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Staff Client Help v7.2

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Staff Client Online Help/v7.2 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRadminAcq/Acquisitions_Serials_Administration_Workforms.htm
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<h1>Acquisitions/Serials UI Reference</h1>
<p>In the <b>Contents</b>&#160;list for online Help, click the plus sign by <b>Acquisitions/Serials Administration Workforms</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><b>Tip:</b><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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<td colspan="2" style="text-align: right;">&#160;<a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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Staff Client Online Help/v7.2 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRadminAcq/Branch_Fund_Filter.htm
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<h1>Branch/Fund <span style="font-size: 11.0pt;"><a name="CSH_99"></a></span>Filter</h1>
<p>The Branch/Fund dialog box appears when you select <b>Display only these branch’s funds (branch/fund filter</b>) on the Fund Drop-down List Box Display dialog box, and then click <img alt="fundslisticon00459.gif" style="margin-bottom: -4.500pt;width: 27;height: 30;" id="image2" src="fundslisticon00459_27x30.gif" /> .</p>
<p>Use the Branch/Fund Filter dialog box do the following:</p>
<ul type="disc">
<li><span class="FM_BulletHead">Expand a branch to see the funds for that branch</span>&#160;- Select the plus sign button. The funds are listed under the branch.</li>
<li><span class="FM_BulletHead">Select all funds for a branch</span>&#160;- Select the checkbox next to the branch, and all funds for the branch are selected automatically. If you do not want to display all the funds you can click the checkbox next to any fund you do not want to display.</li>
<li><span class="FM_BulletHead">Select specific funds for a branch</span>&#160;- Leave the checkbox next to the branch unchecked, and check the checkbox next to the funds to select them. The branch checkbox is checked automatically when you select any of its funds.</li>
<li><span class="FM_BulletHead">Select funds across multiple branches</span>&#160;- Expand the branches that have the funds you want to select, and select the funds under these branches.</li>
</ul>
<p class="NoteShade"><b>Note:<br /></b>When you select the branches and funds for a specific selector, be sure that the selector also has the permission <b>Selection List Line Item Segment: Create, Modify, Delete</b>&#160;for the branches you selected. In addition, if the profile Filter branches in line item segments is set to Yes, make sure that you select funds for branches that are linked to the same parent library.</p>
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Staff Client Online Help/v7.2 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRadminAcq/Claim_Reasons_Policy_Table.htm
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<h1><a name="XREF_16161_Claim_Reasons"></a><a name="CSH_95"></a>Claim Reasons Policy Table</h1>
<p>The Claim Reasons policy table appears when you select an organization in the Administration Explorer, select the Policy Table folder, and select Claim Reasons. The claim reasons defined in this policy table can be selected in the Reason box on the Claim workform.</p>
<p>Use the Claim Reasons policy table to:</p>
<ul type="disc">
<li>
<p class="FM_Task"><span class="FM_BulletHead">Add a new claim reason</span>&#160;- Click the Insert claim reason<b></b>button to open a dialog box where you enter the claim reason.</p>
</li>
<li>
<p class="FM_Task"><span class="FM_BulletHead">Modify a claim reason</span>&#160;- Select the claim reason you want to modify, and click the Modify claim reason button to open a dialog box where you modify the selected claim reason.</p>
</li>
<li>
<p class="FM_Task"><span class="FM_BulletHead">Delete a claim reason </span>- Select the claim reason you want to delete, and click the <b>Delete claim reason</b>&#160;button to open a dialog box where you delete the selected claim reason.</p>
</li>
</ul>
<p>See also: <a href="../../Acquisitions_Admin/PDKacquire/Define_claiming_reasons.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Define claiming reasons</span></a></p>
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Staff Client Online Help/v7.2 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRadminAcq/Claiming_Cancellation_Defaults_Dialog_Box.htm
