Receiving of one-time resources

 

  • Receiving Queue, One Time.
    • Acquisitions - Receive
    • Choose the One Time tab
    • Change Status index to All (Except Closed), or whichever is applicable.
  • Look up by POL, title, ISBN.
  • Keep in Department. 
    • We are NOT currently using Keep In Department.
  • Add barcode & scan into Item
    • Ellipsis menu - Manage Items - Check box of line item to be received - Go into Barcode field, scan barcode - Save & Receive
  • To receive without editing the Item and adding a barcode:
    • Go to the Ellipsis menu of your book - Receive
    • Or you can check the boxes on the left side of the line item and hit the Receive button in the upper left.
    • If you gathered your POLs by PO you can use Receive All in the upper left to receive everything in the list.

 

  • Partially Received orders:
    • Add an item/location for each piece with its own barcode that traces back to the POL.
    • Insert a received date into the item record for each piece(s) in hand.
    • Mark partially paid orders on invoices with an asterisk and a note about partial payment.
    • Do not do the Receiving action on the POL until all pieces are received. 

By psoriano on 07-06-2023