</step>\r
\r
<step>\r
-<para>For information on linking additional line items to the invoice see <link linkend="populate-invoice">populating invoices</link>.</para>\r
+<para>For information on linking additional line items to the invoice see <link linkend="populate-invoice">Populating Invoices</link>.</para>\r
</step>\r
\r
<step>\r
-<para>For information on adding charges to the invoice see <link linkend="add-charges-invoice">adding charges</link>.</para>\r
+<para>For information on adding charges to the invoice see <link linkend="add-charges-invoice">Add Charges to an Invoice</link>.</para>\r
</step>\r
\r
<step>\r
</informalfigure>\r
\r
<note>\r
-<para>Title Details include:</para>\r
+<para><guilabel>Title Details</guilabel> includes:</para>\r
\r
<itemizedlist>\r
<listitem>\r
</step>\r
\r
<step>\r
-<para>For information on linking additional line items to the invoice see <link linkend="populate-invoice">populating invoices</link>.</para>\r
+<para>For information on linking additional line items to the invoice see <link linkend="populate-invoice">Populating Invoices</link>.</para>\r
</step>\r
\r
<step>\r
-<para>For information on adding charges to the invoice see <link linkend="add-charges-invoice">adding charges</link>.</para>\r
+<para>For information on adding charges to the invoice see <link linkend="add-charges-invoice">Add Charges to an Invoice</link>.</para>\r
</step>\r
\r
<step>\r
<simplesect xml:id="create-invoice-line-items">\r
<title>Create an Invoice From Multiple Line Items</title>\r
\r
-<para>You can create an invoice from mulitple line items on a purchase order. You can then link additional line items from the same or \r
+<para>You can create an invoice from multiple line items on a purchase order. You can then link additional line items from the same or \r
different purchase orders to this invoice.</para>\r
\r
<procedure>\r
</informalfigure>\r
\r
<note>\r
-<para>Title Details include:</para>\r
+<para><guilabel>Title Details</guilabel> includes:</para>\r
\r
<itemizedlist>\r
<listitem>\r
</step>\r
\r
<step>\r
-<para>For information on linking additional line items to the invoice see <link linkend="populate-invoice">populating invoices</link>.</para>\r
+<para>For information on linking additional line items to the invoice see <link linkend="populate-invoice">Populating Invoices</link>.</para>\r
</step>\r
\r
<step>\r
-<para>For information on adding charges to the invoice see <link linkend="add-charges-invoice">adding charges</link>.</para>\r
+<para>For information on adding charges to the invoice see <link linkend="add-charges-invoice">Add Charges to an Invoice</link>.</para>\r
</step>\r
\r
<step>\r
</informalfigure>\r
\r
<note>\r
-<para>Title Details includes:</para>\r
+<para><guilabel>Title Details</guilabel> includes:</para>\r
\r
<itemizedlist>\r
<listitem>\r
</step>\r
\r
<step>\r
-<para>For information on linking additional line items to the invoice see <link linkend="populate-invoice">populating invoices</link>.</para>\r
+<para>For information on linking additional line items to the invoice see <link linkend="populate-invoice">Populating Invoices</link>.</para>\r
</step>\r
\r
<step>\r
-<para>For information on adding charges to the invoice see <link linkend="add-charges-invoice">adding charges</link>.</para>\r
+<para>For information on adding charges to the invoice see <link linkend="add-charges-invoice">Add Charges to an Invoice</link>.</para>\r
</step>\r
\r
<step>\r
\r
<listitem>\r
<informalfigure>\r
-<para>Note</para>\r
+<para><guilabel>Note</guilabel></para>\r
<para>This is an optional field that can be used as needed.</para>\r
<para><mediaobject>\r
<alt>screenshot of invoicing</alt>\r
<listitem>\r
<informalfigure>\r
<para><guilabel>Payment Method</guilabel></para>\r
-<para>Available payment methods display in a drop down menu. Additional payment methods can be requested by \r
-<link linkend="guidelines-submit-default">submitting a suggestion</link>.</para>\r
+<para>Available payment methods display in a drop down menu. Additional payment methods can be requested. See \r
+<link linkend="guidelines-submit-default">Guidelines for Submitting Suggestions for New Defaults</link>.</para>\r
<para><emphasis>This is a required field.</emphasis></para>\r
<para><mediaobject>\r
<alt>screenshot of invoicing</alt>\r
<title>Link a Single Line Item to an Existing Invoice</title>\r
<para>Use the <guilabel>Link to Invoice</guilabel> menu option to link a line item to an invoice that already exists in Evergreen.</para>\r
<para>For example, an invoice may be made up of items from multiple purchase orders. In this circumstance, you can create an invoice for your\r
-first item and then link a line items from another purchase orders onto that invoice.</para> \r
+first item and then link a line item from another purchase orders onto that invoice.</para> \r
\r
<procedure>\r
<step>\r
<step>\r
<informalfigure>\r
