Purcha的serequests介购请求.doc

Purchase requests介購請求 We saw how to submit and review an item request in “Inter-library loan requests”. In this chapter we’ll work through an example showing how to create an order from a purchase request. 4.1 Placing an item request 12 4.2 Reviewing an item request 12 4.3 Creating an order 12 4.4 Ordering the item 12 4.5 Issuing the item to the requestor 12 4.6 Example workflow for processing requests 12 4.7 Using Mail Merge to create notices 12 4.7.1 Templates 12 4.7.2 Variables that can be included on a request notice 12 Placing an item request This is the same procedure as the one we followed when submitting an item request for an inter-library loan. See “Inter-library loan requests” for details. Reviewing an item request This is the same procedure as the one we followed when reviewing an item request for an inter-library loan, only this time we set the Type to “Purchase” rather than “Inter-library loan”, and we set the Staff ID to the Acquisitions Officer rather than the ILL Officer. See “Inter-library loan requests” for details. Creating an order Now let’s process the purchase request and create an order. Start the Requests Module and search for the request you wish to process. For example, you might search for all “Purchase” requests that have a status “Assigned” and your staff ID. At the Full Display, click the Edit button to display details of the request. On the General tab, set the Status to “In-process”. Click the Purchase tab. Click the Quantity button and specify the branch allocation. Specify the Unit price and whether tax is included. If you enter the unit price Inc. tax then the unit price Exc. tax will be calculated and displayed automatically. If you enter the unit price Exc. tax then the unit price Inc. tax will be calculated and displayed automatically. Specify the Currency. Specify the Vendor. To search for a vendor, enter the vendor’s ID, name or some words from the name in the Vendor field and click Search. You can also click Search without