Vendor Acquisition Claim Report

The Vendor Acquisition Claim (Acqclaim) report generates notices for vendors regarding order claims. It finds order line items that have passed the order’ date to claim and generates claim notices to vendors. Each time the Vendor Acquisition Claim Report is run with the Count as a Notice Sent value set to Yes, the selected order claim segments’ Times Claimed and Date Mailed fields are updated. Before a notice can be generated, a claim segment needs to be created. The following methods of adding a CLAIM segment are possible.

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Use the Create Late Order Claims report to add CLAIM segments to late line items on orders in batch.

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Use the Receive Order wizard to receive only part of the multi-part or multi-copy line items, and an insufficient claim segment is automatically created.

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Use the Modify Order wizard to manually add a claim segment.

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When setting up the report, you must enter a fiscal year in the selection phase. You may also use the Browse Vendor gadget to produce claims for specific vendor IDs. It is possible to set up different versions of the report, sending different notice texts based on the number of times claimed, which is the number of claim notices already sent.

This report contains the following tabs.

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Basic Tab: Reports

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Fiscal Cycle Tab (Single)

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Vendor IDs Tab

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Order Selection Tab

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Claim Selection Tab

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Claim Notice Output

You may set up a special Vendor Acquisition Claim notice for subscriptions. It may run more frequently, and contain special notice text prompting the vendor to reply with the expected delivery date of the first issue of a new subscription. If a special subscription order claim is used, the standard Vendor Acquisition Claim report that is run for monographic firm orders should be set to exclude subscription order types.

For this report, the value in the Status field on the Claim Selection tab is set to OPEN by default, and the Claim Reason field excludes the NOTCLAIM reason. This prevents the report from claiming items that have already been received.