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<h1><a name="XREF_66965_Print_workslips"></a>Print workslips for purchase order line items</h1>
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<p><a name="kanchor4556"></a><a name="IX_printing_workslips"></a><a name="kanchor4557"></a><a name="IX_printing_6"></a>Printed workslips, which are optional, can facillitate your library's processing workflows as the physical items are received. The Polaris Administration parameter <b>PO line item workslips: Print on-order item data parameters </b>specifies whether item data or segment data is printed on the workslip.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Specify_whether_on-order_item_data_prints_on_POLI_workslips.htm#XREF_67882_Specify_whether_on">Specify whether on-order item data prints on POLI workslips</a>.</MadCap:conditionalText></p>
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<p>If the parameter is set to print item data, and there are item records linked to the purchase order line item, the item number, call number, material type, destination, and fund are printed on the bottom of the workslip for each line item segment that has item data. The workslip includes a blank line for any segments that do not have item data. If the purchase order line item has no linked items, the segment information (quantity, destination, collection, material type, location, and fund) is printed instead. However, if the parameter is set to not print item data on workslips, only segment data is printed even when on-order items are linked to the purchase order line item.</p>
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<p><a name="kanchor4558"></a><a name="IX_holds_check_box"></a><a name="kanchor4559"></a><a name="IX_check_box_on_POLI"></a>The workslip also includes any notes entered for the purchase order line item. The <b>Rush/Alert </b>checkbox is checked if the box is checked on the Purchase Order Line Item workform. The <b>Holds</b> box is checked if there are holds placed on the linked bibliographic record.</p>
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<p>To print a workslip:</p>
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<ol>
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<p class="NoteShade"><b>Note:<br /></b>For orders where the supplier provides an ASN, workslips can also be printed from the Receive ASN Shipments workform. See <a href="Receive_using_the_Advanced_Shipping_Notice_ASN.htm#XREF_91690_Receive_Using_the">Receive using the Advanced Shipping Notice (ASN)</a>.</p>
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<li value="1"><a name="kanchor4560"></a><a name="IX_printing_workslips_1"></a>From the Line Items view of the Purchase Order or Invoice workform, select one or more line items.</li>
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<p class="NoteShade"><b>Note:<br /></b>You can also print a single workslip from the Purchase Order Line Item workform or from the Find Tool results list.</p>
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<li value="2">Right-click and select <b>Print </b>><b> PO Line Item</b><b>Workslip</b>, or click the printer icon.</li>
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<p>The Workslip pdf opens in Adobe Reader.</p>
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<li value="3">Click <b>Print</b> on the Adobe Reader toolbar to print the workslip, and click <img style="width: 30;height: 18;" src="closewinbtn_30x18.gif" class="imginline" alt="" /> to close Adobe Reader.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="kanchor2732"></a><a name="IX_receiving_when_no_linked"></a><a name="kanchor2733"></a><a name="IX_receiving_when_linked_to"></a><a name="kanchor2734"></a><a name="IX_purchase_order_or"></a><a name="XREF_36272_Receive_a_line"></a>Receive a purchase order/invoice line item segment</h1>
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<p>You can receive line items at the segment level when some of the copies of a title are not included in the order, or when you are receiving from an invoice that does not have a linked purchase order. For example, if the invoice is for an <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">approval plan<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An arrangement with a publisher or vendor to send materials automatically. With an approval plan, it is not necessary for the library to order each title individually, and titles that are not considered appropriate may be returned by the library. An approval plan with a vendor is usually an agreement that the library will receive current imprints selected for the library on the basis of a detailed profile.</span></a> or blanket order, the quantity received is entered at the invoice line item segment level.</p>
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<p class="NoteShade"><b>Note:<br /></b>You can receive fewer than the number of copies ordered for a purchase order line item segment if the purchase order is not yet linked to an invoice. See <a href="Split_receipt_of_a_purchase_order_line_item_segment.htm#XREF_55910_Split_receipt_of_a">Split receipt of a purchase order line item segment</a>.</p>
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<p class="KeepWithNext">To receive a segment of a line item:</p>
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<ol>
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<li value="1"><a name="kanchor2735"></a><a name="IX_receiving_line_items_1"></a><a name="kanchor2736"></a><a name="IX_blanket_orders_or"></a><a name="kanchor2737"></a><a name="IX_line_item_segments"></a><a name="kanchor2738"></a><a name="IX_receiving_line_item"></a><a name="kanchor2739"></a><a name="IX_receiving_4"></a><a name="kanchor2740"></a><a name="IX_receiving_3"></a>Open the Purchase Order Line Item or Invoice Line Item workform.</li>
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<li value="2">Right-click the segment and select <b>Receive</b>.</li>
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<p>The Line Item Segment Receiving dialog box appears.</p>
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<p>
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<img style="margin-bottom: 0.000pt;width: 174;height: 125;" src="recsegequal_174x125.gif" alt="" />
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</p>
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<p class="NoteShade"><b>Note:<br /></b>If you are receiving an invoice line item that is not linked to a purchase order, the quantity ordered is 0 and you can enter an amount. If there is a linked purchase order, you cannot change the quantity ordered.</p>
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<p>
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<img style="width: 130.825pt;height: 93.251pt;margin-bottom: 0.000pt;" src="recmore.gif" alt="" />
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</p>
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<li value="3">Click <b>OK</b> to confirm that you want to receive the selected line item segment. The segment’s status changes from on-order to received. </li>
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</ol>
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<h4>Related Information</h4>
