Staff Client Help v6.7
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Community UI Reference">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRComm.fm" /><title>Community Record Workform</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRComm/Community_Record_Workform.htm">Open topic with navigation</a>
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<h1><a name="kanchor5000"></a><a name="IX_described_156"></a>Community <span style="font-size: 11.0pt;"><a name="CSH_183"></a></span>Record Workform</h1>
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<p>The Community Record workform includes the following tabs: Profile, More info, Events, Social, Services, Subjects, Organization Rep, Preview, and Statistics. After a community record is created, a staff member can designate a patron as a community representative who can update and modify the record from the Polaris PowerPAC.</p>
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<p>Use the Community Record workform to:</p>
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<p>Enter or modify the following community profile information:</p>
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<ul type="disc">
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<li value="1">
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<p class="FM_Bullet">Basic information - Select the Profile tab of the Community Record workform. See <a href="../../Community Profiles/CommProfStaffClient/Enter_basic_community_information_in_the_staff_client.htm#XREF_83004_Add_a_new">Enter basic community information in the staff client</a>.</p>
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</li>
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<li value="2">
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<p class="FM_Bullet">Additional information - Select the More info tab. See <a href="../../Community Profiles/CommProfStaffClient/Enter_more_community_information_in_the_staff_client.htm#XREF_54792_Enter_or_edit">Enter more community information in the staff client</a>.</p>
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</li>
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<li value="3">
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<p class="FM_Bullet">Events - Select the Events tab. When you enter a new event, an Event record is created. See <a href="../../Community Profiles/CommProfStaffClient/Enter_a_community_event_in_the_staff_client.htm#XREF_30563_Enter_or_edit_an">Enter a community event in the staff client</a>.</p>
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</li>
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<li value="4">
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<p class="FM_Bullet">Social information - Select the Social tab. See <a href="../../Community Profiles/CommProfStaffClient/Enter_community_social_links_in_the_staff_client.htm#XREF_86217_Enter_or_edit">Enter community social links in the staff client</a>.</p>
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</li>
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<li value="5">
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<p class="FM_Bullet">Subjects information - Select the Subjects tab. Click the <b>New subject</b> button to open the Add a new subject dialog box. See <a href="../../Community Profiles/CommProfStaffClient/Enter_community_subjects_in_the_staff_client.htm#XREF_89516_Enter_or_edit">Enter community subjects in the staff client</a>.</p>
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</li>
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<li value="6">
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<p class="FM_Bullet">Organization representative’s information - Select the Organization Rep tab. See <a href="../../Community Profiles/CommProfStaffClient/Designate_a_community_representative.htm#XREF_54538_Designate_a">Designate a community representative</a>.</p>
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</li>
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</ul>
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<p>Preview how the community record displays in Polaris PowerPAC - Select the Preview tab. See <a href="../../Community Profiles/CommProfStaffClient/Preview_the_community_record_from_the_staff_client.htm#XREF_60432_Preview_the">Preview the community record from the staff client</a>.</p>
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<p>
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<p>View the community record’s statistics - Select the Statistics tab. See <a href="../../Community Profiles/CommProfStaffClient/View_community_record_statistics_in_the_staff_client.htm#XREF_72971_View_community">View community record statistics in the staff client</a>.</p>
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<h1><a name="XREF_18801_Community_Workforms"></a>Community UI Reference</h1>
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<p>In the <b>Contents</b> list for online Help, click the plus sign by <b>Community 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 <img alt="formHelp_Icon.gif" style="margin-bottom: -6.000pt;width: 29;height: 29;" id="image0" src="formHelp_Icon_29x29.gif" />, click <b>Help</b>, or press <b>F1</b> on most workforms and dialog boxes.</p>
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<tbody>
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Community UI Reference">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRComm.fm" /><title>Dashboards: Narrow your search & Related searches Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRComm/Dashboards_Narrow_your_search_Related_searches_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="kanchor5278"></a><a name="IX_described_Community"></a>Dashboards: <span style="font-size: 11.0pt;"><a name="CSH_185"></a></span>Narrow your search & Related searches Dialog Box</h1>
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<p><b>To open the dialog box, </b>in Polaris Administration, select <b>Profiles, Community</b>, <b>Dashboards: Narrow your search & Related searches.</b></p>
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<p>Use this dialog box to set up the Narrow and Related Web parts that are displayed in the Polaris PowerPAC dashboard on the community information search results page. You can offer the <b>Narrow</b> Web part, the <b>Related</b> Web part, or both; specify the elements available for each Web part and set the display order; set the initial display to expanded or collapsed; set the minimum and maximum number of links for each element; specify your own labels for the Web parts and elements and translate the labels if you have Polaris PowerPAC Multilingual Version. For details about the features these Web parts offer to users, see <a href="../../Community Profiles/CommProfPAC/Community_Search_Results_Facets_in_Polaris_PowerPAC.htm#XREF_88846_Community_Search">Community Search Results Facets in Polaris PowerPAC</a>. </p>
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<h2><a name="TOC_Narrow_Tab"></a>Narrow Tab</h2>
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<p>Settings on this tab control whether the Narrow Web part is displayed in the dashboard for search results, and what search filter elements are listed for the Web part. For details about this Web part, see <a href="../../Community Profiles/CommProfPAC/Community_Search_Results_Facets_in_Polaris_PowerPAC.htm#XREF_88846_Community_Search">Community Search Results Facets in Polaris PowerPAC</a>.</p>
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<ul type="disc">
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<li value="1">
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<p class="FM_Task"><span class="FM_BulletHead">Modify the settings for an element</span> - Select the element and click <b>Modify Dashboard Element</b>. The Modify Dashboard Element (Narrow) dialog box appears. See <a href="../../Community Profiles/CommProfPAC/Set_Up_the_Narrow_Your_Search_Web_Part.htm#XREF_75209_Set_Up_the_Narrow">Set Up the Narrow Your Search Web Part</a>.</p>
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</li>
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<li value="2">
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<p class="FM_Task"><span class="FM_BulletHead">Set the display order</span> - Select an element and click the up or down arrow icons. Elements toward the top of the list are displayed before elements lower in the list. (The label for the entire Web part is always displayed first and cannot be re-ordered.)</p>
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</li>
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<li value="3">
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<p class="FM_Task"><span class="FM_BulletHead">Translate a label</span> - Select the element and click <b>Translate Label</b>. Your choice of languages depends on the languages you purchased with Polaris PowerPAC Multilingual Version. See <a href="../../Community Profiles/CommProfPAC/Translate_Labels_for_Narrow_Related_Web_Parts.htm#XREF_90372_Translate_Labels">Translate Labels for Narrow/Related Web Parts</a> and <a href="../../Community Profiles/CommProfPAC/Multilingual_Supp_for_Dashboard_Titles.htm">Multilingual Support for Dashboard Titles</a>..</p>
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</li>
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<li value="4">
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<p class="FM_Task"><span class="FM_BulletHead">Save settings</span> - Click the Save icon <img alt="SaveIconTitleDisp.gif" style="width: 19.531pt;height: 18.072pt;margin-bottom: 0.000pt;" id="image1" src="SaveIconTitleDisp.gif" />. Your changes on this tab are immediately saved to the Polaris database. Reload PowerPAC to see your changes in PAC.</p>
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</li>
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</ul>
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<p class="NoteShade"><b>Note:<br /></b>A message alerts you if you have set <b>DASHBOARD</b> (the first element in the list) to be displayed but no elements. At least one element within the Web part must be set for display in order to display the Web part itself.</p>
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<h2><a name="TOC_Related_Searches_Tab"></a>Related Searches Tab</h2>
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<p>Settings on this tab control whether the Related Web part is displayed in the dashboard for search results, and what related search elements are listed for the Web part. For details about this Web part, see <a href="../../Community Profiles/CommProfPAC/Community_Search_Results_Facets_in_Polaris_PowerPAC.htm#XREF_88846_Community_Search">Community Search Results Facets in Polaris PowerPAC</a>.</p>
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<ul type="disc">
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<li value="1">
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<p class="FM_Task"><span class="FM_BulletHead">Modify the settings for an element</span> - Select the element and click <b>Modify Dashboard Element</b>. The Modify Dashboard Element (Related) dialog box appears. See <a href="../../Community Profiles/CommProfPAC/Set_Up_the_Related_Searches_Web_Part.htm#XREF_25448_Set_Up_the_Related">Set Up the Related Searches Web Part</a>.</p>
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</li>
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<li value="2">
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<p class="FM_Task"><span class="FM_BulletHead">Set the display order</span> - Select an element and click the up or down arrows. Elements toward the top of the list are displayed before elements lower in the list. (The label for the entire Web part is always displayed first and cannot be re-ordered.)</p>
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</li>
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<li value="3">
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<p class="FM_Task"><span class="FM_BulletHead">Translate a label</span> - Select the element and click <b>Translate Label</b>. Your choice of languages depends on the languages you purchased with Polaris PowerPAC Multilingual Version. See <a href="../../Community Profiles/CommProfPAC/Translate_Labels_for_Narrow_Related_Web_Parts.htm#XREF_90372_Translate_Labels">Translate Labels for Narrow/Related Web Parts</a> and <a href="../../Community Profiles/CommProfPAC/Multilingual_Supp_for_Dashboard_Titles.htm">Multilingual Support for Dashboard Titles</a>.</p>
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</li>
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<li value="4">
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<p class="FM_Task"><span class="FM_BulletHead">Save settings</span> - Click the Save icon <img alt="SaveIconTitleDisp00610.gif" style="width: 19.531pt;height: 18.072pt;margin-bottom: 0.000pt;" id="image2" src="SaveIconTitleDisp00610.gif" />. Your changes on this tab are immediately saved to the Polaris database. Reload PowerPAC to see your changes in PAC.</p>
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</li>
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</ul>
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<p class="NoteShade"><b>Note:<br /></b>A message alerts you if you have set <b>DASHBOARD</b> (the first element in the list) to be displayed but no elements. At least one element within the Web part must be set for display in order to display the Web part itself.</p>
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<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Community UI Reference">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRComm.fm" /><title>Event Import Profile Window</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRComm/Event_Import_Profile_Window.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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Event Import Profile Wi<a name="CSH_188"></a>ndow</h1>
|
||||
<p>Use the Event Import Profile window to create or modify an event import profile. To access the Event Import Profile window, select <b>Utilities, Importing, Event Import Profile Manager</b>. Then right-click and select New to create a new import profile or select Open to view or edit an existing import profile.</p>
|
||||
<p>Use the Event Import Profile window to:</p>
|
||||
<ul type="disc">
|
||||
<li value="1">Enter the information for a new event import profile - First click <b>Find</b> and search for the community record with which you want to associate the event import. See <a href="../../Community Profiles/CommEventImport/Create_a_new_events_import_profile.htm#XREF_61069_Create_a_new">Create a new events import profile</a>.</li>
|
||||
<li value="2">Modify the information for an existing event import profile - See <a href="../../Community Profiles/CommEventImport/Edit_an_events_import_profile.htm#XREF_58513_Edit_an_events">Edit an events import profile</a>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Community UI Reference">
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<head>
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||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRComm.fm" /><title>Event Record Workform</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRComm/Event_Record_Workform.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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor4745"></a><a name="IX_described_157"></a>Event <span style="font-size: 11.0pt;"><a name="CSH_184"></a></span>Record Workform</h1>
|
||||
<p>The Event Record workform appears when you search for an Event record in the Polaris Staff Client or when you enter an event on the Event tab of the Community Record workform.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information, see <a href="../../Administration/Polaris_Permission_Groups_-_Default_Permissions_Reference.htm#XREF_10120_Working_With">Polaris Permission Groups - Default Permissions Reference</a>. </p>
|
||||
<p>Use the Event Record workform to do the following:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To enter diacritics and non-Roman characters, select <b>Tools, Diacritics</b> or press <b>Alt+D</b>. Then, select the characters from the dialog box.</p>
|
||||
<ul type="disc">
|
||||
<li value="1">
|
||||
<p class="FM_Task" style="font-weight: bold;"><span class="FM_BulletHead" style="font-style: normal;font-weight: bold;font-size: 11.0pt;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Enter basic information about the event:</span>
|
||||
</p>
|
||||
</li>
|
||||
<li value="2">
|
||||
<p class="FM_Bullet">Type a name in the <strong>Event name</strong> box at the top of the workform.</p>
|
||||
</li>
|
||||
<li value="3">
|
||||
<p class="FM_Bullet">Select the event type in the <strong>Event type</strong> box.</p>
|
||||
</li>
|
||||
<li value="4">
|
||||
<p class="FM_Bullet">Select the <strong>Display in PAC</strong> check box (if it is not already selected) to display the event in the PAC. </p>
|
||||
</li>
|
||||
<li value="5">
|
||||
<p class="FM_Bullet">If the event has a different address and/or contact person than the information displayed, type the information in the appropriate boxes.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The Map It feature uses this address to create the event map.</p>
|
||||
<ul type="disc">
|
||||
<li value="1">
|
||||
<p class="FM_Bullet">Select the start and end dates/times in the <strong>Event start date</strong> and <strong>Event end date</strong> boxes.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><a name="kanchor4746"></a><a name="IX_automatically_updates"></a><b>Note: <br /></b>The <b>End date </b>is used to automatically set the <b>Date to remove event from the library catalog</b> date. The default setting is 7 days, but this can be changed in the Polaris Administration Community profile <b>Days to continue showing event in PAC after event end date</b>. See <a href="../../Community Profiles/CommProfPAC/Setting_Community_Search_Options_for_PAC.htm#XREF_14778_Setting_Community">Setting Community Search Options for PAC</a>. </p>
|
||||
<ul type="disc">
|
||||
<li value="1">
|
||||
<p class="FM_Bullet">Type a description of the times/dates for the event in the <b>Event date as it appears in library catalog box</b>. </p>
|
||||
</li>
|
||||
<li value="2">
|
||||
<p class="FM_Bullet">Type the event description in the <b>Event description</b> box.</p>
|
||||
</li>
|
||||
<li value="3">
|
||||
<p class="FM_Bullet">If the automatic map for the event is not correct, enter the coordinates in the <b>Latitude</b> and <b>Longitude</b> boxes to override the automatic coordinates. Click the <b>What’s this?</b> link to get the coordinates.</p>
|
||||
</li>
|
||||
<li value="4">
|
||||
<p class="FM_Bullet">Type the area location for the event in the <b>Event location (room or meeting area)</b> box.</p>
|
||||
</li>
|
||||
<li value="5">
|
||||
<p class="FM_Bullet">If the event has an associated web site, type the URL for the website in the <b>Event website address</b> box and a description of the website in the <b>Website title/description</b> box.</p>
|
||||
</li>
|
||||
<li value="6">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Enter additional information - </span>Select the More info tab. This information is copied from the Community record to the event, but you can modify it for the event. See <a href="../../Community Profiles/CommProfStaffClient/Enter_more_community_information_in_the_staff_client.htm#XREF_54792_Enter_or_edit">Enter more community information in the staff client</a>.</p>
|
||||
</li>
|
||||
<li value="7">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Enter event services - </span>Select the Services tab. The services are copied from the Community, but you enter different information for the event. See Enter community services in the staff client.</p>
|
||||
</li>
|
||||
<li value="8">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Share this event - </span>Select the Related Organizations tab. Click the <b>New related organization </b>button, and use the Find Tool to search for and select the related organization. The event will display in the related organization’s calendar of events and in the list of events on the product page. </p>
|
||||
</li>
|
||||
<li value="9">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">See how the event displays in the PAC -</span> Select the Preview tab. If the Preview does not appear, save and close the event record, reopen it, and select the Preview tab. </p>
|
||||
</li>
|
||||
<li value="10">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">View statistics about the event - </span>Select the Statistics tab.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+85
@@ -0,0 +1,85 @@
|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Community UI Reference">
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<head>
|
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
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<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRComm.fm" /><title>Events Import Profile Manager</title>
|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
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</script>
|
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRComm/Events_Import_Profile_Manager.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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h2><a name="kanchor3855"></a><a name="IX_described_159"></a><a name="CSH_187"></a>Events Import Profile Manager</h2>
|
||||
<p>If your library uses Polaris Community Profiles, you can import library events information from Evanced Solutions or Plymouth Rocket - EventKeeper to create event records in the Polaris database. The events import runs once every night as an executable from the Polaris API consumer service. Imported events are saved in the Polaris database as Community Event records.</p>
|
||||
<p>To access the Event import profile manager:</p>
|
||||
<ul style="list-style-type: square;">
|
||||
<li value="1">Select <b>Utilities > Importing > Event Import Profile Manager</b>. </li>
|
||||
</ul>
|
||||
<p>The Events Import Profile Manager opens displaying the import profiles, if any, in the following columns: <b>Community record name</b>, <b>Enabled</b>, <b>Vender</b>, <b>Feed URL</b> and <b>Days of events</b>. </p>
|
||||
<p>Use the Events Import Profile Manager to:</p>
|
||||
<ul type="disc">
|
||||
<li value="1">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Sort the list of import profiles</span> - The default sort for the import profiles is by the Community record name, bu you can click any column heading to sort the list. </p>
|
||||
</li>
|
||||
<li value="2">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Open an existing import profile</span> - Right-click and select <strong>Open</strong>. <a href="../../Community Profiles/CommEventImport/Edit_an_events_import_profile.htm#XREF_58513_Edit_an_events">Edit an events import profile</a>.</p>
|
||||
</li>
|
||||
<li value="3">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Delete an existing import profile</span> - Right-click and select <strong>Delete</strong>. See <a href="../../Community Profiles/CommEventImport/Delete_an_events_import_profile.htm#XREF_69037_Delete_an_events">Delete an events import profile</a>.</p>
|
||||
</li>
|
||||
<li value="4">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Create a new import profile</span> - Right-click anywhere in the window and click <strong>New</strong>. See <a href="../../Community Profiles/CommEventImport/Create_a_new_events_import_profile.htm#XREF_61069_Create_a_new">Create a new events import profile</a>.</p>
|
||||
</li>
|
||||
<li value="5">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">View the import profile’s properties</span> - Right-click the profile and select <strong>Properties</strong>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+88
@@ -0,0 +1,88 @@
|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Community UI Reference">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="GIS Information Systems_ Inc." name="rh-authors" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="Originator" content="ImportMif" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRComm.fm" /><title>Search Setting Defaults Dialog Box</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRComm/Search_Setting_Defaults_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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor552"></a><a name="IX_described_158"></a>Search <span style="font-size: 11.0pt;"><a name="CSH_186"></a></span>Setting Defaults Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles</b>, <b>Community</b>, <b>Search Settings Defaults.</b></p>
|
||||
<p>Use this dialog box to set default values for PAC <b>Community Keyword</b> and <b>Community Browse</b> searches.</p>
|
||||
<h2><a name="TOC_Keyword_Tab"></a>Keyword Tab</h2>
|
||||
<ul type="disc">
|
||||
<li value="1">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Search by</span> - Sets the default <b>Search by</b> (access point) option. Users can keyword-search community information by <b>Any Field</b>, <b>Organization Name</b>, <b>Event Name</b>, <b>Services</b>, <b>Address and contact person</b>, <b>Postal code</b>, <b>Subject</b>, or <b>Notes</b>. These options look for information in the corresponding fields of community records.</p>
|
||||
</li>
|
||||
<li value="2">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Limit by</span>  - Sets the default <b>Limit by</b> (search filter) option. Users can limit their keyword community searches by <b>All types </b>(no filter), <b>Organizations or Clubs</b>, <b>Events</b>, <b>Programs or services</b>, <b>People</b>, <b>Sponsor or donor</b>, <b>Other</b>.</p>
|
||||
</li>
|
||||
<li value="3">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Sort by</span> - Sets the default <b>Sort by</b> option. Users can sort their keyword community search results by <b>Relevance</b>, <b>Organization Name</b>, <b>Event Name</b>, <b>Event Expiration Date</b>, or <b>Event Start Date</b>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To make Community Keyword searching available in Polaris PowerPAC, you must also set the Community profile <b>Navigation (PowerPAC): Community Profiles - Keyword Search</b><span style="font-weight: bold;"> </span>to<span style="font-size: 11.0pt;"> </span><b>Yes.</b></p>
|
||||
<h2><a name="TOC_Browse_Tab"></a>Browse Tab</h2>
|
||||
<ul type="disc">
|
||||
<li value="1">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Search by</span> - Sets the default <b>Search by</b> option. Users can browse-search community information indexes by <b>Organization Name</b>, <b>Event Name</b>, <b>Services</b>, or <b>Subject</b>.</p>
|
||||
</li>
|
||||
<li value="2">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Sort Primary Name Results by</span> - Sets a sort option for Primary Name (heading) results. The options are <b>Relevance</b>, <b>Organization Name, Event Name, </b>and <b>Event Date</b>. These are not displayed to PAC users, so your choice applies to all community browse searches.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To make Community Browse searching available in Polaris PowerPAC, you must also set the Community profile <b>Navigation (PowerPAC): Community Profiles - Browse Search</b><span style="font-weight: bold;"> </span>to<span style="font-size: 11.0pt;"> </span><b>Yes.</b></p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+68
@@ -0,0 +1,68 @@
|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Serials UI Reference|Standing Order Part List Box|Credit Card Payment Manager Workform">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRCreditCard.fm" /><title>Credit Card Payment Manager - Orders View</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRCreditCard/Credit_Card_Payment_Manager_-_Orders_View.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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_97038_Credit_Card"></a>Credit Card Payment Manager - Orders View</h1>
|
||||
<p>Use the Credit Card Payment Manager - Orders view to list and work with credit card orders. An order consists of a transaction or group of transactions related to one payment session. For example, a patron might pay two separate fines in one order. See <a href="../../Patron_Services/PPuseacct/View_orders_and_refund_credit_card_payments.htm#XREF_65241_View_orders_and">View orders and refund credit card payments</a>. Use this view to:</p>
|
||||
<ul type="disc">
|
||||
<li value="1"><span class="FM_BulletHead">Find orders in a date range</span> - Set the <b>Start Date</b> and <b>End Date</b> of the period. You can type the dates or click the down arrows and select the dates from the calendar. Then click <b>Search</b>.</li>
|
||||
<li value="2"><span class="FM_BulletHead">Find a specific order</span> - If you know the reference identification number of the order, click <img alt="CreditRefFind.gif" style="margin-bottom: -6.000pt;width: 27;height: 25;" id="image4" src="CreditRefFind_27x25.gif" />. The Find Using Reference ID dialog box appears. Enter the payment reference number and click <b>Search</b>.</li>
|
||||
<li value="3"><span class="FM_BulletHead">See more information about an order </span>- Right-click the order line item and select <b>Properties</b> from the context menu.</li>
|
||||
<li value="4"><span class="FM_BulletHead">Open an order</span> - Right-click the order line item and select <b>Open</b> from the context menu. The Store Order workform opens, where you can see details about a single order and issue refunds on the credit card account.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+76
@@ -0,0 +1,76 @@
|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Serials UI Reference|Standing Order Part List Box|Credit Card Payment Manager Workform">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRCreditCard.fm" /><title>Credit Card Payment Manager - Transactions View</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRCreditCard/Credit_Card_Payment_Manager_-_Transactions_View.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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_67450_Credit_Card"></a>Credit Card Payment Manager - Transactions View</h1>
|
||||
<p>Use the Credit Card Payment Manager - Transactions to view credit card sales and credits. See <a href="../../Patron_Services/PPuseacct/View_credit_card_transactions.htm#XREF_58574_View_credit_card">View credit card transactions</a>. Use this view to:</p>
|
||||
<ul type="disc">
|
||||
<li value="1">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Find transactions in a date range</span> - Set the <b>Start Date</b> and <b>End Date</b> of the period. You can type the dates or click the down arrows and select the dates from the calendar. Then click <b>Search</b>.</p>
|
||||
</li>
|
||||
<li value="2">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Find a specific transaction</span> - If you know the reference identification number of the transaction, click <img alt="CreditRefFind00609.gif" style="margin-bottom: -6.000pt;width: 27;height: 25;" id="image5" src="CreditRefFind00609_27x25.gif" />. The Find Using Reference ID dialog box appears. Enter the reference number and click <b>Search</b>.</p>
|
||||
</li>
|
||||
<li value="3">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">See more information about a transaction </span>- Right-click the transaction line item and select <b>Properties</b> from the context menu.</p>
|
||||
</li>
|
||||
<li value="4">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Open the store order related to the transaction</span> - Right-click the transaction and select <b>Links, Store Order</b> from the context menu.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
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|
||||
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|
||||
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|
||||
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Serials UI Reference|Standing Order Part List Box">
|
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|
||||
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|
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|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRCreditCard.fm" /><title>Credit Card Payment Manager Workform</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
||||
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
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|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRCreditCard/Credit_Card_Payment_Manager_Workform.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 class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor3238"></a><a name="IX_described_155"></a>Credit Card Payment Manager Workform</h1>
|
||||
<p>Use the Credit Card Payment Manager workform to work with credit card orders and individual transactions. See <a href="../../Patron_Services/PPuseacct/Managing_Credit_Card_Orders.htm#XREF_28959_Managing_Credit">Managing Credit Card Orders</a>. Use the toolbar of the workform to:</p>
|
||||
<ul type="disc">
|
||||
<li value="1">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Print lists from this workform</span> - Select <b>File, Print, </b>or click <img alt="CreditCardPrint.gif" style="margin-bottom: -4.750pt;width: 25;height: 23;" id="image0" src="CreditCardPrint_25x23.gif" />.</p>
|
||||
</li>
|
||||
<li value="2">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Find an order or transaction by reference number</span> - Click <img alt="CreditCardFind.gif" style="width: 18.113pt;height: 18.085pt;margin-bottom: 0.000pt;" id="image1" src="CreditCardFind.gif" />. Type the reference number and click <b>Search</b>.</p>
|
||||
</li>
|
||||
<li value="3">
|
||||
<p class="FM_Task" style="font-weight: bold;"><span class="FM_BulletHead" style="font-style: normal;font-weight: bold;font-size: 11.0pt;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Views</span>
|
||||
</p>
|
||||
</li>
|
||||
<li value="4">
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Work with orders</span> - Click <img alt="CreditCardOrd.gif" style="margin-bottom: -2.250pt;width: 29;height: 29;" id="image2" src="CreditCardOrd_29x29.gif" />. See <a href="Credit_Card_Payment_Manager_-_Orders_View.htm#XREF_97038_Credit_Card">Credit Card Payment Manager - Orders View</a>.</p>
|
||||
</li>
|
||||
<li value="5">
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Work with transactions</span> - Click <img alt="CreditCardTrx.gif" style="margin-bottom: -3.000pt;width: 28;height: 29;" id="image3" src="CreditCardTrx_28x29.gif" />. See <a href="Credit_Card_Payment_Manager_-_Transactions_View.htm#XREF_67450_Credit_Card">Credit Card Payment Manager - Transactions View</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+78
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference">
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta content="GIS Information Systems_ Inc." name="rh-authors" />
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
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<meta name="Originator" content="ImportMif" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRFixedFielddx.fm" /><title>006–Books Dialog Box</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
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</script>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRFixedFielddx/006_Books_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="kanchor273"></a><a name="IX_Books"></a><a name="XREF_43604_006_Fixed_Fields"></a>006–Books <span style="font-size: 11.0pt;"><a name="CSH_154"></a></span>Dialog Box</h1>
|
||||
<p>The 006–Books dialog box is used to insert information about special aspects of the book, which cannot be inserted in field 008. The 006 Books dialog box is displayed when you double-click the 006 tag in the MARC Editor and the first position of the fixed field contains ‘a’ or ‘t’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 006 tag for a book:</p>
|
||||
<ul>
|
||||
<li value="1"><b><a name="XREF_22539_Form_of_material"></a>Form of material</b> - Indicates the type of material. </li>
|
||||
<li value="2"><b><a name="XREF_25142_Illustrations"></a>Illustrations</b> - Indicates the presence of types of illustrations in the item represented by the record. Information for this character position is usually derived from terms in field 300. Up to four codes may be recorded, in alphabetical order. If fewer than four codes are assigned, the codes are left-justified and unused positions contain blanks. If more than four codes are appropriate, only the first four are recorded.</li>
|
||||
<li value="3"><b><a name="XREF_27454_Audience"></a>Audience</b> - A one-character alphabetic code describes the intellectual level of the target audience for which the material is intended. When items with factual content are considered appropriate for more than one target audience, the code is recorded for the primary target audience. If the record has both reading grade level and interest age or interest grade level information present in the 521 (Target Audience Note) field, 008/22 is coded based on the interest age or interest grade information.</li>
|
||||
<li value="4"><b><a name="XREF_40198_Form_of_item"></a>Form of item</b> - A one-character alphabetic code specifies the form of material for the item in hand.</li>
|
||||
<li value="5"><a name="XREF_24257_Nature_of_contents"></a><b>Nature of contents</b> - One-character alphabetic codes indicate that an item contains certain types of materials. Generally, a specific code is used if a significant part of the item is the type of material represented by the code. Information for these character positions is usually derived from other areas of the bibliographic record (for example, field 245, 5XX fields, or 6XX fields). Up to four codes may be recorded, in alphabetical order. If fewer than four codes are assigned, the codes are left-justified and unused positions contain blanks. If more than four codes are appropriate to an item, the four most significant are selected. If no codes are applicable, all positions contain blanks.</li>
|
||||
<li value="6"><b><a name="XREF_31546_Government"></a>Government publication </b>- Indicates whether or not the item is published or produced by or for an international, national, state, or local government agency, or by any subdivision of such a body. The code also describes the jurisdictional level of the government agency associated with the item.</li>
|
||||
<li value="7"><b><a name="XREF_26882_Conference"></a>Conference publication</b> - Indicates whether a work consists of the proceedings, reports, or summaries of a conference. The following types of publications are considered to be conference publications: proceedings, partial collections or collections of preprints.</li>
|
||||
<li value="8"><b><a name="XREF_11937_Festschrift"></a>Festschrift</b> - Indicates whether or not the work is a festschrift. A festschrift is defined as a complimentary or memorial publication usually in the form of a collection of essays, addresses, biographical, bibliographic scientific, or other contributions. A true festschrift generally mentions the person, institution, or society it commemorates as the chief source of information. Other indications that an item is a festschrift include phrases such as: <span style="font-style: italic;">papers in honor of</span>, <span style="font-style: italic;">in memory of</span>, <span style="font-style: italic;">commemorating</span>, and their equivalents in foreign languages. </li>
|
||||
<li value="9"><b><a name="XREF_28906_Index"></a>Index </b>- A one-character numeric code indicates whether or not an item includes an index to its own contents. Information for this data element is derived from an entry in another part of the bibliographic record.</li>
|
||||
<li value="10"><b><a name="XREF_27552_Literary_form"></a>Literary form</b> - A one-character numeric code indicates whether or not the item is a work of fiction. The information for this data element may sometimes be derived from the presence of the subject subdivision <b>fiction</b> in a subject <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">added entry<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"></span>A secondary entry to the main entry in a MARC record.</span></a> field (6XX).</li>
|
||||
<li value="11"><b><a name="XREF_14169_Biography"></a>Biography </b>- Indicates whether or not an item contains biographical material, and if so, what the biographical characteristics are.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference">
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta content="GIS Information Systems_ Inc." name="rh-authors" />
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
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<meta name="Originator" content="ImportMif" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRFixedFielddx.fm" /><title>006–Computer Files/Electronic Resource Dialog Box</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
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</script>
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</head>
|
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<body>
|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRFixedFielddx/006_Computer_Files_Electronic_Resource_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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|
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</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor5430"></a><a name="IX_Computer_Files"></a><a name="XREF_74437_006_Fixed_Fields"></a>006–Computer <span style="font-size: 11.0pt;"><a name="CSH_155"></a></span>Files/Electronic Resource Dialog Box</h1>
|
||||
<p>The 006–Computer File dialog box is used to insert information about special aspects of the computer file, which cannot be inserted in field 008. The 006 Computer File dialog box is displayed when you double-click the 006 tag in the MARC Editor and the first position of the fixed field contains ‘m’.</p>
|
||||
<p>Select from the options in the following boxes to complete the 006 fixed field for a computer file:</p>
|
||||
<ul>
|
||||
<li value="1"><a name="XREF_24243_Form_of_material"></a><b>Form of material</b> - Indicates the type of material being described.</li>
|
||||
<li value="2"><a name="XREF_40864_Audience"></a><b>Audience</b> - Describes the target audience for which the material is intended. It is used primarily for educational computer file materials. When items with factual content are considered appropriate for more than one target audience, the code is recorded for the primary target audience. If the record has both reading grade and interest age or interest grade level information present in the 521 field, 008/22 is coded based on the interest age or interest grade information.</li>
|
||||
<li value="3"><b><a name="XREF_16663_Type_of_computer"></a>Type of computer file</b> - Indicates the type of computer file/electronic resource being described. The specific type of file is also described in textual form in field 516.</li>
|
||||
<li value="4"><b><a name="XREF_18014_Government"></a>Government pub - </b>Indicates whether or not the computer file is published or produced by or for an international, national, state, or local government agency, or by any subdivision of such a body. The code also describes the jurisdictional level of the government agency associated with the item.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
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|
||||
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|
||||
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|
||||
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||||
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRFixedFielddx.fm" /><title>006–Continuing Resources Dialog Box</title>
|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRFixedFielddx/006_Continuing_Resources_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="kanchor5080"></a><a name="IX_Continuing_Resources"></a><a name="XREF_40579_006_Fixed_Fields"></a>006–Continuing <span style="font-size: 11.0pt;"><a name="CSH_159"></a></span>Resources Dialog Box</h1>
|
||||
<p>The 006–Continuing Resources dialog box is used to insert information about special aspects of a serial, which cannot be inserted in field 008. The 006 Continuing Resources dialog box is displayed when you double-click the 006 tag in the MARC Editor and the first position of the fixed field contains ‘s’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 006 tag for a serial:</p>
|
||||
<p><b><a name="XREF_14973_Form_of_material"></a>Form of material</b> - Indicates the type of material being described.</p>
|
||||
<p><b><a name="XREF_20556_Frequency"></a>Frequency</b> - Indicates the frequency of a serial. This element is used in conjunction with 008/19 and is based on the information found in field 310.</p>
|
||||
<p><b><a name="XREF_31157_Regularity"></a>Regularity</b> - Indicates the intended regularity of a serial. This element is used in conjunction with 008/18 and is based on the information found in field 310. Consider the stated intent of the publisher when coding the regularity.</p>
|
||||
<p><b><a name="XREF_16826_ISSN_Center"></a><a name="XREF_26622_Type_of_serial"></a>Type of continuing resource</b> - Indicates the type of continuing resource.</p>
|
||||
<p><b><a name="XREF_15716_Form_of_original"></a>Form of original item</b> - Specifies the form of material in which a serial was originally published. In cases where the serial is published simultaneously in more than one form, or when it is difficult to determine the originally published form, the first item received or entered in the database is considered the original physical form.</p>
|
||||
<p><b><a name="XREF_40534_Form_of_item"></a>Form of item</b> - Specifies the form of material for the serial item being described.</p>
|
||||
<p><b><a name="XREF_11160_Nature_of_entire"></a>Nature of entire work</b> - Indicates the nature of a serial if it consists entirely of a certain type of material. It is used to specify what type of publication the item is, as opposed to what the item contains. If the item can be considered to be more than one type of material, the types are recorded in positions 25-27, and the 24 position is coded blank.</p>
|
||||
<p><b><a name="XREF_36658_Nature_of_contents"></a>Nature of contents</b> - One-character alphabetic codes indicate that a work contains certain types of materials. Generally, a specific code is used only if a significant part of the item is the type of material represented by the code. Information for these character positions is usually derived from other areas of the bibliographic record. Up to three codes may be recorded, in alphabetical order. If fewer than three codes are assigned, the codes are left-justified and unused positions contain blanks.</p>
|
||||
<p><b><a name="XREF_32690_Government"></a>Government publication</b> - Indicates whether or not the serial is published or produced by or for an international, national, state, or local government agency, or by any subdivision of such a body, and, if so, describes the jurisdictional level of the agency.</p>
|
||||
<p><b><a name="XREF_14897_Conference"></a>Conference publication</b> - Indicates whether or not a serial consists of the proceedings, reports, or summaries of a conference. The following types of publications are not considered conference publications: works composed of or based on a single paper, symposiums in print, hearings of legislative bodies, or courses given in a school.</p>
|
||||
<p><b><a name="XREF_32076_Original_alphabet"></a>Original alphabet or script of title</b> - Indicates the original or script of the title on the source item, upon which the key title is based. If there is no key title present, the code value may relate to the title proper. This data element is mandatory for bibliographic records created or updated by one of the centers participating in the International Serials Data System (ISDS). For other non-ISDS records, position 33 is optional.</p>
|
||||
<p><b><a name="XREF_10040_Successive_latest"></a>Entry convention</b> - Indicates whether the serial was cataloged according to successive entry or latest entry cataloging conventions.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
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||||
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRFixedFielddx.fm" /><title>006–Maps Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRFixedFielddx/006_Maps_Dialog_Box.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="kanchor4346"></a><a name="IX_Maps"></a><a name="XREF_16764_006_Fixed_Fields"></a>006–Maps <span style="font-size: 11.0pt;"><a name="CSH_157"></a></span>Dialog Box</h1>
|
||||
<p>The 006–Maps dialog box is used to insert information about special aspects of the map, which cannot be inserted in field 008. The 006 Maps dialog box is displayed when you double-click the 006 tag in the MARC Editor and the first position of the fixed field contains ‘f’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 006 tag for a map:</p>
|
||||
<p><b><a name="XREF_37586_Form_of_material"></a>Form of material</b> - Indicates the type of material being described.</p>
|
||||
<p><b><a name="XREF_14712_Relief"></a>Relief</b> - One-character alphabetic codes indicate the relief type specified on the item. The codes used in this box indicate only the relief forms most commonly found on maps and are usually derived from information given in field 500. Up to four codes may be recorded. Codes are recorded in order of their importance to the map being described; the code for the most important relief aspect is given first. If fewer than four codes are assigned, the codes are left-justified and unused positions contain blanks. If more than four codes are appropriate to an item, only the four most important are recorded.</p>
|
||||
<p><b><a name="XREF_26045_Projection"></a>Projection</b> - A two-character alphabetic code indicates the projection used in producing the item.</p>
|
||||
<p><b><a name="XREF_22024_Type_of"></a>Type of cartographic material</b> - Indicates the type of cartographic item being described.</p>
|
||||
<p><b><a name="XREF_14359_Government"></a>Government publication</b> - Indicates whether or not the item is published or produced by or for an international, national, state, or local government agency, or by any subdivision of such a body, and, if so, describes the jurisdictional level of the agency.</p>
|
||||
<p><b>Form of item </b>- Specifies the form of material for the item in hand.</p>
|
||||
<p><b><a name="XREF_25158_Index"></a>Index</b> - Indicates whether or not the item or accompanying material includes a location index or gazetteer. Information for this data element is derived from mention of an index or gazetteer in other parts of the bibliographic record. A map index to adjoining sheets is not considered an index when coding this position. This data element refers only to gazetteers, place name indexes, and other referenced lists.</p>
|
||||
<p><b><a name="XREF_26711_Special_format"></a>Special format characteristics</b> - One-character alphabetic codes identify some of the special format characteristics of a map. Up to two codes may be recorded. Codes are recorded in order of their importance to the map being described. The code for the most important special format characteristic is given first. If only one code is assigned, it is left-justified and the unused position contains a blank. If more than two characteristics are appropriate to an item, only the two most important are recorded.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+67
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference">
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<meta name="Originator" content="ImportMif" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRFixedFielddx.fm" /><title>006–Mixed Materials Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRFixedFielddx/006_Mixed_Materials_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="kanchor2223"></a><a name="IX_Mixed_Materials"></a><a name="XREF_28033_008_Fixed_Fields"></a><a name="XREF_79194_006_Fixed_Fields"></a>006–Mixed <span style="font-size: 11.0pt;"><a name="CSH_156"></a></span>Materials Dialog Box</h1>
|
||||
<p>The 006–Mixed Materials dialog box is used to insert information about special aspects of the mixed material, which cannot be inserted in field 008. The 006 Mixed Materials dialog box is displayed when you double-click the 006 tag in the MARC Editor and the first position of the fixed field contains ‘p’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 006 tag for mixed materials:</p>
|
||||
<p><b><a name="XREF_40315_Form_of_material"></a>Form of material </b>- Indicates the type of material being described.</p>
|
||||
<p><b><a name="XREF_37518_Form_of_item"></a>Form of item</b> - Specifies the form of material for the item in hand. For mixed materials that are archival controlled, this character position is coded to reflect the predominant part of the materials being described. If the materials have been microfilmed but the repository still has the originals, a blank code is used.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
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</body>
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<h1><a name="kanchor606"></a><a name="IX_Music"></a><a name="XREF_58746_006_Fixed_Fields"></a>006–Music <span style="font-size: 11.0pt;"><a name="CSH_158"></a></span>Dialog Box</h1>
|
||||
<p>The 006–Music dialog box is used to insert information about special aspects of the music, which cannot be inserted in field 008. The 006 Music dialog box is displayed when you double-click the 006 tag in the MARC Editor and the first position of the fixed field contains ‘d’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 006 tag for music:</p>
|
||||
<p><b><a name="XREF_22390_Form_of_material"></a>Form of material</b> - Indicates the type of material being described.</p>
|
||||
<p><b><a name="XREF_15945_Form_of_composition"></a>Form of composition</b> - A two-character alphabetic code indicates the form of composition of printed and manuscript music, and musical sound recordings. The form of composition code is based on the terminology in the work itself and is intended to provide a coded approach to the content of the work. In addition to codes for forms, the list also includes codes for musical genres. The codes are based on Library of Congress subject headings. Codes should be assigned when they apply to the item as a whole. If more than one code is appropriate, the code <span style="font-style: italic;">mu</span> (Multiple forms) is used in this element, with appropriate specific codes given optionally in field 047.</p>
|
||||
<p><b><a name="XREF_14012_Format_of_music"></a>Format of music</b> - Indicates the format (printed or manuscript) of a musical composition. Information for this data element is generally derived from terms appearing in field 300. If the item being cataloged consists of one or more scores along with other materials, consider only the score or scores in coding this character position.</p>
|
||||
<p><b>Music parts</b> - A one character code indicates whether the item being cataloged contains parts. This position is not used to indicate that parts may exist elsewhere.</p>
|
||||
<p><b><a name="XREF_17118_Audience"></a>Audience</b> -Describes the intellectual level of the target audience for which the material is intended. It is used primarily to identify music to be used or performed by a specific target audience. When items are considered appropriate for more than one target audience, the code is recorded for the primary target audience. For juvenile material, either code <span style="font-style: italic;">j</span> or the more specific codes <span style="font-style: italic;">a</span>, <span style="font-style: italic;">b</span>, or <span style="font-style: italic;">c</span> are used. An item considered juvenile material often includes the word juvenile in the subject headings.</p>
|
||||
<p><b><a name="XREF_31802_Form_of_item"></a>Form of item</b> - Specifies the form of material for the item being described. This character position is used only with printed or manuscript music.</p>
|
||||
<p><b><a name="XREF_24920_Accompanying_matter"></a>Accompanying matter</b> - One-character alphabetic codes indicate the contents of program notes and other accompanying material for sound recordings, music manuscripts, or printed music. Generally, a specific code is used only if a significant part of the accompanying material is the type of material represented by the code. Up to six codes may be recorded. If fewer than six codes are assigned, the codes are left-justified and unused positions contain blanks. If more than six codes are appropriate to an item, only the six most important are recorded.</p>
|
||||
<p><b><a name="XREF_35500_Literary_text"></a>Literary text</b> - One-character alphabetic codes indicate the type of literary text contained in a nonmusical sound recording. Up to two codes may be recorded. If only one code is assigned, it is left-justified and the unused position contains a blank. If more than two codes for types of literary text are appropriate to an item, only the two most important are recorded.</p>
|
||||
<p><b>Transposition</b> - A one character code indicates whether all or part of the item being cataloged is a transposition and/or arrangement of another work.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<h1><a name="kanchor2497"></a><a name="IX_Visual_Materials"></a><a name="XREF_24150_006_Fixed_Fields"></a>006–Visual <span style="font-size: 11.0pt;"><a name="CSH_160"></a></span>Materials Dialog Box</h1>
|
||||
<p>The 006–Visual Materials dialog box is used to insert information about special aspects of the visual material, which cannot be inserted in field 008. The 006 Visual Materials dialog box is displayed when you double-click the 006 tag in the MARC Editor and the first position of the fixed field contains ‘k’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 006 tag for visual materials:</p>
|
||||
<p><b><a name="XREF_20958_Form_of_material"></a>Form of material</b> - Indicates the type of material being described.</p>
|
||||
<p><b><a name="XREF_38476_Running_time"></a>Running time</b> -Specifies the total running time of a motion picture or a video recording. The length is given as a three-digit number, right-justified, and unused positions contain zeros.</p>
|
||||
<p><b><a name="XREF_37241_Audience"></a>Audience</b> - Describes the target audience for which the material is intended. It is used primarily for educational audiovisual materials. When items with factual content are considered appropriate for more than one target audience, the code is recorded for the highest level appropriate.</p>
|
||||
<p><b><a name="XREF_16929_Government"></a>Government publication </b>- Indicates whether or not the item is published or produced by or for an international, national, state, or local government agency, or by any subdivision of such a body, and, if so, describes the jurisdictional level of the agency.</p>
|
||||
<p><b>Form of item</b> - Specifies the form of material for the item in hand.</p>
|
||||
<p><b><a name="XREF_29059_Type_of_visual"></a>Type of visual material</b> - Indicates the type of visual material being described.</p>
|
||||
<p><b><a name="XREF_27100_Technique"></a>Technique</b> -Indicates the technique used in creating motion in motion pictures or video recordings.</p>
|
||||
</div>
|
||||
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|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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||||
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|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<h1><a name="kanchor5726"></a><a name="IX_Electronic_Resource"></a><a name="XREF_34292_007_Fixed_Fields"></a>007–Electronic <span style="font-size: 11.0pt;"><a name="CSH_161"></a></span>Resource Dialog Box</h1>
|
||||
<p>The 007–Electronic Resource dialog box is used to insert special information about the physical characteristics of a computer or electronic file. The 007 Electronic Resource dialog box is displayed when you double-click the 007 tag in the MARC Editor and the first position of the fixed field contains ‘c’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 007 tag for an electronic file:</p>
|
||||
<p><b><a name="XREF_15057_Category_of"></a>Category of material</b> -Indicates the category of material to which the item belongs. The meaning of the remaining character positions in field 007 depends on the value in this character position.</p>
|
||||
<p><b><a name="XREF_36149_Specific_material"></a>Specific material designation</b> - Indicates the specific material designation of the item. The specific material designation describes the special class of material (usually the class of physical object) to which an item belongs.</p>
|
||||
<p><b><a name="XREF_39617_Color"></a>Color</b> - Indicates the color characteristics of the item.</p>
|
||||
<p><b><a name="XREF_41685_Dimensions"></a>Dimensions</b> - Indicates the dimensions of the medium.</p>
|
||||
<ul>
|
||||
<li value="1">(007 Computer File) Indicates how the computer file is encoded. In many cases the dimensions apply to the container in which a magnetic or optical medium is encased.</li>
|
||||
<li value="2">(007 Microform) Indicates the dimensions of the microform. It does not indicate the dimensions of the image. For example, 16 mm images on 35 mm microfilm are coded<span class="FM_Emphasis"> f </span>(35 mm). Only the most common dimensions are indicated.</li>
|
||||
<li value="3">(007 Motion Picture and 007 Video Recording) Indicates the width of the motion picture or video recording.</li>
|
||||
<li value="4">(007 Projected Graphic) Indicates the width or dimensions of the projected graphic item. Width is given for filmstrips. Height and width are given for slides and transparencies. Only the most common dimensions are indicated.</li>
|
||||
<li value="5">(007 Sound Recording) Indicates the diameter of an open reel or disc, or the dimensions of a cassette, cartridge, or cylinder.</li>
|
||||
</ul>
|
||||
<p><b><a name="XREF_34948_Sound"></a>Sound</b> - Indicates whether the production of sound is an integral part of the item.</p>
|
||||
<p><b>Image bit depth</b> - A three-character number specifying the exact bit depth of the scanned images that comprises the electronic resource, or a three-character alphabetic code which indicates that the exact bit depth cannot be recorded. Bit depth is determined by the number of bits used to define each pixel representing the image. Since only exact bit depth is useful, coding should not include missing digits represented by hyphens.</p>
|
||||
<p><b>File formats</b> - Indicates whether the files which comprise the electronic resource are of the same format or type for digitally reformatted materials. The values do not indicate specific types of file formats, which may be contained in variable fields in the record. The information indicates the number of file formats used.</p>
|
||||
<p><b>Quality assurance targets</b> - Indicates whether quality assurance targets have been included appropriately at the time of reformatting or creation of the electronic resource. Targets are standard reference points which can be interpreted by a human or machine and used to measure resolution, color, and faithfulness of representation to the original.</p>
|
||||
<p><b>Antecedent/source</b> - Gives information about the source of a digital file important to the creation, use and management of digitally reformatted materials.</p>
|
||||
<p><b>Level of compression</b> - Indicates what kind of compression the electronic resource has been subjected to. It is used to judge the fidelity of the file to the original.</p>
|
||||
<p><b>Reformatting quality </b>- Indicates the reformatting quality of the electronic resource. This is an overall assessment of the physical quality of the electronic resource in relation to its intended use and can be used to judge the level of quality of a file, and an institution’s commitment to maintain its availability over time.</p>
|
||||
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|
||||
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|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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||||
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||||
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||||
<tbody>
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||||
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||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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||||
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|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+70
@@ -0,0 +1,70 @@
|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="GIS Information Systems_ Inc." name="rh-authors" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="Originator" content="ImportMif" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRFixedFielddx.fm" /><title>007–Globe Dialog Box</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRFixedFielddx/007_Globe_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>
|
||||
</div>
|
||||
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|