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<h1><a name="XREF_96658_Claiming"></a>Claiming/Cancellation <span style="font-size: 11.0pt;"><a name="CSH_96"></a></span>Defaults Dialog Box</h1>
<p>Use the Claiming/Cancellation Defaults dialog box to: </p>
<ul type="disc">
<li>
<p>Enter the contact information for the individual at the library who should be contacted concerning claiming or cancellations. The contact’s name, department name, email address, and telephone number are printed on all claiming and cancellation notices.</p>
</li>
<li>
<p>Specify the message that prints on all initial claim and reclaim notices&#160;- Type the message in the Initial/Reclaim Claim Notice Message-Req box.</p>
</li>
<li>
<p>Specify an additional or continued message that prints on all claim (initial and reminder) notices - Initial/Reclaim Claim Notice Message-Opt</p>
</li>
<li>Specify the additional or continued message to print on all initial claim notices generated by the organization&#160;- Type the message in the Initial Claim Notice Message-Opt box. Leave this text box empty if you do not want a message to print on the initial claim notice.</li>
<li>Specify the default message to print on all claim reminder (reclaim) notices generated by the organization. Type the message in the Reclaim Claim Notice Message-Opt box. Leave this text box empty if you do not want a message to print on the reclaim notice.</li>
<li>Specify the default message to print on all cancel order notices generated by the organization&#160;- Type the message in the Cancellation Notice Message1-Opt box. Leave this text box empty if you do not want a message to print on the cancellation notice.</li>
<li>Specify the additional or continued message to print on all cancel order notices generated by the organization&#160;- Type the message in the Cancellation Notice Message2-Opt box. Leave this text box empty if you do not want a message to print on the cancellation notice.</li>
</ul>
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Staff Client Online Help/v7.2 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRadminAcq/Display_of_Issues_on_Check_In.htm
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<h1><a name="kanchor2863"></a><a name="IX_described_105"></a>Display of <span style="font-size: 11.0pt;"><a name="CSH_100"></a></span>Issues on Check In </h1>
<p>The Display of Issues on Check In dialog box appears when you double-click the <b>Display of Issues on Check In</b> parameter on the Acquisitions/Serials tab in Polaris Administration Explorer. You can define this parameter for the system, library, or branch. Use the Display of Issues on Check In dialog box to:</p>
<ul type="disc">
<li><span class="FM_BulletHead">Specify which status or statuses of issues or parts appear in the Check In workform</span>&#160;- Select a status or select a status category. For example, <b>Expected</b>&#160;is a status, whereas <b>Not Received</b>&#160;is a category that may include several different statuses. If you select <b>Not Received</b>, you can define which statuses are included in this category. &#160;&#160;</li>
<li><span class="FM_BulletHead">Define the </span><b>Not Received</b><span class="FM_BulletHead"> category</span>&#160;- If you want the Check In workform to display issues or parts that are not received, you can define which statuses are included by selecting one or more checkboxes.</li>
</ul>
</div>
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Staff Client Online Help/v7.2 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRadminAcq/EDI_Invoice_Default_Dialog_Box.htm
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<h1><a name="XREF_39124_EDI_Invoice"></a>EDI Invoice <span style="font-size: 11.0pt;"><a name="CSH_101"></a></span>Default Dialog Box</h1>
<p>The EDI Invoice Default dialog box appears when you double-click the <b>EDI Invoice Defaults</b>&#160;profile on the Acquisitions/Serials tab in System Administration. If a supplier creates an electronic invoice, the information in the EDI Invoice Default dialog box is used to create the invoice automatically. See also: <a href="../../Acquisitions_Admin/PDKacquire/Set_up_EDI_invoice_defaults.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set up EDI invoice defaults</span></a>.</p>
<p>Use the EDI Invoice Default dialog box to: </p>
<ul type="disc">
<li>Specify the title used to create EDI invoice line items when no matching purchase order line item is found - Type a title in the&#160;Title box.</li>