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<p><a name="kanchor2741"></a><a name="IX_creating_from_approval"></a><a name="kanchor2742"></a><a name="IX_creating_item_records_2"></a>If the invoice line item was added without a purchase order for an approval plan or blanket order invoice, you can create item records from the invoice line item after all segments in a line item are received. Receive all the segments on the invoice line item, then select <b>Tools </b>><b> Create Item Record</b> on the Invoice Line Item workform.</p>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_89431_Receive_a_purchase"></a>Receive a Purchase Order Line from the <span class="mc-variable III_Variables.Find_Tool variable">Find Tool</span></h1>
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||||
<p><a name="kanchor3473"></a><a name="IX_receiving_from_the_Find"></a><a name="kanchor3474"></a><a name="IX_purchase_order_line_1"></a>To receive a purchase line order line item from the <span class="mc-variable III_Variables.Find_Tool variable">Find Tool</span>:</p>
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<ol>
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<li value="1">Use the <span class="mc-variable III_Variables.Find_Tool variable">Find Tool</span> to search for the purchase order line item you want to receive.</li>
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<p>The purchase order line items that match the search criteria appear in the <span class="mc-variable III_Variables.Find_Tool variable">Find Tool</span> results list.</p>
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<li value="2">Select the purchase order line item, right-click and select <b>Receive</b> from the context menu.</li>
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<h1><a name="XREF_37811_Receive_a_whole"></a>Receive a Whole Order</h1>
|
||||
<p>To receive an entire purchase order when the correct quantity for each ordered title has arrived:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Purchase Order workform for the delivered shipment.</li>
|
||||
<li value="2">Select <b>Tools </b>><b> Receive</b>.</li>
|
||||
<p>A message asks if you want to receive the entire order.</p>
|
||||
<li value="3">Click <b>OK</b> to confirm that you want to receive all copies of all line items listed in the purchase order.</li>
|
||||
<p><b>Order was received successfully</b> appears in the status bar.</p>
|
||||
<p>If there are hold requests for any title in the purchase order, and the Acquisitions profile <b>Receiving line items: Warn if linked hold requests</b> is set to <b>Yes</b> in Polaris Administration, a message informs you that there are holds on a title or titles.</p>
|
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_39348_Receive_PO_lines"></a>Receive from the purchase order or invoice line item</h1>
|
||||
<p><a name="kanchor2127"></a><a name="IX_receiving_whole_1"></a><a name="kanchor2128"></a><a name="IX_receiving_whole"></a><a name="kanchor2129"></a><a name="IX_whole_line_items"></a>To receive a line item (all segments) from the Purchase Order Line Item or Invoice Line Item workform:</p>
|
||||
<p class="NoteShade"><a name="kanchor2130"></a><a name="IX_receiving_on_a"></a><a name="kanchor2131"></a><a name="IX_line_items_on_a"></a><a name="kanchor2132"></a><a name="IX_receiving_line_items"></a><b>Note:<br /></b>You cannot receive an invoice line item on a Miscellaneous invoice using this method. Type the quantity in the <b>Quantity</b> field on the segment to receive an invoice line item for a miscellaneous invoice.</p>
|
||||
<p class="NoteShade"><a name="kanchor2133"></a><a name="IX_creating_on_order_items"></a><a name="kanchor2134"></a><a name="IX_creating_from_the_invoice"></a><b>Tip:</b> <br />If you want to create on-order item records and none were generated when the purchase order was released, select <b>Tools </b>><b> Create, Item Records</b>.</p>
|
||||
<ol>
|
||||
<li value="1">Open the Purchase Order Line Item or Invoice Line Item workform.</li>
|
||||
<li value="2">Select <b>Tools </b>><b> Receive </b>from the menu bar.</li>
|
||||
<p>A dialog box appears that asks if you want to receive the selected line item.</p>
|
||||
<li value="3">Click <b>OK </b>to receive the line item.</li>
|
||||
<p><b>The line item was received successfully</b> appears in the status bar, and the statuses of the linked on-order items are updated automatically to in-process.</p>
|
||||
</ol>
|
||||
</div>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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||||
]]></div>
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||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Acquisitions/PAreceive/Receive_line_items_from_a_purchase_order.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_53652_Receive_line_items"></a>Receive line items from a purchase order</h1>
|
||||
<p><a name="kanchor5020"></a><a name="IX_receiving_one_or_multiple"></a>To receive one or more whole line items from the Purchase Order workform:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can receive line items from the Invoice workform if there are linked purchase order line items. See <a href="Receive_line_items_from_an_invoice.htm#XREF_39771_Receive_line_items">Receive line items from an invoice </a>. If the invoice line items are not linked to a purchase order, you must receive them at the segment level. See <a href="Receive_a_purchase_order_invoice_line_item_segment.htm#XREF_36272_Receive_a_line">Receive a purchase order/invoice line item segment</a>.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To keep your place in the list and retain your sort order, select <span>Edit, Lock List View</span> or click <img src="locklisticon_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />. When you update line<br />items with the list view locked, the changes do not appear in the list view until you clear the Lock List View option or refresh the list. <span>List view locked</span> is displayed in the status bar when this option is on.<br />Click <img alt="refreslstvwbtn.gif" src="refreslstvwbtn_16x16.gif" class="imginline" style="width: 16;height: 16;" /> to refresh the list. After you refresh the list, your updates to the line items appear, and the list view is resorted.</p>
|
||||
<ol>
|
||||
<li value="1"><a name="kanchor5021"></a><a name="IX_receiving_one_or_multiple_1"></a><a name="kanchor5022"></a><a name="IX_multiple_whole_line_items"></a>Open the Purchase Order workform - Line Items view.</li>
|
||||
<li value="2">Select the line items you want to receive, right-click, and select <b>Receive</b> from the context menu, or click <img src="receiveinvoicebtn_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />.</li>
|
||||
<img src="POLIRec.gif" alt="" />
|
||||
<p>A dialog box asks if you want to receive the selected lines.</p>
|
||||
<li value="3">Click <b>OK</b> to receive the selected items.</li>
|
||||
<p>If any items were claimed, the Line Items Receive Error(s) dialog box appears.</p>
|
||||
<li value="4">If the Line Items Receive Error(s) dialog box appears, do one of the following:</li>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
Click <b>Continue</b> to continue receiving the line items you selected, including those that were previously claimed.