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor4204"></a><a name="IX_Globe"></a><a name="XREF_19856_007_Fixed_Fields"></a>007–Globe <span style="font-size: 11.0pt;"><a name="CSH_162"></a></span>Dialog Box</h1>
|
||||
<p>The 007–Globe dialog box is used to insert special information about the physical characteristics of the globe. The 007–Globe dialog box is displayed when you double-click the 007 tag in the MARC Editor and the first position of the fixed field contains ‘d’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 007 tag for a globe:</p>
|
||||
<p><b><a name="XREF_35048_Category_of"></a>Category of material</b> - Indicates the category of material to which the item belongs. The meaning of the remaining character positions in field 007 depends on the value in this character position.</p>
|
||||
<p><b><a name="XREF_21071_Specific_material"></a>Specific material designation</b> - Indicates the specific material designation of the item. The specific material designation describes the special class of material (usually the class of physical object) to which an item belongs.</p>
|
||||
<p><b><a name="XREF_30747_Color"></a>Color</b> - Indicates the color characteristics of the item.</p>
|
||||
<p><b><a name="XREF_38337_Physical_medium"></a>Physical medium</b> - Indicates the material of which the globe is made.</p>
|
||||
<p><b><a name="XREF_31000_Type_of"></a>Type of reproduction</b> - Indicates whether the globe is a facsimile or other type of reproduction.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+67
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference">
|
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<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
|
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="GIS Information Systems_ Inc." name="rh-authors" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="Originator" content="ImportMif" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRFixedFielddx.fm" /><title>007–Kit Dialog Box</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRFixedFielddx/007_Kit_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>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor3303"></a><a name="IX_Kit"></a><a name="XREF_94531_007_Kit_Dialog_Box"></a>007–Kit <span style="font-size: 11.0pt;"><a name="CSH_163"></a></span>Dialog Box</h1>
|
||||
<p>The 007–Kit dialog box is used to insert special information about the physical characteristics of the item with various components. The 007–Kit dialog box is displayed when you double-click the 007 tag in the MARC Editor and the first position of the fixed field contains ‘o’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 007 tag for a kit:</p>
|
||||
<p><b>Category of material</b> -Indicates the category of material to which the item belongs. The meaning of the remaining character positions in field 007 depends on the value in this character position.</p>
|
||||
<p><b>Specific material designation</b> - Indicates the specific material designation of the item. The specific material designation describes the special class of material (usually the class of physical object) to which an item belongs.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+72
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="GIS Information Systems_ Inc." name="rh-authors" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="Originator" content="ImportMif" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRFixedFielddx.fm" /><title>007–Map Dialog Box</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRFixedFielddx/007_Map_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>
|
||||
</div>
|
||||
<div class="content">
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||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor1117"></a><a name="IX_Map"></a><a name="XREF_61542_007_Fixed_Fields"></a>007–Map <span style="font-size: 11.0pt;"><a name="CSH_164"></a></span>Dialog Box</h1>
|
||||
<p>The 007–Map dialog box is used to insert special information about the physical characteristics of the map. The 007 Map dialog box is displayed when you double-click the 007 tag in the MARC Editor and the first position of the fixed field contains ‘a’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 007 tag for a map:</p>
|
||||
<p><b><a name="XREF_17183_Category_of"></a>Category of material</b> - Indicates the category of material to which the item belongs. The meaning of the remaining character positions in field 007 depends on the value in this character position.</p>
|
||||
<p><b><a name="XREF_42089_Specific_material"></a>Specific material designation</b> - Indicates the specific material designation of the item. The specific material designation describes the special class of material (usually the class of physical object) to which an item belongs.</p>
|
||||
<p><b><a name="XREF_35764_Color"></a>Color</b> - Indicates the color characteristics of the item.</p>
|
||||
<p><b><a name="XREF_26726_Physical_medium"></a>Physical medium </b>- Indicates the material of which the map is made.</p>
|
||||
<p><b><a name="XREF_12045_Type_of"></a>Type of reproduction</b> - Indicates whether the map is a facsimile or other type of reproduction.</p>
|
||||
<p><b><a name="XREF_30678_Production"></a>Production reproduction details - </b>Indicates the photographic technique used to produce the map.</p>
|
||||
<p><b><a name="XREF_36741_Positive_negative"></a>Positive/negative aspect</b> - Indicates the positive/negative aspect of the item. This characteristic is also referred to as the polarity.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+75
@@ -0,0 +1,75 @@
|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference">
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<head>
|
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
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<meta charset="utf-8" />
|
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="GIS Information Systems_ Inc." name="rh-authors" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
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<meta name="Originator" content="ImportMif" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRFixedFielddx.fm" /><title>007–Microform Dialog Box</title>
|
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
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</script>
|
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRFixedFielddx/007_Microform_Dialog_Box.htm">Open topic with navigation</a>
|
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</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>
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</div>
|
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<div class="content">
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor740"></a><a name="IX_Microform"></a><a name="XREF_95796_007_Fixed_Fields"></a>007–<span style="font-size: 11.0pt;"><a name="CSH_165"></a></span>Microform Dialog Box</h1>
|
||||
<p>The 007–Microform dialog box is used to insert special information about the physical characteristics of the microform. The 007 Microform dialog box is displayed when you double-click the 007 tag in the MARC Editor and the first position of the fixed field contains ‘h’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 007 tag for a microform:</p>
|
||||
<p><b><a name="XREF_27402_Category_of"></a>Category of material </b>- Indicates the category of material to which the item belongs. The meaning of the remaining character positions in field 007 depends on the value in this character position.</p>
|
||||
<p><b><a name="XREF_26204_Specific_material"></a>Specific material designation</b> - Indicates the specific material designation of the item. The specific material designation describes the special class of material (usually the class of physical object) to which an item belongs.</p>
|
||||
<p><b><a name="XREF_36596_Positive_negative"></a>Positive/negative aspect</b> - Indicates the positive/negative aspect (polarity) of the item. </p>
|
||||
<p><b><a name="XREF_11174_Dimensions"></a>Dimensions</b> - Indicates the dimensions of the microform. It does not indicate the dimensions of the image. For example, 16 mm images on 35 mm microfilm are coded<span class="FM_Emphasis"> f </span>(35 mm). Only the most common dimensions are indicated.</p>
|
||||
<p><b><a name="XREF_27386_Reduction_ration"></a>Reduction ratio range</b> - Indicates the reduction ratio range for a microform. The specific reduction ratio is recorded in 007/06-08.</p>
|
||||
<p><b><a name="XREF_35836_Reduction_ratio"></a>Reduction ratio</b> - These character positions contain the reduction ratio for a microform. A one-character alphabetic code indicating the reduction ratio range is recorded in 007/05.</p>
|
||||
<p><b><a name="XREF_31301_Color"></a>Color</b> - Indicates the color characteristics of the item.</p>
|
||||
<p><b><a name="XREF_21424_Emulsion_on_film"></a>Emulsion on film</b> - Indicates the type of emulsion on the film. The word <span style="font-style: italic;">emulsion</span> describes the light-sensitive materials within the item. Proper storage and use of items require identification of the emulsion they contain.</p>
|
||||
<p><b><a name="XREF_28442_Generation"></a>Generation</b> - Indicates the generation stage of the item. The concept of <span style="font-style: italic;">generation</span> represents the photographic process required to create, duplicate, and preserve image materials. </p>
|
||||
<p><b><a name="XREF_21478_Base_of_film"></a>Base of film </b>- Indicates the base of the film. Safety base is a comparatively nonflammable film base that meets the American National Standards Institute (ANSI) requirements for a safety base.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
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</html>
|
||||
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|
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<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRFixedFielddx.fm" /><title>007–Motion Picture Dialog Box</title>
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<h1><a name="kanchor446"></a><a name="IX_Motion_Picture"></a><a name="kanchor447"></a><a name="IX_Microform_1"></a><a name="XREF_73243_007_Fixed_Fields"></a>007–Motion Picture <span style="font-size: 11.0pt;"><a name="CSH_166"></a></span>Dialog Box</h1>
|
||||
<p>The 007–Motion Picture dialog box is used to insert special information about the physical characteristics of the motion picture. The 007 Motion Picture dialog box is displayed when you double-click the 007 tag in the MARC Editor and the first position of the fixed field contains ‘m’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 007 tag for a motion picture:</p>
|
||||
<p><b><a name="XREF_35212_Category_of"></a>Category of material - </b>Indicates the category of material to which the item belongs. The meaning of the remaining character positions in field 007 depends on the value in this character position.</p>
|
||||
<p><b><a name="XREF_34789_Specific_material"></a>Specific material designation</b> - Indicates the specific material designation of the item. The specific material designation describes the special class of material (usually the class of physical object) to which an item belongs.</p>
|
||||
<p><b><a name="XREF_31396_Color"></a>Color</b> - Indicates the color characteristics of the item.</p>
|
||||
<p><b><a name="XREF_14086_Motion_picture"></a>Motion picture presentation format</b> - Indicates the presentation format for motion pictures. For example, wide-screen presentation format is usually indicated with terms such as Techniscope, Todd-AO, Super-Panavision, and others.</p>
|
||||
<p><b><a name="XREF_32162_Sound_on_medium_or"></a>Sound on medium or separate</b> - Indicates whether the sound is on the item or separate from the item.</p>
|
||||
<p><b><a name="XREF_20274_Medium_for_sound"></a>Medium for sound</b> - Indicates the specific medium used to carry the sound of an item, whether that sound is carried on the item itself or is in the form of accompanying material. It also indicates the type of sound playback required for the item. This character position is used in conjunction with the information coded in 007/05 and 007/07. </p>
|
||||
<p><a name="XREF_13488_Dimensions"></a><b>Dimensions</b> - Indicates the width of a motion picture.</p>
|
||||
<p><a name="XREF_35141_Configuration_and"></a><b>Configuration of playback channels</b> - Indicates the configuration of playback channels. This data element should be coded based on a clear indication of intended playback. These codes do not refer to the configuration of channels originally recorded unless those channels are all intended to be available on playback.</p>
|
||||
<p><b><a name="XREF_33487_Production_elements"></a>Production elements</b> - Indicates whether the film material is part of a complete production, a preliminary production element, or a post-production element. Materials described in this character position do not represent a complete work.</p>
|
||||
<p><b><a name="XREF_15758_Positive_negative"></a>Positive/negative aspect</b> - Indicates the positive/negative aspect (polarity) of the item. </p>
|
||||
<p><b><a name="XREF_30845_Generation"></a>Generation</b> - Indicates the generation stage of the item. The concept of <span style="font-style: italic;">generation</span> represents the photographic process required to create, duplicate, and preserve image materials. </p>
|
||||
<p><b><a name="XREF_34468_Base_of_film"></a>Base of film</b> - Indicates the base of the film. Safety base is a comparatively nonflammable film base that meets the ANSI requirements for a safety base.</p>
|
||||
<p><b><a name="XREF_29151_Refined_categories"></a>Refined categories of color</b> - Indicates more specifically the color characteristics of a moving image.</p>
|
||||
<p><b><a name="XREF_11893_Kind_of_color"></a>Kind of color stock or print</b> - Indicates the type of color film stock or color print of the item.</p>
|
||||
<p><b><a name="XREF_31863_Deterioration_stage"></a>Deterioration stage</b> - Indicates the level of deterioration of the motion picture film.</p>
|
||||
<p><b><a name="XREF_28265_Completeness"></a>Completeness</b> - Indicates whether or not the item being cataloged is judged to be complete.</p>
|
||||
<p><b><a name="XREF_18281_Film_inspection"></a>Film inspection date</b> - The most recent film inspection date. It may be the date the item was cataloged or the date it was viewed.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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||||
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRFixedFielddx.fm" /><title>007–Nonprojected Graphic Dialog Box</title>
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<h1><a name="kanchor3480"></a><a name="IX_Nonprojected_Graphic"></a><a name="XREF_51339_007_Fixed_Fields"></a>007–Nonprojected <span style="font-size: 11.0pt;"><a name="CSH_175"></a></span>Graphic Dialog Box</h1>
|
||||
<p>The 007–Nonprojected Graphic dialog box is used to insert special information about the physical characteristics of the non-projected graphic. The 007–Nonprojected Graphic dialog box is displayed when you double-click the 007 tag in the MARC Editor and the first position of the fixed field contains ‘k’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 007 tag for non-projected graphic:</p>
|
||||
<p><b><a name="XREF_18057_Category_of"></a>Category of material</b> - Indicates the category of material to which the item belongs. The meanings of the remaining character positions in field 007 depend on the value in this character position.</p>
|
||||
<p><b><a name="XREF_23731_Specific_material"></a>Specific material designation</b> - Indicates the specific material designation of the item. The specific material designation describes the special class of material (usually the class of physical object) to which an item belongs.</p>
|
||||
<p><b><a name="XREF_23555_Color"></a>Color</b> - Indicates the color characteristics of the item.</p>
|
||||
<p><b><a name="XREF_21099_Primary_support"></a>Primary support material</b> - Indicates the type of material used for the primary support (the support or base on which an image is printed or executed) for a non-projected graphic. This information is intended for use in handling and storage of material.</p>
|
||||
<p><b><a name="XREF_17625_Secondary_support"></a>Secondary support material</b> - Indicates the type of material used for the secondary support for non-projected graphic material. Secondary support refers to the material (other than normal museum matting) to which the primary support is attached. This character position is coded only when the mount or matte is of historical, informational, aesthetic, or archival importance.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
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</body>
|
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</html>
|
||||
+67
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference">
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|
||||
<h1><a name="kanchor2861"></a><a name="IX_Notated_Music"></a><a name="XREF_24851_007_Notated_Music"></a>007–Notated <span style="font-size: 11.0pt;"><a name="CSH_167"></a></span>Music Dialog Box</h1>
|
||||
<p>The 007–Notated Music dialog box is used to insert special information about the physical characteristics of the graphical representation of the musical work. The 007–Notated Music dialog box is displayed when you double-click the 007 tag in the MARC Editor and the first position of the fixed field contains ‘q’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 007 tag for notated music:</p>
|
||||
<p><b>Category of material</b> - Indicates the category of material to which the item belongs. The meaning of the remaining character positions in field 007 depends on the value in this character position.</p>
|
||||
<p><b>Specific material designation</b> - Indicates the specific material designation of the item. The specific material designation describes the special class of material (usually the class of physical object) to which an item belongs.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
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|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
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|
||||
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|
||||
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|
||||
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||||
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|
||||
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference">
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<h1><a name="kanchor3649"></a><a name="IX_Projected_Graphic"></a><a name="XREF_20745_007_Fixed_Fields"></a>007–Projected <span style="font-size: 11.0pt;"><a name="CSH_168"></a></span>Graphic Dialog Box</h1>
|
||||
<p>The 007–Projected Graphic dialog box is used to insert special information about the physical characteristics of the projected graphic. The 007 Projected Graphic dialog box is displayed when you double-click the 007 tag in the MARC Editor and the first position of the fixed field contains ‘g’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 006 tag for a projected graphic:</p>
|
||||
<p><a name="XREF_21650_Category_of"></a><b>Category of material</b> - Indicates the category of material to which the item belongs. The meanings of the remaining character positions in field 007 depend on the value in this character position.</p>
|
||||
<p><b><a name="XREF_20214_Specific_material"></a>Specific material designation</b> - Indicates the specific material designation of the item. The specific material designation describes the special class of material (usually the class of physical object) to which an item belongs.</p>
|
||||
<p><b><a name="XREF_21644_Color"></a>Color</b> - Indicates the color characteristics of the item.</p>
|
||||
<p><b><a name="XREF_22143_Base_of_emulsion"></a>Base of emulsion</b> - Indicates the type of material for the base of the emulsion of a photo negative, filmstrip, slide, or transparency.</p>
|
||||
<p><b><a name="XREF_11802_Sound_on_medium_or"></a>Sound on medium or separate</b> - Indicates whether the sound of the projected graphic is on the item or separate from the item.</p>
|
||||
<p><b><a name="XREF_27808_Medium_for_sound"></a>Medium for sound </b>- Indicates the specific medium used to carry the sound of an item, whether that sound is carried on the item itself or is in the form of accompanying material. It also indicates the type of sound playback required for the item. This character position is used in conjunction with the information coded in 007/05 and 007/07.</p>
|
||||
<p><b><a name="XREF_21485_Dimensions"></a>Dimensions </b>- Indicates the width or dimensions of the projected graphic item. Width is given for filmstrips. Height and width are given for slides and transparencies. Only the most common dimensions are indicated.</p>
|
||||
<p><b><a name="XREF_37896_Secondary_support"></a>Secondary support material</b> - Indicates the mount material of a slide or transparency for a projected graphic.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
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|
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference">
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRFixedFielddx/007_Remote_Image_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="kanchor2665"></a><a name="IX_Remote_Sensing_Image"></a><a name="XREF_51141_007_Fixed_Fields"></a>007–Remote <span style="font-size: 11.0pt;"><a name="CSH_169"></a></span>Image Dialog Box</h1>
|
||||
<p>The 007–Remote-Sensing Image dialog box is used to insert special information about the physical characteristics of the remote sensing image. A remote sensing image is any image produced by a recording device that is not in physical or intimate contact with the object under study. The 007 Remote-Sensing Image dialog box is displayed when you double-click the 007 tag in the MARC Editor and the first position of the fixed field contains ‘r’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 006 tag for a remote sensing image:</p>
|
||||
<p><b><a name="XREF_15390_Category_of"></a>Category of material</b> - Indicates the category of material to which the item belongs. The meanings of the remaining character positions in field 007 depend on the value in this character position.</p>
|
||||
<p><b><a name="XREF_19382_Specific_material"></a>Specific material designation</b> - Indicates the specific material designation of the item. The specific material designation describes the special class of material (usually the class of physical object) to which an item belongs.</p>
|
||||
<p><b><a name="XREF_27066_Altitude_of_sensor"></a>Altitude of sensor</b> - Indicates the general position of the sensor relative to the Earth.</p>
|
||||
<p><b><a name="XREF_37966_Attitude_of_sensor"></a>Attitude of sensor</b> - Indicates the general angle of the device from which the remote-sensing image is made.</p>
|
||||
<p><b><a name="XREF_39605_Cloud_cover"></a>Cloud cover</b> - Indicates the amount of cloud cover that was present when a remote-sensing image was made.</p>
|
||||
<p><b><a name="XREF_18343_Platform"></a>Platform construction type</b> - Indicates the type of construction of the platform serving as the base for the remote-sensing device. For the purpose of this data element, <span class="FM_Emphasis">platform</span> refers to any structure that serves as a base, not only flat surfaces.</p>
|
||||
<p><b><a name="XREF_20278_Platform_use"></a>Platform use category</b> - Indicates the primary use intended for the platform specified in 007/06.</p>
|
||||
<p><b><a name="XREF_25588_Sensor_type"></a>Sensor type</b> - Indicates the recording mode of the remote-sensing device; specifically, whether the sensor is involved in the creation of the image it eventually measures, or if it transmits the information directly.</p>
|
||||
<p><b><a name="XREF_20226_Data_type"></a>Data type</b> - A two-character alphabetic code indicates the spectral, acoustic, or magnetic characteristics of the data received by the device producing the remote-sensing image. It can be used to indicate both the wavelength of radiation measured and the type of sensor used to measure it.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
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|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
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<h1><a name="kanchor333"></a><a name="IX_Sound_Recording"></a><a name="XREF_15480_007_Fixed_Fields"></a>007–Sound <span style="font-size: 11.0pt;"><a name="CSH_170"></a></span>Recording Dialog Box</h1>
|
||||
<p>The 007–Sound Recording dialog box is used to insert special information about the physical characteristics of the sound recording. The 007 Sound Recording dialog box is displayed when you double-click the 007 tag in the MARC Editor and the first position of the fixed field contains ‘s’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 006 tag for a sound recording:</p>
|
||||
<p><b><a name="XREF_17652_Category_of"></a>Category of material </b>- Indicates the category of material to which the item belongs. The meanings of the remaining character positions in field 007 depend on the value in this character position.</p>
|
||||
<p><b><a name="XREF_12499_Specific_material"></a>Specific material designation </b>- Indicates the specific material designation of the item. The specific material designation describes the special class of material (usually the class of physical object) to which an item belongs.</p>
|
||||
<p><b><a name="XREF_33614_Speed"></a>Speed</b> - Indicates the playback speed of the sound recording. This code is only intended to relate to the playing speed of a sound recording rendered on a mechanical device.</p>
|
||||
<p><b><a name="XREF_11443_Configuration"></a>Configuration playback channels</b> - Indicates the configuration of playback channels. Monaural, stereophonic, quadraphonic, and other configuration of playback channels are coded based on a clear indication of intended playback. These codes do not refer to the configuration of channels originally recorded, unless those channels are all intended to be available on playback.</p>
|
||||
<p><b><a name="XREF_11422_Groove_width"></a>Groove width/groove pitch </b>- Indicates the width of the groove of the recording for discs or the pitch of the groove for cylinders.</p>
|
||||
<p><b><a name="XREF_11127_Dimensions"></a>Dimensions</b> - Indicates the diameter of an open reel or disc, or the dimensions of a cassette, cartridge, or cylinder.</p>
|
||||
<p><b><a name="XREF_37192_Tape_width"></a>Tape width</b> - Indicates the width of the tape.</p>
|
||||
<p><b><a name="XREF_23949_Tape_configuration"></a>Tape configuration</b> - Indicates the number of tracks on a tape.</p>
|
||||
<p><b><a name="XREF_15834_Kind_of_disc"></a>Kind of disc, cylinder, or tape</b> - Indicates the type of disc, cylinder, or tape.</p>
|
||||
<p><b><a name="XREF_42332_Kind_of_material"></a>Kind of material</b> - Indicates the kind of material used in the manufacture of sound recordings (both instantaneous and mass-produced). This code is only intended to relate to a sound recording rendered on a mechanical device. </p>
|
||||
<p><b><a name="XREF_23192_Kind_of_cutting"></a>Kind of cutting</b> - Indicates how the disc grooves are cut. Used primarily to identify discs which contain only hill-and-dale information.</p>
|
||||
<p><b><a name="XREF_15207_Special_playback"></a>Special playback characteristics</b> - Indicates the playback characteristics for sound recordings. Special playback characteristics include special equipment or equalization necessary for proper playback. Codes should be used only if the item in hand includes a clear indication that special playback characteristics are required.</p>
|
||||
<p><b><a name="XREF_25573_Capture_and"></a>Capture and storage technique</b> - Indicates how the sound was originally captured and stored. For re-releases of recordings, use the code for the original capture and storage technique, even though such re-releases may have been enhanced using another technique.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference">
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta content="GIS Information Systems_ Inc." name="rh-authors" />
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
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<meta name="Originator" content="ImportMif" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRFixedFielddx.fm" /><title>007–Tactile Material Dialog Box</title>
|
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<script src="../../../Resources/Scripts/jquery.min.js">
|
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</script>
|
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<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
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<script src="../../../Resources/Scripts/require.config.js" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
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</script>
|
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<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
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</head>
|
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRFixedFielddx/007_Tactile_Material_Dialog_Box.htm">Open topic with navigation</a>
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||||
</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>
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</div>
|
||||
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor4146"></a><a name="IX_Tactile_Material"></a><a name="XREF_76583_007_Tactile"></a>007–Tactile <span style="font-size: 11.0pt;"><a name="CSH_171"></a></span>Material Dialog Box</h1>
|
||||
<p>The 007–Tactile Material dialog box is used to insert special information about the physical characteristics of material intended to be read or interpreted by touch. The 007 Tactile Material dialog box is displayed when you double-click the 007 tag in the MARC Editor and the first position of the fixed field contains ‘f’.</p>
|
||||
<p>The following elements are located on the 007–Tactile Material dialog box:</p>
|
||||
<p><b>Category of material</b> - Indicates the category of material to which the item belongs. The meanings of the remaining character positions in field 007 depend on the value in this character position.</p>
|
||||
<p><b>Specific material designation</b> - Indicates the specific material designation of the item. The specific material designation describes the special class of material (usually the class of physical object) to which an item belongs.</p>
|
||||
<p><b>Braille writing class </b>- Indicates the family of braille to which the item belongs. This is not the particular braille coded, but the type of braille codes used, representing different types of written symbols.</p>
|
||||
<p><b>Level of contraction</b> - Indicates whether contractions are used. Contractions are abbreviations consisting of one or more braille or Moon characters to represent common letter combinations.</p>
|
||||
<p><b>Braille music format</b> - A three-character code indicates the braille music format of the item. The music formats are the way measures, section, parts, and related information, such as words, are presented in relation to each other. Up to three formats may be indicated, left justified in order of predominance.</p>
|
||||
<p><b>Physical characteristics</b> - A one-character code indicates other special physical characteristics about the braille.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+67
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
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||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
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<meta content="GIS Information Systems_ Inc." name="rh-authors" />
|
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
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||||
<meta name="Originator" content="ImportMif" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRFixedFielddx.fm" /><title>007–Text Dialog Box</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
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<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
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<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
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<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
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</script>
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<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