<li>Select the default destination used to create EDI invoice line items when no matching purchase order line item is found&#160;- Select the library in the Destination box.</li>
<li>Specify whether header charges are loaded automatically - Select Load supplier header charges&#160;to automatically load the supplier header charges to the EDI invoice. You can select only one fund to use for these charges if they are loaded automatically. If this checkbox is unchecked, none of the supplier header charges will be loaded automatically. When the shipment arrives, the supplier header charges can be entered in the Invoice workform. </li>
<li>Specify the fund to use for header charges&#160;- If you selected Load supplier header charges, select the fund to use for these charges in the Header fund&#160;box. </li>
<li>Select the fund used to create EDI invoice line items when no matching purchase order line item is found&#160;- Select the fund in the Segment fund box.</li>
<li>Enter a note to include with any EDI invoice line item that is created when there is no matching purchase order line item - Type the text in the Alert note&#160;box. </li>
<li>Specify whether matching purchase order line items are updated to Received&#160;- Select Update linked PO line item to received to update linked purchase order line items when the EDI invoice is created in Polaris. Clear the checkbox to wait to receive the line items when the actual shipment arrives. The the line items can be received from the invoice.</li>
<li>Specify whether linked on-order items are updated&#160;- If the Update linked PO line item to received&#160;box is checked, select Update on-order item circulation status&#160;to update any linked on-order items to in-process. Clear the checkbox to leave the linked items with a status of on-order until the shipment is received.Important:<br />If the Update on-order item circulation status checkbox is not selected, staff members will never see on-order items with an in-process status; they are updated to a status of In&#160;when they are checked in through circulation. </li>
<li>Prevent EDI invoices from being generated when the number of copies ordered and received does not match&#160;- Select Hold partial receipt invoices&#160;if you do not want EDI invoices to be generated automatically from the supplier’s invoice files when the number of copies sent does not equal the number of copies ordered on any of the line items in the invoice. If this checkbox is checked, you can process these invoices using the Process EDI Invoices workform. </li>
<li>Specify who should receive e-mail notices when the EDI invoices are received&#160;- In the Email addresses&#160;box, enter the e-mail addresses of the individuals to notify when the EDI invoice is received. You can enter multiple e-mail addresses separated by semicolons, but do not end an e-mail address with a semicolon unless another address follows it.</li>
</ul>
<p class="NoteShade"><b>Important:<br /></b>If an e-mail address ends with a semicolon, the e-mail program expects another e-mail address to follow and it fails on the blank address. The invoices are created but no e-mails are sent. </p>
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Staff Client Online Help/v7.2 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRadminAcq/Fund Categories Policy Table.htm
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<h1>Fund Categories Policy Table</h1>
<p>Use the Fund Categories policy table to manage Donation fund categories:</p>
<ul>
<li>Click <img alt="PRadminCat00439.gif" style="margin-bottom: -4.500pt;width: 28;height: 27;" id="image31" src="../PRadminCat/PRadminCat00439_28x27.gif" /> to add a new fund category.</li>
</ul>
<ul>
<li>Click <img alt="modbutton00440.gif" style="width: 21.203pt;height: 18.794pt;margin-bottom: -4.500pt;" id="image32" src="../PRadminCat/modbutton00440.gif" /> and edit the fields to modify an existing fund category.<p>See <a href="../../Acquisitions/PAbudget/Create_a_fund.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Create a Fund</span></a>.</p></li>
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<h1><a name="XREF_99610_Fund_Drop_down"></a>Fund Drop-down <span style="font-size: 11.0pt;"><a name="CSH_98"></a></span>List Box Display</h1>
<p>The Fund Drop-down List Box Display dialog box appears when you double-click the <b>Acq Fund Droplist Setup</b>&#160;profile on the Acquisitions/Serials tab in System Administration. It controls how funds are displayed in drop-down list boxes for the organization or staff member for which the profile is set. </p>