|
||||
</li>
|
||||
<li>
|
||||
Click <b>Cancel</b> to cancel receiving.
|
||||
</li>
|
||||
</ul>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you receive a line item in error, you can unreceive it. See <a href="Undo_receipt_of_a_line_item_or_line_item_segment.htm#XREF_17652_Undo_receipt_of_a">Undo receipt of a line item or line item segment</a>.</p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="XREF_39771_Receive_line_items"></a>Receive line items from an invoice</h1>
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<p><a name="kanchor5121"></a><a name="IX_receiving_2"></a><a name="kanchor5122"></a><a name="IX_receiving_1"></a><a name="kanchor5123"></a><a name="IX_invoice_line_items_from"></a>You can receive invoice line items from the Invoice workform for EDI and non-EDI orders. If you do not want purchase order line items to be updated to Received automatically when an EDI invoice is loaded into Polaris, make sure the<b> Update linked PO line item to Received</b> checkbox in the <b>EDI Invoice Defaults</b> profile is left unchecked. Then you can receive the line items in the invoice when the actual shipment is received.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Set_up_EDI_invoice_defaults.htm#XREF_29762_Set_up_EDI_invoice">Set up EDI invoice defaults</a>.</MadCap:conditionalText></p>
|
||||
<p>To receive one or more whole line items from the Invoice workform:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To keep your place in the list and retain your sort order, select <span>Edit </span>><span> Lock List View</span> or click <img src="locklisticon_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />. When you update line items with the list view locked, the changes do not appear in the list view until you uncheck the Lock List View option or refresh the list. <span>List view locked</span> is displayed in the status bar when this option is on.<br />Click <img src="refreslstvwbtn_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> to refresh the list. After you refresh the list, your updates to the line items appear, and the list view is resorted.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can receive line items from the Invoice workform if there are linked purchase order line items. If the invoice is not linked to a purchase order, you must receive at the invoice line item segment level. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="Receive_a_purchase_order_invoice_line_item_segment.htm#XREF_36272_Receive_a_line">Receive a purchase order/invoice line item segment</a>.</MadCap:conditionalText></p>
|
||||
<ol>
|
||||
<li value="1">Open the Invoice workform-Line Items view.</li>
|
||||
<li value="2">Select the line items you want to receive, right-click, and select <b>Receive</b> from the context menu, or click <img src="receiveinvoicebtn_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />.</li>
|
||||
<p>
|
||||
<img src="receiveinvoice.gif" alt="" />
|
||||
</p>
|
||||
<li value="3">A message asks if you want to receive the selected lines.</li>
|
||||
<li value="4">Click <b>OK</b> to receive the selected items.</li>
|
||||
<p><a name="kanchor5124"></a><a name="IX_creating_from_an_invoice"></a><a name="kanchor5125"></a><a name="IX_creating_item_records_1"></a><b>Note:</b>
|
||||
<br />If you are receiving invoice lines, and no item records were generated when the purchase order was released, right-click the invoice line and select <b>Create </b>><b> Item Records</b> from the context menu. If no errors are detected, the on-order item records are created.</p>
|
||||
<p>The status of any linked purchase order line items is updated to Received and the circulation status of any linked on-order items is updated to In Process.</p>
|
||||
<p>If there are hold requests for any title in the invoice, and the Acquisitions profile <b>Receiving line items: Warn if linked hold requests</b> is set to <b>Yes</b> in Polaris Administration, a message informs you that there are holds on a title or titles.</p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="kanchor2618"></a><a name="IX_receiving_a_shipment_1"></a><a name="kanchor2619"></a><a name="IX_using_the_Advanced"></a><a name="XREF_91690_Receive_Using_the"></a>Receive Using the Advanced Shipping Notice (ASN)</h1>
|
||||
<p><a name="kanchor2620"></a><a name="IX_receiving_partial"></a><a name="kanchor2621"></a><a name="IX_partially_received_ASN"></a><a name="kanchor2622"></a><a name="IX_using_to_receive"></a><a name="kanchor2623"></a><a name="IX_ASN_shipments"></a>To receive shipments for which an ASN has been received:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information on the ASN, see <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"> <a href="Receiving_Orders.htm">Receiving Orders</a></MadCap:conditionalText>.</p>
|
||||
<ol>
|
||||
<li value="1"><a name="kanchor2624"></a><a name="IX_receiving_partial_1"></a><a name="kanchor2625"></a><a name="IX_partially_received_ASN_1"></a><a name="kanchor2626"></a><a name="IX_using_to_receive_1"></a><a name="kanchor2627"></a><a name="IX_ASN_shipments_1"></a>Select <b>Acquisitions </b>><b> EDI Services </b>><b> Receive ASN Shipments</b>.</li>
|
||||
<p>The Receive ASN Shipments workform opens.</p>
|
||||
<li value="2">To change the branch location selected in the <b>Filter By Organization</b> box, select a different branch or select <b>All</b>.</li>
|
||||
<li value="3">Search for the ASN using one of the following methods:<ul type="disc"><li>Select <b>ASN tracking barcode</b>, and scan the barcode located on the label attached to the outside of the carton. Or, type the number that displays under the barcode.</li><li>Select <b>Supplier SAN</b>, and type the supplier’s SAN.</li><li>Select <b>ASN date range</b>, and select a from and to date.</li></ul></li>
|
||||
<li value="4">Click <b>Go</b>.</li>
|
||||
<p>
|
||||
<img src="RecASNShip.gif" alt="" />
|
||||
</p>
|
||||
<p>The top section of the workform displays the shipment information in the following columns:</p>
|
||||
<ul type="disc">
|
||||
<li><b>Tracking barcode</b>