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</script>
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRFixedFielddx/007_Text_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>
|
||||
</div>
|
||||
<div class="content">
|
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor599"></a><a name="IX_Text"></a><a name="XREF_73768_007_Fixed_Fields"></a>007–Text <span style="font-size: 11.0pt;"><a name="CSH_172"></a></span>Dialog Box</h1>
|
||||
<p>The 007–Text dialog box is used to insert special information about the physical characteristics of the text. The 007 Text dialog box is displayed when you double-click the 007 tag in the MARC Editor and the first position of the fixed field contains ‘t’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 007 tag for text:</p>
|
||||
<p><b><a name="XREF_10325_Category_of"></a>Category of material </b>- Indicates the category of material to which the item belongs.</p>
|
||||
<p><b><a name="XREF_12134_Specific_material"></a>Specific material designation</b> - Indicates the specific material designation of the item. The specific material designation describes the special class of material (usually the class of physical object) to which an item belongs.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+67
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference">
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<head>
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||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
|
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="GIS Information Systems_ Inc." name="rh-authors" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
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||||
<meta name="Originator" content="ImportMif" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRFixedFielddx.fm" /><title>007–Unspecified Dialog Box</title>
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
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</script>
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</head>
|
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRFixedFielddx/007_Unspecified_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="kanchor1725"></a><a name="IX_Unspecified"></a><a name="XREF_11791_007_Fixed_Fields"></a>007–<span style="font-size: 11.0pt;"><a name="CSH_173"></a></span>Unspecified Dialog Box</h1>
|
||||
<p>The 007–Unspecified dialog box is used to insert special information about the physical characteristics of the unspecified material. The 007 Unspecified dialog box is displayed when you double-click the 007 tag in the MARC Editor and the first position of the fixed field contains ‘z’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 007 tag for unspecified material:</p>
|
||||
<p><b><a name="XREF_26581_Category_of"></a>Category of material</b> - Indicates that the category of material to which the item belongs is unspecified.</p>
|
||||
<p><b><a name="XREF_20542_Specific_material"></a>Specific material designation</b> - Indicates the specific material designation of the item. The specific material designation describes the special class of material (usually the class of physical object) to which an item belongs.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+78
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
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<meta content="GIS Information Systems_ Inc." name="rh-authors" />
|
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
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<meta name="Originator" content="ImportMif" />
|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRFixedFielddx.fm" /><title>007–Video Recording Dialog Box</title>
|
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<script src="../../../Resources/Scripts/jquery.min.js">
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</script>
|
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<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
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</script>
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<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
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</script>
|
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<h1><a name="kanchor431"></a><a name="IX_Video_Recording"></a><a name="XREF_51955_007_Fixed_Fields"></a>007–Video <span style="font-size: 11.0pt;"><a name="CSH_174"></a></span>Recording Dialog Box</h1>
|
||||
<p>The 007–Video Recording dialog box is used to insert special information about the physical characteristics of the video recording. The 007 Video Recording dialog box is displayed when you double-click the 007 tag in the MARC Editor and the first position of the fixed field contains ‘v’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 007 tag for a video recording:</p>
|
||||
<p><b><a name="XREF_26748_Category_of"></a>Category of material </b>- Indicates the category of material to which the item belongs.</p>
|
||||
<p><b><a name="XREF_17720_Specific_material"></a>Specific material designation</b> - Indicates the specific material designation of the item. The specific material designation describes the special class of material (usually the class of physical object) to which an item belongs.</p>
|
||||
<p><b><a name="XREF_14984_Color"></a>Color </b>- Indicates the color characteristics of the item.</p>
|
||||
<p><b><a name="XREF_23167_video_recording"></a>Video recording format</b> - Indicates the recording format for videotapes or videodiscs. If a bibliographic record for a video recording describes various available formats, a separate <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">007 field<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"></span>Physical Description, Fixed Field -
|
||||
This field contains special information about the physical characteristics in a coded form. The information may represent the whole item or parts of an item such as accompanying material.
|
||||
 
|
||||
The data elements in field 007 are positionally defined and the number of character positions in field 007 depends upon the code contained in 007/00. Character position 00 contains a code that identifies the category of material. The fill character (|) is not allowed in this position. The fill character may be used in any other character position when the cataloging agency makes no attempt to code the position.
|
||||
 
|
||||
The categories of material for which field 007 is applicable in bibliographic records are presented in the following order in the field description: map, electronic resource, globe, tactile material, projected graphic, microform, nonprojected graphic, motion picture, kit, notated music, remote-sensing image, sound recording, text, videorecording, and unspecified.</span></a> is needed for each.</p>
|
||||
<p><b><a name="XREF_28467_Sound_on_medium_or"></a>Sound on medium or separate</b> - Indicates whether the sound is on the item or separate from the item.</p>
|
||||
<p><b><a name="XREF_10007_Medium_for_sound"></a>Medium for sound</b> - Indicates the specific medium used to carry the sound of an item, whether that sound is carried on the item itself or is in the form of accompanying material. It also indicates the type of sound playback required for the item. This character position is used in conjunction with the information coded in 007/05 and 007/07.</p>
|
||||
<p><b><a name="XREF_40846_Dimensions"></a>Dimensions</b> - Indicates the width of the video recording.</p>
|
||||
<p><b><a name="XREF_25735_Configuration_of"></a>Configuration of playback channels</b> - Indicates the configuration of playback channels. These codes do not refer to the configuration of channels originally recorded unless those channels are all intended to be available on playback.</p>
|
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||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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||||
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|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<h1><a name="kanchor747"></a><a name="IX_Books_1"></a><a name="XREF_91019_008_Books_Dialog"></a>008–Books <span style="font-size: 11.0pt;"><a name="CSH_176"></a></span>Dialog Box</h1>
|
||||
<p>The 008–Books dialog box is used to insert information about the book as a whole or about special aspects of the 1XX heading or 4XX/5XX tracing fields. The 008–Books dialog box is displayed when you double-click the 008 tag in the MARC Editor and LDR/06 contains ‘a’ or ‘t’. </p>
|
||||
<p>Select options in the following boxes to enter information in the 008 tag for a book:</p>
|
||||
<p><b><a name="XREF_29363_Entry_date"></a>Entry date</b> - Six digits specify the date the record was first entered into machine-readable form. The date is given in the pattern <span class="FM_Emphasis">yymmdd</span> <br />(<span class="FM_Emphasis">yy</span> for the year, <span class="FM_Emphasis">mm</span> for the month, and <span class="FM_Emphasis">dd</span> for the day).</p>
|
||||
<p><b><a name="XREF_41400_Type_of_date"></a>Type of date</b> - A one-character alphabetic code categorizes the type of date given in character positions 008/07-10 and 008/11-14. For serially-issued item, the code in 008/06 also indicates the publication status.</p>
|
||||
<p><b><a name="XREF_26206_Date_1"></a>Date 1</b> - Four digits indicate a date appropriate for the type of item being recorded. Missing digits are represented by the character<span class="FM_Emphasis"> u.</span> For most records, the date is derived from information in field 260, field 362, or from note fields. For serially issued items, this box contains the beginning date of publication (chronological designation). For reprints of serials and for reproductions of serials being described in the body of the entry, the beginning date is entered in this position.</p>
|
||||
<p><b><a name="XREF_28848_Date_2"></a>Date 2 </b>- Four digits indicate a date appropriate for the type of item being recorded. Missing digits are represented by the character<span class="FM_Emphasis"> u.</span> For most records, the date is derived from information in field 260, field 362, or from note fields. For serially issued items, this box contains the ending date of publication (chronological designation). For reprints of serials and for reproductions of serials being described in the body of the entry, the ending date is entered in this position.</p>
|
||||
<p><b><a name="XREF_40010_Place_of"></a>Place of publication</b> - A two- or three-character alphabetic code indicates the place of publication, production, or execution. The place code is an authoritative-agency data element. The source of the code is the MARC 21 Code List for Countries that is maintained by the Library of Congress. Choice of a MARC 21 code is generally related to information in field 260.</p>
|
||||
<p><b><a name="XREF_28654_Illustrations"></a>Illustrations</b> - Indicates the presence of types of illustrations in the item represented by the record. Information for this character position is usually derived from terms in field 300. Up to four codes may be recorded, in alphabetical order. If fewer than four codes are assigned, the codes are left-justified and unused positions contain blanks. If more than four codes are appropriate, only the first four are recorded.</p>
|
||||
<p><a name="XREF_15024_Audience"></a><b>Audience</b> - A one-character alphabetic code describes the intellectual level of the target audience for which the material is intended. When items with factual content are considered appropriate for more than one target audience, the code indicates the primary target audience. If the record has both reading grade level and interest age or interest grade level information present in the 521 (Target Audience Note) field, 008/22 is coded based on the interest age or interest grade information.</p>
|
||||
<p><b><a name="XREF_26884_Form_of_item"></a>Form of item</b> - A one-character alphabetic code specifies the form of material for the item in hand.</p>
|
||||
<p><b><a name="XREF_38880_Nature_of_contents"></a>Nature of contents </b>- One-character alphabetic codes indicate that an item contains certain types of materials. Generally, a specific code is used if a significant part of the item is the type of material represented by the code. Information for these character positions is usually derived from other areas of the bibliographic record (for example, field 245, 5XX fields, or 6XX fields). Up to four codes may be recorded, in alphabetical order. If fewer than four codes are assigned, the codes are left-justified and unused positions contain blanks. If more than four codes are appropriate to an item, the four most significant are selected. If no codes are applicable, all positions contain blanks.</p>
|
||||
<p><b><a name="XREF_36348_Government"></a>Government publication</b> - Indicates whether the item is published or produced by or for an international, national, state, or local government agency, or by any subdivision of such a body. The code also describes the jurisdictional level of the government agency associated with the item.</p>
|
||||
<p><b><a name="XREF_31051_Conference"></a>Conference publication</b> - A one-character numeric code indicates whether a work consists of the proceedings, reports, or summaries of a conference. The following types of publications are considered to be conference publications: proceedings, partial collections, or collections of preprints.</p>
|
||||
<p><b><a name="XREF_18804_Festschift"></a>Festschift </b>- A one-character numeric code indicates whether or not the work is a festschrift. A festschrift is a complimentary or memorial publication usually in the form of a collection of essays, addresses, biographical, bibliographic scientific, or other contributions.</p>
|
||||
<p><b><a name="XREF_41387_Index"></a>Index</b> - A one-character numeric code indicates whether or not an item includes an index to its own contents. Information for this data element is derived from an entry in another part of the bibliographic record.</p>
|
||||
<p><b><a name="XREF_42061_Literary_form"></a>Literary form</b> - A one-character numeric code indicates whether the item is a work of fiction. The information for this data element may sometimes be derived from the presence of the subject subdivision <span style="font-style: italic;">fiction</span> in a subject <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">added entry<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"></span>A secondary entry to the main entry in a MARC record.</span></a> field (6XX).</p>
|
||||
<p><b><a name="XREF_17448_Biography"></a>Biography</b> - Indicates whether or not an item contains biographical material, and if so, what the biographical characteristics are.</p>
|
||||
<p><b><a name="XREF_39995_Language"></a>Language</b> - A three-character alphabetic code indicates the language of the item. The source of the code is the<span class="FM_Emphasis"> MARC 21 Code List of Languages </span>that is maintained by the Library of Congress. Choice of a MARC 21 code is based on the predominant language of the item. When an item contains text or other worded information in more than one language, or is a translation, textual information regarding the language is usually given in field 500 or field 546. If more than one language code is appropriate, all appropriate codes are given in field 04 and the first one is recorded in 008/35-37.</p>
|
||||
<p><b><a name="XREF_13072_Modified_record"></a>Modified record </b>- Indicates whether any data on a bibliographic record is a modification of information that appeared on the item being cataloged or that was intended to be included in the machine-readable record. Such modifications include: the romanization of data that originally appeared in a non-roman script, substitution of characters available for those characters that could not be converted to machine-readable form or shortening of records because the amount of data exceeded a system-imposed maximum allowable length.</p>
|
||||
<p><b><a name="XREF_12663_Cataloging_source"></a>Cataloging source</b> - Indicates the original <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">cataloging source<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"></span>A code stored in tag 040 $a that tells who created the record. These codes are governed by the MARC code list for libraries.</span></a> of the record. If the cataloging source is known, it is identified in subfield ‡a of field 040.</p>
|
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<h1><a name="kanchor4062"></a><a name="IX_Computer_Files_1"></a><a name="XREF_62787_008_Computer_Files"></a>008–Computer <span style="font-size: 11.0pt;"><a name="CSH_178"></a></span>Files Dialog Box</h1>
|
||||
<p>The 008–Computer Files dialog box is used to insert information about the computer file as a whole or about special aspects of the 1XX heading or 4XX/5XX tracing fields. The 008–Computer Files dialog box is displayed when you double-click the 008 tag in the MARC Editor and LDR/06 contains ‘m’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 008 tag for a computer file:</p>
|
||||
<p><b><a name="XREF_20020_Entry_date"></a>Entry date </b>- Six digit characters specify the date the record was first entered into machine-readable form. The date is given in the pattern <span class="FM_Emphasis">yymmdd</span> <br />(<span class="FM_Emphasis">yy</span> for the year, <span class="FM_Emphasis">mm</span> for the month, and <span class="FM_Emphasis">dd</span> for the day).</p>
|
||||
<p><b><a name="XREF_10044_Type_of_date"></a>Type of date</b> - A one-character alphabetic code that categorizes the type of date given in character positions 008/07-10 and 008/11-14. For serially-issued items, the code in 008/06 also indicates the publication status.</p>
|
||||
<p><b><a name="XREF_29046_Date_1"></a>Date 1</b> - Four digits that indicate a date appropriate for the type of item being recorded. Missing digits are represented by the character<span class="FM_Emphasis"> u. </span>For most records, the date is derived from information in field 260, field 362, or from note fields. For serially issued items, this box contains the beginning date of publication (chronological designation). For reprints of serials and for reproductions of serials being described in the body of the entry, the beginning date is entered in this position.</p>
|
||||
<p><b><a name="XREF_26311_Date_2"></a>Date 2</b> - Four digits that indicate a date appropriate for the type of item being recorded. Missing digits are represented by the character<span class="FM_Emphasis"> u.</span> For most records, the date is derived from information in field 260, field 362, or from note fields. For serially issued items, this box contains the ending date of publication (chronological designation). For reprints of serials and for reproductions of serials being described in the body of the entry, the ending date is entered in this position.</p>
|
||||
<p><b><a name="XREF_27719_Place_of"></a>Place of publication</b> - A two- or three-character alphabetic code indicates the place of publication, production, or execution. The place code is an authoritative-agency data element. The source of the code is the MARC 21 Code List for Countries that is maintained by the Library of Congress. Choice of a MARC 21 code is generally related to information in field 260.</p>
|
||||
<p><b><a name="XREF_17598_Audience"></a>Audience</b> - A one-character alphabetic code describes the target audience for which the material is intended. It is used primarily for educational computer file materials. When items with factual content are considered appropriate for more than one target audience, the code indicates the primary target audience. If the record has both reading grade and interest age or interest grade level information present in the 521 field, 008/22 is coded based on the interest age or interest grade information.</p>
|
||||
<p><b><a name="XREF_41013_Type_of_computer"></a>Type of computer file </b>- Indicates the type of computer file being described. The specific type of file is also described in textual form in field 516.</p>
|
||||
<p><b><a name="XREF_30558_Government"></a>Government publication</b> - Indicates whether or not the computer file is published or produced by or for an international, national, state, or local government agency, or by any subdivision of such a body. The code also describes the jurisdictional level of the government agency associated with the item.</p>
|
||||
<p><b><a name="XREF_21517_Language"></a>Language </b>- A three-character alphabetic code indicates the language of the item. The source of the code is the <span class="FM_Emphasis">MARC 21 Code List of Languages</span> maintained by the Library of Congress. Choice of a MARC 21 code is based on the predominant language of the item. When an item contains text, etc., in more than one language, or is a translation, textual information regarding the language is usually given in field 500 or field 546. If more than one language code is appropriate, all appropriate codes are given in field 04 and the first one is recorded in 008/35-37.</p>
|
||||
<p><b><a name="XREF_28767_Modified_record"></a>Modified record</b> - Indicates whether any data on a bibliographic record is a modification of information that appeared on the item being cataloged or that was intended to be included in the machine-readable record. Such modifications include: the romanization of data that originally appeared in a non-roman script, substitution of characters available for those characters that could not be converted to machine-readable form, or shortening of records because the amount of data exceeded a system-imposed, maximum-allowable length.</p>
|
||||
<p><b>Cataloging source </b>- Indicates the original <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">cataloging source<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"></span>A code stored in tag 040 $a that tells who created the record. These codes are governed by the MARC code list for libraries.</span></a> of the record. If the cataloging source is known, it is identified in subfield ‡a of field 040.</p>
|
||||
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|
||||
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|
||||
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<h1><a name="kanchor2788"></a><a name="IX_Continuing_Resources_1"></a><a name="XREF_61907_008_Fixed_Fields"></a>008–Continuing <span style="font-size: 11.0pt;"><a name="CSH_181"></a></span>Resources Dialog</h1>
|
||||
<p>The 008–Continuing Resources dialog box is used to insert information about the serial as a whole or about special aspects of the 1XX heading or 4XX/5XX tracing fields. The 008–Continuing Resources dialog box is displayed when you double-click the 008 tag in the MARC Editor where LDR/06 contains ‘a’ and LDR/07 contains ‘b’ or ‘s’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 008 tag for a serial:</p>
|
||||
<p><b><a name="XREF_14977_Entry_date"></a>Entry date</b> - Six digits specify the date the record was first entered into machine-readable form. The date is given in the pattern <span class="FM_Emphasis">yymmdd</span> <br />(<span class="FM_Emphasis">yy</span> for the year, <span class="FM_Emphasis">mm</span> for the month, and <span class="FM_Emphasis">dd</span> for the day).</p>
|
||||
<p><b><a name="XREF_21460_Type_of_date"></a>Publication status</b> - A one-character alphabetic code that categorizes the type of date given in character positions 008/07-10 and 008/11-14. For serially-issued items, the code in 008/06 also indicates the publication status.</p>
|
||||
<p><b><a name="XREF_31588_Date_1"></a>Date 1 </b>- Four digits that indicate a date appropriate for the type of item being recorded. Missing digits are represented by the character<span class="FM_Emphasis"> u. </span>For most records, the date is derived from information in field 260, field 362, or from note fields. For serially issued items, this box contains the beginning date of publication (chronological designation). For reprints of serials and for reproductions of serials being described in the body of the entry, the beginning date is entered in this position.</p>
|
||||
<p><b><a name="XREF_19833_Date_2"></a>Date 2</b> - Four digits that indicate a date appropriate for the type of item being recorded. Missing digits are represented by the character<span class="FM_Emphasis"> u. </span>For most records, the date is derived from information in field 260, field 362, or from note fields. For serially issued items, this box contains the ending date of publication (chronological designation). For reprints of serials and for reproductions of serials being described in the body of the entry, the ending date is entered in this position.</p>
|
||||
<p><b><a name="XREF_23363_Place_of"></a>Place of publication</b> - A two- or three-character alphabetic code indicates the place of publication, production, or execution. The place code is an authoritative-agency data element. The source of the code is the <span class="FM_Emphasis">MARC 21 Code List for Countries</span> that is maintained by the Library of Congress. Choice of a MARC 21 code is generally related to information in field 260.</p>
|
||||
<p><b><a name="XREF_19286_Frequency"></a>Frequency</b> - Indicates the frequency of a serial. This element is used in conjunction with 008/19 and is based on the information found in field 310.</p>
|
||||
<p><b><a name="XREF_12354_Regularity"></a>Regularity</b> - Indicates the intended regularity of a serial. This element is used in conjunction with 008/18 and is based on the information found in field 310. Consider the stated intent of the publisher when coding the regularity.</p>
|
||||
<p><b><a name="XREF_16350_ISSN_center"></a>ISSN center </b>- A one-character code indicates the ISSN (International Standard Serial Number) Network center responsible for assigning and maintaining certain data related to a serial item. ISSN Network data typically includes the ISSN recorded in field 022, the key title recorded in field 222, the abbreviated key title recorded in field 210, and the original alphabet or script of title recorded in 008/33. In cases where the country of publication has changed, the code in 008/20 represents the country currently responsible for maintaining the data assigned.</p>
|
||||
<p><b><a name="XREF_31600_Type_of_serial"></a>Type of serial</b> - Indicates the type of serial item.</p>
|
||||
<p><b><a name="XREF_18257_Form_of_original"></a>Form of original item</b> - A one-character alphabetic code specifies the form of material in which a serial was originally published. In cases where the serial is published simultaneously in more than one form, or when it is difficult to determine the originally published form, the first item received or entered in the database is considered the original physical form.</p>
|
||||
<p><b><a name="XREF_14420_Form_of_item"></a>Form of item</b> - A one-character alphabetic code specifies the form of material for the serial item being described.</p>
|
||||
<p><b><a name="XREF_21747_Nature_of_entire"></a>Nature of entire work</b> - Indicates the nature of a serial if it consists entirely of a certain type of material. It is used to specify what type of publication the item is, as opposed to what the item contains. If the item can be considered more than one type of material, the types are recorded in 008/25-27 and the 008/24 position is coded blank.</p>
|
||||
<p><b><a name="XREF_11438_Nature_of_contents"></a>Nature of contents</b> - One-character alphabetic codes indicate that a work contains certain types of materials. Generally, a specific code is used only if a significant part of the item is the type of material represented by the code. Information for these character positions is usually derived from other areas of the bibliographic record. Up to three codes may be recorded, in alphabetical order. If fewer than three codes are assigned, the codes are left-justified and unused positions contain blanks.</p>
|
||||
<p><b>Nature of contents list</b> - Select a type of material description to place in the Nature of contents position.</p>
|
||||
<p><b><a name="XREF_22971_Government"></a>Government publication</b> - Indicates whether or not the serial is published or produced by or for an international, national, state, or local government agency, or by any subdivision of such a body, and, if so, describes the jurisdictional level of the agency.</p>
|
||||
<p><b><a name="XREF_33135_Conference"></a>Conference publication</b> - A one-character numeric code indicates whether or not a serial consists of the proceedings, reports, or summaries of a conference. The following types of publications are not considered conference publications: works composed of or based on a single paper, symposiums in print, hearings of legislative bodies, or courses given in a school.</p>
|
||||
<p><b><a name="XREF_23525_Original_alphabet"></a>Original alphabet or script of title</b> - Indicates the original or script of the title on the source item, upon which the key title is based. If there is no key title present, the code value may relate to the title proper. This data element is mandatory for bibliographic records created or updated by one of the centers participating in the International Serials Data System (ISDS). For other non-ISDS records, 008/33 is optional.</p>
|
||||
<p><b><a name="XREF_13876_Successive_latest"></a>Successive/latest entry</b> - A one-character numeric code indicates whether the serial was cataloged according to successive entry or latest entry cataloging conventions.</p>
|
||||
<p><b><a name="XREF_22157_Language"></a>Language</b> - A three-character alphabetic code indicates the language of the item. The source of the code is the <span class="FM_Emphasis">MARC 21 Code List of Languages</span> that is maintained by the Library of Congress. Choice of a MARC 21 code is based on the predominant language of the item. When an item contains text, etc., in more than one language, or is a translation, textual information regarding the language is usually given in field 500 or field 546. If more than one language code is appropriate, all appropriate codes are given in field 04 and the first one is recorded in 008/35-37.</p>
|
||||
<p><b><a name="XREF_21184_Modified_record"></a>Modified record</b> - Indicates whether any data on a bibliographic record is a modification of information that appeared on the item being cataloged or that was intended to be included in the machine-readable record. Such modifications include: the romanization of data that originally appeared in a non-roman script, substitution of characters available for those characters that could not be converted to machine-readable form, or shortening of records because the amount of data exceeded a system-imposed maximum allowable length.</p>
|
||||
<p><b><a name="XREF_38970_Cataloging_source"></a>Cataloging source</b> -Indicates the original <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">cataloging source<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"></span>A code stored in tag 040 $a that tells who created the record. These codes are governed by the MARC code list for libraries.</span></a> of the record. If the cataloging source is known, it is identified in subfield ‡a of field 040.</p>
|
||||
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|
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRFixedFielddx.fm" /><title>008–Fixed Field for Authority Record</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="kanchor948"></a><a name="IX_described_154"></a><a name="XREF_34136_008_Fixed_Fields"></a>008–Fixed <span style="font-size: 11.0pt;"><a name="CSH_152"></a></span>Field for Authority Record</h1>
|
||||
<p>The 008–Fixed Field for Authority Record dialog box provides coded information about the record as a whole or about special aspects of the 1XX heading or 4XX/5XX tracing fields. These coded data elements are useful for retrieval and data management purposes.</p>
|
||||
<p>Select from the following options to enter information in the 008-Fixed Field for the authority record:</p>
|
||||
<p><b><a name="XREF_34060_Entry_date"></a>Entry date</b> - Six digits specify the date the record was first entered into machine-readable form. The date is given in the pattern <span class="FM_Emphasis">yymmdd</span> <br />(<span class="FM_Emphasis">yy</span> for the year, <span class="FM_Emphasis">mm</span> for the month, and <span class="FM_Emphasis">dd</span> for the day).</p>
|
||||
<p><a name="XREF_32103_Direct_or_indirect"></a><b>Direct or indirect <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">geographic subdivision<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"></span>A subdivision which limits a topical subject heading to a specific geographic location.
