Staff Client Help v7.3 - v8.0
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<h1>Acquisitions UI Reference</h1>
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<p>In the <b>Contents</b> list for online Help, click the plus sign by<b> Acquisitions UI Reference</b>, then click a subtopic link to see more information about how to use a specific workform or dialog box.</p>
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<p class="NoteShade"><b>Tip:<br /></b>The same information is available when you click <b>Help</b>, or press <b>F1</b> on most workforms and dialog boxes.</p>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</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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<h1><a name="kanchor2238"></a><a name="IX_described_76"></a><a name="XREF_15655_Add_to_Purchase"></a>Add to New or Existing Purchase Order Dialog Box</h1>
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<p>The Add to New or Existing Purchase Order dialog box appears when you right-click a record set in the Find Tool, and select <b>Add to Purchase Order,</b> <b>New</b> from the context menu. It also appears when you select <b>Tools, Add all records to purchase order, New </b>or when you select specific titles in a record set, and select <b>Tools, Add selected records to purchase order, New </b>on the Record Set workform. See <a href="../../Acquisitions/PAorder/Creating_Purchase_Orders.htm#XREF_80666_Create_a_purchase">Creating Purchase Orders</a>.</p>
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<p>Use the Add to Purchase Order dialog box to:</p>
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<ul>
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<li>Enter the purchase information for a new purchase order -<ul><li>Type the purchase order number and suffix.</li><li>Click <b>Find </b>if you want to search for and select a purchase order template. </li><li>Select the library that is placing the order in the <b>Ordered at</b><span class="FM_BulletHead"> box.</span></li><li>Select the order type.</li><li>Select the payment method.</li><li>Click <b>Find</b> to search for and select the supplier.</li></ul></li>
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</ul>
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<p class="NoteShade"><b>Note:<br /></b>This default information is used only when bibliographic records do not contain 970 tags that supply the price, material type, destination, collection and fund information necessary to create the purchase order line item segments.</p>
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<ul type="disc">
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<li>Enter the default information to create the line item segments - If the information is not present in the bibliographic records, specify the following defaults:<ul type="disc"><li>Select the material type</li><li>Select the destination</li><li>Select the collection</li><li>Select the fund or click <b>Find</b> to locate the fund.</li><li>Type the quantity of copies for each segment.</li><li>Type the list price for the title. </li></ul></li>
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</ul>
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<p class="FM_Task"><span class="FM_BulletHead">Specify a location for the bulk add report </span>- Enter the directory in the <b>File name</b> box, or click <b>Browse</b> to locate the directory. The report displays instances where default data was used in place of missing or invalid data during the bulk add process.</p>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<h1><a name="kanchor1222"></a><a name="IX_described_93"></a><a name="XREF_86560_Adjusting_Credits"></a>Adjust <span style="font-size: 11.0pt;"><a name="CSH_47"></a></span>Amount Credited/Discounted Dialog Box</h1>
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||||
<p>You can adjust the credits and discounts that apply to a prepaid invoice line item segment. See <a href="../../Acquisitions/PAadjust/Adjust_invoice_line_item_segment_credits_and_discounts.htm#XREF_24814_Adjust_invoice">Adjust invoice line item segment credits and discounts</a>.</p>
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||||
<p>Use the Adjust Amount Credited/Discounted dialog box to:</p>
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||||
<p>Adjust credits or discounts on an invoice line item segment -</p>
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||||
<ul type="disc">
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||||
<li>Select <b>Overwrite existing value</b> or <b>Adjust existing value</b>. If you select <b>Adjust existing value</b>, the amount you entered is added to the existing amount.   </li>
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<li>Type a note, if applicable. This note appears on the Payment History view of the Invoice workform.</li>
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||||
<li>Type the dollar amount of the adjustment in the <b>Amount</b> box.</li>
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<h1><a name="kanchor850"></a><a name="IX_described_92"></a><a name="XREF_85982_Adjusting_Header"></a>Adjust <span style="font-size: 11.0pt;"><a name="CSH_46"></a></span>Charges Dialog Box</h1>
|
||||
<p>You can adjust charges at the line item segment level. See <a href="../../Acquisitions/PAadjust/Adjust_line_item_segment_charges_on_a_prepaid_invoice.htm#XREF_63220_Adjust_line_item">Adjust line item segment charges on a prepaid invoice</a>.</p>
|
||||
<p>Use the Adjust Charges dialog box to:</p>
|
||||
<p>Adjust charges on invoices and invoice line item segments -</p>
|
||||
<ul type="disc">
|
||||
<li>Select the type of charge you want to adjust. </li>
|
||||
<li>Specify whether the charges will overwrite the existing charges of this type or add to them.</li>
|
||||
<li>Type the amount in the <b>Amount</b> box.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To adjust header charges on an invoice that is not prepaid, you can remove them and add them again on the General view of the Invoice or select a charge type of Credit. To header charges on a prepaid invoice, you must link another miscellaneous invoice to the invoice.</p>
|
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<h1><a name="kanchor2201"></a><a name="IX_described_70"></a><a name="XREF_10788_Adjust_Fund"></a>Adjust Fund <span style="font-size: 11.0pt;"><a name="CSH_13"></a></span>Balances Dialog Box</h1>
|
||||
<p>Use the Adjust Fund Balances dialog box to<span class="FM_BulletHead"> </span>adjust the balance in a fund up or down. Select an option to assign a supplementary allocation, a reduction in allocation, an adjustment to the total currently encumbered, or total expended. Then type the amount in the <b>Amount</b> box. You can enter a note to indicate the reason for the change. See <a href="../../Acquisitions/PAbudget/Adjust_fund_balances_manually.htm#XREF_25139_Adjust_fund">Adjust fund balances manually</a>.</p>
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<h1><a name="kanchor1523"></a><a name="IX_described_94"></a>Adjust <span style="font-size: 11.0pt;"><a name="CSH_48"></a></span>Line Item Dialog Box</h1>
|
||||
<p>You can adjust the discount rate and unit price on a prepaid line item. See <a href="../../Acquisitions/PAadjust/Adjust_line_item_discount_unit_price_on_a_prepaid_invoice.htm#XREF_35053_Adjust_invoice">Adjust line item discount/unit price on a prepaid invoice</a>.</p>
|
||||
<p>Use the Adjust Line Item dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Adjust the discount percentage on a prepaid invoice line item</span> - Select <b>Discount (%)</b>, and enter an percentage amount in the <b>Amount</b> box.</li>
|
||||
<li><span class="FM_BulletHead">Adjust the line item’s unit price on a prepaid invoice line item</span> - Select <b>Unit Price</b>, and enter a dollar amount in the <b>Amount</b> box.</li>
|
||||
</ul>
|
||||
</div>
|
||||
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|
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<h1><a name="XREF_17213_Approve_Selection"></a>Approve Selection <span style="font-size: 11.0pt;"><a name="CSH_17"></a></span>Lists Dialog Box</h1>
|
||||
<p>Use the Approve Selection List dialog box to approve the titles in a selection list. Select <b>Tools</b>, <b>Approve, </b>and select the decision status of the line or lines you want to approve<b>.</b> For example, if you want to approve all selection list lines being considered, select <b>Consider.</b> See <a href="../../Acquisitions/PAselections/Approve_multiple_selection_list_line_items.htm#XREF_26093_Approve_multiple">Approve multiple selection list line items</a>.</p>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<h1><a name="kanchor4584"></a><a name="IX_described_75"></a>Assign <span style="font-size: 11.0pt;"><a name="CSH_24"></a></span>Template Name Dialog Box</h1>
|
||||
<p>The Assign Template Name dialog box appears when you select File > <b>Save As Template</b> from the Purchase Order workform. Type a name for the template. Make sure the name indicates the type of purchase order to create from the template. For example, you might use an abbreviation indicating the order type and the supplier. The name must be unique for your library or branch. Click <b>OK </b>after entering the template name.</p>
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<h1><a name="kanchor2879"></a><a name="HELPTOPICDIALOGCHANGEFUND"></a>Change PO Line Item/Line Item Segment Fund Dialog Box</h1>
|
||||
<p>Use the Change PO Line Item dialog box or the Change PO Line Item Segment dialog box as follows:</p>
|
||||
<h2>Change PO Line Item Dialog Box</h2>
|
||||
<p>You can replace the existing header fund with another fund for all line item segments, and/or change the item material type for the line item on a released purchase order:</p>
|
||||
<ul>
|
||||
<li><b>Change the fund</b> - In the <b>From</b> section, select the current fund from the drop-down list. In the <b>To</b> section, select the new Fund from the drop-down list, and the new Fund Owner from the drop-down list if necessary. Click <b>OK</b>. A confirmation message appears if the change can be made. Click <b>OK</b> to confirm the change.</li>
|
||||
<li><b>Change the item material type</b> - In the <b>To</b> section, select the new Material Type from the drop-down list. A confirmation message appears if the change can be made. Click <b>OK</b> to confirm the change.</li>
|
||||
</ul>
|
||||
<p>See <a href="../../Acquisitions/PAorder/Changing_Header_Fund_Material_Type_PO_Line_Item.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Changing the Header Fund or Material Type for a PO Line Item</span></a> for detailed information.</p>
|
||||
<h2>Change PO Line Item Segment Dialog Box</h2>
|
||||
<p>You can change the destination branch, fund, and/or the collection for a purchase order line item segment on a released purchase order:</p>
|
||||
<ul>
|
||||
<li><b>Change the destination</b> - In the <b>To</b> section, select the new destination.</li>
|
||||
<li><b>Change the fund</b> - In the <b>To</b> section, select the new fund.</li>
|
||||
<li><b>Change the collection</b> - In the <b>To</b> section, select the new collection.</li>
|
||||
</ul>
|
||||
<p>Click <b>OK</b>. The system displays a confirmation message. Click <b>OK</b> to confirm the change.</p>
|
||||
<p>See <a href="../../Acquisitions/PAorder/Changing_Fund_Destination_Collection_PO_Line_Item_Segment.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Changing the Fund, Destination Branch, or Collection for a PO Line Item Segment</span></a> for detailed information.</p>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Check In Shelf-Ready Materials Workform</title>
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<h1><a name="kanchor2674"></a><a name="IX_described_100"></a>Check In <span style="font-size: 11.0pt;"><a name="CSH_55"></a></span>Shelf-Ready Materials Workform</h1>
|
||||
<p>You can access the Check-In Shelf-Ready Materials workform by selecting<b> EDI Services, Check-In Shelf-ready Materials </b>from the Acquisitions menu, by clicking <img alt="receiveshipicon.gif" style="margin-bottom: -4.500pt;width: 26;height: 24;" id="image85" src="receiveshipicon_26x24.gif" /> on the Polaris shortcut bar, or by pressing <b>Alt A+S</b>. This workform is intended for receiving shelf-ready materials—items that the supplier ships with barcodes and other processing that makes them ready to be put on the shelves as soon as they are checked in so they can circulate. For more information, 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>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To receive a book (or other type of material) using this workform, the barcode on the physical item must match a barcode for an item record in the database, and that record must be linked purchase order line item segment.</p>
|
||||
<p>Use the Check-In Shelf-Ready Materials workform to do the following:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Check in a shipment of shelf-ready items so they can circulate</span> - Use one of the following methods to enter each item’s barcode:</li>
|
||||
<li>Scan the item’s barcode</li>
|
||||
<li>Type the barcode in the <b>Barcode</b> box, and press <b>Enter</b>.</li>
|
||||
<li>Click <b>Find</b> to search for the barcode and select the item in the Find Tool results list. When the barcode appears in the <b>Barcode</b> box, press <b>Enter</b>.</li>
|
||||
</ul>
|
||||
<p class="indent2">The items are checked in as they are scanned (or their barcodes are entered), and the item information displays in the top list in the workform. As each item is checked in, its title appears so that you can keep track of which items have been checked in. </p>
|
||||
<ul type="disc">
|
||||
<li>Remove a scanned item from the list of checked in items - If you scan an item that you did not want to check in, select the item in the list and click <b>Remove Selected Item(s) From Shipment</b>.</li>
|
||||
</ul>
|
||||
<p class="indent2">The check in is undone, and the item’s status reverts to on-order.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Scan or enter the barcodes for the entire shipment before clicking the <b>Accept Shipment </b>button. When you accept the shipment, the linked purchase order line item segments are updated to Received. If you receive fewer than the number of copies ordered, the purchase order line item segment is split into two segments - one for the number of copies received and one for the number of copies not received. For more information, see <a href="../../Acquisitions/PAreceive/Receive_a_purchase_order_invoice_line_item_segment.htm#XREF_36272_Receive_a_line">Receive a purchase order/invoice line item segment</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>Do other tasks with an item listed in the Check-In Shelf-Ready Materials workform - When you have checked in an item, and it appears in the top portion of the workform, you can right-click and select one of the following options from the context menu:<ul type="disc"><li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Print</b></li><li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Add to Course Reserve</b></li><li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Add to Record Set</b></li><li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Add to Route List</b></li><li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Remove from Route List</b></li><li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Create - Item Record or Child Item Records</b></li><li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Link - Go to other Polaris records listed in this submenu.</b></li><li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Properties - Check the item record’s properties. </b></li></ul></li>
|
||||
<li><span class="FM_BulletHead">Change an item record</span> - If you have the required permissions, you can change an item’s collection, shelf location, material type, blocks or non-public notes from the Check-In Shelf-Ready Materials workform. Select the item, select <b>Tools </b>><b> Manage Item</b>, click <img alt="ManageItemIcn_-_Copy.gif" style="width: 17.603pt;height: 18.198pt;margin-bottom: -4.500pt;" id="image86" src="ManageItemIcn_-_Copy.gif" /> or press <b>Ctrl+M</b>. Then, change the information in the dialog box, and select <b>File </b>><b> Save</b>. See <a href="../../Patron_Services/PPckin/Change_item_information_at_Shelf-Ready_Materials_check-in.htm#XREF_81747_Change_item">Change item information at Shelf-Ready Materials check-in</a>.</li>
|
||||
<li><span class="FM_BulletHead">Receive the linked purchase order line item segments </span>- After all items in the shipment are checked in and appear in the top section of the workform, click the <b>Accept Shipment</b> button.</li>
|
||||
</ul>
|
||||
<p class="indent4">The linked purchase order line item segments are updated to Received, and the segment information appears in the bottom list on the workform. Each segment reflects the number of copies that were ordered and received for that destination branch and collection. For example, if five copies were ordered for a segment, and you have scanned all five items in the top section, one segment appears for all five copies with the notation 5/5 received. </p>
|
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<h1><a name="kanchor134"></a><a name="IX_described_86"></a><a name="XREF_91777_Check_Voucher"></a>Check/Voucher <span style="font-size: 11.0pt;"><a name="CSH_39"></a></span>Dialog Box</h1>
|
||||
<p>Use the Check/Voucher dialog box to:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>See <a href="../../Acquisitions/PAcredit/Crediting_Invoices.htm#XREF_19585_Paying_the_Invoice">Crediting Invoices</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>Indicate the payment method - Select Check or Voucher.</li>
|
||||
<li>Record the check or voucher number - Type the amount in the <b>Number </b>box<b>.</b></li>
|
||||
<li>Record the check or voucher date - Type the date in the <b>Date</b> box if you want to change it from the present date. Click the Calendar icon to select a date.</li>
|
||||
