Note: Placing orders cannot be done from a plan. Plans automatically have the status Placed.
Before placing an order: Open the order, complete any edits, and click Save Order at the top of the screen.
Before resending an order: Open the order, complete any edits, and click Save Order at the top of the screen.
If you choose to send the order by EDIFACT (E-Mail or FTP) message, the following will be included in the order data file you send to the vendor.
EDIFACT element | Segment | EDIFACT element definition | How WMS sets this value | Example segment | Example values |
---|---|---|---|---|---|
UNB Library Identifier | UNB | First of two identifiers in UNB segment. Identifies the library sending the order message. | An identifier for the library sending the order message. Can be configured by the library to use the:
|
UNB+UNOC:3+{UNB Library Identifier}:{Library Qualifier}+Vendor SAN:31B+200623:0700+20200623070000' | Library SAN: UNB+UNOC:3+Library SAN:31B+Vendor SAN:31B+200623:0700+{Unique Interchange ID}' Library GLN: UNB+UNOC:3+Library GLN:14+Vendor GLN:14+200623:0700+{Unique Interchange ID}' etc. |
UNB Vendor Identifier | UNB | Second of two identifiers in UNB segment. Identifies the vendor recipient of the order message. | An identifier for the vendor receiving the order message. Can be configured to use the:
|
UNB+UNOC:3+LibrarySAN:31B+{UNB Vendor Identifier}:{Vendor Qualifier}+200623:0700+20200623070000' | Vendor SAN: UNB+UNOC:3+LibrarySAN:31B+Vendor SAN:31B+200623:0700+20200623070000' Vendor GLN: UNB+UNOC:3+LibraryGLN:14+VendorGLN:14+200623:0700+20200623070000' etc. |
Unique Interchange ID | UNB | Identifier for the message itself in the UNB segment. | Unique identifier assigned to each interchange by the system. Fits pattern: yyyymmddhhmmss |
UNB+UNOC:3+LibrarySAN:31B+VendorSAN:31B+200623:0700+{Unique Interchange ID}' | UNB+UNOC:3+LibrarySAN:31B+VendorSAN:31B+200623:0700+20200623070000' |
Unique Message ID | UNH | Identifier for the message itself in the UNH segment. | Unique identifier assigned to each message by the system. Fits pattern: yyyymmddhhmmss |
UNH+{Unique Message ID}+ORDERS:D:96A:UN:EAN008' | UNH+20200623070000+ORDERS:D:96A:UN:EAN008' |
Type of Order | BGM | Identifies the type of order that is being sent, including whether the order is a
|
If the Shipping Type is “Express” or “Next Day”, WMS will use value 22E (Rush Order) If all items on the order are Subscriptions, WMS will use value 224 (Continuation Order) If both conditions above apply, WMS will use 224 (Continuation Order) |
BGM+{Type of Order}+PO-2020-1+9' | Rush Order: BGM+22E+PO-2020-1+9' Continuation Order: BGM+224+PO-2020-1+9' |
Order Number | BGM | Identifier for the order itself in the BGM segment. | Unique identifier for the order being sent by WMS. | BGM+220+{WMS OrderNumber}+9' | BGM+220+PO-2020-1+9' |
Original Order or Re-transmission | BGM | Identifies whether order is the original order message sent or a retransmission of a previous message. | If the order is the original order, WMS will use value 9. If the order is a retransmission of a previous order, WMS will use value 7. |
BGM+220+PO-2020-1+{Resend Indicator}' | Original Order: BGM+220+PO-2020-1+9' Re-transmission: BGM+220+PO-2020-1+7' |
Date of Order | DTM | Identifies the date of the order. | Current date the order was sent. | DTM+137:{YYYYMMDD}:102' | DTM+137:20200623:102' |
NAD Library Identifier | NAD (Specifically NAD+BY) |
First of two NAD segment identifiers. Identifies the library sending the order message. | An identifier for the library sending the order message. Can be configured by the library to use the:
|
NAD+BY+{NAD Library Identifier}::{Library Qualifier}' | SAN: NAD+BY+LibrarySAN::31B' GLN: NAD+BY+LibraryGLN::14' etc. |
NAD Vendor Identifier | NAD (Specifically NAD+SU) |
Second of two NAD segment identifiers. Identifies the vendor recipient of the order message. | An identifier for the vendor receiving the order message. Can be configured to use the:
|
NAD+SU+{NAD Vendor Identifier}::{Vendor Qualifier}' | SAN: NAD+SU+VendorSAN::31B' GLN: NAD+SU+VendorGLN::14' etc. |
Account Number | RFF (Specifically RFF+API) |
Identifies the account number to be used for the order. | Account number configured and selected by the user for the order. | RFF+API:{Account Number}' | RFF+API:123456-1' |
Currency Code | CUX | Identifies the currency used on the order. | The ISO code identifying the currency used on the order. | CUX+2:{Currency Code}:9' | CUX+2:USD:9' |
