Acquisitions/Serials Status

The ACQUISITIONS/SERIALS status option in Admin Corner allows you to view information about the status of Acquisitions and Serials on your system. For example:

                   ACQUISITIONS/SERIALS STATUS : Acq Unit 1               

 There are 414 funds, 387 vendors, 732 routees, 4541 routings.
 Encumbrances:         0 ready to post,      4 being posted.
 Pay file 1 has   0 recs ready to post,  2 has   0 recs & is free.
 Pay file 3 has   0 recs & is free,      4 has   0 recs & is free.
 Electronic invoices:  3 with     7 items to be accepted/rejected.
 Payment Hist. file   39 recs ready for Fund Activity Report.
 Purchase orders:      0 to process,     4 to be reprinted,   77 printed,
                       5 sent.
 Claims for orders:    0 to review,          0 to print.
 Claims for serials:                         5 to print.
 Binding pull-slips:   0 to review,          0 to print.


___________________________________________________________________________
  P > PRINT                                           Q > QUIT
  Choose one (P,Q)

NOTE

If your library is set up for multiple accounting units, the name of the accounting unit that you have been assigned to will display at the top of the screen as shown above.

The screen elements are described below.

Funds/vendors/routees/routings

The system displays the number of records of these types.

Encumbrances; Payfiles

Encumbrances are held in this file until posted. The encumbrance file has a capacity of 2000 encumbrances. They are posted to the financial files at the same time as the payfiles. Each payfile has a capacity of 2000 payments.

Electronic invoices

Once processed, electronic invoices wait in the Invoices-awaiting-acceptance file for you to accept or reject items. The Invoices-awaiting-acceptance file has a capacity of 300 invoices with 10,000 items. See Accepting and Rejecting Records in a Shipment for more information. Accepted items go into the payfiles.

Payment Hist. file

Data from posting is stored in the Payment History file. It has a capacity of 10,000 records before you must print the Fund Activity Report.

NOTE

If your library has implemented Simplified Acquisitions, you will not see information about the Payment History file in File Information.

Purchase Orders

These figures show you what needs to be processed, printed (and reprinted), or sent. Note: "Sent" refers specifically to electronic ordering, and "printed" is used to refer to those orders that are output to a printer.

Claims for orders

Shows the number of claims for orders that need to be reviewed and printed. Up to 500 order claims may be queued for reviewing or printing at one time.

Claims for serials

Displays the number of claims for serials that need to be printed. Up to 1000 claims for serial issues may be queued for printing.

Binding pull-slips

Shows the number of binding pull-slips to review and print.