<li>View the exchange rate and update date - If the amount is in a foreign currency (other than the library system’s base currency), a currency code appears in parentheses next to <b>Amount</b>. The exchange rate appears in the <b>Rate</b> box, and the date and time the exchange rate was updated appears in the <b>Updated</b> box. If the amount is in the base currency established for your library system, the rate and update date do not appear in the Check/Voucher dialog box.</li>
|
||||
</ul>
|
||||
</div>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 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">7.6</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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<h1>Check/Voucher <a name="CSH_41"></a>Selection List Box</h1>
|
||||
<p>The Check/Voucher Selection list box opens when you select <b>File > Print > Invoice Voucher (Summary)</b>, or <b>Invoice Voucher (Full)</b> from the Invoice workform. Use the Check/Voucher Selection list box to:</p>
|
||||
<p>Select the voucher to print when multiple vouchers are associated with the invoice. Be sure to select the voucher that appears at the top of the list because the voucher(s) below it could be for payments that were later reversed.</p>
|
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<h1><a name="kanchor1086"></a><a name="IX_described_81"></a><a name="XREF_62901_Claim_Alert_List"></a>Claim Alert <span style="font-size: 11.0pt;"><a name="CSH_32"></a></span>List</h1>
|
||||
<p>If you open the Claim Alert List from the Acquisitions menu, it lists all the line items that are eligible to be claimed based on the claim alert date set in the supplier record or the purchase order. If you open the Claim Alert List from the Serials menu, it lists the serial issues/parts that are eligible to be claimed based on the claim alert date in the supplier record and the serial holdings record. </p>
|
||||
<p>To claim the line item or issue, and select <b>Claim</b> from the context menu. For information on claiming purchase order line items, see <a href="../../Acquisitions/PAclaim/Claiming.htm#XREF_19682_Claiming_Items">Claiming</a>. For information on claiming serials issues or parts, see <a href="../../Serials/PSclaim/Claim_issues_parts_from_the_Claim_Alert_List.htm#XREF_29098_Claim_issues_parts">Claim issues/parts from the Claim Alert List</a>.</p>
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Claim Workform</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Claim_Workform.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="kanchor5779"></a><a name="IX_described_82"></a><a name="XREF_63598_Acquisitions_Claim"></a>Claim <span style="font-size: 11.0pt;"><a name="CSH_33"></a></span>Workform</h1>
|
||||
<p>The Claim workform is generated when a claim is made for an item. See <a href="../../Acquisitions/PAclaim/Claiming.htm#XREF_19682_Claiming_Items">Claiming</a>. </p>
|
||||
<p>Use the Claim workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>Indicate a vendor’s response to a claim  - Type the vendor’s response in the <b>Response</b> box.</li>
|
||||
<li>Indicate the reason for the claim - Select a reason for the claim in the <b>Reason</b> box.</li>
|
||||
<li>Enter details about the claimed item - Select <b>View, General</b> menu or click <img alt="GenVwIcon00314.gif" style="margin-bottom: -4.500pt;width: 31;height: 30;" id="image53" src="GenVwIcon00314_31x30.gif" />. </li>
|
||||
<li>View the claim history for the item - Select <b>View, History </b>or click <img alt="historyviewbutton.gif" style="margin-bottom: -4.500pt;width: 25;height: 25;" id="image54" src="historyviewbutton_25x25.gif" />. </li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Claim_Workform_General"></a><a name="kanchor5780"></a><a name="IX_General_view_5"></a>Claim Workform - General View</h2>
|
||||
<p>Use the General view on the Claim workform to:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Enter the quantity of items </span>- Use the <b>Quantity</b> box.</li>
|
||||
<li><span class="FM_BulletHead">Enter subscription information if the item is a subscription</span> - Use the <b>Start number, Start date, and Expiration date</b> boxes. </li>
|
||||
<li><span class="FM_BulletHead">Enter instructions to the supplier if the item is back-ordered</span> -Use the <b>Backorder</b> box.</li>
|
||||
<li><span class="FM_BulletHead">Enter notes regarding the supplier instructions</span> - Use the <b>Note</b> box.</li>
|
||||
<li><span class="FM_BulletHead">Enter the date the order for the item was confirmed </span>- Use the <b>Confirm Date</b> box.</li>
|
||||
<li><span class="FM_BulletHead">Enter the pre-publication title used to order the item</span> - Use the <b>Title Ordered As</b> box.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Claim_Workform_History"></a><a name="kanchor5781"></a><a name="IX_History_view"></a>Claim Workform - History View</h2>
|
||||
<p>Use the History view to review the item’s claim history and enter notes.</p>
|
||||
</div>
|
||||
</div>
|
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<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 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">7.6</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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|
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|
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</body>
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</html>
|
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+73
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Copy Lines to Dialog Box</title>
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</head>
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Copy_Lines_to_Dialog_Box.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<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_78146_Copy_Lines_to"></a>Copy Lines to <span style="font-size: 11.0pt;"><a name="CSH_29"></a></span>Dialog Box</h1>
|
||||
<p>The Copy Lines to dialog box appears when you select <b>Tools, Copy To</b> or click <img alt="CopyToPObutton00313.gif" style="margin-bottom: -4.000pt;width: 19;height: 20;" id="image52" src="CopyToPObutton00313_19x20.gif" /> on the Purchase Order Line Items workform. </p>
|
||||
<p>Use the Copy Lines To dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>Copy purchase order line items to another purchase order - Select <b>Purchase order</b> and type the name or number of the existing purchase order, or click <b>Find </b>to search for the purchase order. Click <b>New</b> to copy the lines to a new purchase order.</li>
|
||||
<li>Copy purchase order line items to an invoice - Select <b>Invoice</b> and type the name or number of the existing invoice, or click <b>Find</b> to search for the invoice. Click <b>New</b> to copy the lines to a new invoice.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<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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+68
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Copy To: Purchase Order Dialog Box</title>
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
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<body>
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||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Copy_To_Purchase_Order_Dialog_Box.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<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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<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_10179_Selection_List"></a>Copy To: Purchase <span style="font-size: 11.0pt;"><a name="CSH_18"></a></span>Order Dialog Box</h1>
|
||||
<p>Use the Copy To: Purchase Order dialog box to copy selection list lines from a selection list to a purchase order. Select the decision status of the lines you want to copy to a purchase order, and click <b>OK</b>. To copy all the lines (except those that have a status of Rejected), leave all the statuses selected and click <b>OK</b>. You cannot copy selection list lines with a status of Rejected to a purchase order. See <a href="../../Acquisitions/PAselections/Copy_selection_list_lines_to_a_purchase_order.htm#XREF_83173_Copy_selection">Copy selection list lines to a purchase order</a>.</p>
|
||||
</div>
|
||||
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|
||||
<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 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">7.6</span></div>
|
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<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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|
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|
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</div>
|
||||
</div>
|
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</body>
|
||||
</html>
|
||||
+68
@@ -0,0 +1,68 @@
|
||||
<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<p>Use the Copy To: Selection List dialog box to copy selection list lines from a selection list to another selection list. Select the decision status of the lines you want to copy to the other selection list, and click <b>OK</b>. If you want to copy all the line items in the selection list to another selection list, leave all decisions selected, and click <b>OK</b>. See <a href="../../Acquisitions/PAselections/Copy_selection_list_lines_to_another_selection_list.htm#XREF_48034_Copy_selection">Copy selection list lines to another selection list</a>.</p>
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<h1><a name="kanchor482"></a><a name="IX_described_90"></a><a name="XREF_76903_Distribute_Charges"></a>Distribute <span style="font-size: 11.0pt;"><a name="CSH_44"></a></span>Charges Dialog Box</h1>
|
||||
<p>Use the Distribute Charges dialog box to<span class="FM_BulletHead"> </span>distribute charges on an open or prepaid invoice. Select the option that applies to the type of charges, and select <b>Overwrite existing charge</b> or <b>Add to existing charge</b>. If you want to distribute these charges evenly across all lines for the invoice, select <b>Evenly across lines</b>. If you want to distribute the charges based on the total quantity, select the <b>Based on total quantity received</b>. Then, type the dollar amount. See <a href="../../Acquisitions/PAdistribute/Distributing_Charges.htm#XREF_75100_Distributing">Distributing Charges</a>.</p>
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<h1><a name="kanchor518"></a><a name="IX_described_91"></a><a name="XREF_56565_Distribute_Credits"></a>Distribute <span style="font-size: 11.0pt;"><a name="CSH_45"></a></span>Credits/Discounts Dialog</h1>
|
||||
<p>You can distribute credits or discounts to individual line items on invoices with a status of open or prepaid before paying or crediting. See <a href="../../Acquisitions/PAdistribute/Distributing_Credits_Discounts.htm#XREF_23740_Distributing">Distributing Credits & Discounts</a>. </p>
|
||||
<p>Use the Distribute Credits/Discounts dialog box to:</p>
|
||||
<p>Distribute credits and/or discounts on an Open or Prepaid invoice - </p>
|
||||
<ul type="disc">
|
||||
<li>Enter a credit/discount percentage in the <b>Credit/Discount(%) </b>box or a credit/discount dollar amount in the <b>Credit/Discount($)</b> box. If you enter a dollar amount, it is divided and distributed among all the lines in the invoice. If you enter a discount percentage, the percentage appears in the invoice in the <b>Discount Applied</b> box in view two of every invoice line item of the invoice.</li>
|
||||
<li>Select <b>Overwrite existing charge</b> or <b>Adjust existing value</b>, which adds the credit/discount to the existing amount. </li>
|
||||
<li>Select <b>Evenly across line item segments</b> or <b>Based on total quantity received</b>. </li>
|
||||
</ul>
|
||||
<p>Enter notes regarding the credits/discounts - Type the text in the <b>Note</b> box. The text appears in the Invoice Pay History. </p>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Duplicate_Purchase_Order_Line_Item_Segments_Dialog_Box.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="kanchor4027"></a><a name="IX_described_99"></a>Duplicate <span style="font-size: 11.0pt;"><a name="CSH_54"></a></span>Purchase Order Line Item Segments Dialog Box</h1>
|
||||
<p>The Duplicate Purchase Order Line Item Segments dialog box appears when you select <b>Tools, Check Duplicates</b> from the Purchase Order workform. It lists the duplicate titles ordered for the same destination (location) and collection. </p>
|
||||
<p>Use the Duplicate Purchase Order Line Item Segments dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>Sort the list of duplicate purchase order line item segments - Click the column headers to sort the list. For example, click <b>Destination</b> and <b>Collection</b> headers to sort the segments by the destination and collection for which the titles are being ordered.</li>
|
||||
<li>Print the list of duplicate purchase order line item segments - Click<b> Print</b>. The report lists the purchase order line item segments that are duplicates and the purchase orders on which they can be found. It lists the destination, collection, and fund for each duplicate purchase order line item segment. </li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important:<br /></b>When you select purchase order line item segments to delete from the list box, it deletes the duplicate purchase order line item segments on the open purchase order that you are checking; it does not affect the purchase order line item segments from the other purchase orders.</p>
|
||||
<ul type="disc">
|
||||
<li>Delete all the duplicate purchase order line item segments - Click the <b>Delete </b>button. All the duplicate segments are deleted from the open purchase order you are checking.</li>
|
||||
<li>Delete only selected duplicate purchase order line item segments - Select the duplicate purchase order line item segments, right-click and select <b>Delete</b> from the context menu. The selected purchase order line item segments are deleted from the open purchase order that you are checking.</li>
|
||||
<li>Close the dialog box and continue with the purchase order - Click <b>Close</b>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 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">7.6</span></div>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Duplicates_List_Dialog_Box.htm">Open topic with navigation</a>
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<h1><a name="kanchor2440"></a><a name="IX_described_98"></a>Duplicates <span style="font-size: 11.0pt;"><a name="CSH_53"></a></span>List Dialog Box</h1>
|
||||
<p>The Duplicates List dialog box appears when you add a title in a purchase order line item or invoice line item segment that is a duplicate of a line item segment on at least one other purchase order or purchase order line item. Click <b>Yes</b> to add the duplicate line item segment to the purchase order or invoice.</p>
|
||||
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|
||||
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|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 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">7.6</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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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/EDI_File_Sent_Warning_Message_Box.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>EDI File <span style="font-size: 11.0pt;"><a name="CSH_57"></a></span>Sent Warning Message Box</h1>
|
||||
<p>The EDI File Sent Warning message appears when you select <b>File</b>, <b>Send</b>, and the purchase order was already transmitted via EDI.</p>
|
||||
<p>Use the EDI File Sent Warning message box to:</p>
|
||||
<ul type="disc">
|
||||
<li>Retransmit the purchase order via EDI - Click <b>Continue</b>.</li>
|
||||
<li>Cancel the EDI transmission - Click <b>Cancel</b>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
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|
||||
<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 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">7.6</span></div>
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<div>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Fiscal Year Explorer</title>
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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="kanchor2488"></a><a name="IX_described_67"></a>Fiscal <span style="font-size: 11.0pt;"><a name="CSH_9"></a></span>Year Explorer</h1>
|
||||
<p>You can access the Fiscal Year Explorer when you right-click the Fiscal Year record in the Find Tool results list, and select Explore. Or, you can select <b>Links, Fund Explorer</b> from the Explorer workform. Use the Fiscal Year workform to see a graphical view of the Fiscal Year and the fund hierarchy of its associated funds. The Fiscal Year Explorer also displays the following information: </p>
|
||||
<p>On the <b>General</b> tab -</p>
|
||||
<ul type="disc">
|
||||
<li><b>Name</b> - The name of the fiscal year</li>
|
||||
<li><b>Start date </b>- The beginning date for the fiscal year</li>
|
||||
<li><b>End date</b> - The ending date for the fiscal year</li>
|
||||
<li><b>Status</b> </li>
|
||||
</ul>
|
||||
<p>On the<b> About </b>tab -</p>
|
||||
<ul type="disc">
|
||||
<li><b>Record ID number</b> - The number that identifies the fiscal year record.</li>
|
||||
<li><b>Creator </b>- The staff member who created the fiscal year record.</li>
|
||||
<li><b>Creation date</b> - The date the fiscal year record was created.</li>
|
||||
<li><b>Modifier </b>- The staff member who modified the fiscal year record, if applicable.</li>
|
||||
<li><b>Modifier date</b> - The date the fiscal year was modified, if applicable.</li>
|
||||
<li>Fund information - Select each fund in the Fiscal Year Explorer, and the following information appears for the fund and its subfunds:</li>
|
||||
<li><b>Total Allocated</b> - The total amount allocated for the fund.</li>
|
||||
<li><b>Currently Encumbered</b> - The total amount encumbered in purchase orders that have not yet been paid.</li>
|
||||
<li><b>Expended </b>- The total amount paid from this fund.</li>
|
||||
<li><b>Free Balance</b> - The total amount left in this fund that is available for purchasing materials.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