|
||||
</li>
|
||||
<li><b>Shipped date</b>
|
||||
</li>
|
||||
<li><b>Supplier</b>
|
||||
</li>
|
||||
<li><b>Carrier</b>
|
||||
</li>
|
||||
</ul>
|
||||
<li value="5">Select a tracking barcode in the top section of the workform.</li>
|
||||
<p>The line item information for the selected shipment appears in the bottom section of the workform in the following columns:</p>
|
||||
<ul type="disc">
|
||||
<li><b>Tracking barcode</b>
|
||||
</li>
|
||||
<li><b>Title </b>
|
||||
</li>
|
||||
<li><b>Author</b>
|
||||
</li>
|
||||
<li><b>ISBN/UPC</b>
|
||||
</li>
|
||||
<li><b>Ordered (the quantity ordered)</b>
|
||||
</li>
|
||||
<li><b>Shipped (the quantity shipped from the ASN)</b>
|
||||
</li>
|
||||
<li><b>Received/ASN Received</b> (the quantity received)</li>
|
||||
<li><b>PO Line ID</b>
|
||||
</li>
|
||||
<li><b>Line Status</b>
|
||||
</li>
|
||||
<li><b>PO Number</b>
|
||||
</li>
|
||||
<li><b>PO Release (date)</b>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To link to the purchase order or purchase order line item, select a line item in the bottom portion of the workform, right-click and select <b>Links</b>.</p>
|
||||
<li value="6">Click <b>Receive Carton</b>.</li>
|
||||
<p>The line items are received. The corresponding number of copies are received in the linked purchase order line item. If the Polaris Administration Acquisitions profile <b>Receiving line items: Warn if linked hold requests</b> is set to <b>Yes</b>, a message displays for titles that have hold requests.</p>
|
||||
</ol>
|
||||
<h3><a name="kanchor2628"></a><a name="IX_printing_workslips_2"></a><a name="kanchor2629"></a><a name="IX_printing_from_the"></a>Printing Workslips When Receiving ASN Shipments</h3>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The Polaris Administration Acquisitions parameter <b>Batch print workslips during ASN receiving</b> must be set to <b>Yes</b> to allow the printing of workslips from the Receive ASN Shipments workform.</p>
|
||||
<p>After receiving on the Receive ASN Shipments workform, you can print purchase order line item workslips. If multiple copies of the same title are received in separate cartons, only one workslip is printed for the title. To print purchase order line item workslips from the Receive ASN Shipments workform, select <b>File </b>><b> Print </b>><b> PO Line Item Workslips</b>, or select the down arrow next to the printer icon, and select <b>PO Line Item Workslips</b>.</p>
|
||||
<p>
|
||||
<img src="wslipfromASN.gif" alt="" />
|
||||
</p>
|
||||
<h3><a name="kanchor2630"></a><a name="IX_ASN"></a><a name="kanchor2631"></a><a name="IX_EDI_invoice_creation"></a>ASN and EDI Invoices</h3>
|
||||
<p>If the <b>ASN Shipments </b>option is selectedin the supplier record, the following invoice processing occurs:</p>
|
||||
<ul type="disc">
|
||||
<li>If the order was received via the Receive ASN Shipments workform, the EDI invoice is created automatically in Polaris from the supplier’s EDI invoice file (810).</li>
|
||||
<li>If the order has not yet been received from the Receive ASN Shipments workform, the following occurs:</li>
|
||||
<li>An e-mail is sent with the following message: <b>ASN processing must be done before EDI Invoice #xxxxxxxx can be created.</b></li>
|
||||
<li>The ungenerated EDI invoice file is held in the Process EDI Invoices workform regardless of the <b>Hold partial shipments </b>setting in the <b>EDI Invoice Defaults</b> profile.</li>
|
||||
<li>Once the order is received via the ASN, the invoice is created automatically when the EDIAgent runs again. Or, you generate the invoice from the Process EDI Invoices workform as long as the order has been received via the ASN.</li>
|
||||
<li>If <b>Hold partial shipments</b> is selected in the EDI Invoice Defaults profile, and the quantity ordered does not equal the quantity shipped, the invoice will remain in the Process EDI Invoices workform until the remainder of the order is received. Then, the invoice will be created automatically. Or, you can generate the invoice from the Process EDI Invoice workform.</li>
|
||||
</ul>
|
||||
<h3>ASN Reports</h3>
|
||||
<p>The following standard reports are available from the Polaris Shortcut Bar under <b>Utilities </b>><b> Reports and Notices </b>><b> Acquisitions</b>:</p>
|
||||
<ul type="disc">
|
||||
<li>Advanced Shipment Notification Log - The Advanced Shipment Notification log displays all titles received via ASN for a supplier and line item status date range. To generate the report, enter the <b>Supplier SAN </b>(with or without the hyphen), the <b>Line item status start date</b>, the <b>Line item status end date</b>, and click <b>Submit</b>. The line item status date is the date the line item’s status was updated to <b>Received</b> (all segments were received via ASN), or <b>Partly Received</b> (some segments were received via ASN).</li>
|
||||
<li>The report lists purchase order line items that have segments received via ASN within the time period (including the start and end dates) for the specified supplier. It includes the following columns of information sorted by purchase order number, then title, then carton tracking number: <b>PO # / Suffix; Title / Author / ISBN (UPC); Tracking Barcode; POLI ID; Ord </b>- Total quantity ordered from the purchase order line items; <b>Sent</b> - Total quantity shipped by the supplier; <b>Rec</b> - Total quantity of all received purchase order line item segments; <b>ASN Rec</b> - Total quantity of purchase order line item segments received using the Receive ASN Shipments workform; <b>Note</b> - If the shipped quantity was adjusted, a note appears in this column. The report is printed in landscape page orientation.</li>
|
||||
<li>Advanced Shipment Container Content Report - Lists all items found in a specific package or container for which the supplier has sent an EDI ASN file. Type or scan the 18-digit SSCC tracking barcode in the Report Wizard window. The report is sorted by title, and it includes the following information: title; author; ISBN or UPC; purchase order number and suffix; purchase order line item ID; and the total quantity sent.</li>
