Advanced tasks and additional resources

Advanced tasks

The advanced tasks listed below can help supplement your knowledge and lead you to your next steps, allowing you to get the most out of your WMS subscription.

Task	Documentation	Training	Details
Renew your subscription items	Renew subscription items	WorldShare Acquisitions Best Practices: Renewing subscriptions (Requires Community Center login)	Discover the workflows for renewing subscriptions using a renewal list or a bulk renewal method by vendor in WorldShare Acquisitions. Renewing subscriptions is a process commonly done yearly.
Roll-over your budget	Best practices for rolling over a budget	WorldShare Acquisitions Best Practices: Roll over your budget (Requires Community Center login) Roll over your budget	Before closing your budget, you must set up and configure your budget for the next fiscal period.
EDIFACT messages	Configure EDIFACT messages for a vendor Best practices for EDIFACT ordering and claiming EDIFACT messages for vendors	WorldShare Acquisitions Best Practices: EDIFACT ordering and claiming (Requires Community Center login)
Automated jobs	Automate file retrieval and import Automate serial issues claiming Search and filter automated jobs
Exchange rates	Create and select exchange rates View and edit exchange rates
Custom fields	Create a custom field Choose a custom field View and edit a custom field Search and filter a custom field