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<h1><a name="kanchor234"></a><a name="IX_described_66"></a><a name="XREF_21608_Fiscal_Year"></a>Fiscal <span style="font-size: 11.0pt;"><a name="CSH_8"></a></span>Year Workform</h1>
|
||||
<p>A fiscal year is the period of time for which an organization plans the use of its money. You create fiscal year records and then link the funds to the fiscal year. Your library can have multiple fiscal years of varying lengths that may overlap and be active at the same time.</p>
|
||||
<p>Use the Fiscal Year workform to:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Create a Fiscal Year record</span> - See <a href="../../Acquisitions/PAbudget/Setting_Up_Fiscal_Years.htm#XREF_33413_Creating_a_Fiscal">Setting Up Fiscal Years</a>.</li>
|
||||
<li><span class="FM_BulletHead">Create a fund record linked to the fiscal year </span>- Select <b>Tools</b> > <b>Create Fund</b>. See <a href="../../Acquisitions/PAbudget/Create_a_fund.htm#XREF_11391_Create_a_fund_from">Create a fund</a>.</li>
|
||||
<li><span class="FM_BulletHead">Define the fiscal year</span> - Type dates in the<b> Start Date</b> box and <b>End Date</b> box.</li>
|
||||
<li><span class="FM_BulletHead">Name the fiscal year </span>- Type the name for the fiscal year in the <b>Fiscal Year Name </b>box.</li>
|
||||
<li><span class="FM_BulletHead">Assign the fiscal year to a library</span> - Select the owner’s name in the <b>Owner</b> box. The default is the login library.</li>
|
||||
<li><span class="FM_BulletHead">Delete the displayed fiscal year record</span> - Select <b>File</b> > <b>Delete</b>, or click <img alt="DeleteButton.gif" style="margin-bottom: -4.000pt;width: 22;height: 19;" id="image3" src="DeleteButton_22x19.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">View the funds that are linked to the fiscal year</span> - Select <b>Links > Fund Explorer</b>.</li>
|
||||
<li><span class="FM_BulletHead">Print the fiscal year record</span> - Select <b>File</b> > <b>Print</b>, or click <img alt="PrintButton.gif" style="margin-bottom: -4.000pt;width: 21;height: 20;" id="image4" src="PrintButton_21x20.gif" />.</li>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Fund Explorer</title>
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<h1>Fund <span style="font-size: 11.0pt;"><a name="CSH_11"></a></span>Explorer</h1>
|
||||
<p>You can access the Fund Explorer from the Fund Workform by selecting <b>Links, Fund Explorer</b>. Or, select the fund in the Find Tool results list, right-click and select <b>Explore</b>. Use the Fund Explorer to see a graphical view of the hierarchical structure of the fund and all its subfunds. </p>
|
||||
<p class="FM_Task">The<b> General </b>tab displays the following information:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead" style="font-style: normal;font-weight: bold;font-size: 11.0pt;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Full fund name</span>
|
||||
</li>
|
||||
<li><span class="FM_BulletHead" style="font-style: normal;font-weight: bold;font-size: 11.0pt;color: #000000;text-decoration: none;letter-spacing: 0.00em;">External name</span>
|
||||
</li>
|
||||
<li><span class="FM_BulletHead">Donor Name (Organization)</span> if the money in the fund was donated by a organization. The donor information comes from the Donor view of the Fund workform.</li>
|
||||
<li><span class="FM_BulletHead">Donor Name (Last, First, Middle)</span> if the money in the fund was donated by an individual. The donor information comes from the Donor view of the Fund workform.</li>
|
||||
<li><span class="FM_BulletHead">Library</span> - the library that owns the fund</li>
|
||||
<li><span class="FM_BulletHead">Status</span> </li>
|
||||
<li><span class="FM_BulletHead">Transfers allowed</span> - Yes indicates transfers are allowed, No indicates no transfers are allowed.</li>
|
||||
<li><span class="FM_BulletHead">Amount currently encumbered</span> - Displays the total amount encumbered in purchase orders that are have been ordered but not paid for yet.</li>
|
||||
<li><span class="FM_BulletHead">Amount currently Expended/Debited</span> - Display the total amount expended from the fund (or debited if its a debit fund).</li>
|
||||
<li><span class="FM_BulletHead">Free balance amount</span> - Displays the total amount left in the free balance.</li>
|
||||
</ul>
|
||||
<p>The <b>About </b>tab displays the following information:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Record ID number</span> - The identification number for this fund record.</li>
|
||||
<li><span class="FM_BulletHead">Creator</span> - The staff person who created this record.</li>
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||||
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|
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<h1><a name="kanchor1092"></a><a name="IX_described_68"></a><span style="font-size: 15.0pt;"><a name="XREF_12961_Fund_Window"></a></span>Fund <span style="font-size: 11.0pt;"><a name="CSH_10"></a></span>Workform</h1>
|
||||
<p>Fund records are linked to fiscal year records and track the purchase of library materials and services for the fiscal year. See <a href="../../Acquisitions/PAbudget/Managing_Funds.htm#XREF_70657_Managing_Funds">Managing Funds</a>.</p>
|
||||
<p>Use the Fund workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>Create a subfund - Select<b> Tools</b> > <b>Create Subfund</b>. See <a href="../../Acquisitions/PAbudget/Add_a_subfund.htm#XREF_14468_Add_a_subfund">Add a subfund</a>.</li>
|
||||
<li>Enter the fund information and link to a fiscal year - Type the fund name and alternative name. See <a href="../../Acquisitions/PAbudget/Create_a_fund.htm#XREF_11391_Create_a_fund_from">Create a fund</a>.</li>
|
||||
<li>Assign the Fund to a library - Select the organization in <b>Owner</b> box (default is login library).</li>
|
||||
<li>Assign the beginning allocation and change fund balances - Select <b>Tools</b> > <b>Adjust Fund Balances </b>or click <img alt="AdjFundBalIcon.gif" style="margin-bottom: -4.000pt;width: 19;height: 20;" id="image5" src="AdjFundBalIcon_19x20.gif" />. See <a href="../../Acquisitions/PAbudget/Adjust_fund_balances_manually.htm#XREF_25139_Adjust_fund">Adjust fund balances manually</a>.</li>
|
||||
<li>Delete the displayed fund - Select <b>File</b> > <b>Delete</b>, or click <img alt="DeleteButton00293.gif" style="margin-bottom: -4.000pt;width: 22;height: 19;" id="image6" src="DeleteButton00293_22x19.gif" />.</li>
|
||||
<li>Transfer money - Select <b>Tools > Transfer money</b> or click <img alt="TransferMonIcon.gif" style="margin-bottom: -4.000pt;width: 21;height: 20;" id="image7" src="TransferMonIcon_21x20.gif" />. The Transfer Money dialog box appears. See <a href="../../Acquisitions/PAbudget/Transfer_money_between_funds.htm#XREF_49143_Transfer_money">Transfer money between funds</a>.</li>
|
||||
<li>Enter donor information if the fund is donated - Select <b>View > Donor </b>or click <img alt="PRacquir00294.gif" style="margin-bottom: -4.000pt;width: 30;height: 28;" id="image8" src="PRacquir00294_30x28.gif" />.</li>
|
||||
<li>View the fund structure - Select <b>Links > Fund Explorer.</b></li>
|
||||
<li>Print the fund record - Select <b>File</b> > <b>Print</b>, or click <img alt="PrintButton00295.gif" style="margin-bottom: -4.000pt;width: 21;height: 20;" id="image9" src="PrintButton00295_21x20.gif" />.</li>
|
||||
<li>View fund balance - Select <b>View > Fund Balance</b>, or click <img alt="FundBalvwIcon.gif" style="margin-bottom: -4.500pt;width: 26;height: 27;" id="image10" src="FundBalvwIcon_26x27.gif" />.</li>
|
||||
<li>View fund transactions - If the General view is not displayed, click <img alt="GenVwIcon.gif" style="margin-bottom: -4.500pt;width: 31;height: 30;" id="image11" src="GenVwIcon_31x30.gif" />, or select the <b>View</b> > <b>General</b>.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Fund_Workform_General"></a><a name="kanchor1093"></a><a name="IX_General_view_1"></a><a name="XREF_20083_Fund_General_View"></a>Fund Workform - General View</h2>
|
||||
<p>Use the General view on the Fund workform to:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To load all transactions for the fund in one step, press <b>Ctrl+Shift+A</b>.</p>
|
||||
<ul type="disc">
|
||||
<li>Indicate the public or proper name of the fund - Type the external name in the <b>External name</b> box.</li>
|
||||
<li>Identify where the money comes from - Type the funding source in the <b>Source</b> box.</li>
|
||||
<li>Prevent the fund from being selected to pay for materials - Clear the <b>Display</b> checkbox to prevent the fund from displaying in fund lists. Users will be unable to select the fund to pay for materials, but you can still open the fund in the Fund workform, and transfer money in and out of the fund. </li>
|
||||
<li>Allow transfers to or from other funds in the same fiscal period - Click <b>Yes Transfers Allowed</b>.</li>
|
||||
<li>Block transfers of money to or from other funds - Uncheck the<b> Transfers </b>box.</li>
|
||||
<li>Sort fund transactions - Click the column headers to sort the fund transactions.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Fund_Workform_Fund"></a><a name="kanchor1094"></a><a name="IX_Balances_view"></a><a name="XREF_30197_Balances_view"></a>Fund Workform - Fund Balances View</h2>
|
||||
<p>Use the Fund Balances view on the Fund workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>Set the maximum encumbrance for each line item - Type an amount in the <b>Line Item Encumbrance Limit</b> box.</li>
|
||||
<li>Set the maximum expenditure for each item - Type an amount in the <b>Line Item Expenditure Limit</b> box.</li>
|
||||
<li>Set the maximum encumbrance for an order - Type an amount in the <b>Order Encumbrance Limit</b> box.</li>
|
||||
<li>Set the maximum expenditure for an order - Type an amount in the <b>Order Expenditure Limit</b> box.</li>
|
||||
<li>Set the maximum encumbrance for the fund - Type an amount in the <b>Fund Encumbrance Limit</b> box.</li>
|
||||
<li>Set the maximum total expenditure for the fund - Type an amount in the <b>Fund Expenditure Limit</b> box.</li>
|
||||
<li>Set the maximum the fund can be overdrawn - Type an amount in the <b>Overexpenditure</b> box.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Fund_Workform_Donor_View"></a><a name="kanchor1095"></a><a name="IX_Donor_view"></a>Fund Workform - Donor View</h2>
|
||||
<p>If the money in the fund was donated, you can enter the donor’s information in the Fund Record on the Donor view. The fund type must be <b>Donation</b> to enter information in the Donor view.</p>
|
||||
<p>Use the Donor view on the Fund workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>Enter the donor type - Select a fund category.</li>
|
||||
<li>Enter the donor’s name - Type the donor’s first name, middle name, and last name, or type the organization’s name.</li>
|
||||
<li>Enter the donor’s address - Type the donor’s street address.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you enter the postal code, the city, county, and state automatically appear. </p>
|
||||
<ul type="disc">
|
||||
<li>Enter memorial information - If the donation is in someone’s memory, type their name in the <b>In memory of</b> box. </li>
|
||||
<li>Enter a description of the donation - Type notes in the <b>Description </b>box.</li>
|
||||
<li>Enter any restrictions on using the fund - If the donor has specified restrictions or specific uses for the money he or she donated, type an explanation in the <b>Restriction</b> box.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
<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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|
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|
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|
||||
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|
||||
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|
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|
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+70
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Funds Linked List Box</title>
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Funds_Linked_List_Box.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>Funds <a name="CSH_59"></a>Linked List Box</h1>
|
||||
<p>The Funds list box opens when you click on Links, Funds from a purchase order or invoice and more than one fund is used in that purchase order or invoice. The funds list includes all funds, whether the fund is used to pay for header charges, such as shipping, or for materials ordered (line item segment level).</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 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">7.6</span></div>
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<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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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Invoice Line Item Workform</title>
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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="kanchor2658"></a><a name="IX_described_85"></a><a name="XREF_28637_Invoice_Line_Item"></a>Invoice <span style="font-size: 11.0pt;"><a name="CSH_38"></a></span>Line Item Workform</h1>
|
||||
<p>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 <a href="../../Acquisitions/PAinv/Adding_Invoice_Line_Items.htm#XREF_39201_Adding_Invoice">Adding Invoice Line Items</a>. </p>
|
||||
<p>Use the Invoice Line Item workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>Create item records - Select <b>Tools, Create Item Records.</b></li>
|
||||
<li>Receive the line item - Select <b>Tools, Receive</b> or click <img alt="rec00323.gif" style="width: 24.917pt;height: 22.014pt;margin-bottom: -4.500pt;" id="image79" src="rec00323.gif" />. </li>
|
||||
<li>Adjust the line item on a prepaid line item - Select <b>Tools, Adjust </b>or click <img alt="adjchgs00324.gif" style="width: 24.321pt;height: 24.321pt;margin-bottom: -4.000pt;" id="image80" src="adjchgs00324.gif" />.<b> </b>The Adjust Line Item dialog box appears. If you want to adjust the discount percentage, select <b>Discount (%)</b> and type a percentage in the <b>Amount</b> box. If you want to adjust the unit price, select <b>Unit Price</b>, and type the price in the <b>Amount</b> box. </li>
|
||||
<li>Pay the line item - Select <b>Tools, Pay </b>or click <img alt="Pay_Inv_Icon00325.gif" style="width: 23.613pt;height: 27.921pt;margin-bottom: -4.500pt;" id="image81" src="Pay_Inv_Icon00325.gif" />. </li>
|
||||
<li>Credit the line item - Select <b>Tools, Credit </b>or<b> </b>click <img alt="Credit_invoice_icon.gif" style="margin-bottom: -4.000pt;width: 31;height: 31;" id="image82" src="Credit_invoice_icon_31x31.gif" /> . </li>
|
||||
<li>View the bibliographic and order information for the title - Select <b>View, General</b> or click <img alt="GenVwIcon00326.gif" style="margin-bottom: -5.500pt;width: 31;height: 28;" id="image83" src="GenVwIcon00326_31x28.gif" />. </li>
|
||||
<li>View the purchase order, payment, subscription, and supplier information - Select <b>View, Additional Information</b> or click <img alt="addinfo.gif" style="margin-bottom: -4.000pt;width: 31;height: 27;" id="image84" src="addinfo_31x27.gif" />.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Invoice_Line_Item1"></a>Invoice Line Item Workform - General View</h2>
|
||||
<p><a name="kanchor2659"></a><a name="IX_General_view_7"></a>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:</p>
|
||||
<ul type="disc">
|
||||
<li>Specify the bibliographic information for the line item - Click <b>Find</b> in the <b>Description</b> frame and use the Find Tool to search for and select the title. The Find Tool is disabled for miscellaneous invoices.</li>
|
||||
<li>Enter information for a brief bibliographic record - If there is no bibliographic record in the database for the invoiced title, type information in the <b>Title</b>, <b>Author</b>, <b>Publisher</b>, <b>Publication Date</b>, <b>ISBN/ISSN</b>, <b>Edition</b>, and <b>Catalog Number </b>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.</li>
|
||||
<li>Specify the unit price for the title - Type the price in the <b>Unit Price</b> box on the Orders tab.</li>
|
||||
<li>Specify the discount rate - Type the discount rate for the line item in the Discount rate box on the Orders tab.</li>
|
||||
<li>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 <a href="../../Acquisitions/PAinv/Add_segment_information_for_an_invoice_line.htm#XREF_91080_Add_segment">Add segment information for an invoice line</a>.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Invoice_Line_Item2"></a><a name="kanchor2660"></a><a name="IX_Additional_Information"></a>Invoice Line Item Workform - Additional Information View</h2>
|
||||
<p>Use the Invoice Line Item workform - Additional Information view to:</p>
|
||||
<ul type="disc">
|
||||
<li>Search for a purchase order line item to link to the invoice line item - Click <b>Find</b> in the Purchase Order frame, and use the Find Tool to search for and select the purchase order line item.</li>
|
||||
<li>Search for a subscription - Click <b>Find</b> 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. </li>
|
||||
<li>Enter the instructions for the supplier - Type a shipped date, select the<b> Alert Note</b> box, and type a note if applicable.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
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<h1><a name="kanchor962"></a><a name="IX_described_83"></a><a name="XREF_28905_Invoice_Workform"></a>Invoice <span style="font-size: 11.0pt;"><a name="CSH_34"></a></span>Workform</h1>
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<p>The Invoice workform contains information regarding an invoice for materials or services. An invoice can contain information copied from a purchase order, or it can be created without a purchase order. The top section of the invoice workform displays the invoice number and suffix, the type of invoice, its status, date created, the number of titles or lines, the total dollar amount, and the payment method. See <a href="../../Acquisitions/PAinv/Invoicing.htm#XREF_30622_Receiving_Items">Invoicing</a>.</p>