<p>Use the Fund Drop-down List Box Display dialog box to: </p>
<ul type="disc">
<li>Display only the funds’ full names in Funds lists- Select Fund names only.</li>
<li>Display only the funds’ alternative names in Funds lists&#160;- Select Fund alternative names only. </li>
<li>Display both full names and alternative names in Funds lists&#160;- Select Fund names and alternative names.</li>
<li>Specify which funds display in Funds lists in purchase orders and invoices&#160;- Select one of the following options under Filter (Purchase Orders and Invoices):</li>
<li>Display all funds linked to the destination’s parent library (no filter)&#160;- Header Funds lists display the funds for all branches linked to the same parent library as the Ordered at&#160;branch in the Purchase Order, or the Paid by&#160;branch in the Invoice workform. Funds lists in purchase order and invoice line item segments display the funds for all branches linked to the same parent library as the selected Destination&#160;branch. The Funds list in the Add to New Purchase Order (Bulk Add) dialog box displays all funds linked to the branches that have the same parent library as the Destination&#160;branch. </li>
<li>Display only the destination branch’s funds (branch filter)&#160;- Header Funds lists display only the funds for the Ordered at&#160;branch in the Purchase Order, or the Paid by&#160;branch in the Invoice workform. Funds lists in purchase order and invoice line item segments display the funds for the Destination&#160;branch. The Funds list in the Add to New Purchase Order (Bulk Add) dialog box displays only the funds for the Destination&#160;branch </li>
<li>Specify which funds display in Funds lists in selection lists&#160;- Select one of the following options under Selection List Filter:</li>
<li>Display all funds linked to the destination’s parent library (no filter)&#160;- The Funds list in selection list line item segments display the funds for all branches with the same parent library as the Destination&#160;branch. </li>
<li>Display only the destination branch’s funds (branch filter)&#160;- </li>
</ul>
<p>The Funds list in selection list line item segments display only the funds for the Destination&#160;branch. </p>
<ul type="disc">
<li>Display only these branch’s funds (branch/fund filter) - If this option is selected, you can specify exactly which funds appear in the Funds list in a selection list line item segment. Click <img alt="fundslisticon.gif" id="image1" src="fundslisticon.gif" />&#160;to open a list where you can choose the funds to display in selection list line item segments. </li>
</ul>
<p class="NoteShade"><b>Note:<br /></b>When you select the branches and funds for a specific selector, be sure that the selector also has the permission <b>Selection List Line Item Segment: Create, Modify, Delete</b>&#160;for the branches you selected. In addition, if the profile Filter branches in line item segments is set to Yes, make sure that you select funds for branches that are linked to the same parent library.</p>
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Staff Client Online Help/v7.2 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRadminAcq/Link to Supplier Databases Policy Table.htm
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<h1>Link to Supplier Databases Policy Table</h1>
<p>Use the Link to Supplier Databases policy table to provide links to your suppliers databases:</p>
<p class="Bullet">Click <img alt="PRadminCat00439.gif" style="margin-bottom: -4.500pt;width: 28;height: 27;" id="image31" src="../PRadminCat/PRadminCat00439_28x27.gif" /> to add a new supplier link.</p>
<p class="Bullet">Click <img alt="modbutton00440.gif" style="width: 21.203pt;height: 18.794pt;margin-bottom: -4.500pt;" id="image32" src="../PRadminCat/modbutton00440.gif" /> to edit an existing supplier link.</p>
<p>See <a href="../../Acquisitions_Admin/PDKacquire/Add_links_to_supplier_databases.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Add Links to Supplier Databases</span></a>.</p>
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Staff Client Online Help/v7.2 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRadminAcq/Route_List_Defaults_Dialog_Box.htm
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<h1><a name="XREF_80302_Route_List"></a>Route List <span style="font-size: 11.0pt;"><a name="CSH_97"></a></span>Defaults Dialog Box</h1>
<p>The Route List Defaults dialog box appears when you double-click Route List Defaults on the Acquisitions/Serials profiles tab in System Administration. Use the Route List Defaults dialog box to:</p>
