====== Electronic Resource Order Form and Invoice Storage Procedures ======

  - If you don't have an electronic copy, scan digital order form or invoice. Optimize for [[copier_scanning|OCR]]. This is important so we can search orders and invoices by product name
  - Save order form with filename including fiscal year and date, e.g. 2016_08152016, to associated product publisher or vendor *license* folder on the network drive, e.g. R|S:/coll_management/Acquisitions/Electronic Resources by Organization/AccessibleArchives/Orders
  - Save invoice with filename, including fiscal year and invoice number, e.g. 2016_12345, to the associated product or vendor *license* folder on the network drive, e.g. R|S:/coll_management\Acquisitions/Electronic Resources by Organization/AccessibleArchives/Invoices


**Note:** We have consortia folders in the ER Licenses folder to hold invoices and order forms only. Licenses, even those negotiated by NERL, should be in the publisher folder.

--- //[[cturner@library.umass.edu|Primary contact: Christine Turner]]//