|
||||
<li>Advanced Shipments Not Yet Received - Lists all items found in a package/container for which the supplier has produced an ASN, but which has not yet been received through the ASN workform. To generate the report, enter the supplier’s SAN (with or without hyphens) in the Report Wizard dialog box. The report is sorted by tracking barcode, then PO number, then title. It lists the tracking barcode, PO#/Suffix, Title/Author/ISBN (UPC), PO Line ID, Qty Sent, and the Date Shipped.</li>
|
||||
</ul>
|
||||
<p>
|
||||
<MadCap:conditionalText data-mc-conditions="Primary.Online">For more information, see <a href="../../Polaris_Basics/PIreports/Acq_Reports.htm#Acquisit">Acquisitions Reports</a>.</MadCap:conditionalText>
|
||||
</p>
|
||||
<h3><a name="TOC_Update_on_order_item"></a><a name="XREF_89648_Updating_Item"></a>Update on-order item records</h3>
|
||||
<p><a name="XREF_77944_Processing_On"></a>When you release a purchase order, you can opt to create on-order item records. These item records can be updated in the following ways:</p>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor2632"></a><a name="IX_on_order_items_3"></a><a name="kanchor2633"></a><a name="IX_updating_by_bulk"></a>Update items using Item Bulk Change - If your library does not use enriched orders, you can use the Item Bulk Change dialog box to assign barcodes and call numbers to the linked on-order items. From the purchase order, select <b>Links </b>><b> Item Records</b> to open the linked list box. Then, select the items, right-click and select <b>Ad hoc Bulk Change</b> from the context menu to access the Item Bulk Change dialog box. See<MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"> <a href="../../Cataloging/PKrecordset/Changing_Multiple_Item_Records.htm">Bulk-Changing Item Records</a></MadCap:conditionalText>.</li>
|
||||
<li><a name="kanchor2634"></a><a name="IX_updating_when_receiving"></a><a name="kanchor2635"></a><a name="IX_updating_linked_item"></a>Update items manually - Select <b>Links </b>><b> Item Records </b>to open the linked list box. Open the first item record in the linked list box, scan the barcode and make other edits. Then, press<b> CTRL+S</b> to save the first record, and press <b>CTRL+E</b> to go to the next record in the linked list box without leaving the Item Record workform.</li>
|
||||
<li><a name="kanchor2636"></a><a name="IX_receiving_EDI"></a><a name="kanchor2637"></a><a name="IX_purchase_order_line_2"></a>Automatically receive EDI purchase order line items - When you send orders via EDI, an EDI invoice file is retrieved from the supplier’s site, and invoice records are created automatically in the Polaris database. You can select <b>Update linked purchase order line items</b> on the <b>EDI Invoice Defaults</b> profile, and opt to update the linked on-order items or leave them on-order.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Set_up_EDI_invoice_defaults.htm#XREF_29762_Set_up_EDI_invoice">Set up EDI invoice defaults</a>.</MadCap:conditionalText></li>
|
||||
<li>Receiving shelf-ready items - If your library sends “enriched” EDI orders, the supplier provides bibliographic records with embedded holdings data. When the bibliographic records are imported, the embedded holdings data update the on-order item records with barcodes and other cataloging and circulation information, making them shelf-ready. For more information, see <a href="../PAorder/Importing_and_Ordering_Processes.htm#XREF_11377_Enriched_EDI">Enriched EDI Orders and Shelf-Ready Items</a>. If you receive shelf-ready items as a result of Enriched EDI, you can use the Check In Shelf-Ready Materials workform to check in the on-order items and receive the linked purchase order line item segments.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services/PPckin/Check_in_new_shelf-ready_items.htm#XREF_19843_Check_in_new_shelf">Check in new shelf-ready items</a>.</MadCap:conditionalText></li>
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<h1><a name="XREF_35526_Receiving_a"></a>Receiving Orders</h1>
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<p>To accommodate various ordering and receiving workflows, Polaris offers the following methods for receiving:</p>
|
||||
<p><span class="FM_BulletHead">Receive a complete order </span>- The shipment arrives at the library, and it matches the order exactly. All copies of all the titles ordered are included in the shipment.</p>
|
||||
<p class="FM_Task"><a name="kanchor1717"></a><a name="IX_receiving_a_shipment"></a><span class="FM_BulletHead">Receive an incomplete order </span>- The shipment arrives at the library, but the number of copies in the shipment does not match the number of copies in the order. You can receive an incomplete order as follows:</p>
|
||||
<ul>
|
||||
<li>Receive all copies of a title ordered for a specific destination and collection.</li>
|
||||
<li>Receive copies that arrived for a destination or collection, and leave the other copies on-order. You can split receipt of a purchase order line item segment as long as the purchase order is not linked to an invoice, but you cannot split receipt from an invoice line item segment.</li>
|
||||
</ul>
|
||||
<p><span class="FM_BulletHead">Receive line items from the invoice via Rapid Receipt </span>- The shipment arrives at the library, and it contains materials that may have been ordered on various purchase orders. Start from a blank Invoice workform and pull in the matching purchase order line items, which simultaneously adds the line items to the invoice and receives the linked purchase order line items. Rapid Receipt may be used to receive purchase order line items. If the purchase order line items have not already been copied to an invoice, it can<span style="font-weight: bold;"> </span>be pulled into the Rapid Receipt dialog. Additionally, the purchase order line item must have one of the following statuses: Backordered, Exceptional condition, Return requested, On order, Out of print, Received, Not yet published, Claimed, Never published, Pending Claim, or Returned.</p>
