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invoice_processing_workflow [2014/01/31 18:14] hdeirdre [Vendor and Invoice Information] |
invoice_processing_workflow [2014/01/31 18:30] hdeirdre [ALEPH Invoice Processing] |
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| Invoicing is a multi-step process in ALEPH. | Invoicing is a multi-step process in ALEPH. | ||
| - | === Prepareing an Invoce for Processing === | + | === Prepareing an Invoice for Processing === |
| • Search for the item in Aleph. Use title, issn, isbn, order number, etc. to find the item. | • Search for the item in Aleph. Use title, issn, isbn, order number, etc. to find the item. | ||
| * If an individual bib.record for a volume or edition in an eBook series is not found in Aleph, determine whether or not there should be a bib. record in Aleph. If a bib. record //should// be in Aleph, and these records are not imported by ILS (Ron), then you will need to export a bib. record from OCLC. | * If an individual bib.record for a volume or edition in an eBook series is not found in Aleph, determine whether or not there should be a bib. record in Aleph. If a bib. record //should// be in Aleph, and these records are not imported by ILS (Ron), then you will need to export a bib. record from OCLC. | ||
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| • Verify that there is a current encumberance. If not, you will need to encumber funds, choose the appropriate budget code, and add the budget. | • Verify that there is a current encumberance. If not, you will need to encumber funds, choose the appropriate budget code, and add the budget. | ||
| • Write order number and vendor code on the invoice. | • Write order number and vendor code on the invoice. | ||
| - | * If you are paying for an eBook standing order you may need to update the holdings in the holdings, and sometimes the Bib. record in Aleph. Also, it may be necessary to set the holdings in World Cat. | + | * If you are paying for an eBook standing order you may need to update the holdings in the holdings record in Aleph. Also, it may be necessary to set the holdings in World Cat. |
| ==== Vendor and Invoice Information ==== | ==== Vendor and Invoice Information ==== | ||
