Receiving Orders Using the Receive Orderline Interface

With the Receive Orders wizard, you have the option of receiving single orderlines using the Receive Orderline interface.

If you want to consistently use the Receive Orderline interface when using the Receive Orders wizard, click Preferred Interface: Orderline in the wizard’s default properties.

To receive single orderlines

In the Order Search step, identify the order you want to receive. (See Order Search for information about the Order Search step).

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If you searched by catalog information and any title matched, a list of titles appears. Select one and click Display Orders to continue. If more than one order is linked to the title, a list of orders appears.

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If you searched by order information and any orders match, a list of orders appear. If you searched by Order ID and did not type text to search, all of the orders for a particular fiscal cycle and library appear. To display all cycles of any order, select an order in the list and click Display All Cycles.

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To receive an order in the list, select an order ID and click Receive Orders.

If a list of orders appears, click Receive Orderline to receive single orderlines.

If you are receiving an order with only one orderline, the Receiving tab appears. Proceed to step 7.

The Receive Copies window displays the Order and Orderlines tabs. The current order ID, fiscal cycle, library, and vendor ID appear in the title bar.

Click the Order tab to view order summary information. For more information about the fields on this tab, see the Order Tab: Acquisitions topic.

On the Orderlines tab, a list of orderlines appears. For more information about the fields on this tab, see the Orderlines Tab tab topic. Use the Display Order Tools to view detailed information about an orderline. Use the Display Bibliographic Description tool (Display Bibliographic Description Helper) to view bibliographic information for an orderline.

Select an orderline to receive and click Receive Orderline.

On the Receiving tab, the orderline receipt information appears, including order information, vendor ID, vendor extended price, quantity expected, quantity received, and unreceived distributions information. In the Quantity Receiving field, type the number of copies received, and click Receive Orderline.

If you type more copies received than expected, the wizard will alert you that too many copies are being received. Use the Modify This Orderline helper to modify the quantity expected or change funding/distribution information as required.

If you are partially receiving an orderline, and the Auto Distribute Partially Received Orderlines behavior is not selected in the wizard properties, you will be prompted to distribute the partial receipt. Type the Quantity Receiving for selected distributions, and click Receive Orderline.

The Received Items Tab displays a list of items for the current packing list, with the newest receipt appearing first in the list.

Click the Orderlines tab to receive more orderlines, or click Close to quit the wizard.

For recurring orders, it is possible to roll over the order to the new fiscal cycle before receiving it. Type a new fiscal cycle in the Fiscal field. For more information, see “Rolling Over Recurring Orders” in FAQs: Adding Recurring Orders.

In recurring orders, if a split funding segment in an amount split multifunding segment contains a zero amount, a message such as “PO-1521 line 2 2007 MAIN has amount split funding segments with amount 0. Please review funding segments” displays. The message contains the order ID, orderline number, fiscal cycle, and acquisitions maintenance library so the user can quickly find the split multifunding segment to correct.