<ul type="disc">
<li>Specify the duration to apply to a new route list&#160;- Type a number and select days&#160;or weeks&#160;to indicate how long it should take for the piece to circulate among the route list members.</li>
<li>Specify the branch name to put on a new route list&#160;- Select the library in the Home Location&#160;box to indicate where the routed issue should be returned.</li>
<li>Indicate how the route slip should be printed&#160;- Select Batch&#160;or Automatic. </li>
<li>Specify the route list message to add to route lists - Type the message in the Notice Text box. This message could contain a reminder to read the piece and pass it to the next person on the list.</li>
<li>Specify instructions to print on route lists&#160;- In the Return Instructions box, type instructions that tell the last person on the list what to do when they are finished reading the piece.</li>
<li>Specify the information that is printed at the top and bottom of new route lists - Type the text in the Header and Footer boxes.</li>
<li>Specify the information about an issue (piece) that is printed on route slips&#160;- Select the options from the Piece Display Options&#160;list, and click Add. To remove data that you do not want to print, click Remove. Use the Up&#160;and Down&#160;arrows to reorder the information on the printed slip. </li>
</ul>
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Staff Client Online Help/v7.2 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRadminAcq/Selection_List_Line_Item_Defaults_Dialog_Box.htm
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<h1><a name="XREF_15045_Selection_List"></a>Selection List <span style="font-size: 11.0pt;"><a name="CSH_94"></a></span>Line Item Defaults Dialog Box</h1>
<p>Use the Selection List Line Item Defaults dialog box to:</p>
<ul type="disc">
<li>
<p class="FM_Task"><span class="FM_BulletHead">Specify the default destination for selection list line item segments </span>- Select the library name in the <b>Destination</b>&#160;box. When you add a new selection list line item to a selection list, the segments will contain this destination as the default.</p>
</li>
<li>
<p class="FM_Task"><span class="FM_BulletHead">Specify the default collection for selection list line item segments </span>- Select the default in the <b>Collection</b>&#160;box. When you add a new selection list line item to a selection list, the segments will contain this collection as the default. </p>
</li>
<li>
<p class="FM_Task"><span class="FM_BulletHead">Specify the default fund for selection list line item segments</span>&#160;- Select the fund in the <b>Fund</b>&#160;box. When you add a new selection list line item to a selection list, the segments will contain this fund as the default.</p>
</li>
<li>
<p class="FM_Task"><span class="FM_BulletHead">Specify the default supplier for selection list line items</span>&#160;- Select the supplier in the <b>Supplier</b>&#160;box. When you add a new selection list line item to a selection list, the line item will contain this supplier as the default. </p>
</li>
</ul>
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<h1>Titles to <span style="font-size: 11.0pt;"><a name="CSH_102"></a></span>Go Dialog Box</h1>
<p class="NoteShade"><b>Note:<br /></b>The suppliers that appear on this dialog box are set up for Titles to Go by Innovative Interfaces.</p>
<p>Use the Titles to Go dialog box to configure suppliers to use Titles to Go. </p>
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<li><span class="FM_BulletHead">Enable the configuration for a supplier</span>&#160;- Select the supplier in the list, click <b>Enable</b>, and the user sign-on information fields are active. You cannot enter information in the <b>Supplier</b>, <b>SAN</b>&#160;or <b>Web URL</b>&#160;fields; these are read-only.</li>
<li><span class="FM_BulletHead">Specify the user authentication information</span>&#160;- Type the user identification information the supplier gave to you. Use the <b>Username</b>, <b>Password</b>, and <b>Account</b>&#160;boxes to enter the information. Each supplier requires different information to authorize users. </li>
<li><span class="FM_BulletHead">Enter a note (optional)</span>&#160;- If you want to enter a note, type it in the <b>Note</b>&#160;box.</li>
<li><span class="FM_BulletHead">Save the information for the supplier</span>&#160;- Click <b>OK</b>.</li>
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