Loading Records in a Shipment

When you load records the system automatically does the following (regardless of the record template or information in the MARC record):

• creates STATUS '1' order records (for approvals)
• matches the order record number and retrieves the record (for firm orders)
• uses the vendor you enter when downloading the file
• uses the ODATE you enter when loading the records (or the ODATE as specified in Import Invoice Settings)
• uses the material type you entered in the Set netLibrary code option (for ebooks only)

To load records in a shipment:

1. Choose Import Invoices from the Function list. The Import tab displays.
   
2. Choose a shipment.
3. Enter a vendor name in the Vendor text box.
4. Enter an order date in the Order date text box.
5. Choose a load profile from the Load Profile drop-down menu.
6. To check for duplicate bibliographic records while creating records, select the Check for duplicates check box.
7. Use the Create review file option to create a review file of the order records created.
8. Choose the Process button. The system displays the Accept/Reject tab.