<para>Using the main <guilabel>Actions</guilabel> menu, select \r
-<menuchoice><guimenu>Actions</guimenu><guimenuitem>Create Invoice From Selected Lineitems</guimenuitem></menuchoice>.</para>\r
+<menuchoice><guimenu>Actions</guimenu><guimenuitem>Link To Invoice for Selected Lineitems</guimenuitem></menuchoice>.</para>\r
<para><mediaobject>\r
<alt>screenshot of invoicing</alt>\r
\r
<alt>screenshot of invoicing</alt>\r
\r
<imageobject>\r
-<imagedata fileref="media/link-invoice-lineitem-5.png" scalefit="0"></imagedata>\r
+<imagedata fileref="media/link-invoice-multiple-5.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
<simplesect xml:id="link-search-lineitem">\r
<title>Search for Line Items from an Invoice</title>\r
\r
+ <legalnotice>\r
+ <para><emphasis role="bold">Adapted with permission from original material by the <link\r
+ xlink:title="http://www.esilibrary.com/esi/docs/?p=1405"\r
+ xlink:href="http://www.esilibrary.com/esi/docs/?p=1405">Evergreen\r
+ Community</link></emphasis></para>\r
+ </legalnotice>\r
+\r
+\r
+<para>You can use the new <guilabel>Search</guilabel> tab to search for and add line items to an invoice from within the invoice.</para>\r
+\r
<procedure>\r
\r
<step>\r
<step>\r
<informalfigure>\r
<para>Select your search criteria from the drop down menu.</para>\r
-<para>See <link linkend="lineitem-search">Searching for Line Items</link> for searching tips.</para>\r
+<para>See <link linkend="lineitem-search">Searching for Line Items</link> for general searching tips.</para>\r
<para><mediaobject>\r
<alt>screenshot of invoicing</alt>\r
\r
\r
<step>\r
<informalfigure>\r
-<para>Click <guilabel>Search</guilabel>.</para>\r
+<para>Click <guilabel>Search</guilabel> or press <guibutton>Enter</guibutton> on your keyboard.</para>\r
+<note><para><guibutton>Search</guibutton> will start a new search while <guibutton>Enter</guibutton> will build on your current search.</para>\r
+<para>For example, choose LIA-ISBN as your search field, type in the ISBN of your first book and press <guibutton>Enter</guibutton>. The line item will appear in the \r
+results list. Then, type your next ISBN into the search box and press <guibutton>Enter</guibutton>. Both line items will now appear in the results list. Continue\r
+building your list.</para></note>\r
<para><mediaobject>\r
<alt>screenshot of invoicing</alt>\r
\r
are purchased without a purchase order, such as a bulk book buy at a local bookstore. See <link linkend="invoice-item-default">Invoice Item Type</link> \r
for a list of the charge types available.</para>\r
\r
-<para>Some charge types, such as taxes, are proratable. This means when <guilabel>Save and Prorate</guilabel> is clicked the system divides the amount being charged \r
+<para>Some charge types, such as taxes, are proratable. This means when <guilabel>Prorate</guilabel> is clicked the system divides the amount being charged \r
proportionally among the funds in use on the invoice based on how much is being spent out of each fund.</para>\r
\r
<para><link linkend="add-charges-invoice">Add Charges to an Invoice</link></para>\r
\r
<step>\r
<informalfigure>\r
-<para>There are three options for saving an invoice:</para> \r
+<para>There are two options for saving an invoice:</para> \r
<para><mediaobject>\r
<alt>screenshot of invoicing</alt>\r
\r
</informalfigure>\r
\r
<para>Click <guibutton>Save</guibutton> to save the changes you have made and keep the invoice open.</para>\r
-<para>Click <guibutton>Save and Prorate</guibutton> to save the invoice and prorate any additional changes, such as taxes across funds if multiple funds are used to \r
-pay the invoice.</para>\r
-<para>Click <guibutton>Save and Close</guibutton> to close the invoice when you have completed it.</para>\r
+<para>Click <guibutton>Save and Clear</guibutton> to save the invoice and open a blank invoice.</para>\r
<note><para>Invoices can be re-opened at a later date if adjustments are required. See <link linkend="reopen-invoice">Re-Open an Invoice</link>.</para></note>\r
</step>\r
\r
\r
<step>\r
<informalfigure>\r
-<para>There are three options for saving an invoice:</para> \r
+<para>There are two options for saving an invoice:</para> \r
<para><mediaobject>\r
<alt>screenshot of invoicing</alt>\r
\r
</informalfigure>\r
\r
<para>Click <guibutton>Save</guibutton> to save the changes you have made and keep the invoice open.</para>\r
-<para>Click <guibutton>Save and Prorate</guibutton> to save the invoice and prorate any additional changes, such as taxes across funds if multiple funds are used to \r
-pay the invoice.</para>\r
-<para>Click <guibutton>Save and Close</guibutton> to close the invoice when you have completed it.</para>\r
+<para>Click <guibutton>Save and Clear</guibutton> to save the invoice and open a blank invoice.</para>\r
<note><para>Invoices can be re-opened at a later date if adjustments are required. See <link linkend="reopen-invoice">Re-Open an Invoice</link>.</para></note>\r
</step>\r
\r