|
||||
<p class="NoteShade"><b>Note: <br /></b>If the purchase order line has already been received, the system will not update again the purchase order line status to Received. The status remains Received, and the status date is set to the date of the first time the line was Received.</p>
|
||||
<p><span class="FM_BulletHead">Receive from an <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">approval plan<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An arrangement with a publisher or vendor to send materials automatically. With an approval plan, it is not necessary for the library to order each title individually, and titles that are not considered appropriate may be returned by the library. An approval plan with a vendor is usually an agreement that the library will receive current imprints selected for the library on the basis of a detailed profile.</span></a> or blanket order invoice</span> - The shipment arrives at the library for a blanket order or approval plan invoice that has no linked purchase order. You can receive an approval plan or blanket order invoice at the invoice line item segment level where you can enter the quantity ordered and the quantity received.</p>
|
||||
<p><span class="FM_BulletHead">Receive an EDI order automatically</span> - To use this method, the <b>Update linked purchase order line items to received</b> box must be selected on the <b>EDI Invoice Defaults </b>profile in Polaris Administration. As soon as the Polaris EDI invoice is automatically created from the supplier’s invoice file, the linked purchase order line items are updated to a Received status. The <b>EDI Invoice Defaults</b> profile can also be set to update the circulation status of the linked on-order items. If you do not want partial shipment invoices to be created automatically, you can select the <b>Hold partial shipments </b>option.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Set_up_EDI_invoice_defaults.htm#XREF_29762_Set_up_EDI_invoice">Set up EDI invoice defaults</a>.</MadCap:conditionalText></p>
|
||||
<p><span class="FM_BulletHead">Receive an EDI order from the invoice </span>- If your library policy requires the shipment of materials to be at the library before the order is received, leave the <b>Update linked PO line item to received</b> box unchecked in the <b>EDI Invoice Defaults</b> profile.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Set_up_EDI_invoice_defaults.htm#XREF_29762_Set_up_EDI_invoice">Set up EDI invoice defaults</a>.</MadCap:conditionalText> The EDI invoice is still created automatically, but the linked purchase order line items are not received automatically. See <a href="Receive_line_items_from_an_invoice.htm#XREF_39771_Receive_line_items">Receive line items from an invoice</a>.</p>
|
||||
<p><a name="kanchor1718"></a><a name="IX_overview_of_Advanced"></a><a name="kanchor1719"></a><a name="IX_overview_of_receiving"></a><a name="kanchor1720"></a><a name="IX_receive_using_ASN"></a><span class="FM_BulletHead">Receive an EDI order from the Receive ASN Shipments workform </span>- If the supplier can provide an ASN (X12 transaction set 856) with shipment information, you can receive materials by scanning the tracking barcode on the outside of the carton. You create and transmit an order to a supplier that produces ASN files the same way you create and send any EDI order. The linked supplier record contains the ASN setting. After the EDI order is received and processed, the supplier outputs the ASN file to the library’s directory on the supplier’s FTP server. The Polaris EDIAgent utility scans this directory, retrieves the ASN file, and loads the data into Polaris.</p>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Receive an Enriched EDI order from the Check In Shelf-Ready materials workform </span>- If your library sends enriched EDI orders, circulation staff can receive shipments of shelf-ready items, which updates the circulation status of the items so they can circulate and receives the linked purchase order line item segments at the same time.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services/PPckin/Checking_In_Shelf-Ready_Items.htm#XREF_33764_Checking_In_New">Checking In Shelf-Ready Items</a>.</MadCap:conditionalText> </p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Serials subscriptions or standing orders are received in the Serials subsystem.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Serials/PSrecev/Checking_In_Serials.htm#XREF_38500_Checking_In_Serials">Checking In Serials</a>.</MadCap:conditionalText></p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Receive_a_whole_order.htm#XREF_37811_Receive_a_whole">Receive a whole order</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Receive_line_items_from_a_purchase_order.htm#XREF_53652_Receive_line_items">Receive line items from a purchase order</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Receive_line_items_from_an_invoice.htm#XREF_39771_Receive_line_items">Receive line items from an invoice</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Receive_from_the_purchase_order_or_invoice_line_item.htm#XREF_39348_Receive_PO_lines">Receive from the purchase order or invoice line item</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Use_Rapid_Receipt_to_receive_line_items_from_an_invoice.htm#XREF_92865_Use_Rapid_Receipt">Use Rapid Receipt to receive line items from an invoice</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Receive_a_purchase_order_line_from_the_Find_Tool.htm#XREF_89431_Receive_a_purchase">Receive a purchase order line from the Find Tool</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Receive_a_purchase_order_invoice_line_item_segment.htm#XREF_36272_Receive_a_line">Receive a purchase order/invoice line item segment</a>
|
||||
</p>
|
||||
</li>
|
||||
<li><a href="Split_receipt_of_a_purchase_order_line_item_segment.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Split Receipt of a Purchase Order Line Item Segment</span></a>
|
