Single part firm order monograph workflow
Discover the workflow for ordering and receiving single part firm order monographs in WorldShare Acquisitions.
- (Optional) Check to see if the item is available from preferred vendors in the anticipated timeframe .
- (Optional) Compare prices if more than one vendor.
- Choose one of the following workflows:
- Order using WMS (see step 4)
- Order on vendor's website (see step 5)
- Order using WMS
- Search WorldCat
- Add item to order
- Enter order details (price, fund, branch, etc.)
- Confirm order details (money in selected fund, item not previously ordered)
- Place order
- Send via email
- Print and mail
- Create order on vendor website
- Find item in vendor catalog
- Add to shopping cart or list
- Select funds for each item (in vendor system).
- Place order in vendor system
- Download MARC order file (FTP)
- Upload file to WMS
- Confirm order details (money in selected fund, item not previously ordered)
- Place order (without sending to vendor)
- (Optional) Claim items
- Filter Missing Order Items by number of days since Place Date
- (Optional) Save this search for future reference
- Claim items as needed
- Cancel items if needed
- Receive notice of cancellation from vendor
- Search for order item
- Select and cancel item
- Choose one of the following receiving workflows:
- (Optional) Print labels
- Prepare and pay invoice
- Find invoice
- Edit invoice (enter price if different than order, change fund code if different than order)
- (Optional) Confirm total on paper invoice matches total in system.
- (Optional) Mark invoice as ready
- Pay invoice