Invoice Line Item Workform

The Invoice Line Item workform displays the invoice information, the bibliographic title, and the distribution specifics for the line item. You can add an invoice line item with or without a linked purchase order line item. See Adding Invoice Line Items.

Use the Invoice Line Item workform to:

• Create item records - Select Tools, Create Item Records.
• Receive the line item - Select Tools, Receive or click .
• Adjust the line item on a prepaid line item - Select Tools, Adjust or click . The Adjust Line Item dialog box appears. If you want to adjust the discount percentage, select Discount (%) and type a percentage in the Amount box. If you want to adjust the unit price, select Unit Price, and type the price in the Amount box.
• Pay the line item - Select Tools, Pay or click .
• Credit the line item - Select Tools, Credit or click  .
• View the bibliographic and order information for the title - Select View, General or click .
• View the purchase order, payment, subscription, and supplier information - Select View, Additional Information or click .

Invoice Line Item Workform - General View

The Invoice Line Item workform - General View contains the bibliographic information for the invoice line item and the distribution information for each set of copies of the title. Three tabs contain order, charges, and totals information for each set or segment. Use the General view of the Invoice Line Item workform to:

• Specify the bibliographic information for the line item - Click Find in the Description frame and use the Find Tool to search for and select the title. The Find Tool is disabled for miscellaneous invoices.
• Enter information for a brief bibliographic record - If there is no bibliographic record in the database for the invoiced title, type information in the Title, Author, Publisher, Publication Date, ISBN/ISSN, Edition, and Catalog Number boxes. A brief bibliographic record is created except when the invoice type is miscellaneous. For miscellaneous invoices, there is no link to bibliographic data and no record is created.
• Specify the unit price for the title - Type the price in the Unit Price box on the Orders tab.
• Specify the discount rate - Type the discount rate for the line item in the Discount rate box on the Orders tab.
• Enter information for the invoice line item segments - The Orders tab includes the quantity, destination, collection and fund for each set of copies of the title. The Charges tab includes charges for cataloging and other services. See Add segment information for an invoice line.

Invoice Line Item Workform - Additional Information View

Use the Invoice Line Item workform - Additional Information view to:

• Search for a purchase order line item to link to the invoice line item - Click Find in the Purchase Order frame, and use the Find Tool to search for and select the purchase order line item.
• Search for a subscription - Click Find in the Subscription frame and use the Find Tool to search for and select the subscription serial holdings record to link to the invoice line item.
• Enter the instructions for the supplier - Type a shipped date, select the Alert Note box, and type a note if applicable.