|
||||
For example, in the headings:
|
||||
Women - Peru
|
||||
Libraries - New York (State)</span></a></b> - A one-character code indicates whether the subject heading system/thesaurus used to formulate the 1XX heading provides for subdividing the heading by the name of a country or other jurisdiction, region, or geographic feature. In an extended heading, 008/06 coding is based on the entire heading, including the subject subdivisions.</p>
|
||||
<p><b><a name="XREF_31530_Romanization_scheme"></a>Romanization scheme</b> - Indicates that the 1XX heading field contains the romanized form of a name or uniform title and identifies the romanization scheme used. If the 1XX heading is not a romanized form, code<span class="FM_Emphasis"> n </span>is used.</p>
|
||||
<p><b><a name="XREF_13257_Language_of_catalog"></a>Language of catalog</b><span class="FM_BulletHead"> - </span>Indicates whether the heading in the 1XX field and its associated reference structure (that is, the headings in the 1XX, 260, 360, 4XX, 5XX, 663, and 664 fields) are valid according to the rules used in establishing headings for English-language catalogs, French-language catalogs, or both.</p>
|
||||
<p><b><a name="XREF_13846_Kind_of_record"></a>Kind of record</b> - Indicates whether the authority record represents an established or un-established 1XX heading.</p>
|
||||
<p><b><a name="XREF_17756_Descriptive"></a>Descriptive cataloging rules</b><span class="FM_BulletHead"> - </span>A one-character alphabetic code identifies the descriptive cataloging rules used to formulate a name, name/title, or uniform title 1XX heading. A heading formulated according to descriptive cataloging rules that is used as a subject access point in bibliographic records may also be coded for a particular set of subject heading system/thesaurus conventions in 008/11. If the 1XX heading is not formulated using descriptive cataloging rules, code<span class="FM_Emphasis"> n </span>is used and the heading is not used as a main or <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">added entry<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"></span>A secondary entry to the main entry in a MARC record.</span></a> in bibliographic records.</p>
|
||||
<p><b><a name="XREF_25724_Subject_heading"></a>Subject heading system/thesaurus</b><span class="FM_BulletHead"> - </span>A one-character alphabetic code identifies the subject heading system/thesaurus conventions used to formulate the 1XX heading. A heading formulated according to descriptive cataloging rules that is used as a subject-added entry in bibliographic records may also be coded for a particular set of conventions in 008/11. If the 1XX heading does not conform to subject heading/thesaurus conventions, code<span class="FM_Emphasis"> n </span>is used.</p>
|
||||
<p><b><a name="XREF_35021_Type_of_series"></a>Type of series </b><span class="FM_BulletHead">- </span>Indicates the type of series contained in the 1XX heading field in an established heading record. The record may also contain series treatment information in fields 640-646. The codes distinguish between headings for <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">monographic series<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"></span>A group of monographs with a collective title in addition to their individual titles. The individual titles may or may not be numbered. The collective title is generally found on the title page or the cover of each monograph.</span></a> and multipart items that are cataloged as a set. They also identify other headings that may be considered appropriate for use as a series-added entry in bibliographic records, regardless of whether the series is actually traced.</p>
|
||||
<p><b><a name="XREF_41810_Numbered_or"></a>Numbered or unnumbered series - </b>Indicates whether the 1XX field contains an established heading for a numbered or unnumbered series or whether the series varies between being numbered and unnumbered.</p>
|
||||
<p><b><a name="XREF_13935_Heading_use_main"></a>Heading use - main or added entry - </b>Indicates whether the 1XX field contains an established heading that conforms to descriptive cataloging rules and, therefore, is appropriate for use as a 1XX main entry or 7XX added entry field in bibliographic records.</p>
|
||||
<p><b><a name="XREF_33275_Heading_use"></a>Heading use - subject added entry - </b>Indicates whether the 1XX field contains an established heading that conforms to subject heading system/thesaurus conventions and, therefore, is appropriate for use as a 6XX subject access entry in bibliographic records.</p>
|
||||
<p><b><a name="XREF_21420_Heading_use_series"></a>Heading use - series added entry - </b>Indicates whether the 1XX field contains an established heading that conforms to descriptive cataloging rules, and therefore is appropriate for use as a series-added entry in bibliographic records (4XX Series Statements (Traced); 8XX Series Added Entry).</p>
|
||||
<p><a name="XREF_17840_Type_of_subject"></a><b>Type of subject subdivision - </b>A one-character alphabetic code identifies the type of authorized subject subdivision contained in the 1XX heading field in a subdivision record, an established heading and subdivision record, or a reference and subdivision record. Code<span class="FM_Emphasis"> n </span>is used in all other kinds or records.</p>
|
||||
<p><b><a name="XREF_33210_Type_of_government"></a>Type of government agency - </b>A one-character code indicates the jurisdictional level of a 1XX heading that is the name of a government agency. The heading may be a jurisdiction or a body created or controlled by a national, state, or local government (including intergovernmental bodies of all types).</p>
|
||||
<p><b>Reference evaluation - </b>Indicates whether the 4XX/5XX tracing fields have been evaluated for their consistency with the rules used to formulate the 1XX heading in the record. This information is used to identify heading/tracing inconsistencies when a major change in the rules used to formulate headings and references has not been fully implemented.</p>
|
||||
<p><b><a name="XREF_30692_Record_update_in"></a>Record update in process - </b>Indicates whether a change in any field in a record is being considered. The organization investigating the modification may be identified by the MARC 21 code contained in the last subfield d of field 040 (Cataloging Source). Code<span class="FM_Emphasis"> b </span>alerts users to a potential change in a record after its initial creation. The completeness of the authority information contained in the record is indicated in Leader/17 (Encoding level).</p>
|
||||
<p><a name="XREF_36129_Undifferentiated"></a><b>Undifferentiated personal name - </b>Indicates whether the personal name in a name or name/title heading contained in field 100 in an established heading record or a reference record is used by one person or by two or more persons. Code<span class="FM_Emphasis"> n </span>is used if the 1XX heading is not a personal name or if the personal name is a family name (field 100, first indicator value 3).</p>
|
||||
<p><b><a name="XREF_34514_Level_of"></a>Level of establishment - </b>Indicates the extent to which the 100 to 151 headings conform to the descriptive cataloging or subject heading system and thesaurus conventions used to formulate the heading. Codes <span class="FM_Emphasis">a, b, c,</span> and<span class="FM_Emphasis"> d </span>are used only in established heading records. Code <span class="FM_Emphasis">n</span> is used in all other kinds of records.</p>
|
||||
<p><b><a name="XREF_42128_Modified_record"></a>Modified record -</b>A one-character code indicates whether the record is modified from its intended content because it required characters that could not be converted into machine-readable form, or because it exceeded a system-imposed maximum allowable length.</p>
|
||||
<p><b><a name="XREF_14985_Cataloging_source"></a>Cataloging source -</b>A one-character code indicates the creator of an authority record. If the <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">cataloging source<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"></span>A code stored in tag 040 $a that tells who created the record. These codes are governed by the MARC code list for libraries.</span></a> is known, it is identified in subfield a of field 040 (Cataloging Source).</p>
|
||||
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|
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
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<h1><a name="kanchor3102"></a><a name="IX_Maps_1"></a><a name="XREF_77518_008_Fixed_Fields"></a>008–Maps <span style="font-size: 11.0pt;"><a name="CSH_177"></a></span>Dialog Box</h1>
|
||||
<p>The 008–Maps dialog box is used to insert information about the map as a whole or about special aspects of the 1XX heading or 4XX/5XX tracing fields. The 008–Maps dialog box is displayed when you double-click the 008 tag in the MARC Editor and LDR/06 contains ‘e’ or ‘f’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 008 tag for a map:</p>
|
||||
<p><b><a name="XREF_34539_Entry_date"></a>Entry date</b> - Six digits specify the date the record was first entered into machine-readable form. The date is given in the pattern <span class="FM_Emphasis">yymmdd</span> <br />(<span class="FM_Emphasis">yy</span> for the year, <span class="FM_Emphasis">mm</span> for the month, and <span class="FM_Emphasis">dd</span> for the day).</p>
|
||||
<p><b><a name="XREF_17245_Type_of_date"></a>Type of date</b> - A one-character alphabetic code that categorizes the type of date given in character positions 008/07-10 and 008/11-14. For serially-issued items, the code in 008/06 also indicates the publication status.</p>
|
||||
<p><b><a name="XREF_31031_Date_1"></a>Date 1</b> - Four digits that indicate a date appropriate for the type of item being recorded. Missing digits are represented by the character<span class="FM_Emphasis"> u. </span>For most records, the date is derived from information in field 260, field 362, or from note fields. For serially issued items, this box contains the beginning date of publication (chronological designation). For reprints of serials and for reproductions of serials being described in the body of the entry, the beginning date is entered in this position.</p>
|
||||
<p><b><a name="XREF_21101_Date_2"></a>Date 2 </b>- Four digits that indicate a date appropriate for the type of item being recorded. Missing digits are represented by the character<span class="FM_Emphasis"> u. </span>For most records, the date is derived from information in field 260, field 362, or from note fields. For serially issued items, this box contains the ending date of publication (chronological designation). For reprints of serials and for reproductions of serials being described in the body of the entry, the ending date is entered in this position.</p>
|
||||
<p><b><a name="XREF_13178_Place_of"></a>Place of publication</b> - A two- or three-character alphabetic code indicates the place of publication, production, or execution. The place code is an authoritative-agency data element. The source of the code is the <span class="FM_Emphasis">MARC 21 Code List for Countries</span> that is maintained by the Library of Congress. Choice of a MARC 21 code is generally related to information in field 260.</p>
|
||||
<p><b><a name="XREF_19732_Relief"></a>Relief</b> - One-character alphabetic codes indicate the relief type specified on the item. The codes used in this box indicate only the relief forms most commonly found on maps and are usually derived from information given in field 500. Up to four codes may be recorded. Codes are recorded in order of their importance to the map being described. The code for the most important relief aspect is given first. If fewer than four codes are assigned, the codes are left-justified and unused positions contain blanks. If more than four codes are appropriate to an item, only the four most important are recorded.</p>
|
||||
<p><b><a name="XREF_38861_Projection"></a>Projection </b>- A two-character alphabetic code indicates the projection used in producing the item.</p>
|
||||
<p><b><a name="XREF_17938_Type_of"></a>Type of cartographic material</b> - Indicates the type of cartographic item being described.</p>
|
||||
<p><b><a name="XREF_13443_Government"></a>Government publication</b> - Indicates whether the item is published or produced by or for an international, nation, state, or local government agency, or by any subdivision of such a body, and, if so, describes the jurisdictional level of the agency.</p>
|
||||
<p><b><a name="XREF_13684_Index"></a>Index </b>- A one-character numeric code indicates whether the item or accompanying material includes a location index or gazetteer. Information for this data element is derived from mention of an index or gazetteer in other parts of the bibliographic record. A map index to adjoining sheets is not considered an index when coding this position. This data element refers only to gazetteers, place name indexes, etc.</p>
|
||||
<p><b><a name="XREF_32875_Special_format"></a>Special format characteristics</b> - One-character alphabetic codes identify some of the special format characteristics of a map. Up to two codes may be recorded. Codes are recorded in order of their importance to the map being described. The code for the most important special format characteristic is given first. If only one code is assigned, it is left-justified and the unused position contains a blank. If more than two characteristics are appropriate to an item, only the two most important are recorded.</p>
|
||||
<p><b><a name="XREF_36263_Language"></a>Language </b>- A three-character alphabetic code indicates the language of the item. The source of the code is the <span class="FM_Emphasis">MARC 21 Code List of Languages</span> that is maintained by the Library of Congress. Choice of a MARC 21 code is based on the predominant language of the item. When an item contains text or other worded information in more than one language, or is a translation, textual information regarding the language is usually given in field 500 or field 546. If more than one language code is appropriate, all appropriate codes are given in field 04 and the first one is recorded in 008/35-37.</p>
|
||||
<p><b><a name="XREF_41761_Modified_Record"></a>Modified record</b> - Indicates whether any data on a bibliographic record is a modification of information that appeared on the item being cataloged or that was intended to be included in the machine-readable record. Such modifications include: the romanization of data that originally appeared in a non-roman script, substitution of characters available for those characters that could not be converted to machine-readable form, or shortening of records because the amount of data exceeded a system-imposed, maximum-allowable length.</p>
|
||||
<p><b><a name="XREF_35019_Cataloging_source"></a>Cataloging source </b>- Indicates the original <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">cataloging source<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"></span>A code stored in tag 040 $a that tells who created the record. These codes are governed by the MARC code list for libraries.</span></a> of the record. If the cataloging source is known, it is identified in subfield ‡a of field 040.</p>
|
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<h1><a name="kanchor3927"></a><a name="IX_Mixed_Materials_1"></a><a name="XREF_88273_008_Fixed_Fields"></a>008–Mixed <span style="font-size: 11.0pt;"><a name="CSH_179"></a></span>Materials Dialog Box</h1>
|
||||
<p>The 008–Mixed Materials dialog box is used to insert information about the mixed material as a whole or about special aspects of the 1XX heading or 4XX/5XX tracing fields. The 008–Mixed Materials dialog box is displayed when you double-click the 008 tag in the MARC Editor and LDR/06.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 008 tag for mixed materials:</p>
|
||||
<p><b><a name="XREF_17725_Entry_date"></a>Entry date</b> -Six digit characters specify the date the record was first entered into machine-readable form. Use the date pattern <span class="FM_Emphasis">yymmdd</span> <br />(<span class="FM_Emphasis">yy</span> for the year, <span class="FM_Emphasis">mm</span> for the month, and <span class="FM_Emphasis">dd</span> for the day).</p>
|
||||
<p><b><a name="XREF_30267_Type_of_date"></a>Type of date</b> - A one-character alphabetic code that categorizes the type of date given in character positions 008/07-10 and 008/11-14. For serially-issued items, the code in 008/06 also indicates the publication status.</p>
|
||||
<p><b><a name="XREF_42075_Date_1"></a>Date 1</b> - Four digits that indicate a date appropriate for the type of item being recorded. Missing digits are represented by the character<span class="FM_Emphasis"> u. </span>For most records, the date is derived from information in field 260, field 362, or from note fields. For serially issued items, this box contains the beginning date of publication (chronological designation). For reprints of serials and for reproductions of serials being described in the body of the entry, the beginning date is entered in this position.</p>
|
||||
<p><b><a name="XREF_30203_Date_2"></a>Date 2</b> - Four digits that indicate a date appropriate for the type of item being recorded. Missing digits are represented by the character<span class="FM_Emphasis"> u.</span> For most records, the date is derived from information in field 260, field 362, or from note fields. For serially issued items, this box contains the ending date of publication (chronological designation). For reprints of serials and for reproductions of serials being described in the body of the entry, the ending date is entered in this position.</p>
|
||||
<p><b><a name="XREF_13343_Place_of"></a>Place of publication</b> - A two- or three-character alphabetic code indicates the place of publication, production, or execution. The place code is an authoritative-agency data element. The source of the code is the <span class="FM_Emphasis">MARC 21 Code List for Countries</span> maintained by the Library of Congress. Choice of a MARC 21 code is generally related to information in field 260.</p>
|
||||
<p><b><a name="XREF_21916_Form_of_item"></a>Form of item</b> - A one-character alphabetic code specifies the form of material for the item in hand. For mixed materials that are archival controlled, this character position is coded to reflect the predominant part of the materials being described. If the materials have been microfilmed but the repository still has the originals, a blank code is used.</p>
|
||||
<p><b><a name="XREF_31043_Language"></a>Language</b> - A three-character alphabetic code indicates the language of the item. The source of the code is the <span class="FM_Emphasis">MARC 21 Code List of Languages</span> maintained by the Library of Congress. Choice of a MARC 21 code is based on the predominant language of the item. When an item contains text, etc., in more than one language, or is a translation, textual information regarding the language is usually given in field 500 or field 546. If more than one language code is appropriate, all appropriate codes are given in field 04 and the first one is recorded in 008/35-37.</p>
|
||||
<p><b><a name="XREF_33916_Modified_Record"></a>Modified record</b> - Indicates whether any data on a bibliographic record is a modification of information that appeared on the item being cataloged or that was intended to be included in the machine-readable record. Such modifications include: the romanization of data that originally appeared in a non-roman script, substitution of characters available for those characters that could not be converted to machine-readable form, or shortening of records because the amount of data exceeded a system-imposed maximum allowable length.</p>
|
||||
<p><b><a name="XREF_11259_Cataloging_source"></a>Cataloging source </b>- Indicates the original <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">cataloging source<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"></span>A code stored in tag 040 $a that tells who created the record. These codes are governed by the MARC code list for libraries.</span></a> of the record. If the cataloging source is known, it is identified in subfield ‡a of field 040.</p>
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<h1><a name="kanchor1474"></a><a name="IX_Music_1"></a><a name="XREF_94479_008_Fixed_Fields"></a>008–Music <span style="font-size: 11.0pt;"><a name="CSH_180"></a></span>Dialog Box</h1>
|
||||
<p>The 008–Music dialog box is used to insert information about the music as a whole or about special aspects of the 1XX heading or 4XX/5XX tracing fields. The 008–Music dialog box is displayed when you double-click the 008 tag in the MARC Editor and LDR/06 contains ‘c’, ‘d’, ‘i’, or ‘j’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 008 tag for music:</p>
|
||||
<p><b><a name="XREF_26992_Entry_date"></a>Entry date</b> - Six digits specify the date the record was first entered into machine-readable form. The date is given in the pattern <span class="FM_Emphasis">yymmdd</span> <br />(<span class="FM_Emphasis">yy</span> for the year, <span class="FM_Emphasis">mm</span> for the month, and <span class="FM_Emphasis">dd</span> for the day).</p>
|
||||
<p><b><a name="XREF_13823_Type_of_date"></a>Type of date</b> - A one-character alphabetic code that categorizes the type of date given in character positions 008/07-10 and 008/11-14. For serially-issued items, the code in 008/06 also indicates the publication status.</p>
|
||||
<p><b><a name="XREF_22793_Date_1"></a>Date 1</b> - Four digits that indicate a date appropriate for the type of item being recorded. Missing digits are represented by the character<span class="FM_Emphasis"> u. </span>For most records, the date is derived from information in field 260, field 362, or from note fields. For serially issued items, this box contains the beginning date of publication (chronological designation). For reprints of serials and for reproductions of serials being described in the body of the entry, the beginning date is entered in this position.</p>
|
||||
<p><b><a name="XREF_14056_Date_2"></a>Date 2</b> - Four digits that indicate a date appropriate for the type of item being recorded. Missing digits are represented by the character<span class="FM_Emphasis"> u.</span> For most records, the date is derived from information in field 260, field 362, or from note fields. For serially issued items, this box contains the ending date of publication (chronological designation). For reprints of serials and for reproductions of serials being described in the body of the entry, the ending date is entered in this position.</p>
|
||||
<p><b><a name="XREF_38345_Place_of"></a>Place of publication</b> - A two- or three-character alphabetic code indicates the place of publication, production, or execution. The place code is an authoritative-agency data element. The source of the code is the <span class="FM_Emphasis">MARC 21 Code List for Countries</span> that is maintained by the Library of Congress. Choice of a MARC 21 code is generally related to information in field 260.</p>
|
||||
<p><b><a name="XREF_36038_Form_of_composition"></a>Form of composition</b> - A two-character alphabetic code indicates the form of composition of printed and manuscript music, and musical sound recordings. The code is based on the terminology in the work itself and is intended to provide a coded approach to the content of the work. In addition to codes for forms, the list also includes codes for musical genres. The codes are based on Library of Congress subject headings. Codes should be assigned when they apply to the item as a whole. If more than one code is appropriate, the code <span style="font-style: italic;">mu</span> (Multiple forms) is used in this element, with appropriate specific codes given optionally in field 047.</p>
|
||||
<p><b><a name="XREF_19496_Format_of_music"></a>Format of music </b>- Indicates the format of a musical composition. This character position applies to printed or manuscript music. Information for this data element is generally derived from terms appearing in field 300. If the item being cataloged consists of one or more scores along with other materials, consider only the score or scores in coding this character position.</p>
|
||||
<p><b>Music parts</b> - A one character code indicates whether the item being cataloged contains parts. This position is not used to indicate that parts may exist elsewhere.</p>
|
||||
<p><b><a name="XREF_33605_Audience"></a>Audience</b> - A one-character alphabetic code describes the intellectual level of the target audience for which the material is intended. It is used primarily to identify music to be used or performed by a specific target audience. When items are considered appropriate for more than one target audience, the code is recorded for the primary target audience. For juvenile material, either code <span style="font-style: italic;">j</span> or the more specific codes <span style="font-style: italic;">a</span>, <span style="font-style: italic;">b</span>, or <span style="font-style: italic;">c</span> are used. An item considered juvenile material often includes the word juvenile in its subject headings.</p>
|
||||
<p><b><a name="XREF_42742_Form_of_item"></a>Form of item</b> - A one-character alphabetic code specifies the form of material for the item being described. For music, this character position is used only with printed or manuscript music.</p>
|
||||
<p><b><a name="XREF_24227_Accompanying_matter"></a>Accompanying matter</b> - One-character alphabetic codes indicate the contents of program notes and other accompanying material for sound recordings, music manuscripts, or printed music. Generally, a specific code is used only if a significant part of the accompanying material is the type of material represented by the code. Up to six codes may be recorded. Codes are recorded in alphabetical order. If fewer than six codes are assigned, the codes are left-justified and unused positions contain blanks. If more than six codes are appropriate to an item, only the six most important are recorded.</p>
|
||||
<p><b>Accompanying matter list</b> - Select up to six material types to set in Accompany matter positions.</p>
|
||||
<p><b><a name="XREF_19518_Literary_text"></a>Literary text</b> - One-character alphabetic codes indicate the type of literary text contained in a nonmusical sound recording. Up to two codes may be recorded. If only one code is assigned, it is left-justified and the unused position contains a blank. If more than two codes for types of literary text are appropriate to an item, only the two most important are recorded.</p>
|
||||
<p><b>Literary text list</b> - Select one or two literary text descriptions to place in the Literary text positions.</p>
|
||||
<p><b>Transposition</b> - A one-character code indicates whether all or part of the item being cataloged is a transposition and/or arrangement of another work.</p>
|
||||
<p><b><a name="XREF_32801_Language"></a>Language</b> - A three-character alphabetic code indicates the language of the item. The source of the code is the <span class="FM_Emphasis">MARC 21 Code List of Languages</span> that is maintained by the Library of Congress. Choice of a MARC 21 code is based on the predominant language of the item. When an item contains text, etc., in more than one language, or is a translation, textual information regarding the language is usually given in field 500 or field 546. If more than one language code is appropriate, all appropriate codes are given in field 04 and the first one is recorded in 008/35-37.</p>
|
||||
<p><b><a name="XREF_35321_Modified_record"></a>Modified record</b> - Indicates whether any data on a bibliographic record is a modification of information that appeared on the item being cataloged or that was intended to be included in the machine-readable record. Such modifications include: the romanization of data that originally appeared in a non-roman script, substitution of characters available for those characters that could not be converted to machine-readable form, or shortening of records because the amount of data exceeded a system-imposed maximum allowable length.</p>
|
||||
