Differences

This shows you the differences between two versions of the page.

--- acq:manual:claiming [2017/08/31 18:21] – [Claim a Line Item or Copy] lstjohn
+++ acq:manual:claiming [2017/08/31 18:41] – [Claim a Line Item or Copy] lstjohn
@@ Line 97: / Line 97: @@
 {{ :acq:manual:9_claiming_rdyitms_13.png?nolink |}}
+. From the //Claim Type// drop down menu, select the reason you are making the claim.
+. Enter a note if you desire and click //Claim//. The number of existing claims on the line item updates and a claim voucher appear. (BUG: The voucher appears inconsistently.)  The voucher can be printed and mailed to the provider to initiate the claim.
+. Once again use the Actions menu on the line item; select //Actions → Claims (X existing)//.
+{{ :acq:manual:9_claiming_rdyitms_14.png?nolink |}}
+. The claimed items will appear in the top half of the pop-up with a link to their associated vouchers.
+{{ :acq:manual:9_claiming_rdyitms_15.png?nolink |}}
+==== Claim Vouchers ====
+Claim vouchers can be printed and mailed to providers to initiate claims. These vouchers can be printed at the time of the manual claim in the system or reprinted at a later time through the copies link.
+<note>**Claim vouchers contain the following information**:
+{{ :acq:manual:9_claiming_vouchers_16.png?nolink |}}
+  * Claim Type (Claim Reason)
+  * Title and Author of item
+  * Event Type: The action to be performed by the library to claim the item.
+  * Event Date: The date the item was claimed in Evergreen.
+  * Order Date: The date the purchase order for the item was activated.
+  * Expected receive date: (Not currently functional)
+  * Initiated by: The name of the staff member who manually claimed the item in Evergreen.
+  * Barcode: In most cases this will be a temporary system-generated barcode.
+  * Fund: The name of the fund being used to purchase the item.
+</note>
+. Open a purchase order.
+. Click the //Action// menu and then choose //Claims// you wish to view the claim voucher for.
+. The claim type (claim reason) will display with a //Show Voucher// link. Click the //Show Voucher// link.
+{{ :acq:manual:9_claiming_vouchers_17.png?nolink |}}
+. You should be able to print the voucher at this screen. (BUG: This link works inconsistently.)
+{{ :acq:manual:9_claiming_vouchers_18.png?nolink |}}