317</step>\r
318\r
319<step>\r
320<informalfigure>\r
321<para>Click <guibutton>Save</guibutton>.</para>\r
322<para><mediaobject>\r
323<alt>screenshot of providers</alt>\r
324\r
325<imageobject>\r
326<imagedata fileref="media/create-contact-providers-4.png" scalefit="0"></imagedata>\r
327</imageobject>\r
328</mediaobject></para>\r
329</informalfigure>\r
330</step>\r
331\r
332<step>\r
333<informalfigure>\r
334<para>Click <guibutton>Reload</guibutton>.</para>\r
335<para><mediaobject>\r
336<alt>screenshot of providers</alt>\r
337\r
338<imageobject>\r
339<imagedata fileref="media/create-contact-providers-5.png" scalefit="0"></imagedata>\r
340</imageobject>\r
341</mediaobject></para>\r
342</informalfigure>\r
343</step>\r
344\r
345<step>\r
346<informalfigure>\r
347<para>Click <guibutton>New Contact Address</guibutton> further down the page. A pop-up will appear.</para>\r
348<para><mediaobject>\r
349<alt>screenshot of providers</alt>\r
350\r
351<imageobject>\r
352<imagedata fileref="media/create-contact-providers-6.png" scalefit="0"></imagedata>\r
353</imageobject>\r
354</mediaobject></para>\r
355</informalfigure>\r
356</step>\r
357\r
358<step>\r
359<informalfigure>\r
360<para>In the <guilabel>Type</guilabel> field, enter the type of address.</para>\r
361<para><mediaobject>\r
362<alt>screenshot of providers</alt>\r
363\r
364<imageobject>\r
365<imagedata fileref="media/create-contact-providers-7.png" scalefit="0"></imagedata>\r
366</imageobject>\r
367</mediaobject></para>\r
368</informalfigure>\r
369</step>\r
370\r
371<step>\r
372<para>From the <guilabel>Contact</guilabel> drop down menu select the ID number of your contact.</para>\r
373</step>\r
374\r
375<step>\r
376<para>Fill in the address details. Required fields are:</para>\r
377<itemizedlist>\r
378<listitem>\r
379<para>Street 1</para>\r
380</listitem>\r
381<listitem>\r
382<para>City</para>\r
383</listitem>\r
384<listitem>\r
385<para>State</para>\r
386</listitem>\r
387<listitem>\r
388<para>Country</para>\r
389</listitem>\r
390<listitem>\r
391<para>Post Code</para>\r
392</listitem>\r
393</itemizedlist>\r
394</step>\r
395<step>\r
396<para>Check the box adjacent to <guilabel>Is Valid?</guilabel> if the address is valid.</para>\r
397</step>\r
398\r
399<step>\r
400<informalfigure>\r
401<para>Click <guibutton>Save</guibutton>.</para>\r
402<para><mediaobject>\r
403<alt>screenshot of providers</alt>\r
404\r
405<imageobject>\r
406<imagedata fileref="media/create-contact-providers-8.png" scalefit="0"></imagedata>\r
407</imageobject>\r
408</mediaobject></para>\r
409</informalfigure>\r
410</step>\r
411</procedure>\r
412\r
413</simplesect>\r
414\r
415<simplesect xml:id="edit-provider">\r
416<title>Edit a Provider</title>\r
417\r
418<procedure>\r
419<step>\r
420<informalfigure>\r
421<para>Select <menuchoice><guimenu>Admin</guimenu>\r
422<guisubmenu>Server Administration</guisubmenu>\r
423<guisubmenu>Acquisitions</guisubmenu>\r
424<guimenuitem>Providers</guimenuitem></menuchoice>.</para> \r
425<para><mediaobject>\r
426<alt>screenshot of providers</alt>\r
427\r
428<imageobject>\r
429<imagedata fileref="media/create-providers-1.png" scalefit="0"></imagedata>\r
430</imageobject>\r
431</mediaobject></para>\r
432</informalfigure>\r
433</step>\r
434\r
435<step>\r
436<informalfigure>\r