<p><b><a name="XREF_14847_Cataloging_source"></a>Cataloging source</b> - Indicates the original <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">cataloging source<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"></span>A code stored in tag 040 $a that tells who created the record. These codes are governed by the MARC code list for libraries.</span></a> of the record. If the cataloging source is known, it is identified in subfield ‡a of field 040.</p>
|
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<h1><a name="kanchor2400"></a><a name="IX_Visual_Materials_1"></a><a name="XREF_10791_008_Fixed_Fields"></a>008–Visual <span style="font-size: 11.0pt;"><a name="CSH_182"></a></span>Materials Dialog Box</h1>
|
||||
<p>The 008–Visual Materials dialog box is used to insert information about the visual material as a whole or about special aspects of the 1XX heading or 4XX/5XX tracing fields. The 008–Visual Materials dialog box is displayed when you double-click the 008 tag in the MARC Editor and LDR/06 contains ‘g’, ‘k’, ‘o’ or ‘r’.</p>
|
||||
<p>Select from the options in the following boxes to enter data in the 008 tag for visual materials:</p>
|
||||
<p><b><a name="XREF_24984_Entry_date"></a>Entry date</b> - Six digits specify the date the record was first entered into machine-readable form. The date is given in the pattern <span class="FM_Emphasis">yymmdd</span> <br />(<span class="FM_Emphasis">yy</span> for the year, <span class="FM_Emphasis">mm</span> for the month, and <span class="FM_Emphasis">dd</span> for the day).</p>
|
||||
<p><b><a name="XREF_35394_Type_of_date"></a>Type of date</b> - A one-character alphabetic code that categorizes the type of date given in character positions 008/07-10 and 008/11-14. For serially-issued items, the code in 008/06 also indicates the publication status.</p>
|
||||
<p><b><a name="XREF_34041_Date_1"></a>Date 1</b> - Four digits that indicate a date appropriate for the type of item being recorded. Missing digits are represented by the character<span class="FM_Emphasis"> u. </span>For most records, the date is derived from information in field 260, field 362, or from note fields. For serially issued items, this box contains the beginning date of publication (chronological designation). For reprints of serials and for reproductions of serials being described in the body of the entry, the beginning date is entered in this position.</p>
|
||||
<p><b><a name="XREF_14584_Date_2"></a>Date 2</b> - Four digits that indicate a date appropriate for the type of item being recorded. Missing digits are represented by the character <span class="FM_Emphasis">u. </span>For most records, the date is derived from information in field 260, field 362, or from note fields. For serially issued items, this box contains the ending date of publication (chronological designation). For reprints of serials and for reproductions of serials being described in the body of the entry, the ending date is entered in this position.</p>
|
||||
<p><b><a name="XREF_15044_Place_of"></a>Place of publication</b> - A two- or three-character alphabetic code indicates the place of publication, production, or execution. The place code is an authoritative-agency data element. The source of the code is the <span class="FM_Emphasis">MARC 21 Code List for Countries</span> that is maintained by the Library of Congress. Choice of a MARC 21 code is generally related to information in field 260.</p>
|
||||
<p><b><a name="XREF_32661_Running_time"></a>Running time </b>- These positions contain a number specifying the total running time of a motion picture or a video recording. The length is given as a three-digit number, right justified. Unused positions contain zeros.</p>
|
||||
<p><b><a name="XREF_42006_Audience"></a>Audience </b>- A one-character alphabetic code describes the target audience for which the material is intended. It is used primarily for educational audiovisual materials. When items with factual content are considered appropriate for more than one target audience, the code is recorded for the highest level appropriate.</p>
|
||||
<p><b><a name="XREF_40398_Government"></a>Government publication</b> - Indicates whether the item is published or produced by or for an international, national, state, or local government agency, or by any subdivision of such a body, and, if so, describes the jurisdictional level of the agency.</p>
|
||||
<p><b>Form of item </b>- A one-character alphabetic code specifies the form of material for the item in hand.</p>
|
||||
<p><b><a name="XREF_12053_Type_of_visual"></a>Type of visual material</b> - Indicates the type of visual material being described.</p>
|
||||
<p><b><a name="XREF_11045_Technique"></a>Technique</b> - Indicates the technique used in creating motion in motion pictures or video recordings.</p>
|
||||
<p><b><a name="XREF_22096_Language"></a>Language</b> - A three-character alphabetic code indicates the language of the item. The source of the code is the <span class="FM_Emphasis">MARC 21 Code List of Languages</span> that is maintained by the Library of Congress. Choice of a MARC 21 code is based on the predominant language of the item. When an item contains text or other worded information in more than one language, or is a translation, textual information regarding the language is usually given in field 500 or field 546. If more than one language code is appropriate, all appropriate codes are given in field 04 and the first one is recorded in 008/35-37.</p>
|
||||
<p><b><a name="XREF_25902_Modified_record"></a>Modified record</b> - Indicates whether any data on a bibliographic record is a modification of information that appeared on the item being cataloged or that was intended to be included in the machine-readable record. Such modifications include: the romanization of data that originally appeared in a non-roman script, substitution of characters available for those characters that could not be converted to machine-readable form, or shortening of records because the amount of data exceeded a system-imposed, maximum-allowable length.</p>
|
||||
<p><b><a name="XREF_36203_Cataloging_source"></a>Cataloging source</b> -Indicates the original <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">cataloging source<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"></span>A code stored in tag 040 $a that tells who created the record. These codes are governed by the MARC code list for libraries.</span></a> of the record. If the cataloging source is known, it is identified in subfield ‡a of field 040.</p>
|
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<p> </p>
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||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+88
@@ -0,0 +1,88 @@
|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Cataloging UI Reference">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRFixedFielddx.fm" /><title>Fixed Fields Reference</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRFixedFielddx/Fixed_Fields_Reference.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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_82768_Fixed_Fields"></a>Fixed Fields Reference</h1>
|
||||
<p>See the following topics for help with cataloging fixed field dialog boxes:</p>
|
||||
<ul type="disc">
|
||||
<li value="1">
|
||||
<p class="FM_Task"><a href="Leader_for_Authority_Record.htm#XREF_48498_Leader_for">Leader for Authority Record</a>
|
||||
</p>
|
||||
</li>
|
||||
<li value="2">
|
||||
<p class="FM_Task"><a href="008_Fixed_Field_for_Authority_Record.htm#XREF_34136_008_Fixed_Fields">008–Fixed Field for Authority Record</a>
|
||||
</p>
|
||||
</li>
|
||||
<li value="3">
|
||||
<p class="FM_Task"><a href="Leader_for_Bibliographic_Record.htm#XREF_99588_Leader_for">Leader for Bibliographic Record</a>
|
||||
</p>
|
||||
</li>
|
||||
<li value="4">
|
||||
<p class="FM_Task"><a href="Bibliographic_Fixed_Field_Selection_Dialog_Box.htm#XREF_50093_008_Fixed_Fields">Bibliographic Fixed Field Selection Dialog Box</a>
|
||||
</p>
|
||||
</li>
|
||||
<li value="5">
|
||||
<p class="FM_Task"><a href="Physical_Description_Fixed_Fields.htm#XREF_68713_Physical">Physical Description Fixed Fields</a>
|
||||
</p>
|
||||
</li>
|
||||
<li value="6">
|
||||
<p class="FM_Task"><a href="General_Information_Fixed_Fields.htm#XREF_20435_008_General">General Information Fixed Fields</a>
|
||||
</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+92
@@ -0,0 +1,92 @@
|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services UI Reference">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRMailingLabel.fm" /><title>Mailing Label Manager Workform</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRMailingLabel/Mailing_Label_Manager_Workform.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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor5602"></a><a name="IX_described_153"></a>Mailing Label Manager Workform</h1>
|
||||
<p>The Mailing Label Manager workform stores and displays a set of patron addresses. See <a href="../../Patron_Services/PPregstr/Creating_Patron_Mailing_Labels.htm#XREF_76445_Creating_Patron">Creating Patron Mailing Labels</a>. Use this workform to:</p>
|
||||
<ul type="disc">
|
||||
<li value="1">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Add a patron address to the address set</span> - Click <img alt="pMailFind.gif" style="width: 20.255pt;height: 19.531pt;margin-bottom: -4.000pt;" id="image0" src="pMailFind.gif" />, and search for the patron record. Right-click the record in the results list, and choose <b>Select</b> from the context menu.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can also add addresses from other workforms. On the Patron Registration workform - Addresses View, select the address and click <b>Mailing Label</b>. On the Patron Status workform, select <b>Tools, Add to Mailing Labels</b>.</p>
|
||||
<ul type="disc">
|
||||
<li value="1">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Produce multiple labels for a patron</span> - Right-click the patron address and select <b>Change number of labels</b>. In the Change Mailing Label Count dialog box, set the number of labels and click <b>OK</b>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you change the number of labels to produce for a patron, click <img alt="pMailSave.gif" style="margin-bottom: -8.000pt;width: 27;height: 26;" id="image1" src="pMailSave_27x26.gif" /> before you print the labels.</p>
|
||||
<ul type="disc">
|
||||
<li value="1">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Remove an address from the address set</span> - Select the address, and click <img alt="pMailDel.gif" style="width: 19.502pt;height: 19.502pt;margin-bottom: -6.000pt;" id="image2" src="pMailDel.gif" />.</p>
|
||||
</li>
|
||||
<li value="2">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Print the address set on labels</span> - Select <b>File, Print</b>, or click <img alt="PrintButn.gif" style="margin-bottom: -6.000pt;width: 27;height: 25;" id="image3" src="PrintButn_27x25.gif" />. You can select the label type, and the number of labels to skip (for partial sheets).</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Avery 5163 labels are 4 inches x 2 inches. Avery 5252 labels are 4 inches x 1.33 inches.</p>
|
||||
<ul type="disc">
|
||||
<li value="1">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Export the address set for use in another application</span> - Click <img alt="pMailExport.gif" style="margin-bottom: -4.000pt;width: 27;height: 26;" id="image4" src="pMailExport_27x26.gif" />. You can browse to a location for saving the file. Leave the <b>Save as type</b> box set to CSV files.</p>
|
||||
</li>
|
||||
<li value="2">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Save the address set </span>- Click <img alt="pMailSave00608.gif" style="margin-bottom: -8.000pt;width: 27;height: 26;" id="image5" src="pMailSave00608_27x26.gif" />. The address set is available the next time you open the Mailing Label Manager.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p> </p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+74
@@ -0,0 +1,74 @@
|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services UI Reference|Outreach Services Manager Workform">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PROutreach.fm" /><title>Outreach Services Manager - Patrons View</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PROutreach/Outreach_Services_Manager_-_Patrons_View.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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor3379"></a><a name="IX_Patrons_view"></a><a name="XREF_68533_Outreach_Services"></a>Outreach Services Manager - Patrons View</h1>
|
||||
<p>Use the Outreach Services Manager - Patrons view to identify outreach services patrons due for services. See <a href="../../Patron_Services/PPoutreach/Process_items_for_multiple_patrons.htm#XREF_77811_Create_pick_lists">Process items for multiple patrons</a>. Use this view to:</p>
|
||||
<ul type="disc">
|
||||
<li value="1"><span class="FM_BulletHead">Set criteria for patrons due for services</span> - Select the patrons’ registered branch in the <b>Branch</b> box, and the status of the patrons you want to process in the <b>Status</b> box.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Select <b>Inactive</b> status to set up a selection list for inactive patrons. (You can select them when the Patrons list is generated, and change their status to Active.) Select <b>Active</b> to process patrons currently due for service.</p>
|
||||
<ul type="disc">
|
||||
<li value="1"><span class="FM_BulletHead">Set optional patron filters</span> - You can also filter the patron list by the next scheduled delivery date (<b>Date of Next Delivery</b>), delivery method (<b>Delivery Modes), </b>and <b>Delivery Routes</b>.</li>
|
||||
<li value="2"><span class="FM_BulletHead">Fill the patron list</span> - Click <b>Find Patrons</b>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To find <span class="FM_Emphasis">any</span> outreach services patron, regardless of the filters you set, and add the patron to the list, click <img alt="PickListFind.gif" style="width: 15.209pt;height: 15.933pt;margin-bottom: -6.000pt;" id="image3" src="PickListFind.gif" />. Search for the patron record, right-click it in the Find Tool results list, and choose <b>Select</b> from the context menu. <span class="FM_Emphasis">However, this operation clears any combined pick list that already exists in the Outreach Services Manager.</span></p>
|
||||
<ul type="disc">
|
||||
<li value="1"><span class="FM_BulletHead">Check for individual patron pick lists, and create them if necessary</span> - Select each patron in the list. The patron’s pick list appears in the Patron Pick List portion of the workform. If a patron does not have a pick list, right-click the patron’s name and choose <b>Selection List</b> from the context menu. The ORS Selection List workform for the patron appears. Create a pick list for the patron, then save the list. See <a href="../../Patron_Services/PPoutreach/Process_items_for_an_individual_patron.htm#XREF_76862_Create_a_pick_list">Process items for an individual patron </a>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
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|
||||
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|
||||
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|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
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||||
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||||
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||||
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||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
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||||
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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="kanchor4216"></a><a name="IX_Pick_List_view_1"></a><a name="XREF_34250_Outreach_Services"></a>Outreach Services Manager - Pick List View</h1>
|
||||
<p>The Outreach Services Manager - Pick List view displays the combined pick list, which shows the items from each identified patron’s pick list. See <a href="../../Patron_Services/PPoutreach/Process_items_for_multiple_patrons.htm#XREF_77811_Create_pick_lists">Process items for multiple patrons</a>. Use this view to:</p>
|
||||
<ul type="disc">
|
||||
<li value="1">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Remove an item from the pick list</span> - Select the item, and click <img alt="PickListMinus.gif" style="margin-bottom: -4.000pt;width: 22;height: 20;" id="image4" src="PickListMinus_22x20.gif" />.</p>
|
||||
</li>
|
||||
<li value="2">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Find an item and add it to the pick list</span> - Click <img alt="PickListFind00607.gif" style="width: 15.959pt;height: 17.433pt;margin-bottom: -4.000pt;" id="image5" src="PickListFind00607.gif" />. The Polaris Find Tool opens. Search for the item, right-click it in the Find Tool results list, and choose <b>Select</b> from the context menu. You specify the patron for whom you are adding the item. Click <img alt="SaveBtn.gif" style="margin-bottom: -4.000pt;width: 26;height: 27;" id="image6" src="SaveBtn_26x27.gif" /> to save any changes back to the individual patron’s pick list.</p>
|
||||
</li>
|
||||
<li value="3">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Place hold requests for items</span> - Select the items, and click <img alt="but_hold.gif" style="margin-bottom: -4.000pt;width: 29;height: 27;" id="image7" src="but_hold_29x27.gif" />. Use the <b>CTRL</b> or <b>SHIFT</b> keys to select multiple items. For more information about hold requests, see <a href="../../Patron_Services/PPholds/Placing_Hold_Requests.htm#XREF_58179_Creating_Hold">Placing Hold Requests</a>.</p>
|
||||
</li>
|
||||
<li value="4">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Check out items</span> - Select the items, and click <img alt="but_chko.gif" style="width: 27.199pt;height: 27.199pt;margin-bottom: 0.000pt;" id="image8" src="but_chko.gif" />. Use the <b>CTRL</b> or <b>SHIFT</b> keys to select multiple items. You can set a special loan period for the items.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you have set Polaris to print check-out receipts from the Outreach Services Manager workform, the bulk check-out receipt prints. See <a href="../../Patron_Services/PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>. The bulk check-out receipt is a useful packing list as you prepare the items for delivery.</p>
|
||||
<ul type="disc">
|
||||
<li value="1">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Print a packing list for reader ratings - </span>Select the items, and click <img alt="PackingListIcon.gif" style="margin-bottom: -6.000pt;width: 29;height: 26;" id="image9" src="PackingListIcon_29x26.gif" /> above the Items Out list. See <a href="../../Patron_Services/PPcourseres/Placing_Items_on_Reserve.htm#XREF_57113_Placing_Items_on">Placing Items on Reserve</a><span class="FM_BulletHead">. </span>If automatic packing list printing is specified, the packing list prints instead of the check-out receipt. See <a href="../../Patron_Services_Admin/PDPoutreachSA/Setting_Up_Reader_Ratings.htm#XREF_93772_Setting_Up_Reader">Setting Up Reader Ratings</a>.</p>
|
||||
</li>
|
||||
<li value="2">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Save patrons or items to a new or existing record set</span> - Select the items in the Combined Pick List, right-click in the list, and select <b>Add to Patron Record Set</b> or <b>Add to Item Record Set</b> from the context menu.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If an item in the list is a serial, the serial designation (<a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">enumeration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"></span>The designation reflecting the alphabetic or numeric scheme used by the publisher on an item or assigned when the holdings statement is created to identify the individual bibliographic or physical parts and to show the relationship of each unit to the unit as a whole.</span></a> and <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">chronology<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"></span>The date(s) used by the publisher on a serially-issued bibliographic unit to help identify or indicate when it was published. The chronology may reflect the dates of coverage, publication, or printing.</span></a>) is added to the title. You may need to expand the title column to see the designation.</p>
|
||||
<p> </p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
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|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
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|
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|
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services UI Reference">
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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="kanchor3306"></a><a name="IX_described_152"></a>Outreach Services Manager Workform</h1>
|
||||
<p>To access the Outreach Services Manager workform, select <b>Patron Services, Outreach Services</b>. Use the Outreach Services Manager workform to process items for multiple outreach services patrons. You identify the patrons due for outreach services, create pick lists of items for patrons who need them, then process the items from the combined pick list for all the identified patrons. See <a href="../../Patron_Services/PPoutreach/Outreach_Services_Processing.htm#XREF_58531_Outreach_Services">Outreach Services Processing</a>. Use the toolbar of the workform to:</p>
|
||||
<ul type="disc">
|
||||
<li value="1">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Print information from this workform</span> - Select <b>File, Print, Current View</b>; <b>File, Print, Pick List</b>; <b>File, Print, Pick List Report</b>; or click the down arrow by the print button <img alt="PrintButtonArrow.gif" style="margin-bottom: 0.000pt;width: 44;height: 37;" id="image0" src="PrintButtonArrow_44x37.gif" />. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The pick list is the list of specific potential items for the outreach services patrons on the Patrons list. If you select <b>Pick List Report</b> for printing, you can sort the list by fields such as Call Number and Collection, so that it is easier to pick the items from the shelf. The report also includes information about whether patrons have read or placed hold requests on their items.</p>
|
||||
<ul type="disc">
|
||||
<li value="1">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Set receipt printing from this workform</span> - Select <b>Tools, Options</b>. See <a href="../../Patron_Services/PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The check-out receipt can be a useful packing list as you prepare the items for delivery.</p>
|
||||
<ul type="disc">
|
||||
<li value="1">
|
||||
<p class="FM_Task" style="font-weight: bold;"><span class="FM_BulletHead" style="font-style: normal;font-weight: bold;font-size: 11.0pt;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Views</span>
|
||||
</p>
|
||||
</li>
|
||||
<li value="2">
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Select patrons due for services</span> - Select <b>View, Patrons</b>, or click <img alt="OutRchPatrons.gif" style="margin-bottom: 0.000pt;width: 24;height: 24;" id="image1" src="OutRchPatrons_24x24.gif" />. See <a href="../PROutreach2/Outreach_Services_Selection_List_Workform_-_Selection_List_View.htm#XREF_68533_Outreach_Services">Outreach Services Manager - Patrons View</a>.</p>
|
||||
</li>
|
||||
<li value="3">
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Work with the patrons’ combined pick list</span> - Select <b>View, Pick List</b>, or click <img alt="OutRchItems.gif" style="margin-bottom: 0.000pt;width: 24;height: 25;" id="image2" src="OutRchItems_24x25.gif" />. See <a href="../PROutreach2/Outreach_Services_Selection_List_Workform_-_Pick_List_View.htm#XREF_34250_Outreach_Services">Outreach Services Manager - Pick List View</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
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<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
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|
||||
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|
||||
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|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
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</tbody>
|
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</table>
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|
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<h1><a name="kanchor278"></a><a name="IX_described_151"></a>Outreach Services Selection List Workform</h1>
|
||||
<p>Use the Outreach Services Selection List workform to build a list of titles for a patron based on the patron’s preferences, and to generate a pick list from the generated titles. See <a href="../../Patron_Services/PPoutreach/Outreach_Services_Processing.htm#XREF_58531_Outreach_Services">Outreach Services Processing</a>. Use the toolbar of the workform to:</p>
|
||||
<ul type="disc">
|
||||
<li value="1">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Print information from this workform</span> - Select <b>File, Print, Current View</b>; <b>File, Print, Pick List</b>; <b>File, Print, Pick List Report</b>; or click the down arrow by the print button <img alt="PrintButtonArrow.gif" style="margin-bottom: -13.750pt;width: 41;height: 41;" id="image0" src="PrintButtonArrow_41x41.gif" />. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The pick list is the list of specific potential items for the outreach services patrons on the Patrons list. If you select <b>Pick List Report</b> for printing, you can sort the list by fields such as Call Number and Collection, so that it is easier to pick the items from the shelf. The report also includes information about whether patrons have read or placed hold requests on their items.</p>
|
||||
<ul type="disc">
|
||||
<li value="1">
|
||||
<p class="FM_Task" style="font-weight: bold;"><span class="FM_BulletHead" style="font-style: normal;font-weight: bold;font-size: 11.0pt;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Views</span>
|
||||
</p>
|
||||
</li>
|
||||
<li value="2">
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Create a selection list</span> - Select <b>View, Selection List</b>, or click <img alt="ORSelect.gif" style="margin-bottom: 0.000pt;width: 26;height: 24;" id="image1" src="ORSelect_26x24.gif" />. See <a href="../PROutreach/Outreach_Services_Manager_-_Patrons_View.htm#XREF_68533_Outreach_Services">Outreach Services Manager - Patrons View</a>.</p>
|
||||
</li>
|
||||
<li value="3">
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Work with the patron’s pick list</span> - Select <b>View, Pick List</b>, or click <img alt="OutRchItems.gif" style="margin-bottom: 0.000pt;width: 24;height: 25;" id="image2" src="OutRchItems_24x25.gif" />. See <a href="../PROutreach/Outreach_Services_Manager_-_Pick_List_View.htm#XREF_34250_Outreach_Services">Outreach Services Manager - Pick List View</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services UI Reference|Outreach Services Selection List Workform">
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" /><title>Outreach Services Selection List Workform - Pick List View</title>
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PROutreach2/Outreach_Services_Selection_List_Workform_-_Pick_List_View.htm">Open topic with navigation</a>
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||||
</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="kanchor3228"></a><a name="IX_Pick_List_view"></a><a name="XREF_34250_Outreach_Services"></a>Outreach Services Selection List Workform - Pick List View</h1>
|
||||
<p>Use the Outreach Services Manager - Pick List view to display and process the items you selected from the patron’s selection list. See <a href="../../Patron_Services/PPoutreach/Process_items_for_an_individual_patron.htm#XREF_76862_Create_a_pick_list">Process items for an individual patron </a>.</p>
|
||||
<ul>
|
||||
<li value="1">Remove an item from the pick list - Select the item, and click <img alt="PickListMinus.gif" src="PickListMinus_16x16.gif" class="imginline" style="width: 16;height: 16;" />.