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</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Undo_receipt_of_a_line_item_or_line_item_segment.htm#XREF_17652_Undo_receipt_of_a">Undo receipt of a line item or line item segment</a>
|
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</p>
|
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</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Print_workslips_for_purchase_order_line_items.htm#XREF_66965_Print_workslips">Print workslips for purchase order line items</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Receive_using_the_Advanced_Shipping_Notice_ASN.htm#XREF_91690_Receive_Using_the">Receive using the Advanced Shipping Notice (ASN)</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Receive_using_the_Advanced_Shipping_Notice_ASN.htm#XREF_89648_Updating_Item">Update on-order item records</a>
|
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<h1><a name="kanchor457"></a><a name="IX_purchase_order_line_item_4"></a><a name="kanchor458"></a><a name="IX_split_receipt_when_no"></a><a name="kanchor459"></a><a name="IX_receiving_less_than"></a><a name="XREF_55910_Split_receipt_of_a"></a>Split Receipt of a Purchase Order Line Item Segment</h1>
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<p>If you are receiving from a purchase order that is not yet linked to an invoice, and the number of copies in the shipment is less than the total ordered for that segment, you can split the segment so that some copies are received but others remain on-order. You cannot split receipt of purchase order line item segment on a purchase order that is linked to an invoice.</p>
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<ol>
|
||||
<li value="1">Open the Purchase Order Line Item workform.</li>
|
||||
<li value="2">Right-click the segment and select <b>Receive</b>.</li>
|
||||
<p>The Line Item Segment Receiving dialog box appears.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the purchase order line item is not linked to an invoice line item, you can enter a quantity received less than the quantity ordered.</p>
|
||||
<li value="3">Enter the quantity received.</li>
|
||||
</ol>
|
||||
<p>If you receive less than the total quantity of copies for the segment, the segment is split. One segment shows the quantity received and the other shows the quantity still on-order.</p>
|
||||
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|
||||
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|
||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_17652_Undo_receipt_of_a"></a>Undo Receipt of a Line Item or Line Item Segment</h1>
|
||||
<p><a name="kanchor2001"></a><a name="IX_tool"></a><a name="kanchor2002"></a><a name="IX_purchase_order_line_item_5"></a><a name="kanchor2003"></a><a name="IX_undoing_receipt"></a><a name="kanchor2004"></a><a name="IX_undoing"></a><a name="kanchor2005"></a><a name="IX_line_item_or_segment"></a>Use Undo Receipt when you accidentally receive the title in Polaris, but you expect to receive it eventually. Undo receipt simply undoes the receipt action and leaves the line item or segment with the status it had before receiving. Any linked item records revert to a status of on-order and any holds remain.</p>
|
||||
<p>You can undo receipt of line items or segments on purchase orders with any payment method, but the unreceive action has no effect on fund expenditures in prepaid purchase orders or those paid using a depository account fund because the amount is already expended. If you undo receipt of prepaid items, you must manually adjust the amount in the linked funds.</p>
|
||||
<p>If you decide not to order the items, use the cancel process. When you cancel a line item or segment, the funds are disencumbered, on-order items deleted, and, if you will not be reordering with another supplier, hold requests will be cancelled. See <a href="../PAcancel/Canceling_Orders.htm#XREF_19544_Canceling_a">Canceling Orders</a>.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>For subscriptions or standing orders, you must undo check in from Serials.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Serials/PSrecev/Uncheck_in_issues_or_standing_order_parts.htm#XREF_26463_Uncheck_in_issues">Uncheck in issues or standing order parts</a>.</MadCap:conditionalText></p>
|
||||
<p class="KeepWithNext">To undo receipt of a purchase order line item or line item segment:</p>
|
||||
<ol>
|
||||
<li value="1">Select a received purchase order line item or line item segment from one of the following locations:<ul type="disc"><li>Find Tool results list - Select a line item.</li><li>List box - Select a line item.</li><li>Purchase Order workform, Line Items view - Select a line item.</li><li>Purchase Order Line Items workform - Select a segment.</li></ul></li>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Click <img src="unreceivbut_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> on the Purchase Order Line Item workform’s main toolbar to unreceive a line item. Or click this button on the segment toolbar to unreceive a selected segment.</p>
|
||||
<li value="2">Right-click and select <b>Undo Receipt</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p>The status of the line item or line item segment reverts to what it was before it was received. If it was claimed previously, the claiming process resumes after you undo receipt. Any holds on the items remain.</p>
|
||||
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|
||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_92865_Use_Rapid_Receipt"></a>Use Rapid Receipt to receive line items from an invoice</h1>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The purchase order contains the purchase order line item ID number that uniquely identifies each line item. If you want to use the Rapid Receipt function, ask your supplier to include this number for each line item on the packing slip that comes with the shipment. You can also enter the ISBN or title for each line item, but the matching may not be as exact. If the number of copies on the packing slip does not match the invoice line item, you can enter an alert for the invoice line item. </p>
