Single part firm order monograph workflow
Discover the workflow for ordering and receiving single part firm order monographs in WorldShare Acquisitions.
(
Optional
) Check to see if the item is available from preferred vendors in the anticipated timeframe .
(
Optional
) Compare prices if more than one vendor.
Choose one of the following workflows:
Order using WMS (see step 4)
Order on vendor's website (see step 5)
Order using WMS
Search WorldCat
Add item to order
Enter order details (price, fund, branch, etc.)
Confirm order details (money in selected fund, item not previously ordered)
Place order
Send via email
Print and mail
Create order on vendor website
Find item in vendor catalog
Add to shopping cart or list
Select funds for each item (in vendor system).
Place order in vendor system
Download MARC order file (FTP)
Upload file to WMS
Confirm order details (money in selected fund, item not previously ordered)
Place order (without sending to vendor)
(
Optional
) Claim items
Filter Missing Order Items by number of days since Place Date
(Optional) Save this search for future reference
Claim items as needed
Cancel items if needed
Receive notice of cancellation from vendor
Search for order item
Select and cancel item
Choose one of the following receiving workflows:
Receive and invoice at the same time
Receive first
, then
invoice items separately
.
(
Optional
)
Print labels
Prepare and pay invoice
Find invoice
Edit invoice
(enter price if different than order, change fund code if different than order)
(Optional) Confirm total on paper invoice matches total in system.
(Optional)
Mark invoice as ready
Pay invoice