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<p>Use the <a name="XREF_Invoice_window_tasks"></a>Invoice workform to:</p>
|
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<ul type="disc">
|
||||
<li>Receive purchase order line items - Select <b>Tools </b>><b> Rapid Receipt </b>or click <img alt="rapidrecbtn.gif" style="width: 27.213pt;height: 28.630pt;margin-bottom: -4.000pt;" id="image55" src="rapidrecbtn.gif" />. See <a href="../../Acquisitions/PAreceive/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>.</li>
|
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<li>Distribute charges - Select <b>Tools</b> > <b>Distribute Charges</b>, or click <img alt="dischrgicon.gif" style="width: 23.613pt;height: 24.975pt;margin-bottom: -4.000pt;" id="image56" src="dischrgicon.gif" />. See <a href="../../Acquisitions/PAdistribute/Distributing_Adjusting_Invoice_Charges_Credits.htm#XREF_33402_Invoice_Charges">Distributing/Adjusting Invoice Charges/Credits</a>.</li>
|
||||
<li>Distribute credits or discounts - Select <b>Tools</b> > <b>Distribute Credits/Discounts</b>, or click <img alt="discreddisicon.gif" style="margin-bottom: -4.500pt;width: 30;height: 31;" id="image57" src="discreddisicon_30x31.gif" />. See <a href="../../Acquisitions/PAdistribute/Distributing_Adjusting_Invoice_Charges_Credits.htm#XREF_33402_Invoice_Charges">Distributing/Adjusting Invoice Charges/Credits</a>.</li>
|
||||
<li>Adjust charges - Select <b>Tools</b> > <b>Adjust Charges</b>, or click <img alt="adjchgs.gif" style="width: 27.213pt;height: 26.419pt;margin-bottom: -4.500pt;" id="image58" src="adjchgs.gif" />. See <a href="../../Acquisitions/PAcredit/Crediting_Invoices.htm#XREF_34588_Adjusting_Invoices">Crediting Invoices</a>.</li>
|
||||
<li>Distribute sales tax - Select <b>Tools </b>><b> Distribute </b>><b> Sales Tax</b> or click <img alt="PRacquir00315.jpg" style="margin-bottom: -4.500pt;width: 33;height: 31;" id="image59" src="PRacquir00315_33x31.jpg" />. See <a href="../../Acquisitions/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>
|
||||
<li>Link the invoice to another invoice - Select <b>Tools </b>><b> Link Invoice</b> or click <img alt="linkinv.gif" style="width: 23.613pt;height: 21.997pt;margin-bottom: -4.500pt;" id="image60" src="linkinv.gif" />. See <a href="../../Acquisitions/PAinv/Link_an_invoice_to_another_invoice.htm#XREF_66732_Link_an_invoice_to">Link an invoice to another invoice</a>.</li>
|
||||
<li>Unlink the invoice - If the invoice is linked to another invoice, <b>Linked invoices</b> appears in the status bar. Select <b>Tools </b>><b> Unlink Invoice</b> or click <img alt="unlinkinv.gif" style="width: 20.409pt;height: 20.409pt;margin-bottom: -4.500pt;" id="image61" src="unlinkinv.gif" />. See <a href="../../Acquisitions/PAinv/Unlink_a_linked_invoice.htm#XREF_66138_Unlink_a_linked">Unlink a linked invoice</a>.</li>
|
||||
<li>Pay the invoice - Select <b>Tools</b> > <b>Pay</b>, or click <img alt="Pay_Inv_Icon.gif" style="margin-bottom: -4.500pt;width: 29;height: 31;" id="image62" src="Pay_Inv_Icon_29x31.gif" />. See <a href="../../Acquisitions/PAcredit/Crediting_Invoices.htm#XREF_19585_Paying_the_Invoice">Crediting Invoices</a>. You can pay a miscellaneous invoice that has no line items or the line items have not been received.</li>
|
||||
<li>Undo the payment - If the invoice was paid in error, you can select <b>Tools </b>><b> Undo payment</b>, or click <img alt="Unpaybtn.gif" style="width: 21.940pt;height: 23.613pt;margin-bottom: -4.500pt;" id="image63" src="Unpaybtn.gif" />. See <a href="../../Acquisitions/PApay/Undo_the_invoice_payment.htm#XREF_87952_Undo_the_invoice">Undo the invoice payment</a>.</li>
|
||||
<li>Delete the invoice - Select <b>File</b> > <b>Delete</b>, or click <img alt="DeleteButton00316.gif" style="width: 29;height: 18;" src="DeleteButton00316_29x18.gif" class="imginline" />.</li>
|
||||
<li>Print the invoice - Select <b>File</b> > <b>Print</b>, or click <img alt="PrintButton00317.gif" style="width: 30;height: 18;" src="PrintButton00317_30x18.gif" class="imginline" />.</li>
|
||||
<li>Print the invoice if it is paid - Select <b>File </b>><b> Print </b>><b> Invoice Voucher (Summary)</b>, or <b>Invoice Voucher (Full)</b>. The invoice voucher appears in the Report Preview window. If you selected <b>Invoice Voucher (Summary)</b>, the voucher displays only the fund totals and the grand totals. If you selected <b>Invoice Voucher (Full)</b>, each line item is displayed. </li>
|
||||
<li>Enter or view the library, supplier, and fund - Select <b>View</b> > <b>General</b> or click <img alt="invgenvw.gif" style="margin-bottom: -4.000pt;width: 29;height: 30;" id="image66" src="invgenvw_29x30.gif" />.</li>
|
||||
<li>Add or view line items - Select <b>View</b> ><b> Line Items</b>, or click <img alt="invlivw.gif" style="margin-bottom: -4.000pt;width: 28;height: 28;" id="image67" src="invlivw_28x28.gif" />. See <a href="../../Acquisitions/PAinv/Adding_Invoice_Line_Items.htm#XREF_39201_Adding_Invoice">Adding Invoice Line Items</a>.</li>
|
||||
<li>View the payment history - Select <b>View </b>><b> Payment History</b>, or click <img alt="pymthistvw.gif" style="margin-bottom: -4.000pt;width: 30;height: 31;" id="image68" src="pymthistvw_30x31.gif" />.</li>
|
||||
<li>Enter the invoice number - Type the number for the invoice in the <span class="FM_BulletHead">Number </span>box<span class="FM_BulletHead">.</span> The invoice number can be up to 30 characters in length. You can edit the invoice number until the invoice is paid.<span style="font-size: 7.0pt;">   </span></li>
|
||||
<li>Enter the invoice number suffix - You can enter a suffix to make it easier to search for the invoice. For example, you can enter a user name or a supplier name. The invoice number suffix can be up to 8 characters in length. You can edit the invoice number suffix until the invoice is paid.</li>
|
||||
<li>Enter the invoice date - If the date is different from today’s date, type the date or click <img alt="calbut.gif" style="margin-bottom: -4.500pt;width: 21;height: 24;" id="image69" src="calbut_21x24.gif" /> and select it from the calendar that pops up. </li>
|
||||
<li>Specify the invoice type - Select an invoice type in the <b>Type</b> box. You can create an invoice without a purchase order when you have 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 where the supplier sends specific types of material, but the individual titles are not known until they are received. If you want to create an invoice for charges other than for materials, you can create a miscellaneous invoice. Line items on miscellaneous invoices are not linked to bibliographic records. See <a href="../../Acquisitions/PAinv/Create_a_miscellaneous_invoice.htm#XREF_34450_Create_a">Create a miscellaneous invoice</a>.</li>
|
||||
<li>Select the payment method - When a purchase order with a payment method of <b>Prepaid</b> or <b>Depository Agreement</b> is released, an invoice is automatically created with a matching number and payment method. You can select <b>Depository Agreement</b> on a new invoice without a matching purchase order. When you add invoice line item segments, and choose the funds to pay for the items, only funds with a fund type of <b>Deposit Account</b> will be available.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Invoice_Workform_General"></a>Invoice Workform - General View</h2>
|
||||
<p><a name="kanchor963"></a><a name="IX_General_view_6"></a>Use the General view of the Invoice workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>Select the library receiving the invoice or shipment - Select the library in the <b>Paid By Name</b> box. Enter the library’s SAN, if applicable, and the plan type. </li>
|
||||
<li>Specify the payment terms and the fund - Use the <b>Terms Due Date</b> box and the <b>Fund</b> box.</li>
|
||||
<li>Select the supplier who sent the invoice - Click <b>Find</b> to search for and select the supplier. You do not need to select a supplier for a miscellaneous invoice.</li>
|
||||
<li>Specify how and when the invoice was sent and received - <ul type="disc"><li>Select how the invoice was sent in the <b>Transmission Method</b> box.</li><li>Enter dates in the <b>Shipped Date</b> and <b>Receipt Date</b> boxes.</li><li>If you want to enter a note regarding this invoice, type it in the <b>General note</b> box.</li><li>If the file was sent via EDI, the file name appears in the <b>EDI filename</b> box. </li><li>To alert users that the invoice should be closed by a certain date (meaning no payments or credits should be made after this date), enter the date in the <b>Closing alert date</b> box.   </li></ul></li>
|
||||
<li>Specify the payment setup terms - Select<b> Due date</b> and enter a date, or select <b>days</b> and type the number of days<b>.</b></li>
|
||||
<li>
|
||||
<p class="FM_Task">Enter or change charges for the invoice as a whole (header charges) - In the <b>Header Charges</b> frame, select a charge type, enter an amount, and select a fund. See <a href="../../Acquisitions/PAinv/Add_or_change_invoice_header_charges_and_credits.htm#XREF_14464_Add_or_change">Add or change invoice header charges and credits</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Invoice_Workform_Line"></a>Invoice Workform - Line Items View</h2>
|
||||
<p><a name="kanchor964"></a><a name="IX_Line_Items_view_1"></a>Use the Line Items view of the Invoice workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>Sort the invoice line items by the contents of a specific column - Click a column header. Click the same column header a second time to reverse the sort order.</li>
|
||||
<li>Display detailed information about an invoice item - Double-click an invoice line item, or right-click and select <b>Open</b>. The Invoice Line Item workform appears. </li>
|
||||
<li>Go to other records linked to the invoice line items - Select the line item in the list, right-click and select <b>Link </b>from the context menu. Then, select the type of record that you want to open. If there are multiple linked records of the type you selected, they appear in a list box. Select the specific record from the list box. </li>
|
||||
<li>Add line items to the invoice - Click <img alt="AddLineItem.gif" style="margin-bottom: -4.000pt;width: 30;height: 30;" id="image70" src="AddLineItem_30x30.gif" /> above the list of line items. The Invoice Line Item workform appears.</li>
|
||||
<li>Delete line items from the invoice - Select the item, and click <img alt="deletetoolbaricon00318.gif" style="width: 29.367pt;height: 27.921pt;margin-bottom: -4.500pt;" id="image71" src="deletetoolbaricon00318.gif" />. Or, right-click, and select <b>Delete</b> on the context menu.</li>
|
||||
<li>Receive an invoice line item - Select the item or items, right-click and select <b>Receive</b>.</li>
|
||||
<li>Create item records - Select the invoice line item, right-click and select <b>Create </b>><b> Item Records</b>.</li>
|
||||
<li>Pay invoice line items - Select an item or items and click <img alt="PayLineItem.gif" style="margin-bottom: -4.000pt;width: 30;height: 30;" id="image72" src="PayLineItem_30x30.gif" />, or right-click and select <b>Pay</b>.</li>
|
||||
<li>Credit line items - Select the line items and click <img alt="CreditLineItem.gif" style="margin-bottom: -4.000pt;width: 30;height: 27;" id="image73" src="CreditLineItem_30x27.gif" />, or right-click and select <b>Credit</b>.</li>
|
||||
<li>Lock the list view so you retain your place - As you work on line items in the list, you can retain your place. Click <img alt="locklisticon00319.gif" style="width: 26.476pt;height: 23.517pt;margin-bottom: -4.000pt;" id="image74" src="locklisticon00319.gif" /> to lock the list view. Click <img alt="refresh00320.gif" style="width: 29.367pt;height: 25.030pt;margin-bottom: -4.500pt;" id="image75" src="refresh00320.gif" /> to refresh the list view.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Invoice_Workform_Charges"></a>Invoice Workform - Charges View</h2>
|
||||
<p><a name="kanchor965"></a><a name="IX_Charges_view_1"></a>Use the Charges View of the Invoice workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>Specify the discount percentage - Type the percentage in <b>Discount Applied Rate</b> box.</li>
|
||||
<li>Specify the sales tax rate - Type the percentage in the <b>Sales Tax Rate</b> box.</li>
|
||||
<li>Specify the vendor’s charges - Use the <b>Cataloging Services Charge</b>,<b> Special Handling Charge</b>, <b>Service Charge</b>, <b>Shipping Charge</b>, and <b>Other Charges</b> boxes.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Invoice_Workform_Payment"></a>Invoice Workform - Payment History View</h2>
|
||||
<p><a name="kanchor966"></a><a name="IX_Payment_History_view"></a>Use the Payment History view of the Invoice workform to review payments and credits involving the invoice. Click a column header to sort the list. If you want to modify the date or number for a check or voucher, right-click the line that you want to modify and select <b>Modify Payment History</b>. The Modify Check/Voucher Number dialog box appears. You can type a different date and/or number and click <b>OK</b>. The number or date is changed on the Payment History view.</p>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Line_Item_Segment_Receiving_Dialog_Box.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_23503_Split_Receiving"></a>Line Item/Segment <span style="font-size: 11.0pt;"><a name="CSH_28"></a></span>Receiving Dialog Box</h1>
|
||||
<p>Use the Line Item/Segment Receiving dialog box to receive a purchase order or invoice line item segment as follows:</p>
|
||||
<ul type="disc">
|
||||
<li>If the line item segment is on a purchase order that is linked to an invoice, or an invoice that is linked to a purchase order, the amounts in the <b>Quantity ordered</b> and the <b>Quantity received</b> boxes are the same, and cannot be changed. Press <b>OK</b> to receive the segment.</li>
|
||||
<li>If the invoice line item segment is on an invoice that is not linked to a purchase order, the <b>Quantity ordered</b> is <b>0</b>, and you can enter the number of copies received in the <b>Quantity received </b>box. See <a href="../../Acquisitions/PAreceive/Receive_a_purchase_order_invoice_line_item_segment.htm#XREF_36272_Receive_a_line">Receive a purchase order/invoice line item segment</a>.</li>
|
||||
<li>If the purchase order is not yet linked to an invoice, the amounts in the <b>Quantity ordered</b> and the <b>Quantity received</b> boxes are the same, but you can edit the <b>Quantity received</b> to receive fewer copies than were ordered for the segment. See <a href="../../Acquisitions/PAreceive/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>. </li>
|
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Link Invoices Dialog Box</title>
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<h1>Link Invoices <span style="font-size: 11.0pt;"><a name="CSH_37"></a></span>Dialog Box</h1>
|
||||
<p>The Link Invoices dialog box appears when you select <b>Tools, Link Invoices or click <img alt="linkinv00322.gif" style="margin-bottom: -4.500pt;width: 29;height: 27;" id="image77" src="linkinv00322_29x27.gif" /></b>. Use the Link Invoices dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>Link an existing invoice to the invoice you have open - Click <b>FIND</b> to open the Find Tool and search for the invoice you want to link to the open invoice. Select the invoice in the Find Tool search results and click <b>Ok</b>. </li>
|
||||
<li>Link a new invoice to the invoice you have open - Select <b>New </b>and click <b>Ok.</b> The New Invoice dialog box appears. Enter the information for the new invoice, and click <b>Ok</b>. See <a href="New_Invoice_Dialog_Box.htm#XREF_92573_New_Invoice_Dialog">New Invoice Dialog Box</a>. </li>
|
||||
</ul>
|
||||
<p>The message <b>Link completed successfully</b> appears at the bottom of the Invoice workform.</p>
|
||||
</div>
|
||||
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|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</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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<h1>Linked <span style="font-size: 11.0pt;"><a name="CSH_36"></a></span>Invoices Dialog Box</h1>
|
||||
<p>The Linked Invoices dialog box appears when you select <b>Tools, Unlink Invoices</b> or click <img alt="unlinkinv00321.gif" style="width: 20.409pt;height: 20.409pt;margin-bottom: -4.500pt;" id="image76" src="unlinkinv00321.gif" />. It lists the linked invoices. Select the invoice or invoices you want to unlink and click <b>OK</b>.</p>
|
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|
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|
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<h1><a name="XREF_17078_Merge_Selection"></a>Merge Selection <span style="font-size: 11.0pt;"><a name="CSH_16"></a></span>Lists Dialog Box</h1>
|
||||
<p>Use the Merge Selection Lists dialog box to merge two selection lists together. Type the name or number for the destination record into which you want to merge this list, or click <b>Find </b>to search for the record. The selection lists must both have the same parent library to be able to merge them. The current selection list is deleted, and all titles are copied into the destination list. See <a href="../../Acquisitions/PAselections/Merge_selection_lists.htm#XREF_18946_Merge_selection">Merge selection lists</a>.</p>
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<h1><a name="kanchor2903"></a><a name="IX_described_88"></a>Modify Check/Voucher <span style="font-size: 11.0pt;"><a name="CSH_42"></a></span>Number</h1>
|
||||
<p>Use the Modify Check/Voucher Number dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>Change the payment method - Select <b>Check </b>or <b>Voucher.</b></li>
|
||||
<li>Change the check or voucher number - Type the new number in the <b>Number </b>box<b>.</b></li>
|
||||
<li>Change the check or voucher date - Type the date in the <b>Date</b> box or click the arrow button and select another date from the calendar.</li>
|
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</ul>
|
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<h1><a name="kanchor4512"></a><a name="IX_described_72"></a>Modify <span style="font-size: 11.0pt;"><a name="CSH_21"></a></span>Decision Dialog Box</h1>
|
||||
<p>Use the Modify Decision dialog box to change the decision on one or multiple selection list lines. Select a decision that you want to apply to all the selection list line items. See <a href="../../Acquisitions/PAselections/Approve_multiple_selection_list_line_items.htm#XREF_26093_Approve_multiple">Approve multiple selection list line items</a>.</p>
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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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|
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/New_Invoice_Dialog_Box.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="kanchor3530"></a><a name="IX_described_80"></a><a name="XREF_92573_New_Invoice_Dialog"></a>New <span style="font-size: 11.0pt;"><a name="CSH_31"></a></span>Invoice Dialog Box</h1>
|
||||
<p>Use the New Invoice dialog box to create a new invoice by copying line items or by linking from another invoice. The New Invoice dialog box appears when you do either of the following:</p>
|
||||
<ul type="disc">
|
||||
<li>From the Purchase Order workform, select <b>Tools, Copy Lines To</b>...and select <b>Invoice,</b> <b>New</b> from the Copy Line To dialog box.</li>
|
||||
<li>From the Invoice workform, select <b>Tools, Link Invoice</b> and select <b>New </b>from the Link Invoices dialog box.</li>
|
||||
</ul>
|
||||
<p>Enter the information for the new invoice:</p>
|
||||
<ul type="disc">
|
||||
<li>Type the invoice number and suffix in the Invoice no and Suffix boxes.</li>
|
||||
<li>If you want to enter a different date than the current date, type over the date or click the calendar icon and select a different date.</li>
|
||||
<li>If you want to change the owning branch, select a different branch in the Owner box.</li>
|
||||
<li>If you want to change the invoice type, select a different type in the Invoice type box. The invoice type defaults to Miscellaneous when you are linking invoices.</li>
|
||||
<li>If you want to change the payment type, select it from the Payment box.</li>
|
||||
<li>Click Find to search for and select a supplier. </li>
|
||||
<li>Click OK to create the new invoice.</li>
|
||||
</ul>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Acquisitions/PAinv/Copy_multiple_line_items_to_an_invoice.htm#XREF_38228_Copy_multiple_line">Copy multiple line items to an invoice</a>
|
||||
</li>
|
||||
<li><a href="../../Acquisitions/PAinv/Linking_Invoices.htm#XREF_90713_Linking_Invoices">Linking Invoices</a>
|
||||
</li>
|
||||
</ul>
|
||||
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|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<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>New <span style="font-size: 11.0pt;"><a name="CSH_30"></a></span>Purchase Order Dialog Box</h1>
|
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<p>The New Purchase Order dialog box appears when you choose to copy a purchase order to a new purchase order. Use the New Purchase Order dialog box to specify the information for the new purchase order<span class="FM_BulletHead">. </span>See<span class="FM_BulletHead"> </span><a href="../../Acquisitions/PAcancel/Copy_lines_segments_to_another_purchase_order.htm#XREF_38845_Copy_purchase">Copy lines/segments to another purchase order</a>.</p>
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<h1><a name="kanchor1371"></a><a name="IX_described_78"></a>New Record <span style="font-size: 11.0pt;"><a name="CSH_26"></a></span>Dialog Box</h1>
|
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<p>You can create a new record that is a copy of the existing record, or you can clear the workform and create a new record without any of the characteristics of the existing record. If there are templates associated with this type of record, the option<b> Use existing template</b> is available. </p>
|
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|
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<li>Select <b>Clear work form</b> to create a new record without any of the values displayed in the existing workform.</li>
|
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<li>Select<b> Copy existing work form</b> to create a new record that is a copy of the existing workform.</li>
|
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<li>Select <b>Use existing template </b>and select the template from the list to create a new record using a template. This option is available only for records that use templates.</li>
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<h1><a name="kanchor4020"></a><a name="IX_described_97"></a><a name="XREF_73578_Overencumbrance"></a>Overencumbrance <span style="font-size: 11.0pt;"><a name="CSH_52"></a></span>List Dialog Box</h1>
|
||||
<p>The Overencumbrance List dialog box appears when you attempt to release a purchase order (other than a prepaid purchase order) with a dollar amount that exceeds the amount in the associated funds. </p>
|
||||
<p>Use the Overencumbrance List dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>Continue releasing the purchase order even though the funds will be overencumbered - Click <b>Continue</b>. This results in a negative fund limit, unless the fund is adjusted. You must have permission to override these limits. See your Polaris administrator.</li>
|
||||
<li>Adjust the fund limits to allow the release of the purchase order - Click<b> Adjust Fund</b>. Right-click the fund to adjust and select <b>Open</b>. Adjust the fund limits on the Fund workform. <a href="../../Acquisitions/PAbudget/Adjust_fund_balances_manually.htm#XREF_25139_Adjust_fund">Adjust fund balances manually</a>.</li>
|
||||
<li>Cancel the release of the purchase order - Click <b>Cancel</b>.</li>
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<h1><a name="kanchor3692"></a><a name="IX_described_96"></a><a name="XREF_26414_Overexpenditure"></a>Overexpenditure <span style="font-size: 11.0pt;"><a name="CSH_50"></a></span>List Dialog Box</h1>
|
||||
<p>The Overexpenditure List dialog box appears when you attempt to pay an invoice, invoice line item, or invoice line item segment that would exceed the fund balance or other expenditure limits in the fund. <a name="CSH_51"></a>It also appears when you attempt to release a prepaid purchase order that will exceed the fund limits. </p>
|
||||
<p>Use the Overexpenditure List dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>Pay the invoice even though it will exceed the free balance or the limits set in the fund - Click <b>Continue</b> and if you have the permission <b>Pay invoice exceeding fund expenditure limits</b>, you can pay the invoice. If you do not have the permission, the Override dialog box appears and a staff member with this permission can enter the required user name and password. </li>
|
||||
<li>Adjust the fund limits to allow the payment of the invoice - Click<b> Adjust Fund</b>. Right-click the fund to adjust and select <b>Open</b>. Adjust the fund limits on the Fund workform if you have the permission <b>Modify fund</b>. See <a href="../../Acquisitions/PAbudget/Adjust_fund_balances_manually.htm#XREF_25139_Adjust_fund">Adjust fund balances manually</a>.</li>
|
||||
<li>Cancel the payment - Click <b>Cancel</b>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</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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<h1><a name="kanchor4707"></a><a name="IX_described_74"></a>Payment <span style="font-size: 11.0pt;"><a name="CSH_23"></a></span>Options Dialog Box</h1>
|
||||
<p>Use the Payment Options dialog box to specify how a purchase order is to be paid. See <a href="../../Acquisitions/PAorder/Releasing_and_Transmitting_Purchase_Orders.htm#XREF_13912_Releasing_a">Releasing and Transmitting Purchase Orders</a>. If the payment is to a supplier who uses a foreign currency, the amount has the currency code in parentheses. The exchange rate appears along with the last date and time when the currency exchange rate was updated. </p>
|
||||
<p>Select one of the following options to indicate the payment method:</p>
|
||||
<ul type="disc">
|
||||
<li><b>Pay on receipt</b> and click <b>OK</b> if your library will pay for the materials when they are received. </li>
|
||||
<li><b>Prepay</b> - The dialog box expands so that you can enter payment information. <b>Voucher </b>is selected by default, but you can select <b>Check</b> if your library is paying by check. Then type the check or voucher number and enter a date if the payment date is different from today’s date. Click <b>OK</b> when you are finished entering information.</li>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</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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<h1><a name="kanchor4298"></a><a name="IX_described_101"></a>Process <span style="font-size: 11.0pt;"><a name="CSH_56"></a></span>EDI Invoices Workform</h1>
|
||||
<p>You can access the Process EDI Invoices workform by selecting <b>EDI Services, Process EDI invoices</b> from the Acquisitions menu, pressing <b>Alt A +E</b> or by clicking the EDI icon in the Acquisitions toolbar.</p>
|
||||
<p>Use the Process EDI Invoices workform to display and process EDI invoices where the number of items sent is not equal to the number of items ordered. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Invoices appear on this workform only when the <b>Hold partial receipt invoices</b> checkbox is checked in the EDI Invoice Defaults profile. This setting prevents EDI invoices from being created automatically if any of the line items in the invoice has an number of copies that is not equal to the number of copies ordered. EDI invoices are generated automatically if the number of copies ordered and the number of copies received match for all titles on the invoice.</p>
|
||||
<ul>
|
||||
<li>Enter the search criteria for the invoices:<ul><li>Enter the invoice number (maximum of 30 characters)</li><li>Enter the supplier’s SAN</li><li>Enter an invoice date range by selecting dates in the From and To boxes.</li></ul></li>
|
||||
<li>Filter by organization - If you want to process only a specific organization’s invoices, select the organization. Set the organization filter to <b>All</b> to see all unprocessed partial EDI invoices.</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>Find the partial EDI invoices - Click <b>Go.</b></li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>Generate the invoices -<span class="FM_BulletHead"></span>Select an invoice, right click and select <b>Generate invoice</b> or click the toolbar icon. </li>
|
||||
</ul>
|
||||
<p>The invoice is generated. If the <b>Update linked PO line items</b> checkbox is checked in the EDI Invoice Defaults profile in Polaris Administration, the linked purchase order line items are updated to Received, and any segments that could not be received are set to On-order. If the <b>Update linked PO line items</b> checkbox is not checked in the EDI Invoice Defaults profile, the purchase order line items remain unreceived. You can link to the purchase order and receive the line items, or you can receive from the invoice.</p>
|
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="kanchor2532"></a><a name="IX_described_77"></a><span style="font-size: 15.0pt;"><a name="XREF_13789_Purchase_Order"></a></span>Purchase <span style="font-size: 11.0pt;"><a name="CSH_25"></a></span>Order Line Item Workform</h1>
|
||||
<p>Use the Purchase Order Line Item workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>Enter the title and ordering information - See <a href="../../Acquisitions/PAorder/Add_a_purchase_order_line_item.htm#XREF_32725_Add_purchase_order">Add a purchase order line item</a>. </li>
|
||||
<li>Create a new line item - Select <b>File </b>><b> New </b>or click <img alt="newicon00309.gif" style="width: 27.921pt;height: 26.476pt;margin-bottom: -4.500pt;" id="image47" src="newicon00309.gif" />. Select<b> Copy Segment Data</b>, <b>Clear Workform</b>, or <b>Copy Workform</b>. </li>
|
||||
<li>Specify claiming and supplier instructions - Select <b>View</b> > <b>Charges</b> or click <img alt="ponotesicon00310.gif" style="margin-bottom: 0.000pt;width: 29;height: 28;" id="image48" src="ponotesicon00310_29x28.gif" />. </li>
|
||||
<li>Display other records linked to this record - <ul type="disc"><li>To display the bibliographic record associated with this item, select <b>Links</b> ><b> Existing</b> ><b> Bibliographic Records</b>.</li><li>To display the item record associated with this line item, select <b>Links</b> > <b>Existing</b> > <b>Items</b>.</li><li>To display the purchase order that contains this line item, select <b>Links</b> > <b>Existing</b> > <b>Purchase Orders</b>.</li><li>To display the fund that is paying for this line item, select<b> Links</b> > <b>Existing</b> ><b> Funds</b>.</li></ul></li>
|
||||
<li><span class="FM_BulletHead">Receive the line item</span> - Select <b>Tools</b> > <b>Receive</b> or click <img alt="rec00311.gif" style="width: 27.213pt;height: 26.476pt;margin-bottom: -4.500pt;" id="image49" src="rec00311.gif" />. See <a href="../../Acquisitions/PAreceive/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>.</li>
|
||||
<li><span class="FM_BulletHead">Undo receipt of the line item</span> - Select <b>Tools </b>><b> Undo Receipt</b> or click <img alt="undorec00312.gif" style="margin-bottom: -4.500pt;width: 31;height: 33;" id="image50" src="undorec00312_31x33.gif" />. See <a href="../../Acquisitions/PAreceive/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><span class="FM_BulletHead">Copy the line item to a purchase order or invoice </span>- Select <b>Tools</b> > <b>Copy To</b>. See <a href="../../Acquisitions/PAcancel/Copy_lines_segments_to_another_purchase_order.htm#XREF_38845_Copy_purchase">Copy lines/segments to another purchase order</a>, or <a href="../../Acquisitions/PAinv/Copy_a_single_line_item_or_specific_segments_to_an_invoice.htm#XREF_31694_Copy_a_single_line">Copy a single line item or specific segments to an invoice</a>.</li>
|
||||
<li><span class="FM_BulletHead">Change the status of this line item</span> - Select <b>Tools </b>><b> Modify Status</b>. See <a href="../../Acquisitions/PAorder/Modify_a_purchase_order_line_item_status.htm#XREF_64762_Record_vendor">Modify a purchase order line item’s status</a>.</li>
|
||||
<li><span class="FM_BulletHead">Cancel the line item</span> - Select <b>Tools</b> > <b>Cancel</b>. See <a href="../../Acquisitions/PAcancel/Cancel_a_single_line_item_from_the_PO_Line_Item.htm#XREF_69781_Cancel_a_single">Cancel a single line item from the PO Line Item</a>.</li>
|
||||
<li><span class="FM_BulletHead">Claim the line item</span> - Select <b>Tools</b> > <b>Claim</b>. See <a href="../../Acquisitions/PAclaim/Claim_a_single_line_from_a_purchase_order_line_item.htm#XREF_39510_Claim_a_single">Claim a single line from a purchase order line item</a>.</li>
|
||||
<li><span class="FM_BulletHead">Stop the claim on the line item</span> - Select <b>Tools</b> > <b>Stop</b> <b>Claim</b>. See <a href="../../Acquisitions/PAclaim/Stop_a_claim.htm#XREF_75399_Stop_a_claim">Stop a claim</a>.</li>
|
||||
<li><span class="FM_BulletHead">Place a patron hold request on the line item</span> - Select <b>Tools</b> > <b>Place Hold</b>. See <a href="../../Acquisitions/PAorder/Place_a_hold_from_a_purchase_order_line_item.htm#XREF_20813_Place_a_hold_from">Place a hold from a purchase order line item</a>.</li>
|
||||
</ul>
|
||||
<h2><a name="kanchor2533"></a><a name="IX_General_view_4"></a>PO Line Item Workform - General View</h2>
|
||||
<p>The three tabs on the lower half of the General view contain information relating to the individual segments that are part of the line item.</p>
|
||||
<p>Use the Purchase Order Line Item workform - General view to:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Select and display the bibliographic information for a new line item</span> -Enter the ISBN in the <b>ISBN </b>field and press <b>Enter</b>. If there is an exact match, the information for the bibliographic record fills in automatically. If there is no exact match, the Find Tool opens where you can search for and select a record. You can create a new brief bibliographic record by entering the information in the <b>Description</b> frame. If you want to use a bibliographic template to enter this information, click the <b>Template</b> button and select a template from the list. See <a href="../../Acquisitions/PAorder/Adding_Titles_to_a_Purchase_Order.htm#XREF_37205_Adding_Purchase">Adding Titles to a Purchase Order</a>. </li>
|
||||
<li><span class="FM_BulletHead">Display or specify charges associated with a line item segment</span>. Select the <b>Charges</b> tab. See <a href="../../Acquisitions/PAorder/Add_charges_for_a_purchase_order_line_item_segment.htm#XREF_49247_Entering_charges">Add charges for a purchase order line item segment</a>.</li>
|
||||
<li><span class="FM_BulletHead">Display the totals associated with the line item</span> - Select the <b>Totals</b> tab. See <a href="../../Acquisitions/PAorder/View_totals_for_a_purchase_order_line_item_segment.htm#XREF_37218_View_totals_for_a">View totals for a purchase order line item segment</a>.</li>
|
||||
<li><span class="FM_BulletHead">Add purchase order line item segment information</span> - Enter the segment information. See <a href="../../Acquisitions/PAorder/Add_purchase_order_line_item_segments.htm#XREF_65800_Add_purchase_order">Add purchase order line item segments</a>.</li>
|
||||
<li><span class="FM_BulletHead">Enter the list price for the line item</span> - Use the <b>Unit Price</b> box.</li>
|
||||
<li><span class="FM_BulletHead">Enter the discount rate - </span>Use the <b>Discount rate</b> box.</li>
|
||||
<li><span class="FM_BulletHead">Enter the discount price</span> - Use the <b>Discount price</b> box.</li>
|
||||
<li><span class="FM_BulletHead">Enter the number of copies to order</span> - Select the Orders tab and use the <b>Qty</b> box.</li>
|
||||
<li><span class="FM_BulletHead">Enter an alert for the line item</span> - If the <b>Alert</b> box is checked, it indicates that the item should be given priority processing when it is received. An alert icon appears in the line items display of the Purchase Order and in the Find Tool. </li>
|
||||
