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electronic_resource_order_form_and_invoice_storage_procedures [2016/04/28 19:27] cturner created |
electronic_resource_order_form_and_invoice_storage_procedures [2016/09/20 14:56] cturner |
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| ====== Electronic Resource Order Form and Invoice Storage Procedures ====== | ====== Electronic Resource Order Form and Invoice Storage Procedures ====== | ||
| - | - Scan digital order form or invoice. Optimize for [[copier_scanning|OCR]]. This is important so we can search orders and invoices by product name | + | - 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 to AAA In Process folder | + | |
| - 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/ER Licenses/AccessibleArchives/Orders | - 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/ER Licenses/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/ER Licenses/AccessibleArchives/Invoices | - 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/ER Licenses/AccessibleArchives/Invoices | ||
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| **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. | **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. | ||
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| + | --- //[[cturner@library.umass.edu|Primary contact: Christine Turner]]// | ||