437<para>Click the hyperlinked name of the provider you would like to edit.</para>\r
438<para><mediaobject>\r
439<alt>screenshot of providers</alt>\r
440\r
441<imageobject>\r
442<imagedata fileref="media/create-address-providers-1.png" scalefit="0"></imagedata>\r
443</imageobject>\r
444</mediaobject></para>\r
445</informalfigure>\r
446</step>\r
447\r
448<step>\r
449<informalfigure>\r
450<para>Make your changes in the top half of the <guilabel>Provider Details</guilabel> screen.</para>\r
451<para><mediaobject>\r
452<alt>screenshot of providers</alt>\r
453\r
454<imageobject>\r
455<imagedata fileref="media/edit-provider-1.png" scalefit="0"></imagedata>\r
456</imageobject>\r
457</mediaobject></para>\r
458</informalfigure>\r
459</step>\r
460\r
461<step>\r
462<informalfigure>\r
463<para>Click <guibutton>Save</guibutton>.</para>\r
464<para><mediaobject>\r
465<alt>screenshot of providers</alt>\r
466\r
467<imageobject>\r
468<imagedata fileref="media/edit-provider-2.png" scalefit="0"></imagedata>\r
469</imageobject>\r
470</mediaobject></para>\r
471</informalfigure>\r
472</step>\r
473\r
474</procedure>\r
475\r
476<note><para>You can delete providers on the Provider List page by checking the box adjacent to the providers name and clicking <guibutton>Delete Selected</guibutton>.</para>\r
477<para>You can only delete providers if no purchase orders have been assigned to them.</para></note>\r
478\r
479</simplesect>\r
480\r
481</section>\r
482\r
483\r
484<section xml:id="add-attr-definitions">\r
485<title>Attribute Definitions</title>\r
486\r
487<note><para>More information pertaining to this section to come in the future.</para></note>\r
488\r
489<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
490entered in each MARC tag. Enter attribute definitions to correlate MARC tags with the information that they should contain in incoming vendor records. Some\r
491technical knowledge is required to enter XPath information.</para>\r
492\r
493<procedure>\r
494<step>\r
495<informalfigure>\r
496<para>Select <menuchoice><guimenu>Admin</guimenu>\r
497<guisubmenu>Server Administration</guisubmenu>\r
498<guisubmenu>Acquisitions</guisubmenu>\r
499<guimenuitem>Providers</guimenuitem></menuchoice>.</para> \r
500<para><mediaobject>\r
501<alt>screenshot of attribute definition</alt>\r
502\r
503<imageobject>\r
504<imagedata fileref="media/create-providers-1.png" scalefit="0"></imagedata>\r
505</imageobject>\r
506</mediaobject></para>\r
507</informalfigure>\r
508</step>\r
509\r
510<step>\r
511<informalfigure>\r
512<para>Click the hyperlinked name of the provider you would like to add an attribute definition to.</para>\r
513<para><mediaobject>\r
514<alt>screenshot of attribute definition</alt>\r
515\r
516<imageobject>\r
517<imagedata fileref="media/create-address-providers-1.png" scalefit="0"></imagedata>\r
518</imageobject>\r
519</mediaobject></para>\r
520</informalfigure>\r
521</step>\r
522\r
523<step>\r
524<informalfigure>\r
525<para>Click the <guilabel>Attribute Definitions</guilabel> tab.</para>\r
526<para><mediaobject>\r
527<alt>screenshot of attribute definition</alt>\r
528\r
529<imageobject>\r
530<imagedata fileref="media/add-attr-def-1.png" scalefit="0"></imagedata>\r
531</imageobject>\r
532</mediaobject></para>\r
533</informalfigure>\r
534</step>\r