|
||||
<p><a name="kanchor5056"></a><a name="IX_from_an_invoice"></a><a name="kanchor5057"></a><a name="IX_receiving_purchase_order"></a><a name="kanchor5058"></a><a name="IX_using_Rapid_Receipt_from"></a>To receive purchase order line items from an invoice:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Invoice workform.</li>
|
||||
<li value="2">Select <b>Tools </b>><b> Rapid Receipt </b>or click <img src="../../../Resources/Images/rapidrecicon_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> on the Invoice workform.</li>
|
||||
<li value="3">The Rapid Receipt dialog box appears.</li>
|
||||
<p>
|
||||
<img style="margin-bottom: 0.000pt;width: 230;height: 224;" src="rapicrecdial_230x224.gif" alt="" />
|
||||
</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The purchase order line item ID is the number that is sent to the supplier on the printed purchase order. If your supplier prints this number on the packing slip or printed invoice that comes with the order, you can match up the purchase order line items exactly. Using the ISBN or the title may not identify the correct purchase order line item if the item was also ordered on another purchase order.</p>
|
||||
<li value="4"><a name="kanchor5059"></a><a name="IX_searching_for_a_purchase"></a><a name="kanchor5060"></a><a name="IX_searching_for_in_Rapid"></a>Type the purchase order line item ID number in the <b>PO line ID</b> box, type the ISBN or ISSN in the <b>ISBN/ISSN</b> box, or type the title in the <b>Title</b> box.</li>
|
||||
<li value="5">Press <b>ENTER </b>or click <b>Find</b>.</li>
|
||||
<ul>
|
||||
<li>
|
||||
If no single purchase order line item matches exactly, the Find Tool opens displaying the possible matching purchase order line items. Select a single line item.
|
||||
</li>
|
||||
<li>
|
||||
If the purchase order line item cannot be invoiced because it was already copied to another invoice, or it has a status that prevents it from being received, a message appears. Open the purchase order line item and check the status or enter the number for the next purchase order line item.
|
||||
</li>
|
||||
</ul>
|
||||
<li value="6">When a matching purchase order line item is found or selected, the invoice line item is added and the purchase order line item is updated to Received in one step. If there are hold requests for the title, and the Acquisitions profile <b>Receiving line items: Warn if linked hold requests</b> is set to <b>Yes</b> in Polaris Administration, a message informs you that there are holds.</li>
|
||||
<p>
|
||||
<img style="margin-bottom: -4.550pt;width: 356;height: 233;" src="raprecholds_356x233.gif" alt="" /> </p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>This is the discounted unit price, not the total price of the line item. The total price of the line item will appear when the invoice line item is created. You can make adjustments, if necessary, in the invoice line item.</p>
|
||||
<li value="7">When you have finished adding the line items, check the invoice line items, and make any adjustments to the amounts so that they match the amounts on your printed invoice. See <a href="../PAdistribute/Make_manual_adjustments_to_credits_and_discounts.htm#XREF_17854_Make_manual">Make manual adjustments to credits and discounts</a>.</li>
|
||||
<li value="8">If you want to print workslips, see <a href="Print_workslips_for_purchase_order_line_items.htm#XREF_66965_Print_workslips">Print workslips for purchase order line items</a>.</li>
|
||||
</ol>
|
||||
<h4>Tips for resolving problems you may encounter:</h4>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
Number of copies do not match - If a matching purchase order line item appears in the Rapid Receipt dialog box, but the number of copies does not match the number of copies on the printed invoice, you have the following choices:
|
||||
<ul type="disc"><li>
|
||||
Select the <b>Alert</b> checkbox, and enter an alert note on the Rapid Receipt dialog box. Then save the invoice line item. The alert icon will appear next to the invoice line item to indicate that there is a discrepancy that needs to be fixed.
|
||||
</li><li>
|
||||
Click <b>Clear</b> to clear the Rapid Receipt dialog box, open the purchase order line item, and receive the segments. See <a href="Receive_a_purchase_order_invoice_line_item_segment.htm#XREF_36272_Receive_a_line">Receive a purchase order/invoice line item segment</a>.
|
||||
</li></ul></li>
|
||||
<li>
|
||||
Undoing receipt - If you have received an invoice line item in error using Rapid Receipt, you must link to the purchase order line item from the invoice line item, and undo receipt before deleting the invoice line item. If you delete the line item in the invoice, the purchase order line item remains received, but there will be no link back to it. See <a href="Undo_receipt_of_a_line_item_or_line_item_segment.htm#XREF_17652_Undo_receipt_of_a">Undo receipt of a line item or line item segment</a>.
|
||||
</li>
|
||||
<li>
|
||||
Adjust amounts on the invoice - After you have added and received all the lines using Rapid Receipt, check the invoice to make sure that all amounts match the printed invoice from the supplier. See the following:
|
||||
<ul type="disc"><li><a href="../PAinv/Add_or_change_invoice_header_charges_and_credits.htm#XREF_14464_Add_or_change">Add or change invoice header charges and credits</a></li><li><a href="../PAdistribute/Distribute_charges_on_an_open_invoice.htm#XREF_30595_Distribute_charges">Distribute charges on an open invoice</a></li><li><a href="../PAdistribute/Distribute_credits_discounts_on_an_open_invoice.htm#XREF_18155_Distribute_credits">Distribute credits/discounts on an open invoice</a></li><li><a href="../PAinv/Add_a_tax_dollar_amount_on_an_invoice.htm#XREF_74954_Add_a_tax_dollar">Add a tax dollar amount on an invoice</a></li></ul></li>
|
||||
</ul>
|
||||
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
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