Initial import of Acquistions doc.
[sitka/doc/acquisitions.git] / acq / acq-receive.xml
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 
17 receive 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 
28 of <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 
91 un-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 
146 of <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
208 that 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 
264 of <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 
334 been 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 
353 un-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>