7.1 GENERAL
7.1.1 BASIC SETTINGS
There are several factors involved in the claiming process.- Non-arrival of an issue by its "Expected Date of Arrival".
- Claims are generated only for subscriptions with automatic
"claiming" set to "Yes".
- To determine whether the Serial Claim Log letters is sent or printed, depending on the Send Type in the Vendor record If set to PRINT, the claim will be printed, whether or not the Order or the Email Claim address is entered.
7.1.2 CLAIMING METHODS
There are two ways for claiming a serial:-
From the "Automatically Claim list for Serial Item" function (Web Service Module / Menu Serial Tab). Then subscriptions will be claimed, if YES set to "Send Claims"
- Online in Acquisition/Serials, Serial Tab, click Claim button in Check In node.
7.1.3 CLAIM DATES
The first claim date is the expected arrival date of the issue, which is calculated from the issue date plus the value appearing in the First Claim field of the Subscription Info.
The Arrival Date is calculated by the system using the publication date of the first issue in the cycle. The date is registered in subfield $3 of the Level-X field. If you are using the Schedule for journal prediction, this is the Issue Date field.
7.1.4 CLAIMING INTERVAL
The claiming interval is set on the second, third, and subsequent claim fields of the Subscription Info (as shown in the screen above).The interval sets the number of days which elapse from the time of the previous claim.
7.2 INTERACTIVE CLAIMING
When you click the Claim button on the "Check-In List" pane, the "Claim List" window is displayed. This window displays a list of claims that have already been sent. This enables you to send a new claim to a vendor by clicking New. You can update an existing claim (for example, to register the vendor's reply to a claim) by highlighting the appropriate line in the upper pane, updating details in the lower pane and then clicking Update.
In the form Following are the following fields and buttons available:
Fields
Claim Text
Enter text to be included in the letter to the vendor (in addition to the text that is already part of one of the standard claim letters you will choose below.)
Claim Date
The system automatically enters the current date.
Claim Reply
This field registers the vendor's reply to a claim.
Reply Date
This field registers the date of the vendor's reply to a claim.
Expected Arrival Date
This field registers the issue's Expected Arrival Date.
Claim Format
This field is displayed when creating a new claim. Choose one of the
standard claim letters.
Buttons
Add
When you have finished filling in details of a new claim in the form,
click Add.
Update
After updating an existing form, click Update.
7.3 BATCH CLAIMING
This service produces a report of serials orders that have not yet arrived. Claim letters for serials can then be sent manually by using the Claim button on the Check-In List.This function creates for each vendor a writing, listing all overdue items
From the Batch Claiming, it will be entered only subscription items, which "Send Claim YES" is marked in the record.