|
||||
</li>
|
||||
<li value="2"> Find an item and add it to the pick list - Click <img alt="PickListFind00606.gif" src="PickListFind00606_16x16.gif" class="imginline" style="width: 16;height: 16;" />. The Polaris Find Tool opens. Search for the item, right-click it in the Find Tool results list, and choose <b>Select</b> from the context menu.
|
||||
</li>
|
||||
<li value="3">Add a patron’s held items to the pick list - Click <img alt="ORSAddHeldIcon.gif" src="ORSAddHeldIcon_16x16.gif" class="imginline" style="width: 16;height: 16;" />. If no items are being held for the patron, you see a message. If there are held items, they are added to the pick list. A Held for Patron icon <img alt="HeldForPatron.gif" src="HeldForPatron_16x16.gif" class="imginline" style="width: 16;height: 16;" /> marks the held items in the pick list.
|
||||
</li>
|
||||
<li value="4">Save the pick list - Click <img alt="SaveBtn.gif" src="SaveBtn_16x16.gif" class="imginline" style="width: 16;height: 16;" /> to save any changes to the patron’s pick list.
|
||||
</li>
|
||||
<li value="5">Place hold requests for items - Select the items, and click <img alt="but_hold.gif" src="but_hold_16x16.gif" class="imginline" style="width: 16;height: 16;" />. Use the <b>CTRL</b> or <b>SHIFT</b> keys to select multiple items.
|
||||
</li>
|
||||
<li value="6">Check out items - Select the items, and click <img alt="but_chko.gif" src="but_chko_16x16.gif" class="imginline" style="width: 16;height: 16;" />. Use the <b>CTRL</b> or <b>SHIFT</b> keys to select multiple items. You can set a special loan period for the items.
|
||||
</li>
|
||||
<li value="7">Print a packing list for reader ratings - If automatic packing list printing is specified, the packing list prints instead of the check-out receipt.
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services UI Reference|Outreach Services Selection List Workform">
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PROutreach2.fm" /><title>Outreach Services Selection List Workform - Selection List View</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PROutreach2/Outreach_Services_Selection_List_Workform_-_Selection_List_View.htm">Open topic with navigation</a>
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</p>
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<div class="nocontent">
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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="kanchor3417"></a><a name="IX_Selection_List_view"></a><a name="XREF_68533_Outreach_Services"></a>Outreach Services Selection List Workform - Selection List View</h1>
|
||||
<p>Use the Outreach Services Selection List workform - Selection List view to build a selection list for the outreach services patron. The selection list consists of titles with attached items that are candidates for checkout to the patron according to the patron’s preferences. See <a href="../../Patron_Services/PPoutreach/Process_items_for_an_individual_patron.htm#XREF_76862_Create_a_pick_list">Process items for an individual patron </a>.</p>
|
||||
<ul type="disc">
|
||||
<li value="1">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Set the branches whose items can be candidates</span> - Select <b>Default Branches</b> to restrict the items to a group of branches determined by your library. The default branches are set in Polaris Administration. Or select a specific branch to restrict the items to those belonging to the selected branch. Your library may allow only items from your logged-in branch, typically the branch where you are working, as selection list candidates. If this is the policy, only the logged-in branch is available in the list.</p>
|
||||
</li>
|
||||
<li value="2">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Build the selection list</span> - Click <b>Build List</b>. The Titles list displays titles (bibliographic records) with attached items that fill the requirements set by the patron’s preferences and your branch selection. Titles are ranked by relevancy, but you can click a column head to sort by the list by title, author, or publication date. The physical items associated with these bibliographic titles are potential selections for the patron’s pick list.</p>
|
||||
</li>
|
||||
<li value="3">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Add any title to the selection list</span> - Click <span style="font-size: 9.0pt;"><img alt="PickListFind.gif" style="width: 15.209pt;height: 15.933pt;margin-bottom: -6.000pt;" id="image3" src="PickListFind.gif" />, search for the title, </span>right-click it in the Find Tool results list, and choose <b>Select</b> from the context menu. However, this method ignores any branch settings you have made.</p>
|
||||
</li>
|
||||
<li value="4">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">View a bibliographic record in the selection list</span> - Double-click the title to open the bibliographic record, or right-click the title in the selection list and select <b>Preview</b> to see more information about the title without opening the record.</p>
|
||||
</li>
|
||||
<li value="5">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Place a bibliographic hold request for the patron</span> -  Right-click the title in the selection list and select <b>Place hold</b> from the context menu.</p>
|
||||
</li>
|
||||
<li value="6">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Add items to the pick list</span> - Select a title in the Titles list. The Items list displays the items associated with the selected title. Then select the title in the Titles list and click <img alt="PickListPlus.gif" style="width: 16.758pt;height: 15.299pt;margin-bottom: -1.000pt;" id="image4" src="PickListPlus.gif" /> above the Items list. A check icon <img alt="ORSCheckIcon.gif" style="width: 9.919pt;height: 9.919pt;margin-bottom: 0.000pt;" id="image5" src="ORSCheckIcon.gif" /> appears beside the title and its associated item to indicate that the item has been placed on the pick list. Repeat to add additional items to the pick list.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
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</tbody>
|
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</table>
|
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</body>
|
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</html>
|
||||
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services UI Reference">
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRStoreOrder/Store_Order_Workform.htm">Open topic with navigation</a>
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|
||||
<h1><a name="kanchor919"></a><a name="IX_described_129"></a>Store Order Workform</h1>
|
||||
<p>Use the Store Order workform to view details about individual orders and to issue refunds to the credit card account that paid the order. See <a href="../../Patron_Services/PPuseacct/Managing_Credit_Card_Orders.htm#XREF_28959_Managing_Credit">Managing Credit Card Orders</a>. Use the toolbar of the workform to:</p>
|
||||
<ul type="disc">
|
||||
<li value="1">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Print lists from this workform</span> - Select <b>File, Print, </b>or click <img alt="CreditCardPrint.gif" style="margin-bottom: -4.750pt;width: 25;height: 23;" id="image0" src="CreditCardPrint_25x23.gif" />.</p>
|
||||
</li>
|
||||
<li value="2">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Work with order details (products or payments)</span> - Click <img alt="CreditOrdDet.gif" style="margin-bottom: -2.250pt;width: 29;height: 29;" id="image1" src="CreditOrdDet_29x29.gif" />.</p>
|
||||
</li>
|
||||
<li value="3">
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Work with order transactions</span> - Click <img alt="CreditCardTrx.gif" style="margin-bottom: -3.000pt;width: 28;height: 29;" id="image2" src="CreditCardTrx_28x29.gif" />. </p>
|
||||
</li>
|
||||
<li value="4">
|
||||
<p class="FM_Task">Workform views:</p>
|
||||
</li>
|
||||
<li value="5">
|
||||
<p class="FM_Bullet"><a href="Store_Order_Workform_-_Details_View.htm#XREF_89436_Store_Order">Store Order Workform - Details View</a>
|
||||
</p>
|
||||
</li>
|
||||
<li value="6">
|
||||
<p class="FM_Bullet"><a href="Store_Order_Workform_-_Transactions_View.htm#XREF_32596_Store_Order">Store Order Workform - Transactions View</a>
|
||||
</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+66
@@ -0,0 +1,66 @@
|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services UI Reference|Store Order Workform">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRStoreOrder.fm" /><title>Store Order Workform - Details View</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRStoreOrder/Store_Order_Workform_-_Details_View.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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_89436_Store_Order"></a>Store Order Workform - Details View</h1>
|
||||
<p>Use the Store Order workform - Details view to list the details about a single credit card order, and to issue refunds. See <a href="../../Patron_Services/PPuseacct/View_orders_and_refund_credit_card_payments.htm#XREF_65241_View_orders_and">View orders and refund credit card payments</a>. Use this view to:</p>
|
||||
<ul type="disc">
|
||||
<li value="1">Refund a selected payment - Select the payment in the Details list and click <img alt="CreditRefund1.gif" style="width: 22.613pt;height: 20.335pt;margin-bottom: -0.750pt;" id="image3" src="CreditRefund1.gif" />, or right-click the selected payment, and select <b>Credit Refund</b> from the context menu. You can specify a partial refund.</li>
|
||||
<li value="2">Refund a entire order - Click <img alt="CreditRefundAll.gif" style="margin-bottom: 0.000pt;width: 29;height: 25;" id="image4" src="CreditRefundAll_29x25.gif" />. The refund equals the net payments (net sale) on the order, and you cannot change the refund amount.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+64
@@ -0,0 +1,64 @@
|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services UI Reference|Store Order Workform">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRStoreOrder.fm" /><title>Store Order Workform - Transactions View</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRStoreOrder/Store_Order_Workform_-_Transactions_View.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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_32596_Store_Order"></a>Store Order Workform - Transactions View</h1>
|
||||
<p>Use the Store Order workform - Transactions view to see details about each transaction related to the order. See <a href="../../Patron_Services/PPuseacct/View_orders_and_refund_credit_card_payments.htm#XREF_65241_View_orders_and">View orders and refund credit card payments</a>. </p>
|
||||
<p>To refund an entire order, click <img alt="CreditRefundAll00574.gif" style="margin-bottom: 0.000pt;width: 29;height: 25;" id="image5" src="CreditRefundAll00574_29x25.gif" />. The refund equals the net payments (net sale) on the order, and you cannot change the refund amount.</p>
|
||||
<p> </p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+65
@@ -0,0 +1,65 @@
|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="GIS Information Systems_ Inc." name="rh-authors" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="Originator" content="ImportMif" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Acquisitions Workforms</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
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<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Acquisitions_Workforms.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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Acquisitions UI Reference</h1>
|
||||
<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>
|
||||
<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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+71
@@ -0,0 +1,71 @@
|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Add to New or Existing Purchase Order Dialog Box</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Add_to_New_or_Existing_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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor3443"></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>
|
||||
<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>
|
||||
<p>Use the Add to Purchase Order dialog box to:</p>
|
||||
<ul>
|
||||
<li value="1">Enter the purchase information for a new purchase order -<ul><li value="1">Type the purchase order number and suffix.</li><li value="2">Click <b>Find </b>if you want to search for and select a purchase order template. </li><li value="3">Select the library that is placing the order in the <b>Ordered at</b><span class="FM_BulletHead"> box.</span></li><li value="4">Select the order type.</li><li value="5">Select the payment method.</li><li value="6">Click <b>Find</b> to search for and select the supplier.</li></ul></li>
|
||||
</ul>
|
||||
<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>
|
||||
<ul type="disc">
|
||||
<li value="1">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 value="1">Select the material type</li><li value="2">Select the destination</li><li value="3">Select the collection</li><li value="4">Select the fund or click <b>Find</b> to locate the fund.</li><li value="5">Type the quantity of copies for each segment.</li><li value="6">Type the list price for the title. </li></ul></li>
|
||||
</ul>
|
||||
<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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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||||
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Adjust Amount Credited/Discounted Dialog Box</title>
|
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<script src="../../../Resources/Scripts/jquery.min.js">
|
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|
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<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
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|
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<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
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|
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<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
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|
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<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
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|
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<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Adjust_Amount_Credited_Discounted_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>
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|
||||
<h1><a name="kanchor2220"></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>
|
||||
<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>
|
||||
<p>Use the Adjust Amount Credited/Discounted dialog box to:</p>
|
||||
<p>Adjust credits or discounts on an invoice line item segment -</p>
|
||||
<ul type="disc">
|
||||
<li value="1">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>
|
||||
<li value="2">Type a note, if applicable. This note appears on the Payment History view of the Invoice workform.</li>
|
||||
<li value="3">Type the dollar amount of the adjustment in the <b>Amount</b> box.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Adjust Charges Dialog Box</title>
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
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</script>
|
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Adjust_Charges_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="kanchor3558"></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 value="1">Select the type of charge you want to adjust. </li>
|
||||
<li value="2">Specify whether the charges will overwrite the existing charges of this type or add to them.</li>
|
||||
<li value="3">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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Adjust Fund Balances Dialog Box</title>
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
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<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
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</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Adjust_Fund_Balances_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>
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|
||||
<h1><a name="kanchor5505"></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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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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="kanchor3857"></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 value="1"><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 value="2"><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>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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|
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|
||||
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|
||||
<table style="width: 100%;">
|
||||
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||||
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|
||||
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|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
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|
||||
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|
||||
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|
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Approve_Selection_Lists_Dialog_Box.htm">Open topic with navigation</a>
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</p>
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<div class="nocontent">
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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_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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
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||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<meta content="GIS Information Systems_ Inc." name="rh-authors" />
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
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||||
<meta name="Originator" content="ImportMif" />
|
||||
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Assign_Template_Name_Dialog_Box.htm">Open topic with navigation</a>
|
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</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 class="content">
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|
||||
<h1><a name="kanchor4663"></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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Change PO Line Item/Line Item Segment Fund Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Change_PO_Line_Item_Line_Item_Segment_Dialog_Box.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="kanchor5196"></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 value="1"><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, or click <b>Cancel</b> to cancel it.</li>
|
||||
<li value="2"><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, or click <b>Cancel</b> to cancel it.</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 value="1"><b>Change the destination</b> - In the <b>To</b> section, select the new destination.</li>
|
||||
<li value="2"><b>Change the fund</b> - In the <b>To</b> section, select the new fund.</li>
|
||||
<li value="3"><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, or click <b>Cancel</b> to cancel it.</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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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||||
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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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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Check_In_Shelf-Ready_Materials_Workform.htm">Open topic with navigation</a>
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<h1><a name="kanchor2709"></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,<b> </b>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 value="1"><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 value="2">Scan the item’s barcode</li>
|
||||
<li value="3">Type the barcode in the <b>Barcode</b> box, and press <b>Enter</b>.</li>
|
||||
<li value="4">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 value="1">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 value="1">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 value="1"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Print</b></li><li value="2"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Add to Course Reserve</b></li><li value="3"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Add to Record Set</b></li><li value="4"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Add to Route List</b></li><li value="5"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Remove from Route List</b></li><li value="6"><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 value="7"><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 value="8"><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 value="2"><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, 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 | 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 value="3"><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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
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||||
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Check/Voucher Dialog Box</title>
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<script src="../../../Resources/Scripts/jquery.min.js">
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<script src="../../../Resources/Scripts/require.config.js" defer="defer">
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Check_Voucher_Dialog_Box.htm">Open topic with navigation</a>
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||||
</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="kanchor4345"></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 value="1">Indicate the payment method - Select Check or Voucher.</li>
|
||||
<li value="2">Record the check or voucher number - Type the amount in the <b>Number </b>box<b>.</b></li>
|
||||
<li value="3">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 value="4">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>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<meta content="GIS Information Systems_ Inc." name="rh-authors" />
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||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
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<meta name="Originator" content="ImportMif" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Check/Voucher Selection List Box</title>
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<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Check_Voucher_Selection_List_Box.htm">Open topic with navigation</a>
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</p>
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<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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||||
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<div role="main" id="mc-main-content">
|
||||
<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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Claim Alert List</title>
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<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Claim_Alert_List.htm">Open topic with navigation</a>
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</p>
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<div class="nocontent">
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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="kanchor5066"></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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+81
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<head>
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||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Claim Workform</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
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<script src="../../../Resources/Scripts/jquery.min.js">
|
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</script>
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<script src="../../../Resources/Scripts/require.min.js" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/require.config.js" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
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</script>
|
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</head>
|
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Claim_Workform.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>
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</div>
|
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|
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor836"></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 value="1">Indicate a vendor’s response to a claim  - Type the vendor’s response in the <b>Response</b> box.</li>
|
||||
<li value="2">Indicate the reason for the claim - Select a reason for the claim in the <b>Reason</b> box.</li>
|
||||
<li value="3">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 value="4">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="kanchor837"></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 value="1"><span class="FM_BulletHead">Enter the quantity of items </span>- Use the <b>Quantity</b> box.</li>
|
||||
<li value="2"><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 value="3"><span class="FM_BulletHead">Enter instructions to the supplier if the item is back-ordered</span> -Use the <b>Backorder</b> box.</li>
|
||||
<li value="4"><span class="FM_BulletHead">Enter notes regarding the supplier instructions</span> - Use the <b>Note</b> box.</li>
|
||||
<li value="5"><span class="FM_BulletHead">Enter the date the order for the item was confirmed </span>- Use the <b>Confirm Date</b> box.</li>
|
||||
<li value="6"><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="kanchor838"></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>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+67
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Copy Lines to Dialog Box</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<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 value="1">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 value="2">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>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+62
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
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<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Copy To: Purchase Order Dialog Box</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<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>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Copy To: Selection List Dialog Box</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
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<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
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<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Copy_To_Selection_List_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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Copy To: Selection <span style="font-size: 11.0pt;"><a name="CSH_19"></a></span>List Dialog Box</h1>
|
||||
<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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+62
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Distribute Charges Dialog Box</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
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<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
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</script>
|
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</head>
|
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Distribute_Charges_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>
|
||||
</div>
|
||||
<div class="content">
|
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor1659"></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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+70
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Distribute Credits/Discounts Dialog</title>
|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
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<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
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<script src="../../../Resources/Scripts/require.config.js" defer="defer">
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</script>
|
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<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
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</script>
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</head>
|
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Distribute_Credits_Discounts_Dialog.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>
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</div>
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|
||||
<h1><a name="kanchor3455"></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 value="1">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 value="2">Select <b>Overwrite existing charge</b> or <b>Adjust existing value</b>, which adds the credit/discount to the existing amount. </li>
|
||||
<li value="3">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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+75
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<meta content="GIS Information Systems_ Inc." name="rh-authors" />
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
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<meta name="Originator" content="ImportMif" />
|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Duplicate Purchase Order Line Item Segments Dialog Box</title>
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</script>
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<script src="../../../Resources/Scripts/require.config.js" defer="defer">
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<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
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</script>
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</head>
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<body>
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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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</p>
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<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="kanchor983"></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 value="1">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 value="2">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 value="1">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 value="2">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 value="3">Close the dialog box and continue with the purchase order - Click <b>Close</b>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<meta name="Originator" content="ImportMif" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Duplicates List Dialog Box</title>
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
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<script src="../../../Resources/Scripts/require.config.js" defer="defer">
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<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
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<body>
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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>
|
||||
</p>
|
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<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="kanchor5193"></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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<meta content="GIS Information Systems_ Inc." name="rh-authors" />
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
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<meta name="Originator" content="ImportMif" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>EDI File Sent Warning Message Box</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
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<script src="../../../Resources/Scripts/jquery.min.js">
|
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</script>
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<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
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</script>
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<script src="../../../Resources/Scripts/require.config.js" defer="defer">
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<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
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</script>
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</head>
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||||
<body>
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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>
|
||||
</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>
|
||||
<div class="content">
|
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<div role="main" id="mc-main-content">
|
||||
<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 value="1">Retransmit the purchase order via EDI - Click <b>Continue</b>.</li>
|
||||
<li value="2">Cancel the EDI transmission - Click <b>Cancel</b>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta content="GIS Information Systems_ Inc." name="rh-authors" />
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
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<meta name="Originator" content="ImportMif" />
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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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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
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<script src="../../../Resources/Scripts/jquery.min.js">
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|
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|
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<script src="../../../Resources/Scripts/require.config.js" defer="defer">
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<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
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<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
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</head>
|
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Fiscal_Year_Explorer.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 class="content">
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor543"></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 value="1"><b>Name</b> - The name of the fiscal year</li>
|
||||
<li value="2"><b>Start date </b>- The beginning date for the fiscal year</li>
|
||||
<li value="3"><b>End date</b> - The ending date for the fiscal year</li>
|
||||
<li value="4"><b>Status</b> </li>
|
||||
</ul>
|
||||
<p>On the<b> About </b>tab -</p>
|
||||
<ul type="disc">
|
||||
<li value="1"><b>Record ID number</b> - The number that identifies the fiscal year record.</li>
|
||||
<li value="2"><b>Creator </b>- The staff member who created the fiscal year record.</li>
|
||||
<li value="3"><b>Creation date</b> - The date the fiscal year record was created.</li>
|
||||
<li value="4"><b>Modifier </b>- The staff member who modified the fiscal year record, if applicable.</li>
|
||||
<li value="5"><b>Modifier date</b> - The date the fiscal year was modified, if applicable.</li>
|
||||
<li value="6">Fund information - Select each fund in the Fiscal Year Explorer, and the following information appears for the fund and its subfunds:</li>
|
||||
<li value="7"><b>Total Allocated</b> - The total amount allocated for the fund.</li>
|
||||
<li value="8"><b>Currently Encumbered</b> - The total amount encumbered in purchase orders that have not yet been paid.</li>
|
||||
<li value="9"><b>Expended </b>- The total amount paid from this fund.</li>
|
||||
<li value="10"><b>Free Balance</b> - The total amount left in this fund that is available for purchasing materials.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
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</table>
|
||||
</body>
|
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</html>
|
||||
+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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Fiscal Year Workform</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Fiscal_Year_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="kanchor3753"></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 value="1"><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 value="2"><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 value="3"><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 value="4"><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 value="5"><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 value="6"><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 value="7"><span class="FM_BulletHead">View the funds that are linked to the fiscal year</span> - Select <b>Links > Fund Explorer</b>.</li>
|
||||
<li value="8"><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>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
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|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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||||
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|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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|
||||
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|
||||
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|
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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 value="1"><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 value="2"><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 value="3"><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 value="4"><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 value="5"><span class="FM_BulletHead">Library</span> - the library that owns the fund</li>
|
||||
<li value="6"><span class="FM_BulletHead">Status</span> </li>
|
||||
<li value="7"><span class="FM_BulletHead">Transfers allowed</span> - Yes indicates transfers are allowed, No indicates no transfers are allowed.</li>
|
||||
<li value="8"><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 value="9"><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 value="10"><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 value="1"><span class="FM_BulletHead">Record ID number</span> - The identification number for this fund record.</li>
|
||||
<li value="2"><span class="FM_BulletHead">Creator</span> - The staff person who created this record.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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||||
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||||
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||||
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|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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|
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|
