7 Acquisitions - Arrivals

This chapter includes the following sections:

Arrival List of Order
Arrival Form

To register the arrival of units for type M orders (Monograph) or type O (Standing orders), select the Arrival node in the Order Tab. For the check in process of Serials orders (type S), refer to the Issue Check In section of the Serials chapter.

In addition, depending on how your Acquisitions/Serials module was set up, while generating a line item in the invoice function you will be asked whether you would like to record the material as "arrived". (See the Invoice section of Client Setup (acq.ini)) for more information about setting up arrival registration.)

7.1 ARRIVAL LIST OF ORDER

When you click the Arrival node, the Arrival List is displayed in the upper pane.

This screen shows the number of units ordered and lists the number of units that have arrived on specific dates. To change the details about units which have already arrived, highlight the appropriate line and update the arrival details in the Arrival Form of the lower pane.

Buttons

The following buttons are available on this screen:

Add

To report the arrival of units, click Add. The Arrival Form will be displayed for you to edit.

Delete

To remove a line from the table that shows the number of units arrived and the date on which they arrived, click Delete.

To print an Arrival Slip, highlight an entry and click Print.

top

7.2 ARRIVAL FORM

When you click the Add button on the Arrival List, the Arrival Form (shown below) is activated in the lower pane. This screen enables you to register a new arrival of unit/units or to modify the details of units which have already arrived.

When you are finished filling in the form, click Add.

If you change the details about units which have already arrived, click Update.

Fields

No. Units Arrived

Enter the number of units that have just arrived. The system automatically enters the default value, which is taken from the Number of units field of the Order Form.

Shipment Date

This field is optional. Enter the date on which the vendor sent the units to your library.

Arrival Date

Enter the date on which the units arrived. If left blank, the current date is filled in automatically.

Note

You can enter a note up to 60 characters in length.

Order Completely Arrived

For order type O (standing order), this option is always disabled.
For order type M (monograph):
- If all units for this order have arrived, select this option.
- If you expect more units to arrive, do not select this option.

top

Go to next section (Claims)