Line Number | LIN | Identifies the individual line item on an order. | Sequential number identifying the line item on the order. | LIN+{Line Number}++1234567890123:EN’ | LIN+1++1234567890123:EN’ |
Book or Serial Identifier (ISBN or ISSN) | LIN PIA |
Contains the book (ISBN) or serial (ISSN) identifier for the item being ordered. | Preferred ISBN or ISSN selected by the user in WMS. Note:
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LIN+1++{Preferred ISBN}:EN’ PIA+5+{Preferred ISBN}:IB’ Or LIN+1++{Preferred ISSN}:EN’ PIA+5+{Preferred ISSN}:IS’ |
LIN+1++1234567890123:EN’ PIA+5+1234567890123:IB’ Or LIN+1++1234-5678:EN’ PIA+5+1234-5678:IS’ |
Resource Information | IMD | Identifies information about the resource being ordered, including:
|
Resource information retrieved from WorldCat, including:
|
IMD+L+010+:::{Author}' IMD+L+050+:::{Title of Book}’ IMD+L+065+:::{Author}’ IMD+L+100+:::{Edition}’ IMD+L+120+:::{Publisher}’ IMD+L+170+:::{Date of publication}’ |
IMD+L+050+:::American Indians and the market economy, 1775-1850' IMD+L+065+:::Lance Greene' IMD+L+120+:::Tuscaloosa ?: University of Alabama Press, ©2010.' IMD+L+170+:::©2010' |
Quantity | QTY | Identifies the quantity of the item being ordered. Repeated in GIR segment below. |
Quantity as entered by the user in WMS. | QTY+21:{Quantity}’ | QTY+21:1’ |
Branch | GIR | Identifies the branch where the item when received will be located. | Identifier from the WorldCat Registry of Branch selected as the home location of this item. | GIR+L01+1:LQT+{Branch ID}:LLO+MAIN-STACKS:LSQ+BKS,100:LFN’ | GIR+L01+1:LQT+12345:LLO+MAIN-STACKS:LSQ+BKS,100:LFN’ |
Shelving Location | GIR | Identifies the shelving location where the item when received will be located. | Identifier configured by the library and selected on the order to indicate the specific shelving location of this item as its home branch. | GIR+L01+1:LQT+12345:LLO+{Shelving Location}:LSQ+BKS,100:LFN’ | GIR+L01+1:LQT+12345:LLO+MAIN-STACKS:LSQ+BKS,100:LFN’ |
Fund Code | GIR | Identifies the fund where the item will be charged in the library's budget. | Code for the fund to be used when encumbering money for the item on the library's budget. | GIR+L01+1:LQT+12345:LLO+MAIN-STACKS:LSQ+{Fund Code},100:LFN’ | GIR+L01+1:LQT+12345:LLO+MAIN-STACKS:LSQ+BKS,100:LFN’ |
Note for Vendor | FTX | Note for the vendor processing the order. | Note entered by the user and specified to be for the vendor. Can have multiple values. | FTX+LIN+++{Vendor Note 1}’ FTX+LIN+++{Vendor Note 2}’ FTX+LIN+++{Vendor Note 3}’ |
FTX+LIN+++This is a note’ |
Pricing | PRI | Pricing of various types provided for the linPricing of various types provided for the line item.e item. | Price calculated in different ways based on the values entered by the user in WMS:
|
PRI+AAA:{UnitPrice - Discount Amount + Service Charges + Shipping}:CA’ PRI+AAB:{UnitPrice}:CA’ PRI+AAE:{UnitPrice + Tax Amount}:CA’ PRI+AAF:{UnitPrice - Discount Amount + Tax Amount + Service Charges + Shipping}:CA’ |
PRI+AAA:30.97:CA' PRI+AAE:32.09:CA' |
Line Item Identifier | RFF (Specifically RFF+LI) |
Line item identifier provided by the library management system. | Unique system-generated identifier for the order item in WMS. | RFF+LI:{Order Item Number}’ | RFF+LI:PO-2020-1-1’ |
Fund Code | RFF (Specifically RFF+BFN) |
Identifies the fund where the item will be charged in the library's budget. | Code for the fund to be used when encumbering money for the item on the library's budget. | RFF+BFN:{Fund Code}’ | RFF+BFN:BKS’ |
Number of line items | CNT | Count of the line items on the order. | Count of the line items on the order. | CNT+2:{Number of Line Items}’ | CNT+2:5’ |
Number of segments | UNT | Number of segments in the order message. | N/A | UNT+{Number of Segments}+20200623070000’ | UNT+23+20200623070000’ |
Unique Message ID | UNT | Repeat of unique message ID in UNH segment. | Unique identifier assigned to each message by the system. Fits pattern: yyyymmddhhmmss |
UNT+23+{Unique Message ID}’ | UNT+23+20200623070000’ |
Number of Messages | UNZ | Number of messages in file. | N/A | UNZ+{Number of Messages}+20200623070000’ | UNZ+1+20200623070000’ |
Unique Interchange ID | UNZ | Repeat of unique interchange ID in the UNB segment. | Unique identifier assigned to each interchange by the system. Fits pattern: yyyymmddhhmmss |
UNZ+1+{Unique Interchange ID}’ | UNZ+1+20200623070000’ |
Note: