OF FIRM ORDERS
The Vendor Relations Team uses this procedure
when an on-order item is not received within a specified time period or a
request is received from a patron or library staff.
Generating a claim problem list from purchase order line items
- Open Acquisitions
Search Orders from List Bar.
by PO Number or Bibliographic Info to display item(s) on PO.
on line item copy(ies) to claim.
- Click Recv/Mark
copy(ies) to Mark.
- Click Mark
Reason drop-down menu button and select Claim.
- Click Mark.
- Click Close.
- Click Details.
- Click Generate
Claim Type > No copies received, wrong item(s), etc.,
from drop-down menu or enter additional information for vendor in Generate
Claim Note field.
- Click OK.
Notice has been generated to print and claim date appears in Catalog
module and OPAC.
- Any Systems
Claims, System Cancels, or regular Claims will be
removed from the Problems list at this time.
- Click Unmark
to remove item from Problems list if you decide not to claim.
- Click Details.
Delivery Options for RUSH request (if applicable).
name of requester and contact information in Requester field.
June Smith x81234 or enter email address
Copy Status to view claim date.
Line item status has changed on PO from Approved to
in a different color.
Preparing printed claim notices for vendors and processing statistics
each item on printed Order Claim Notices and record count on
mail, or email Order Claim Notices to vendors. Telephone vendor for
Rush request claims.Turn in count to Vendor Relations team
leader at end of each month for the statistical data portion of the
Note: If claimed item
cannot be fulfilled in a timely manner, cancel and reorder directly from
publisher or from an online bookstore that can ship immediately.
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This page is maintained by Angela
Laack and John Milazzo.
Last updated 10/30/2003