535\r
536<step>\r
537<informalfigure>\r
538<para>Click <guibutton>New Attribute Definition</guibutton>. A pop-up will appear.</para>\r
539<para><mediaobject>\r
540<alt>screenshot of attribute definition</alt>\r
541\r
542<imageobject>\r
543<imagedata fileref="media/add-attr-def-2.png" scalefit="0"></imagedata>\r
544</imageobject>\r
545</mediaobject></para>\r
546</informalfigure>\r
547</step>\r
548\r
549<step>\r
550<informalfigure>\r
551<para>In the <guilabel>Code</guilabel> field, enter a code for your attribute definition.</para>\r
552<para><mediaobject>\r
553<alt>screenshot of attribute definition</alt>\r
554\r
555<imageobject>\r
556<imagedata fileref="media/add-attr-def-3.png" scalefit="0"></imagedata>\r
557</imageobject>\r
558</mediaobject></para>\r
559</informalfigure>\r
560</step>\r
561\r
562<step>\r
563<para>In the <guilabel>Description</guilabel> field, enter a description of the attribute definition.</para>\r
564</step>\r
565\r
566<step>\r
567<para>Check the box adjacent to <guilabel>Is Identifier?</guilabel>, if the attribute definition is the identifier.</para>\r
568</step>\r
569\r
570<step>\r
571<para>In the <guilabel>Remove</guilabel> field, enter whatever remove means.</para>\r
572</step>\r
573\r
574<step>\r
575<para>In the <guilabel>XPath</guilabel> field, enter the XPath for the attribute definition.</para>\r
576</step>\r
577\r
578<step>\r
579<para>Click <guibutton>Save</guibutton>.</para>\r
580</step>\r
581</procedure>\r
582\r
583</section>\r
584\r
585\r
586<section xml:id="holding-subfield">\r
587<title>Holding Subfields</title>\r
588\r
589<para>You may have entered a holdings tag when you created the provider profile. You can also enter holding subfields. Holding subfields\r
590allow you to specify subfields within the holding tags to which your provider adds holdings information.</para>\r
591\r
592<simplesect xml:id="add-holding-subfield">\r
593<procedure>\r
594<step>\r
595<informalfigure>\r
596<para>Select <menuchoice><guimenu>Admin</guimenu>\r
597<guisubmenu>Server Administration</guisubmenu>\r
598<guisubmenu>Acquisitions</guisubmenu>\r
599<guimenuitem>Providers</guimenuitem></menuchoice>.</para>\r
600<para><mediaobject>\r
601<alt>screenshot of holding subfield</alt>\r
602\r
603<imageobject>\r
604<imagedata fileref="media/create-providers-1.png" scalefit="0"></imagedata>\r
605</imageobject>\r
606</mediaobject></para>\r
607</informalfigure> \r
608</step>\r
609\r
610<step>\r
611<informalfigure>\r
612<para>Click the hyperlinked name of the provider you would like to add a holding subfield to.</para>\r
613<para><mediaobject>\r
614<alt>screenshot of holding subfield</alt>\r
615\r
616<imageobject>\r
617<imagedata fileref="media/create-address-providers-1.png" scalefit="0"></imagedata>\r
618</imageobject>\r
619</mediaobject></para>\r
620</informalfigure>\r
621</step>\r
622\r
623<step>\r
624<informalfigure>\r
625<para>Click the <guilabel>Holding Subfield</guilabel> tab.</para>\r
626<para><mediaobject>\r
627<alt>screenshot of holding subfield</alt>\r
628\r
629<imageobject>\r
630<imagedata fileref="media/add-holding-subfield-1.png" scalefit="0"></imagedata>\r
631</imageobject>\r
632</mediaobject></para>\r
633</informalfigure>\r
634</step>\r
635\r
636<step>\r
637<informalfigure>\r
638<para>Click <guibutton>New Holding Subfield</guibutton>. A pop-up will appear.</para>\r
639<para><mediaobject>\r
640<alt>screenshot of holding subfield</alt>\r
641\r
642<imageobject>\r
643<imagedata fileref="media/add-holding-subfield-2.png" scalefit="0"></imagedata>\r
644</imageobject>\r
645</mediaobject></para>\r
646</informalfigure>\r
647</step>\r
648\r
649<step>\r
650<informalfigure>\r
651<para>In the <guilabel>Name</guilabel> field, enter a name for your holding subfield.</para>\r
652<para>In the <guilabel>Subfield</guilabel> field, enter your subfield.</para>\r
653<para><mediaobject>\r
654<alt>screenshot of holding subfield</alt>\r
655\r
656<imageobject>\r
657<imagedata fileref="media/add-holding-subfield-3.png" scalefit="0"></imagedata>\r
658</imageobject>\r
659</mediaobject></para>\r
660</informalfigure>\r
661<note><para>The holdings subfields in use by Sitka are:</para>\r
662<itemizedlist>\r
663<listitem>\r
664<para>c : call_number</para>\r
665</listitem>\r
666<listitem>\r
667<para>m : circ_modifier</para>\r
668</listitem>\r
669<listitem>\r
670<para>l : copy_location </para>\r
671</listitem>\r
672<listitem>\r
673<para>e : estimated_price</para>\r
674</listitem>\r
675<listitem>\r
676<para>f : fund_code</para>\r
677</listitem>\r
678<listitem>\r
679<para>n : note</para>\r
680</listitem>\r
681<listitem>\r
682<para>o : owning_lib</para>\r
683</listitem>\r
684<listitem>\r
685<para>q : quantity</para>\r
686</listitem>\r
687</itemizedlist>\r
688</note>\r
689</step>\r
690\r
691<step>\r
692<para>Click <guibutton>Save</guibutton>.</para>\r
693</step>\r
694</procedure>\r
695\r
696</simplesect>\r
697</section>\r
698\r
699<section xml:id="provider-details-invoices">\r
700<title>View a Provider's Invoices</title>\r
701\r
702<procedure>\r
703<step>\r
704<informalfigure>\r
705<para>Select <menuchoice><guimenu>Admin</guimenu>\r
706<guisubmenu>Server Administration</guisubmenu>\r
707<guisubmenu>Acquisitions</guisubmenu>\r
708<guimenuitem>Providers</guimenuitem></menuchoice>.</para> \r
709<para><mediaobject>\r
710<alt>screenshot of providers</alt>\r
711\r
712<imageobject>\r
713<imagedata fileref="media/create-providers-1.png" scalefit="0"></imagedata>\r
714</imageobject>\r
715</mediaobject></para>\r
716</informalfigure>\r
717</step>\r
718\r
719<step>\r
720<informalfigure>\r
721<para>Click the hyperlinked name of the provider whose invoices you would like to view.</para>\r
722<para><mediaobject>\r
723<alt>screenshot of providers</alt>\r
724\r
725<imageobject>\r
726<imagedata fileref="media/create-address-providers-1.png" scalefit="0"></imagedata>\r
727</imageobject>\r
728</mediaobject></para>\r
729</informalfigure>\r
730</step>\r
731\r
732<step>\r
733<informalfigure>\r
734<para>Click the <guilabel>Invoices</guilabel> tab.</para>\r
735<para><mediaobject>\r
736<alt>screenshot of providers</alt>\r
737\r
738<imageobject>\r
739<imagedata fileref="media/view-invoices-1.png" scalefit="0"></imagedata>\r
740</imageobject>\r
741</mediaobject></para>\r
742</informalfigure>\r
743</step>\r
744\r
745<step>\r
746<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
747advance through the pages of invoices. You can click on the hyperlinked name of an invoice to view it.</para>\r
748</step>\r
749</procedure>\r
750\r
751</section>\r
752\r
753 \r
754</chapter>\r