<li><span class="FM_BulletHead">Enter the distribution information for the copies of the title</span> - Select the <b>Orders</b> tab and specify the quantity for each set of copies of the title for a destination and collection.</li>
|
||||
<li><span class="FM_BulletHead">Enter charges for cataloging and other services </span>- The<b> Charges</b> tab includes charges for cataloging and other services. See <a href="../../Acquisitions/PAorder/Add_charges_for_a_purchase_order_line_item_segment.htm#XREF_49247_Entering_charges">Add charges for a purchase order line item segment</a>.</li>
|
||||
<li><span class="FM_BulletHead">View or specify the funds being used to pay for an individual segment</span> - On the <b>Orders</b> tab, use the <b>Fund</b> box to select a fund for the segment. If the fund is not listed, right-click the segment, select <b>Find Fund</b> from the context menu, and select the fund from the Find Tool search results. If you want to use more than one fund, right-click the segment, select <b>Split Fund</b> from the context menu, and select funds for splitting the charges. See <a href="../../Acquisitions/PAorder/Split_funds_for_a_purchase_order_line_item_segment.htm#XREF_13574_Split_funds_for">Split funds for a purchase order line item segment</a>.</li>
|
||||
<li><span class="FM_BulletHead">View totals for the line item segments</span> - Select the <b>Totals</b> tab.</li>
|
||||
<li><span class="FM_BulletHead">Cancel the line item segment order</span> - On the Orders tab, right-click the segment, and select <b>Cancel</b> from the context menu.</li>
|
||||
<li><span class="FM_BulletHead">Close the line item segment order</span> - On the Orders tab, right-click the segment, and select <b>Close</b> from the context menu.</li>
|
||||
<li><span class="FM_BulletHead">Copy the line item segment to an invoice </span>- On the Orders tab, right-click the segment, and select <b>Copy to</b> from the context menu.</li>
|
||||
<li><span class="FM_BulletHead">Receive a line item segment</span> - On the Orders tab, right-click the segment, and select <b>Receive</b> from the context menu.</li>
|
||||
<li><span class="FM_BulletHead">Modify the status of a line item segment</span> - On the Orders tab, right-click the segment, select <b>Modify Status</b> from the context menu, and select a new status.</li>
|
||||
<li><span class="FM_BulletHead">Replicate the line item segment in the line item</span> - On the Orders tab, right-click the segment, and select <b>Replicate</b> from the context menu.</li>
|
||||
<li><span class="FM_BulletHead">Delete the line item segment</span> - On the Orders tab, right-click the segment, and select <b>Delete</b> from the context menu.</li>
|
||||
<li><span class="FM_BulletHead">Indicate whether this ordered line item should be displayed in the PAC</span> - If the <b>Display in PAC </b>box is checked, the item is displayed in the PAC. </li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Purchase_Order_Line_Item2"></a><a name="kanchor2534"></a><a name="IX_Instructions_to_Supplier_1"></a>Purchase Order Line Item Workform - Instructions to Supplier View</h2>
|
||||
<p>This view displays instructions to the supplier related to a specific line item on the purchase order. This information is for the library’s use and does not get transferred to the supplier automatically. However, the instructions appear on the printed purchase order. See <a href="../../Acquisitions/PAorder/Add_supplier_instructions_for_a_purchase_order_line_item.htm#XREF_10308_Add_supplier">Add supplier instructions for a purchase order line item</a>. </p>
|
||||
<p>Enter supplier instructions relating to a specific line item as follows:  </p>
|
||||
<ul type="disc">
|
||||
<li><b>Cataloging Services</b> - Select the cataloging service the supplier is to provide for this line item. For example, select <b>Full processing</b> if the item is to be fully cataloged. </li>
|
||||
<li><b>Confirm date</b> - This is the date the supplier confirmed the order. To enter the date, type it or click the box to open the calendar icon and select the date.</li>
|
||||
<li><b>Backorder</b> - If you want to backorder the copies in the line item, select an option.</li>
|
||||
<li><b>Quantity</b> - If you want to backorder any copies, enter the quantity.</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Public note -</b> If you want a note to display in the PAC, type it here. The note is carried over when an item record is created, and it appears in the Details view of the item in the PAC.    </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Non-public note</b> - Type a note for library staff if you want to enter a note regarding this line item. If the line item was copied from a selection list line item that contained a note, the note appears here.  </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"> <b>Title Ordered As</b> - Type the pre-publication title, if applicable.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note: <br /></b>You can search for the purchase order line item by Title Ordered As.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Rental Return Date</b> - If the item is a rental, enter the date it should be returned.</li>
|
||||
<li><b>Binding Format </b>- Select the preferred binding format for the items being ordered. </li>
|
||||
<li><b>Binding Substitution</b> - Select the substitution for the preferred binding or you can indicate that you do not want to substitute the binding.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The information in the Claims fields comes from the Supplier record, but you can change the information.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Claim alert date</b> - Date that the item generates an entry on the Claim Alert List, which means it is eligible to be claimed.</li>
|
||||
<li><b>Claim Waiting Period</b> - Number of days after the purchase order is released before the first claim is sent to the supplier. </li>
|
||||
<li><b>Maximum claims - </b>Maximum number of claims to be sent out for the item.</li>
|
||||
<li><b>Claim cycle</b> - Number of days after each claim when the sent out.</li>
|
||||
<li><b>Cancel wait period</b> - Number of days after the last claim is made before an item is canceled. </li>
|
||||
<li><b>Claim notice</b> - Indicates that a notice will be generated when a claim is made.</li>
|
||||
<li><b>Cancel notice</b> - Indicates that a cancel notice will be generated when an item is canceled. </li>
|
||||
<li><b>Auto cancel</b> - Indicates that the item will be canceled automatically after the last claim and the cancel wait period.</li>
|
||||
<li><b>Membership</b> - Check this box if the items were ordered through a membership in an organization. </li>
|
||||
</ul>
|
||||
</div>
|
||||
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<h1><a name="kanchor694"></a><a name="IX_described_73"></a><a name="XREF_16295_Purchase_Order"></a>Purchase Order <span style="font-size: 11.0pt;"><a name="CSH_22"></a></span>Workform</h1>
|
||||
<p>Use the Purchase Order workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>Create a new purchase order - Select <b>File </b>><b> New</b> or click <img alt="newicon.gif" style="width: 25.767pt;height: 27.921pt;margin-bottom: -4.500pt;" id="image29" src="newicon.gif" />. See <a href="../../Acquisitions/PAorder/Creating_Purchase_Orders.htm#XREF_80666_Create_a_purchase">Creating Purchase Orders</a>.</li>
|
||||
<li>Release the purchase order - Select <b>Tools </b>><b> Release</b> or click <img alt="ReleasePObutton.gif" style="margin-bottom: -4.500pt;width: 29;height: 29;" id="image30" src="ReleasePObutton_29x29.gif" />. When you release a purchase order, you can choose whether the purchase order is prepaid (an invoice is created automatically), or paid on receipt of the items. See <a href="../../Acquisitions/PAorder/Releasing_and_Transmitting_Purchase_Orders.htm#XREF_13912_Releasing_a">Releasing and Transmitting Purchase Orders</a>.</li>
|
||||
<li>Receive the entire order - If you have received the whole order, including all copies of every title ordered, select <b>Tools </b>><b> Receive </b>or click <img alt="rec.gif" style="width: 25.710pt;height: 23.471pt;margin-bottom: -4.500pt;" id="image31" src="rec.gif" />. See <a href="../../Acquisitions/PAreceive/Receiving_Orders.htm#XREF_35526_Receiving_a">Receiving Orders</a>.</li>
|
||||
<li>Cancel the purchase order - Select <b>Tools </b>><b> Cancel</b> or click <img alt="cancelicon.gif" style="width: 25.030pt;height: 25.030pt;margin-bottom: -4.500pt;" id="image32" src="cancelicon.gif" />. See <a href="../../Acquisitions/PAcancel/Cancel_a_whole_order.htm#XREF_99465_Cancel_a_whole">Cancel a whole order</a>.</li>
|
||||
<li>Close a purchase order - Select <b>Tools </b>><b> Close</b> or click <img alt="ClosePObtn.gif" style="width: 23.613pt;height: 24.321pt;margin-bottom: -4.500pt;" id="image33" src="ClosePObtn.gif" />. To close a purchase order or purchase order line item from the purchase order, all the purchase order line item segments must have a status of currently received, closed, or canceled. See <a href="../../Acquisitions/PAclose/Closing_Orders.htm#XREF_17704_Closing_a_Purchase">Closing Orders</a>.</li>
|
||||
<li>Save the purchase order as a template - Select <b>File </b>><b> Save as Template</b> to save the workform as a purchase order template. See <a href="../../Acquisitions/PAtemplates/Create_a_purchase_order_template.htm#XREF_32346_Create_a_PO">Create a purchase order template</a>. </li>
|
||||
<li>Assign a number and suffix to the purchase order or change the purchase order number or suffix - Type a number in the <b>Purchase Number</b> box. You can also specify a purchase order suffix in the box to the right of the <b>Number</b> box. The purchase order number can be up to 30 characters in length, and the suffix can be up to 8 characters in length. <br /><br /><a name="kanchor695"></a>You can edit the purchase order number and number suffix before and after the purchase order is released. If you change the purchase order number and/or suffix for a released purchase order, the Properties page displays the original purchase order number. For any linked on-order item records, the Source and Acquisition view of the Item Record workform displays the new purchase order number. </li>
|
||||
<li>Specify the purchase order type - Select an option in the<b> Type</b> box.</li>
|
||||
<li>Specify the method of payment - Select an option in the <b>Payment Method</b> box.</li>
|
||||
<li>Create an invoice based on this purchase order - Select <b>Links</b> > <b>Create</b> > <b>Invoice/Credit Memo</b>. See <a href="../../Acquisitions/PAinv/Creating_Invoices.htm#XREF_40447_Creating_Invoices">Creating Invoices</a>.</li>
|
||||
<li>View a list of all funds used in the purchase order - Select Links, Funds to see a list of all the funds used for all line items in the purchase order as well as any funds used at the purchase order header level. </li>
|
||||
<li>Copy purchase order lines to an invoice or purchase order<span class="FM_BulletHead"> - </span>Select <b>Tools</b> > <b>Copy To</b>, or click <img alt="CopyToPObutton.gif" style="margin-bottom: -4.500pt;width: 30;height: 29;" id="image34" src="CopyToPObutton_30x29.gif" />. See <a href="../../Acquisitions/PAcancel/Copy_lines_segments_to_another_purchase_order.htm#XREF_38845_Copy_purchase">Copy lines/segments to another purchase order</a>.</li>
|
||||
<li>Delete the purchase order - Select <b>File</b> > <b>Delete</b>, or click <img alt="DeleteButton00304.gif" style="margin-bottom: -4.000pt;width: 22;height: 19;" id="image35" src="DeleteButton00304_22x19.gif" />. </li>
|
||||
<li>Print the purchase order - Select <b>File</b> > <b>Print</b>, or click <img alt="PrintButton00305.gif" style="margin-bottom: -4.000pt;width: 21;height: 20;" id="image36" src="PrintButton00305_21x20.gif" />.</li>
|
||||
<li>Specify the ordering library and supplier - Select <b>View </b>><b> General.</b></li>
|
||||
<li>Add line items to the purchase order - Select <b>View </b>><b> Line Items</b> or click <img alt="poliicon.gif" style="margin-bottom: 0.000pt;width: 30;height: 29;" id="image37" src="poliicon_30x29.gif" />.</li>
|
||||
<li>Check for duplicate purchase order line item segments - Select <b>Tools </b>><b> Check Duplicates</b>, or click <img alt="chkdupbtn.gif" style="margin-bottom: -4.500pt;width: 32;height: 31;" id="image38" src="chkdupbtn_32x31.gif" /> to check for duplicate line item segments.</li>
|
||||
<li>Specify shipping, handling, and other supplier instructions - Select <b>View </b>><b> Supplier Instructions</b> or click <img alt="ponotesicon.gif" style="margin-bottom: -4.500pt;width: 29;height: 28;" id="image39" src="ponotesicon_29x28.gif" />.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Purchase_Order_Workform1"></a><a name="kanchor696"></a><a name="IX_General_view_3"></a>Purchase Order Workform - General View</h2>
|
||||
<p>Use the General view of the Purchase Order workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>Specify the library creating the purchase order - Use the <b>Name, SAN</b>, and <b>Authorization</b> boxes.</li>
|
||||
<li>Specify the claiming information for this purchase order - When you select a supplier, the claiming information in the supplier record is copied to the purchase order. However, you can change the claiming information for this specific purchase order. Specify the claiming information using the <b>Maximum Claims</b> and the five <b>Claim Waiting Period</b> boxes. </li>
|
||||
<li>Specify the supplier - Click the Supplier <b>Find</b> button and select the supplier.</li>
|
||||
<li>Add charges for the purchase order as a whole (header charges) - In the <b>Header Charges</b> frame, select a charge type, type an amount, select a fund, and click <b>Add</b>. See <a href="../../Acquisitions/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>Remove header charges - In the <b>Header Charges</b> frame, select a charge entry and click <b>Remove</b>.</li>
|
||||
<li>Enter an external ID for the purchase order - This field supports integration between Polaris Acquisitions and the Advantage 3 financial system software. It can be updated automatically by a daily process that is loaded into Polaris from Advantage 3, or it can be updated manually by typing an identifier. You can search for purchase orders in the Polaris Find Tool by the External PO number.</li>
|
||||
<li>Change the purchase order number and/or purchase order number suffix.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Purchase_Order_Workform2"></a>Purchase Order Workform - Line Items View</h2>
|
||||
<p><a name="kanchor697"></a><a name="IX_Line_Items_view"></a>Use the Line Items view on the Purchase Order workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>Sort line items - Click the column heading to sort the list by the contents in that column. Click the same column heading again to reverse the sort order.</li>
|
||||
<li>Add a line item to the purchase order - Click <img alt="addliicon.gif" style="margin-bottom: -4.500pt;width: 34;height: 30;" id="image40" src="addliicon_34x30.gif" /> or press <b>CTRL+I</b>. See <a href="../../Acquisitions/PAorder/Adding_Titles_to_a_Purchase_Order.htm#XREF_37205_Adding_Purchase">Adding Titles to a Purchase Order</a>.</li>
|
||||
<li>Place a hold on a line item - Select the line item, right-click and select <b>Place Hold</b> from the context menu, or click <img alt="HoldsIcon.gif" style="width: 26.476pt;height: 25.767pt;margin-bottom: -4.500pt;" id="image41" src="HoldsIcon.gif" />. </li>
|
||||
<li>Remove a pending line item from the purchase order - Select the pending line item, and click <img alt="deletetoolbaricon.gif" style="width: 29.367pt;height: 27.921pt;margin-bottom: -4.500pt;" id="image42" src="deletetoolbaricon.gif" />. Or, right-click, and select <b>Delete</b> on the context menu.</li>
|
||||
<li>Display details about a line item - Right-click the item, and click <b>Open</b> on the context menu. The Purchase Order Line Item workform appears.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If a red exclamation mark appears next to the purchase order line item, it means the <b>Alert</b> box is checked in the Purchase Order Line Item workform. For bulk-added purchase order line items with multiple ISBNs, the box is checked automatically if the Polaris Administration parameter <b>Bulk add to PO: Add Alert to PO line item for multiple ISBNs </b>in Polaris Administration is set to <b>Yes</b>. See <a href="../../Acquisitions_Admin/PDKacquire/Set_alert_indicator_for_bulk_adding_titles_with_multiple_ISBNs.htm#XREF_23644_Set_alert">Set alert indicator for bulk adding titles with multiple ISBNs</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>Receive one or more whole line items - Select the on-order items and click <img alt="rec00306.gif" style="width: 27.213pt;height: 26.476pt;margin-bottom: -4.500pt;" id="image43" src="rec00306.gif" />. Or, right-click, and select <b>Receive</b>.</li>
|
||||
<li>Undo receipt of a line item - If you received the line item in error, select it and click <img alt="undorec.gif" style="margin-bottom: -4.500pt;width: 31;height: 33;" id="image44" src="undorec_31x33.gif" />.</li>
|
||||
<li>Copy items to the invoice - Press <b>CTRL</b> while selecting the items to copy to the invoice, right-click, and select Copy To.</li>
|
||||
<li>Cancel items - Press <b>CTRL</b> while selecting the items to cancel, right-click, and select <b>Cancel.</b></li>
|
||||
<li>Claim items - Press <b>CTRL</b> while selecting the items to claim, right-click, and select <b>Claim.</b></li>
|
||||
<li>Print items - Press <b>CTRL</b> while selecting the items to print, right-click, and select <b>Print.</b></li>
|
||||
<li>Print workslips - Right-click a line item and select <b>Print </b>><b> PO line item workslip</b>.</li>
|
||||
<li>Lock the list view so you retain your place - As you work on line items in the list, you can retain your place. Click <img alt="locklisticon00307.gif" style="width: 26.476pt;height: 23.517pt;margin-bottom: -4.000pt;" id="image45" src="locklisticon00307.gif" /> to lock the list view. Click <img alt="refresh00308.gif" style="width: 29.367pt;height: 25.030pt;margin-bottom: -4.500pt;" id="image46" src="refresh00308.gif" /> to refresh the list view.</li>
|
||||
<li>Bulk update purchase order notes - right-click one or line items and select the Update Note option. See <a href="../../Acquisitions/PAorder/Bulk_Update_Purchase_Order_Notes.htm">Bulk Update Purchase Order Notes</a>. </li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Purchase_Order_Workform3"></a>Purchase Order Workform - Charges View</h2>
|
||||
<p><a name="kanchor698"></a><a name="IX_Charges_view"></a>Use the Charges view on the Purchase Order workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>Specify the supplier’s discount and sales tax rates - Enter the percentages in the <b>Discount applied</b> and the <b>Sales tax </b>boxes. When you save the purchase order, the sales tax amount is calculated, and it displays in the <b>Sales tax</b> box under Totals.</li>
|
||||
<li>View header charges - Header charges are for services, such as shipping, associated with the order as a whole. They are entered on the General view of the Purchase Order workform and display on the Charges view. See <a href="../../Acquisitions/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>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>All charges associated with the processing of a particular copy of a title are specified at the purchase order line item segment level.</p>
|
||||
<ul type="disc">
|
||||
<li>View the charges subtotals and totals<span class="FM_BulletHead" style="font-style: normal;font-weight: bold;font-size: 11.0pt;color: #000000;text-decoration: none;letter-spacing: 0.00em;"> -</span><ul type="disc"><li>Line Item - The <b>Materials subtotal </b>displays the total price of all the materials ordered on the purchase order. The <b>Charges subtotal </b>is the sum of all the line item charges.</li><li>Totals - The total sales tax and the grand total for the order.</li></ul></li>
|
||||
<li>View the EDI information - If the order was transmitted electronically via EDI, the unique file name, the date the file was created, and the time the file was created are listed under <b>EDI</b>.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Purchase_Order_Workform4"></a>Purchase Order Workform - Instructions to Supplier View</h2>
|
||||
<p><a name="kanchor699"></a><a name="IX_Instructions_to_Supplier"></a>Use the Instructions to Supplier view on the Purchase Order workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>Specify the shipping information - Use the <b>Shipping Method</b> and <b>Do Not Ship Before</b> boxes.</li>
|
||||
<li>Enter instructions to the supplier - If items are backordered or delayed for binding, you can use the <b>Binding Substitution</b>, <b>Delayed Billing</b>, and <b>Backorder</b> boxes. Select any applicable services for cataloging in the <b>Cataloging Services</b> box. You can also enter other instructions in the <b>Special Instructions</b> box.</li>
|
||||
<li>Enter the date the order was confirmed - Use the <b>Order Confirmed Date </b>box.</li>
|
||||
<li>View the order’s cancellation date - If the order was canceled, the date appears in the <b>Order Canceled Date</b>.</li>
|
||||
<li>Specify the invoicing requirements - Use <b>No of Copies</b>, <b>Delivery Method</b>, and <b>Sequencing</b> boxes.</li>
|
||||
</ul>
|
||||
</div>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<h1>Purge Purchase Orders and Invoices Dialog Box</h1>
|
||||
<p>To access the Purge Purchase Orders and Invoices dialog box, select <b>Utilities, Acquisitions Processing, Purge Purchase Orders and Invoices</b>.</p>
|
||||
<p>Use the Purge Purchase Orders and Invoices dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>Select the organization(s) for which the purchase orders and invoices will be purged.</li>
|
||||
<li>Specify the age of the purchase orders and invoices to purge by selecting a date. Purchase orders and invoices with an status date earlier than the selected date will be deleted.</li>
|
||||
<li>Schedule the job by selecting a date in the <b>Scheduled</b> field.</li>
|
||||
</ul>
|
||||
<p>See: <a href="../../Acquisitions_Admin/PDKacquire/Purge_invoices_and_purchase_orders.htm#XREF_47200_Purge_invoices_and">Purge invoices and purchase orders</a>.</p>
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<h1><a name="kanchor5260"></a><a name="IX_described_84"></a>Rapid <span style="font-size: 11.0pt;"><a name="CSH_35"></a></span>Receipt Dialog Box</h1>
|
||||
<p>You can receive purchase order line items and create the corresponding invoice line items in one step with the Rapid Receipt dialog box. </p>
|
||||
<p>Use the Rapid Receipt dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>Identify the purchase order line item you want to receive - Type the purchase order line item number in the <b>PO line ID</b> box, or type the ISBN or ISSN in the <b>ISBN/ISSN</b> box, or type the title in the<b> Title</b> box, and press <b>Ente</b>r or click <b>Find</b>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Using the purchase order line item ID will give you the exact match to the purchase order line item.</p>
|
||||
<ul type="disc">
|
||||
<li>If there is an exact match to the purchase order line item ID or the ISBN/ISSN you entered, the dialog box is filled in automatically with the information from the purchase order line item, if one exact match is found.</li>
|
||||
<li>If no matching purchase order line item exists with the same purchase order line item ID or ISBN/ISSN, the Find Tool opens and you can search by a different number.</li>
|
||||
<li>If you entered an ISBN or ISSN, and there are multiple matching purchase order line items, the Find Tool opens with the matching purchase order line items displayed. You can select one, and the dialog box will be filled in.</li>
|
||||
<li>If you entered a title in the <b>Title </b>box, the Find Tool opens with the matching purchase order line items displayed. You can select one purchase order line item and the dialog box will be filled in.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the purchase order line item has a status that prevents it from being received, or if it has already been copied to another invoice, a message appears, and the line item is not added to the invoice. You can go to the purchase order line item and check the status or enter the number for the next purchase order line item.</p>
|
||||
<ul type="disc">
|
||||
<li>Enter a different discount price - If there is a different discount price on the printed invoice than the discount price that appears from the matching purchase order line item, type it in the <b>Discount price</b> box. </li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<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>
|
||||
<ul type="disc">
|
||||
<li>Enter an alert to appear on the invoice line item - If there is some special condition that requires attention on the invoice, select the <span class="FM_LinkArea">Set invoice line alert checkbox</span>, and type a note in the <b>Alert note</b> box. </li>
|
||||
<li>Save the invoice line item - Click Save/Next to save the invoice line item on the invoice and clear the Rapid Receipt dialog box, so you can enter the next purchase order line item.</li>
|
||||
</ul>
|
||||
<p class="indent2">The invoice line item is added, and the purchase order line item is updated to <b>Received</b> in one step. If there are hold requests for the title, and the SA profile <b>Receiving line items: Warn if linked hold requests</b> is set to <b>Yes</b>, a message appears.</p>
|
||||
<p class="FM_Heading4n">See also: <a href="../../Acquisitions/PAreceive/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>
|
||||
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|
||||
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|
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<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<h1>Receive ASN <span style="font-size: 11.0pt;"><a name="CSH_58"></a></span>Shipments Workform</h1>
|
||||
<p>The Receive ASN Shipments workform opens when you select <b>EDI Services, Receive ASN Shipments</b> from the Acquisitions menu. To use this workform, the <b>ASN Shipments</b> box must be checked on the Supplier workform. For more information, see <a href="../../Acquisitions/PAreceive/Receive_using_the_Advanced_Shipping_Notice_ASN.htm#XREF_91690_Receive_Using_the">Receive using the Advanced Shipping Notice (ASN)</a>.</p>
|
||||
<p>Use the Receive ASN Shipments workform to receive materials by doing the following:</p>
|
||||
<ul type="disc">
|
||||
<li>Select the branch or select <b>All </b>in the <b>Filter By Organization</b> box.</li>
|
||||
<li>Search for the purchase order line items using one of the following methods:</li>
|
||||
<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>
|
||||
<li>Click <b>Go</b>.</li>
|
||||
</ul>
|
||||
<p class="indent2">The top section of the workform displays the shipment information.</p>
|
||||
<ul type="disc">
|
||||
<li>Select a tracking barcode in the top section of the workform.</li>
|
||||
</ul>
|
||||
<p class="indent2">The line item information for the selected shipment appears in the bottom section of the workform.</p>
|
||||
<ul type="disc">
|
||||
<li>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>.</li>
|
||||
<li>Click <b>Receive Carton</b>.</li>
|
||||
</ul>
|
||||
<p class="indent2">The line items are received. The corresponding number of copies are received in the linked purchase order line item.</p>
|
||||
<p>To print purchase order line item workslips from the Receive ASN Shipments workform, select <b>File > Print > PO Line Item Workslips</b>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The Polaris Administration Acquisitions parameter <b>PO line item workslips: Batch print during ASN receiving</b> must be set to <b>Yes</b> to allow the printing of workslips from the Receive ASN Shipments workform. See <a href="../../Acquisitions_Admin/PDKacquire/Set_batch_print_workslips_option_for_ASN_receiving.htm#XREF_40348_Set_batch_print">Set batch print workslips option for ASN receiving</a>.</p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<h1><a name="kanchor3537"></a><a name="IX_described_87"></a>Record <span style="font-size: 11.0pt;"><a name="CSH_40"></a></span>Check/Voucher Dialog Box</h1>
|
||||
<p>Use the Record Check/Voucher Data dialog box to:</p>
|
||||
<ul type="disc">
|
||||
<li>Indicate the payment method - Select <b>Check </b>or <b>Voucher.</b></li>
|
||||
<li>Record the check or voucher number - Type the amount in the <b>Number </b>box<b>.</b></li>
|
||||
<li>Record the check or voucher date - Type the date in the <b>Date</b> box if you want to change it from the present date. Click the Calendar icon to select a date.</li>
|
||||
<li>View the exchange rate and update date - If the amount is in a foreign currency, a currency code appears in parentheses next to <b>Amount</b>. The exchange rate appears in the <b>Rate</b> box, and the date and time the exchange rate was updated appears in the <b>Updated</b> box. If the amount is in the base currency established for your library system, the rate and update date do not appear in the Check/Voucher dialog box.</li>
|
||||
</ul>
|
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<div role="main" id="mc-main-content">
|
||||
<h1>Rename a <span style="font-size: 11.0pt;"><a name="CSH_15"></a></span>Selection List Dialog Box</h1>
|
||||
<p>Use the Rename a Selection List dialog box to give a different name to an existing selection list. Type the new name in the <b>Name</b> box and click <b>OK</b>. See <a href="../../Acquisitions/PAselections/Rename_a_selection_list.htm#XREF_74767_Rename_a_selection">Rename a selection list</a>. </p>
|
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</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="kanchor5178"></a><a name="IX_described_89"></a><a name="XREF_46037_Segment_Payment"></a>Segment <span style="font-size: 11.0pt;"><a name="CSH_43"></a></span>Payment/Credit Dialog Box</h1>
|
||||
<p>Use the Segment Payment/Credit dialog box to.</p>
|
||||
<ul type="disc">
|
||||
<li>Indicate the number of copies to pay - Type the number in the <b>Enter the quantity to pay </b>box<b>. </b>See <a href="../../Acquisitions/PApay/Pay_an_invoice_line_item_segment.htm#XREF_14796_Pay_for_a_single">Pay an invoice line item segment</a>.</li>
|
||||
<li>Indicate the number of copies to credit - Type the number in the<b> Enter the quantity to credit</b> box<b>. </b>See <a href="../../Acquisitions/PAcredit/Credit_an_invoice_line_item_segment.htm#XREF_12174_Credit_a_single">Credit an invoice line item segment</a>.</li>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="kanchor3554"></a><a name="IX_described_71"></a><a name="XREF_48639_Selection_List"></a>Selection <span style="font-size: 11.0pt;"><a name="CSH_20"></a></span>List Line Item Workform</h1>
|
||||
<p>Use the Selection List Line Item workform to:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Add a new title to a selection list </span>- Select <b>File > New </b>or click the down arrow next to the file icon<b> <img alt="newSLLIicon.gif" style="margin-bottom: -4.500pt;width: 46;height: 33;" id="image23" src="newSLLIicon_46x33.gif" /></b>and select one of the following options:</li>
|
||||
<li><b>Copy Segment Data</b> - Copies the distribution information (destination, collection, and fund), but not the bibliographic information. If the <b>Retain material type when copying line item segment data</b> profile is set to <b>Yes</b>, the material type is also copied to the new selection list line item. See <a href="../../Acquisitions_Admin/PDKacquire/Retain_material_type_in_copied_line_items.htm#XREF_38754_Specify_whether_to">Retain material type in copied line items</a>.</li>
|
||||
<li><b>Clear Workform</b> - Creates a new blank selection list line item with only one segment containing default data specified in the <b>Selection list line item defaults</b> profile in Polaris Administration. See <a href="../../Acquisitions_Admin/PDKacquire/Specify_defaults_for_selection_list_line_items.htm#XREF_82111_Specify_defaults">Specify defaults for selection list line items</a>.</li>
|
||||
<li><b>Copy Existing Workform</b> - Copies all the title and distribution information, including all segments, to the new selection list line item.</li>
|
||||
<li><span class="FM_BulletHead">Add a description of the title</span> - Select <b>View</b> > <b>Additional Description</b> or click  <img alt="AddiDescbn.gif" style="margin-bottom: -4.500pt;width: 26;height: 27;" id="image24" src="AddiDescbn_26x27.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Delete the selection list line item record</span> - Select <b>File</b> > <b>Delete</b>, or click <img alt="DeleteButton00300.gif" style="margin-bottom: -4.000pt;width: 22;height: 19;" id="image25" src="DeleteButton00300_22x19.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Print the selection list line item record</span> - Select <b>File</b> > <b>Print</b>, or click <img alt="PrintButton00301.gif" style="margin-bottom: -4.000pt;width: 21;height: 20;" id="image26" src="PrintButton00301_21x20.gif" />.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Selection_List_Line_Item2"></a><a name="kanchor3555"></a><a name="IX_General_view_2"></a>Selection List Line Item Workform - General View</h2>
|
||||
<p>Use the Selection List Line Item workform General view to:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">View the decision and decision date</span>.</li>
|
||||
<li><span class="FM_BulletHead">Add segments to the selection list line item</span> - Click the next segment line to add another segment, and specify the number of copies of the title for a specific destination (library branch), collection, and fund. </li>
|
||||
<li><span class="FM_BulletHead" style="font-style: normal;font-weight: bold;font-size: 11.0pt;color: #000000;text-decoration: none;letter-spacing: 0.00em;">View the unit price for the selected title.</span>
|
||||
</li>
|
||||
<li><span class="FM_BulletHead">Delete a segment</span> - Right-click a selection list line item segment and select <b>Delete</b>, or click <img alt="DeleteButton00302.gif" style="margin-bottom: -4.000pt;width: 22;height: 19;" id="image27" src="DeleteButton00302_22x19.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Print a segment </span>- Select <b>File</b> > <b>Print</b>, or click <img alt="PrintButton00303.gif" style="margin-bottom: -4.000pt;width: 21;height: 20;" id="image28" src="PrintButton00303_21x20.gif" />.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Selection_List_Line_Item3"></a><a name="kanchor3556"></a><a name="IX_Additional_Description"></a>Selection List Line Item Workform - Additional Description View</h2>
|
||||
<p>The Additional Description view of the Selection List Line Item workform displays additional bibliographic information about the title. If you used the Find Tool to search for and select a title that already exists in the database, you can enter information only in the Notes box. If you are entering a new title that does not exist in the database, you can enter information in all the boxes on the Additional Description view. A brief bibliographic record is created using this information if you copy the selection list line item to a purchase order.</p>
|
||||
<p>Use the Additional Description view of the Selection List Line Item workform to:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Type bibliographic information</span> - If you are added a title manually on the General view of the Selection List Line Item workform, type in the <b>Author</b>, <b>Publisher</b>, <b>Publication Date</b>, <b>Review</b>, <b>Summary</b> and other boxes on the Additional Description view. </li>
|
||||
<li><span class="FM_BulletHead">Type notes</span> - You can enter notes for titles that exist in the Polaris database and for titles that you enter manually. The information in the Note box is copied to the <b>Non-public note</b> box on the Purchase Order Line Item workform. If on-order item records are created when the purchase order is released, the note is copied to the <b>Non-public note</b> box on the Item record workform. This note also appears on printed purchase order line item workslips.</li>
|
||||
</ul>
|
||||
</div>
|
||||
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|
||||
<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 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">7.6</span></div>
|
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<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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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Selection_List_Workform.htm">Open topic with navigation</a>
|
||||
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||||
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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_73676_Selection_List"></a>Selection List <span style="font-size: 11.0pt;"><a name="CSH_14"></a></span>Workform</h1>
|
||||
<p>Use the Selection List workform to:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Create a new selection list of titles for consideration</span> - Select <b>File > New</b>.</li>
|
||||
<li><span class="FM_BulletHead">Check for duplicate titles in selection lists</span> - Select <b>Tools > Check Duplicates</b>, or click <img alt="dupbut.gif" style="margin-bottom: -4.000pt;width: 31;height: 31;" id="image12" src="dupbut_31x31.gif" />. </li>
|
||||
<li><span class="FM_BulletHead">Merge selection lists</span> - Select<b> Tools > Merge</b>, or click <img alt="mergebut.gif" style="margin-bottom: -4.000pt;width: 31;height: 32;" id="image13" src="mergebut_31x32.gif" />. </li>
|
||||
<li><span class="FM_BulletHead">Copy all the selection lists to a purchase order</span> - Select <b>Tools > Copy to Purchase Order</b>, or click <img alt="copytoPO.gif" style="width: 23.613pt;height: 24.321pt;margin-bottom: -4.000pt;" id="image14" src="copytoPO.gif" />. </li>
|
||||
<li><span class="FM_BulletHead">Copy specific selection list line items to a purchase order -</span> Select the line items that you want to copy, right-click and select <b>Copy to Purchase Order, </b>or click <img alt="copytoPO00296.gif" style="width: 23.613pt;height: 24.321pt;margin-bottom: -4.000pt;" id="image15" src="copytoPO00296.gif" />. The Find Tool appears. Search for and select the purchase order to which you want to copy the selection list line items. </li>
|
||||
<li><span class="FM_BulletHead">Copy all the selection list lines to another selection list</span> - Select <b>Tools > Copy to Selection List</b> or click <img alt="copytoSL.gif" style="width: 24.321pt;height: 27.213pt;margin-bottom: -4.500pt;" id="image16" src="copytoSL.gif" /> at the top of the Selection List workform. The Find Tool appears. Search for and select the existing selection list to which you want to copy all the line items. </li>
|
||||
<li><span class="FM_BulletHead">Copy specific selection list lines to another selection list</span> - Select the line items in the list, right-click and select <b>Copy to Selection List</b>, or click <img alt="copytoSL00297.gif" style="width: 24.321pt;height: 27.213pt;margin-bottom: -4.500pt;" id="image17" src="copytoSL00297.gif" /> on the list tools bar above the line items list. The Find Tool appears. Search for and select the existing selection list to which you want to copy the highlighted selection list line items. </li>
|
||||
<li><span class="FM_BulletHead">Approve the selection list</span> - Select <b>Tools</b> > <b>Approve</b> or click <img alt="SelectionListApprove.gif" style="width: 21.971pt;height: 21.969pt;margin-bottom: -6.000pt;" id="image18" src="SelectionListApprove.gif" />. .</li>
|
||||
<li><span class="FM_BulletHead">Delete the selection list record</span> - Select <b>File</b> > <b>Delete</b>, or click <img alt="DeleteButton00298.gif" style="margin-bottom: -4.500pt;width: 29;height: 25;" id="image19" src="DeleteButton00298_29x25.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Print the selection list record </span>- Select <b>File</b> > <b>Print</b>, or click <img alt="PrintButton00299.gif" style="margin-bottom: -4.000pt;width: 21;height: 20;" id="image20" src="PrintButton00299_21x20.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Lock the list view so you retain your place</span> - As you work on line items in the list, you can retain your place. Click <img alt="locklisticon.gif" style="width: 26.476pt;height: 23.517pt;margin-bottom: -4.000pt;" id="image21" src="locklisticon.gif" /> to lock the list view. Click <img alt="refresh.gif" style="width: 29.367pt;height: 25.030pt;margin-bottom: -4.500pt;" id="image22" src="refresh.gif" /> to refresh the list view.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
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||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<h1><a name="kanchor4586"></a><a name="IX_described_79"></a><a name="XREF_39961_Split_Funds_Dialog"></a>Split <span style="font-size: 11.0pt;"><a name="CSH_27"></a></span>Funds Dialog Box</h1>
|
||||
<p>The Split Funds dialog box appears when you right-click a segment and select <b>Split Funds</b>, or click <img alt="SplitFundsButton.gif" style="margin-bottom: -4.000pt;width: 19;height: 19;" id="image51" src="SplitFundsButton_19x19.gif" />. Specify two or more funds to pay for a single line item segment: </p>
|
||||
<ul type="disc">
|
||||
<li>Select the fund in the <b>Funds</b> box, or click <b>Find </b>to search for and select the fund. </li>
|
||||
<li>In the <b>Percent allocation</b> box, type the percentage of the segment total to be covered by the fund. The <b>Unpaid</b> box indicates the amount that remains unpaid. </li>
|
||||
<li>Click <b>Add</b> to add a fund to the list, or <b>Remove</b> to remove a fund from the list.</li>
|
||||
</ul>
|
||||
</div>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Supplier Workform</title>
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<h1><a name="kanchor5096"></a><a name="IX_described_65"></a><a name="XREF_40447_Module_Title"></a>Supplier <span style="font-size: 11.0pt;"><a name="CSH_7"></a></span>Workform</h1>
|
||||
<p>The Supplier Record workform contains information regarding the materials supplier. It has account information, supplier addresses for ordering and paying, claiming information, and EDI transmission information (if applicable). All purchase orders are linked to a supplier record. Serial Holdings records and Subscription records may also be linked to a supplier record. See <a href="../../Acquisitions/PAsuppliers/Creating_Copying_and_Deleting_Supplier_Records.htm#XREF_67708_Creating_and">Creating, Copying, and Deleting Supplier Records</a>.</p>
|
||||
<p>Use the Supplier workform to:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Link to other records</span> - Select <b>Links</b> from the menu and select the type of record you want to open. If multiple records of this type are linked to the supplier record, a linked list box appears. You can right-click on any record in the list, and open it or perform other actions from the linked list box.</li>
|
||||
<li><span class="FM_BulletHead">Enter the supplier’s identifying information</span> - Type the supplier name, alternative name, SAN number, account number, and select the library. See <a href="../../Acquisitions/PAsuppliers/Create_a_new_supplier_record.htm#XREF_64866_Create_a_supplier">Create a new supplier record</a>.</li>
|
||||
<li><span class="FM_BulletHead">Enter the supplier’s EDI information</span> - If the supplier accepts electronic orders, enter the information to allow the orders to be transmitted to the supplier and the acknowledgment and invoice from the supplier. See <a href="../../Acquisitions/PAsuppliers/Enter_supplier_EDI_ordering_data.htm#XREF_66472_Enter_a_supplier_s">Enter the supplier’s EDI ordering data</a>.</li>
|
||||
<li><span class="FM_BulletHead">Enter a foreign currency</span> - If the supplier is outside of the country and uses a currency other than your base currency, select the currency in the <b>Currency</b> box. The currency must be enabled in Polaris Administration for it to appear in this list. See <a href="../../Acquisitions_Admin/PDKacquire/Add_or_enable_a_foreign_currency.htm#XREF_85851_Enter_the_foreign">Add or enable a foreign currency</a>.</li>
|
||||
<li><span class="FM_BulletHead">Enter, change, or review the address where orders are sent</span> - Select <b>Orders</b> from the <b>View</b> menu, or click <img alt="supordicon.gif" style="margin-bottom: -4.500pt;width: 29;height: 29;" id="image0" src="supordicon_29x29.gif" />. See <a href="../../Acquisitions/PAsuppliers/Add_supplier_address.htm#XREF_99037_Add_the_supplier_s">Add the supplier’s address</a>.</li>
|
||||
<li><span class="FM_BulletHead">Enter, change, or review the address where payments are sent</span> - Select <b>Payments</b> from the <b>View</b> menu, or click <img alt="suppymicon.gif" style="margin-bottom: -4.500pt;width: 27;height: 28;" id="image1" src="suppymicon_27x28.gif" />. See <a href="../../Acquisitions/PAsuppliers/Add_supplier_address.htm#XREF_99037_Add_the_supplier_s">Add the supplier’s address</a>.</li>
|
||||
<li><span class="FM_BulletHead">Enter, change, or review the address where claims are sent</span> - Select <b>Claims</b> from the <b>View </b>menu, or click <img alt="supclmsicon.gif" style="margin-bottom: -4.500pt;width: 30;height: 29;" id="image2" src="supclmsicon_30x29.gif" />. See <a href="../../Acquisitions/PAsuppliers/Add_supplier_address.htm#XREF_99037_Add_the_supplier_s">Add the supplier’s address</a>.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Supplier_Workform1"></a><a name="kanchor5097"></a><a name="IX_General_view"></a>Supplier Workform - General View</h2>
|
||||
<p>Use the General view of the Supplier workform to:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The limits set in the Supplier Record are informational only; they do not prevent overencumbrances or overexpenditures.</p>
|
||||
<p>See also: <a href="../../Acquisitions/PAsuppliers/Creating_Copying_and_Deleting_Supplier_Records.htm#XREF_67708_Creating_and">Creating, Copying, and Deleting Supplier Records</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Set limits for encumbrances</span> - Enter encumbrance amounts in the following boxes under <b>Encumbrance Limits</b>:</li>
|
||||
<li><b>Line Item</b> - The total amount the library allows to be encumbered for a single line item on an order.</li>
|
||||
<li><b>Order </b>- The total amount the library allows to be encumbered for a single purchase order.</li>
|
||||
<li><b>Supplier</b> - Total amount the library allows to be encumbered for this supplier.</li>
|
||||
<li><span class="FM_BulletHead">Set limits for expenditures </span>- Enter expenditure amounts in the following boxes under <b>Expenditure Limits</b>:</li>
|
||||
<li><b>Line Item</b> - The total amount the library allows to be expended for a single line item on an order.</li>
|
||||
<li><b>Order </b>- The total amount the library allows to be expended for a single purchase order.</li>
|
||||
<li><b>Supplier</b> - The total amount the library allows to be expended for this supplier.</li>
|
||||
<li><span class="FM_BulletHead">Enter EDI information</span> - If the supplier accepts EDI orders, next to <b>Accepts</b>, select <b>EDI orders</b>. The other options become available. If applicable, select <b>Enriched EDI orders</b> or <b>ASN Shipments</b>. See <a href="../../Acquisitions/PAsuppliers/Enter_supplier_EDI_ordering_data.htm#XREF_66472_Enter_a_supplier_s">Enter the supplier’s EDI ordering data</a>. The following fields are required for EDI ordering:<ul type="disc"><li><b>Address/profile ID</b> - Indicates whether the vendor requires a SAN suffix or a library account number for the Address/Profile ID transaction field in the EDI X12 v.4010 PO transmission. </li><li><b>FTP address</b> - An address protocol that allows access to the vendor’s root directory. </li><li><b>Username - </b>A vendor-assigned username that is required to access the File Transfer Protocol (FTP) site and transmit EDI X12 transaction files. </li><li><b>Password </b>- A vendor-assigned password that is required to access the FTP site and transmit EDI X12 transaction files. </li><li><b>POA/INV directory - </b>The directory in which the outgoing X12 Purchase Order Acknowledgments and Invoices are placed by the vendor for pickup by the Polaris software. </li><li><b>PO directory - </b>The name of the directory in which the incoming X12 Purchase Orders are to be placed for processing by the vendor. </li><li><b>PO file extension </b>- The vendor-specified file extension for X12 purchase orders. The Polaris X12 Purchase Order is created in part based on this extension. You must enter a PO file extension to transmit files via EDI.</li></ul></li>
|
||||
<li><span class="FM_BulletHead">Enter notes in the General and Plan notes fields</span> - Type any notes regarding the supplier’s plan, such as 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> name, in the <b>Plan</b> notes box. Type general notes in the <b>General </b>box. You can search for supplier records using plan notes in the <b>Limit By</b> option in the Find Tool. The notes fields can hold up to 400 characters each.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Supplier_Workform_Orders"></a><a name="kanchor5098"></a><a name="IX_Orders_view"></a>Supplier Workform - Orders View</h2>
|
||||
<p>Use the Orders view of the Supplier workform to:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Enter, review, or change information on where to send orders to the supplier</span> - See <a href="../../Acquisitions/PAsuppliers/Add_supplier_address.htm#XREF_99037_Add_the_supplier_s">Add the supplier’s address</a>.</li>
|
||||
<li><span class="FM_BulletHead">Copy the supplier’s order address to the Payments or Claims views</span> - Click <b>Copy To</b>. See <a href="../../Acquisitions/PAsuppliers/Copy_supplier_address.htm#XREF_78239_Copy_the_supplier">Copy the supplier’s address</a>.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Supplier_Workform2"></a><a name="kanchor5099"></a><a name="IX_Payments_view"></a>Supplier Workform - Payments View</h2>
|
||||
<p>Use the Payments view of the Supplier workform to:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Enter, review, or change the supplier’s payment address</span> - See <a href="../../Acquisitions/PAsuppliers/Add_supplier_address.htm#XREF_99037_Add_the_supplier_s">Add the supplier’s address</a>.</li>
|
||||
<li><span class="FM_BulletHead">Copy the supplier’s payment address to the Orders or Claims views</span> -Click <b>Copy To</b>. See <a href="../../Acquisitions/PAsuppliers/Copy_supplier_address.htm#XREF_78239_Copy_the_supplier">Copy the supplier’s address</a>.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Supplier_Workform_Claims"></a><a name="kanchor5100"></a><a name="IX_Claims_view"></a>Supplier Workform - Claims View</h2>
|
||||
<p>Use the Claims view of the Supplier workform to:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Enter, review, or change the supplier’s claiming address</span> - See <a href="../../Acquisitions/PAsuppliers/Add_supplier_address.htm#XREF_99037_Add_the_supplier_s">Add the supplier’s address</a>.</li>
|
||||
<li><span class="FM_BulletHead">Enter, review, or change the maximum number of claims and the claim waiting periods</span>. See <a href="../../Acquisitions/PAsuppliers/Add_the_claiming_criteria_for_a_supplier.htm#XREF_22585_Adding_the">Add the claiming criteria for a supplier</a>.</li>
|
||||
<li><span class="FM_BulletHead">Copy the supplier’s claim address to the Orders or Payments views. </span>Click <b>Copy To</b>. See <a href="../../Acquisitions/PAsuppliers/Copy_supplier_address.htm#XREF_78239_Copy_the_supplier">Copy the supplier’s address</a>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
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|
||||
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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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|
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Transfer_Money_Dialog_Box.htm">Open topic with navigation</a>
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<h1><a name="kanchor3192"></a><a name="IX_described_69"></a>Transfer <a name="XREF_92900_Transfer_Money"></a>Money <span style="font-size: 11.0pt;"><a name="CSH_12"></a></span>Dialog Box</h1>
|
||||
<p>Use the Transfer Money dialog box to transfer money from one fund to another. Select the fund to which the money is being transferred, type the dollar amount, and type a note indicating the reason for the transfer. See <a href="../../Acquisitions/PAbudget/Transfer_money_between_funds.htm#XREF_49143_Transfer_money">Transfer money between funds</a>.</p>
|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</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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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<h1><a name="kanchor1154"></a><a name="IX_described_95"></a>Update <span style="font-size: 11.0pt;"><a name="CSH_49"></a></span>Currency Exchange Rates</h1>
|
||||
<p>The Update Currency Exchange Rates dialog box appears when you select <b>Utilities, Update Currency Exchange Rates</b> from the Polaris Shortcut Bar. For more information setting up foreign currencies, see <a href="../../Acquisitions_Admin/PDKacquire/Administering_Foreign_Currencies.htm#XREF_32231_Establish_Foreign">Administering Foreign Currencies</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The Acquisitions permission <b>Adjust currency exchange rates: Allow</b> is required to change exchange rates.</p>
|
||||
<p>Use the Update Currency Exchange Rates dialog box to change the currency exchange rates for any foreign currency used by your suppliers as follows:</p>
|
||||
<ul type="disc">
|
||||
<li>Specify the library for which you are changing the exchange rate - Select an entry in the Organization list.</li>
|
||||
<li>Specify the currency code - Select one of the currency codes in the <b>Currency</b> box.</li>
|
||||
<li>Change the rate - Type the new rate in the <b>Rate</b> box.</li>
|
||||
<li>Save the new currency exchange rate - Click <b>Save</b>. </li>
|
||||
</ul>
|
||||
<p>The new currency exchange rate is saved and the date and time of the change appears in the <b>Last modified</b> box and your user name appears in the <b>By</b> box. </p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 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">7.6</span></div>
|
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<div>
|
||||
<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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Reference in New Issue
Block a user