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<h1><a name="kanchor4794"></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 value="1">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 value="2">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 value="3">Assign the Fund to a library - Select the organization in <b>Owner</b> box (default is login library).</li>
|
||||
<li value="4">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 value="5">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 value="6">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 value="7">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 value="8">View the fund structure - Select <b>Links > Fund Explorer.</b></li>
|
||||
<li value="9">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 value="10">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 value="11">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="kanchor4795"></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 value="1">Indicate the public or proper name of the fund - Type the external name in the <b>External name</b> box.</li>
|
||||
<li value="2">Identify where the money comes from - Type the funding source in the <b>Source</b> box.</li>
|
||||
<li value="3">Prevent the fund from being selected to pay for materials - Clear the <b>Display</b> check box 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 value="4">Allow transfers to or from other funds in the same fiscal period - Click <b>Yes Transfers Allowed</b>.</li>
|
||||
<li value="5">Block transfers of money to or from other funds - Uncheck the<b> Transfers </b>box.</li>
|
||||
<li value="6">Sort fund transactions - Click the column headers to sort the fund transactions.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Fund_Workform_Fund"></a><a name="kanchor4796"></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 value="1">Set the maximum encumbrance for each line item - Type an amount in the <b>Line Item Encumbrance Limit</b> box.</li>
|
||||
<li value="2">Set the maximum expenditure for each item - Type an amount in the <b>Line Item Expenditure Limit</b> box.</li>
|
||||
<li value="3">Set the maximum encumbrance for an order - Type an amount in the <b>Order Encumbrance Limit</b> box.</li>
|
||||
<li value="4">Set the maximum expenditure for an order - Type an amount in the <b>Order Expenditure Limit</b> box.</li>
|
||||
<li value="5">Set the maximum encumbrance for the fund - Type an amount in the <b>Fund Encumbrance Limit</b> box.</li>
|
||||
<li value="6">Set the maximum total expenditure for the fund - Type an amount in the <b>Fund Expenditure Limit</b> box.</li>
|
||||
<li value="7">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="kanchor4797"></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 value="1">Enter the donor type - Select a fund category.</li>
|
||||
<li value="2">Enter the donor’s name - Type the donor’s first name, middle name, and last name, or type the organization’s name.</li>
|
||||
<li value="3">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 value="1">Enter memorial information - If the donation is in someone’s memory, type their name in the <b>In memory of</b> box. </li>
|
||||
<li value="2">Enter a description of the donation - Type notes in the <b>Description </b>box.</li>
|
||||
<li value="3">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>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+64
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="GIS Information Systems_ Inc." name="rh-authors" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="Originator" content="ImportMif" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Funds Linked List Box</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Funds_Linked_List_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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<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>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+88
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Invoice Line Item Workform</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Invoice_Line_Item_Workform.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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor2047"></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 value="1">Create item records - Select <b>Tools, Create Item Records.</b></li>
|
||||
<li value="2">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 value="3">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 value="4">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 value="5">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 value="6">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 value="7">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="kanchor2048"></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 value="1">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 value="2">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 value="3">Specify the unit price for the title - Type the price in the <b>Unit Price</b> box on the Orders tab.</li>
|
||||
<li value="4">Specify the discount rate - Type the discount rate for the line item in the Discount rate box on the Orders tab.</li>
|
||||
<li value="5">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="kanchor2049"></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 value="1">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 value="2">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 value="3">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>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+120
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
|
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<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Invoice Workform</title>
|
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
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<script src="../../../Resources/Scripts/jquery.min.js">
|
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</script>
|
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<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
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</script>
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<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
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</script>
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</head>
|
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Invoice_Workform.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>
|
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor1204"></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>
|
||||
<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>
|
||||
<p>Use the <a name="XREF_Invoice_window_tasks"></a>Invoice workform to:</p>
|
||||
<ul type="disc">
|
||||
<li value="1">Receive purchase order line items - Select <b>Tools, 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>
|
||||
<li value="2">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 value="3">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 value="4">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 value="5">Distribute sales tax - Select <b>Tools | Distribute | 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 value="6">Link the invoice to another invoice - Select <b>Tools | 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 value="7">Unlink the invoice - If the invoice is linked to another invoice, <b>Linked invoices</b> appears in the status bar. Select <b>Tools 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 value="8">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 value="9">Undo the payment - If the invoice was paid in error, you can select <b>Tools | 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 value="10">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 value="11">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 value="12">Print the invoice if it is paid - Select <b>File | Print | 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 value="13">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 value="14">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 value="15">View the payment history - Select <b>View | 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 value="16">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 value="17">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 value="18">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 value="19">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 value="20">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="kanchor1205"></a><a name="IX_General_view_6"></a>Use the General view of the Invoice workform to:</p>
|
||||
<ul type="disc">
|
||||
<li value="1">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 value="2">Specify the payment terms and the fund - Use the <b>Terms Due Date</b> box and the <b>Fund</b> box.</li>
|
||||
<li value="3">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 value="4">Specify how and when the invoice was sent and received - <ul type="disc"><li value="1">Select how the invoice was sent in the <b>Transmission Method</b> box.</li><li value="2">Enter dates in the <b>Shipped Date</b> and <b>Receipt Date</b> boxes.</li><li value="3">If you want to enter a note regarding this invoice, type it in the <b>General note</b> box.</li><li value="4">If the file was sent via EDI, the file name appears in the <b>EDI filename</b> box. </li><li value="5">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 value="5">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 value="6">
|
||||
<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="kanchor1206"></a><a name="IX_Line_Items_view_1"></a>Use the Line Items view of the Invoice workform to:</p>
|
||||
<ul type="disc">
|
||||
<li value="1">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 value="2">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 value="3">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 value="4">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 value="5">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 value="6">Receive an invoice line item - Select the item or items, right-click and select <b>Receive</b>.</li>
|
||||
<li value="7">Create item records - Select the invoice line item, right-click and select <b>Create | Item Records</b>.</li>
|
||||
<li value="8">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 value="9">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 value="10">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="kanchor1207"></a><a name="IX_Charges_view_1"></a>Use the Charges View of the Invoice workform to:</p>
|
||||
<ul type="disc">
|
||||
<li value="1">Specify the discount percentage - Type the percentage in <b>Discount Applied Rate</b> box.</li>
|
||||
<li value="2">Specify the sales tax rate - Type the percentage in the <b>Sales Tax Rate</b> box.</li>
|
||||
<li value="3">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="kanchor1208"></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>
|
||||
</div>
|
||||
</div>
|
||||
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|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
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|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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||||
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||||
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|
||||
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|
||||
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|
||||
<col />
|
||||
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|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
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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/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 value="1">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 value="2">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 value="3">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>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<col />
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||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Link_Invoices_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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<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 value="1">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 value="2">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>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+62
@@ -0,0 +1,62 @@
|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
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<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Linked Invoices Dialog Box</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
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|
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Linked_Invoices_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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+62
@@ -0,0 +1,62 @@
|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
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<meta charset="utf-8" />
|
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Merge Selection Lists Dialog Box</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Merge_Selection_Lists_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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+69
@@ -0,0 +1,69 @@
|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="GIS Information Systems_ Inc." name="rh-authors" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="Originator" content="ImportMif" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Modify Check/Voucher Number</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Modify_Check_Voucher_Number.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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor4700"></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 value="1">Change the payment method - Select <b>Check </b>or <b>Voucher.</b></li>
|
||||
<li value="2">Change the check or voucher number - Type the new number in the <b>Number </b>box<b>.</b></li>
|
||||
<li value="3">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>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+62
@@ -0,0 +1,62 @@
|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
|
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<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Modify Decision Dialog Box</title>
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
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<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
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</script>
|
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</head>
|
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<body>
|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Modify_Decision_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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor2594"></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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+83
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<head>
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<meta charset="utf-8" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>New Invoice Dialog Box</title>
|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
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<script src="../../../Resources/Scripts/jquery.min.js">
|
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</script>
|
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<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
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<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
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||||
</script>
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<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
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</script>
|
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</head>
|
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/New_Invoice_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>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor902"></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 value="1">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 value="2">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 value="1">Type the invoice number and suffix in the Invoice no and Suffix boxes.</li>
|
||||
<li value="2">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 value="3">If you want to change the owning branch, select a different branch in the Owner box.</li>
|
||||
<li value="4">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 value="5">If you want to change the payment type, select it from the Payment box.</li>
|
||||
<li value="6">Click Find to search for and select a supplier. </li>
|
||||
<li value="7">Click OK to create the new invoice.</li>
|
||||
</ul>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li value="1"><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 value="2"><a href="../../Acquisitions/PAinv/Linking_Invoices.htm#XREF_90713_Linking_Invoices">Linking Invoices</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+62
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<head>
|
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
|
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>New Purchase Order Dialog Box</title>
|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/New_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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>New <span style="font-size: 11.0pt;"><a name="CSH_30"></a></span>Purchase Order Dialog Box</h1>
|
||||
<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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+69
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
|
||||
<head>
|
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
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<meta charset="utf-8" />
|
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="GIS Information Systems_ Inc." name="rh-authors" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="Originator" content="ImportMif" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>New Record Dialog Box</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/New_Record_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>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor1966"></a><a name="IX_described_78"></a>New Record <span style="font-size: 11.0pt;"><a name="CSH_26"></a></span>Dialog Box</h1>
|
||||
<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>
|
||||
<ul type="disc">
|
||||
<li value="1">Select <b>Clear work form</b> to create a new record without any of the values displayed in the existing workform.</li>
|
||||
<li value="2">Select<b> Copy existing work form</b> to create a new record that is a copy of the existing workform.</li>
|
||||
<li value="3">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>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+68
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|
||||
<!DOCTYPE html>
|
||||
<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Overencumbrance List Dialog Box</title>
|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
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<script src="../../../Resources/Scripts/jquery.min.js">
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</script>
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<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
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</script>
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<script src="../../../Resources/Scripts/require.config.js" defer="defer">
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</script>
|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Overencumbrance_List_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="kanchor5530"></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 value="1">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 value="2">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 value="3">Cancel the release of the purchase order - Click <b>Cancel</b>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
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||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
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</tr>
|
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|
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|
||||
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|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
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|
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|
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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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="kanchor2555"></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 value="1">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 value="2">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 value="3">Cancel the payment - Click <b>Cancel</b>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<div class="nocontent">
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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="kanchor5154"></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 value="1"><b>Pay on receipt</b> and click <b>OK</b> if your library will pay for the materials when they are received. </li>
|
||||
<li value="2"><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>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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||||
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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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Acquisitions UI Reference">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRacquir.fm" /><title>Process EDI Invoices Workform</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Process_EDI_Invoices_Workform.htm">Open topic with navigation</a>
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</p>
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<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="kanchor1649"></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> check box 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 value="1">Enter the search criteria for the invoices:<ul><li value="1">Enter the invoice number (maximum of 30 characters)</li><li value="2">Enter the supplier’s SAN</li><li value="3">Enter an invoice date range by selecting dates in the From and To boxes.</li></ul></li>
|
||||
<li value="2">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 value="1">Find the partial EDI invoices - Click <b>Go.</b></li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li value="1">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> check box 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> check box 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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
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|
||||
<col />
|
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|
||||
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<h1><a name="kanchor628"></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 value="1">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 value="2">Create a new line item - Select <b>File | 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 value="3">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 value="4">Display other records linked to this record - <ul type="disc"><li value="1">To display the bibliographic record associated with this item, select <b>Links</b>,<b> Existing</b>,<b> Bibliographic Records</b>.</li><li value="2">To display the item record associated with this line item, select <b>Links</b>, <b>Existing</b>, <b>Items</b>.</li><li value="3">To display the purchase order that contains this line item, select <b>Links</b>, <b>Existing</b>, <b>Purchase Orders</b>.</li><li value="4">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 value="5"><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 value="6"><span class="FM_BulletHead">Undo receipt of the line item</span> - Select <b>Tools, 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 value="7"><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 value="8"><span class="FM_BulletHead">Change the status of this line item</span> - Select <b>Tools, 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 value="9"><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 value="10"><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 value="11"><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 value="12"><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="kanchor629"></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 value="1"><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 value="2"><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 value="3"><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 value="4"><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 value="5"><span class="FM_BulletHead">Enter the list price for the line item</span> - Use the <b>Unit Price</b> box.</li>
|
||||
<li value="6"><span class="FM_BulletHead">Enter the discount rate - </span>Use the <b>Discount rate</b> box.</li>
|
||||
<li value="7"><span class="FM_BulletHead">Enter the discount price</span> - Use the <b>Discount price</b> box.</li>
|
||||
<li value="8"><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 value="9"><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 value="10"><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 value="11"><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 value="12"><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 value="13"><span class="FM_BulletHead">View totals for the line item segments</span> - Select the <b>Totals</b> tab.</li>
|
||||
<li value="14"><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 value="15"><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 value="16"><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 value="17"><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 value="18"><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 value="19"><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 value="20"><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 value="21"><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="kanchor630"></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 value="1"><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 value="2"><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 value="3"><b>Backorder</b> - If you want to backorder the copies in the line item, select an option.</li>
|
||||
<li style="font-weight: bold;" value="4"><b>Quantity</b> - If you want to backorder any copies, enter the quantity.</li>
|
||||
<li value="5">
|
||||
<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 value="6">
|
||||
<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 value="7">
|
||||
<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 value="1"><b>Rental Return Date</b> - If the item is a rental, enter the date it should be returned.</li>
|
||||
<li value="2"><b>Binding Format </b>- Select the preferred binding format for the items being ordered. </li>
|
||||
<li value="3"><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 value="1"><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 value="2"><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 value="3"><b>Maximum claims - </b>Maximum number of claims to be sent out for the item.</li>
|
||||
<li value="4"><b>Claim cycle</b> - Number of days after each claim when the sent out.</li>
|
||||
<li value="5"><b>Cancel wait period</b> - Number of days after the last claim is made before an item is canceled. </li>
|
||||
<li value="6"><b>Claim notice</b> - Indicates that a notice will be generated when a claim is made.</li>
|
||||
<li value="7"><b>Cancel notice</b> - Indicates that a cancel notice will be generated when an item is canceled. </li>
|
||||
<li value="8"><b>Auto cancel</b> - Indicates that the item will be canceled automatically after the last claim and the cancel wait period.</li>
|
||||
<li value="9"><b>Membership</b> - Check this box if the items were ordered through a membership in an organization. </li>
|
||||
</ul>
|
||||
</div>
|
||||
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|
||||
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<h1><a name="kanchor1068"></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 value="1">Create a new purchase order - Select <b>File | 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 value="2">Release the purchase order - Select <b>Tools, Release or click <img alt="ReleasePObutton.gif" style="margin-bottom: -4.500pt;width: 29;height: 29;" id="image30" src="ReleasePObutton_29x29.gif" /></b>. 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 value="3">Receive the entire order - If you have received the whole order, including all copies of every title ordered, select <b>Tools, 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 value="4">Cancel the purchase order - Select <b>Tools, 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 value="5">Close a purchase order - Select <b>Tools, 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 value="6">Save the purchase order as a template - Select <b>File | 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 value="7">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="kanchor1069"></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 value="8">Specify the purchase order type - Select an option in the<b> Type</b> box.</li>
|
||||
<li value="9">Specify the method of payment - Select an option in the <b>Payment Method</b> box.</li>
|
||||
<li value="10">Create an invoice based on this purchase order<span class="FM_BulletHead"></span>- 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 value="11">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 value="12">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 value="13">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 value="14">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 value="15">Specify the ordering library and supplier - Select <b>View > General.</b></li>
|
||||
<li value="16">Add line items to the purchase order - Select <b>View > 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 value="17">Check for duplicate purchase order line item segments - Select <b>Tools > 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 value="18">Specify shipping, handling, and other supplier instructions<span class="FM_BulletHead"></span>- Select <b>View > 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="kanchor1070"></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 value="1">Specify the library creating the purchase order - Use the <b>Name, SAN</b>, and <b>Authorization</b> boxes.</li>
|
||||
<li value="2">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 value="3">Specify the supplier - Click the Supplier <b>Find</b> button and select the supplier.</li>
|
||||
<li value="4">Add charges for the purchase order as a whole (header charges)<span class="FM_BulletHead"></span>- 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 value="5">Remove header charges<span class="FM_BulletHead"></span>- In the <b>Header Charges</b> frame, select a charge entry and click <b>Remove</b>.</li>
|
||||
<li value="6">Enter an external ID for the purchase order<span class="FM_BulletHead"></span>- 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 value="7">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="kanchor1071"></a><a name="IX_Line_Items_view"></a>Use the Line Items view on the Purchase Order workform to:</p>
|
||||
<ul type="disc">
|
||||
<li value="1">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 value="2">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 value="3">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 value="4">Remove a pending line item from the purchase order<span class="FM_BulletHead"></span>- 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 value="5">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 value="1">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 value="2">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 value="3">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 value="4">Cancel items - Press <b>CTRL</b> while selecting the items to cancel, right-click, and select <b>Cancel.</b></li>
|
||||
<li value="5">Claim items - Press <b>CTRL</b> while selecting the items to claim, right-click, and select <b>Claim.</b></li>
|
||||
<li value="6">Print items - Press <b>CTRL</b> while selecting the items to print, right-click, and select <b>Print.</b></li>
|
||||
<li value="7">Print workslips - Right-click a line item and select <b>Print, PO line item workslip</b>.</li>
|
||||
<li value="8">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 value="9">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="kanchor1072"></a><a name="IX_Charges_view"></a>Use the Charges view on the Purchase Order workform to:</p>
|
||||
<ul type="disc">
|
||||
<li value="1">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 value="2">View header charges<span class="FM_BulletHead"></span>- 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 value="1">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 value="1">Line Item<span class="FM_BulletHead"></span>- 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 value="2">Totals - The total sales tax and the grand total for the order.</li></ul></li>
|
||||
<li value="2">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="kanchor1073"></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 value="1">Specify the shipping information - Use the <b>Shipping Method</b> and <b>Do Not Ship Before</b> boxes.</li>
|
||||
<li value="2">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 value="3">Enter the date the order was confirmed<span class="FM_BulletHead"></span>- Use the <b>Order Confirmed Date </b>box.</li>
|
||||
<li value="4">View the order’s cancellation date - If the order was canceled, the date appears in the <b>Order Canceled Date</b>.</li>
|
||||
<li value="5">Specify the invoicing requirements - Use <b>No of Copies</b>, <b>Delivery Method</b>, and <b>Sequencing</b> boxes.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Purge_Purchase_Orders_and_Invoices_Dialog_Box.htm">Open topic with navigation</a>
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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 value="1">Select the organization(s) for which the purchase orders and invoices will be purged.</li>
|
||||
<li value="2">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 value="3">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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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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|
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||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<h1><a name="kanchor1916"></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 value="1">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 value="1">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 value="2">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 value="3">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 value="4">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 value="1">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 value="1">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 check box</span>, and type a note in the <b>Alert note</b> box. </li>
|
||||
<li value="2">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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
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|
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|
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|
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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 value="1">Select the branch or select <b>All </b>in the <b>Filter By Organization</b> box.</li>
|
||||
<li value="2">Search for the purchase order line items using one of the following methods:</li>
|
||||
<li value="3">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 value="4">Select <b>Supplier SAN</b>, and type the supplier’s SAN.</li>
|
||||
<li value="5">Select <b>ASN date range </b>and select a from and to date.</li>
|
||||
<li value="6">Click <b>Go</b>.</li>
|
||||
</ul>
|
||||
<p class="indent2">The top section of the workform displays the shipment information.</p>
|
||||
<ul type="disc">
|
||||
<li value="1">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 value="1">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 value="2">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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
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</tbody>
|
||||
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||||
<table style="width: 100%;">
|
||||
<col />
|
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|
||||
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|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<h1><a name="kanchor2306"></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 value="1">Indicate the payment method - Select <b>Check </b>or <b>Voucher.</b></li>
|
||||
<li value="2">Record the check or voucher number - Type the amount in the <b>Number </b>box<b>.</b></li>
|
||||
<li value="3">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 value="4">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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
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||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
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||||
</tbody>
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||||
</table>
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<table style="width: 100%;">
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||||
<col />
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||||
<tbody>
|
||||
<tr>
|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
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|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
||||
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|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
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||||
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||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
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<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
||||
</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRacquir/Rename_a_Selection_List_Dialog_Box.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
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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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|
||||
</div>
|
||||
<div class="content">
|
||||
<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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
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<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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||||
</tr>
|
||||
</tbody>
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||||
</table>
|
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</body>
|
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</html>
|
||||
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