You can search for and edit your open and placed order items.
You can view the WorldCat bibliographic record for an order item from the following screens:
This allows you to verify that the record for a received item is correct by:
To view the WorldCat record for an order item:
From the Order Item Details screen, use the tabs to switch between different types of information for the order item. Update the fields as desired.
Order Item field | Description | ||||||||
---|---|---|---|---|---|---|---|---|---|
Resource requires review | Select or deselect the Resource requires review check box.
Note:
|
||||||||
ISBN/ISSN | Select an ISBN/ISSN from the drop-down list. | ||||||||
Statistics Value | Enter the number of volumes that you plan to receive for the item (1-99).
Note:
|
||||||||
Acquisition Type | Select an Acquisition Type from the drop-down list.
Note:
|
||||||||
Processing Type | Select a Processing Type from the drop-down list.
Note:
|
||||||||
Audience Level | Choose who you would like this order item to display to by selecting a WorldCat holdings audience level from the drop-down list.
Note: This option is only available to WorldShare Management Services libraries. For more information, see WorldCat holdings audience levels. |
||||||||
Renewal Setting |
|
||||||||
Requestor | Search for or select the person who requested the item. Note: This is an auto-suggest text field. Auto-suggestions for field-appropriate elements start with the first keystroke in the text field. Auto-suggestions include an email address for the user which is pulled from Delivery Notification of the WorldShare Admin module. If no email exists in the Delivery Notification section, the Library Record email address will be used. |
||||||||
Reviewer | Search for or select the person who will review the order item. Note: This is an auto-suggest text field. Auto-suggestions for field-appropriate elements start with the first keystroke in the text field. Auto-suggestions include an email address for the user which is pulled from Delivery Notification of the WorldShare Admin module. If no email exists in the Delivery Notification section, the Library Record email address will be used. |
||||||||
Vendor Response |
Select a Vendor Response value from the drop-down list. Note:
|
||||||||
Requires Attention |
Select or deselect the Requires Attention check box. Note:
|
||||||||
Expected Fulfillment Date |
Select the options for the expected fulfillment date.
Note:
|
Note: Toggling between Amount and Percentage may change the percentage assigned to each fund due to rounding issues when switching between those two modes of assigning costs.
Note: You can always select the current budget period, but the next budget period is only available if you have enabled it for use. To do this, go to the next budget selected and select Enable for Use.
Setting | Description |
---|---|
Acquisition Type |
One-Time: A one-time order. Subscription: An order for an item that is published in an ongoing manner (no end date), but typically purchased by period. Usually requires renewal by the purchaser at the end of the period. |
ISBN/ISSN | The ISBN/ISSN WMS sends to the vendor. |
Processing Type |
Select a processing type:
|
Note: If you are not using a template, you will need to assign a fund to the item in order to encumber money on the budget. After adding the item to the placed order:
Caution: Deleting an order item from a placed order cannot be undone.
You can delete an order item from a placed order as long as all copies of the item meet the following criteria:
Note: If the on-order flag has been set to Yes, then the on-order LHR will also be deleted for these items.
To delete an order item from a placed order:
Field | Description | ||||||
---|---|---|---|---|---|---|---|
Budget/Fund |
The top list is for budgets (if more than one budget is enabled). The bottom list is for the fund against which the cost of the item will be charged:
|
||||||
Custom Fields | Click the Custom Fields button () to edit the custom fields for the invoice item. | ||||||
Discount (%) |
Any discount applied to the item (enter as a percentage).
|
||||||
Display in WorldCat | Check the box to make items ordered but not received display in WorldCat Local/Discovery, so patrons can place holds on them. Items will only display in WorldCat Local/Discovery after you place an order.
Note:
|
||||||
Location |
The top list is for branches (if applicable). The bottom list is for shelving locations at the branch. Note: On-order LHRs will be updated when the branch and/or shelving location of an unreceived order item is changed if you have enabled the Display in WorldCat checkbox. |
||||||
Material Type (between Title and Fund) |
The material type of the item represented by an icon. Place the cursor over the icon to see the text definition of the material type. | ||||||
Notes |
Any notes about the order item.
|
||||||
Quantity | The number of items ordered. | ||||||
Service Charges |
Any service charges applied to the item. Calculated by multiplying the service change amount by the number in the Qty column.
|
||||||
Shipping |
Any shipping charges applied to the item. Calculated by multiplying the shipping amount by the number in the Qty column.
|
||||||
Tax 1 (%) | A percentage value entered by the user and indicating the tax 1 of the item. This value is multiplied by the price to calculate the tax amount. Note:
|
||||||
Tax 2 (%) | A percentage value entered by the user and indicating the tax 2 of the item. This value is multiplied by the price to calculate the tax amount. Note:
|
||||||
Tax Amount | Sum of Tax 1 (%) and Tax 2 (%). | ||||||
Title (ISBN/ISSN) | The title of the item. To see all of an abbreviated title, place the cursor over the brackets and ellipses [...]. | ||||||
Total |
The total of all prices, service and shipping charges, and taxes less any discounts. The total is updated as you make changes.
Note: If you changed the vendor's currency, the Grand Total will differ from your library's currency. The difference depends on the exchange rate between the two currencies, which you set when you changed the vendor's currency. |
||||||
Unit Price | The price of the item. | ||||||
Vendor Item # | A vendor's unique identifier for each line item in an order. Not in use by all vendors. |