Partially or fully receive e-products
Discover how to receive e-products one at a time and how to partially or fully receive multiple items in WorldShare Acquisitions.
You are not required to receive e-products in WorldShare Acquisitions. You can also choose to Do Not Track these items.
Receive e-products one item at a time
- On the left navigation, click Receive and Invoice.
- Select E-Product from the Processing Type drop-down list.
- For Action, the default is Receive and Invoice.
- Click View Items.
- Click the Search Text form field and then press <Enter>.
- (Optional) You may also narrow your search by one of the filters below.
- Search filters - Table
-
To search by |
Use retrieval method |
Zoeken |
Select an index with which to limit your search from the list:
- Keyword
- Title (default)
- Copy Number
- Barcode
- OCLC Number
- Invoice Number
- ISBN
- ISSN
- Order Item Number
- Order Number
|
Content Type |
Select the content type of the item from the list.
- To return to the list of all items, select the blank space in the list.
|
Branch |
Select the branch the item is to be delivered to from the list.
- The branch is in the Location column on the order.
- To return to the list of outstanding items, select the blank space in the list.
|
Order Status (not available for editing when action is set to Receive) |
Select the degree to which the order has been placed:
- Ordered
- Cancellation requested
- Not cancelled
- Cancelled
|
Receipt Status |
Select the degree to which the order has been completed:
- Not received
- Received
- Returned
- Withdrawn
|
Purchase Status |
Select the degree to which invoicing has been completed:
- Not invoiced
- Partially invoiced
- Invoiced
- Partially paid
- Paid
|
- Receive Item
Use this procedure to indicate you have started or finished receiving an e-product on an order.
- Start receiving: In the item's row, in the Receiving Status column, click Start.
- Finish receiving: In the item's row, in the Receiving Status column, click Finish.
- Click the gear button () to display the Show Columns pop-up window.
- Select Receipt Status if it is not already selected.
- Receive item:
- Start receiving: In the item's row, in the Receipt Status column, click Start.
- Finish receiving: In the item's row, in the Receipt Status column, click Finish.
- (Optional) You can also invoice ordered e-products from this page. See Add ordered items to invoice.
Receive or partially receive multiple items
Follow the instructions below to update the Receipt Status of multiple serials or e-products to Received or Partially Received.
Update the Receipt Status of multiple e-products to Received
- Search order items using the instructions under Search and filter order items.
- Select the checkboxes next to the items you want to update. If you want to update all items in the table, select the checkbox at the top of the table.
- At the top of the screen, click Receive > Receive.
- From the Receive dialog, click Receive.
Update the Receipt Status of multiple e-products to Partially Received
- Search order items using the instructions under Search and filter order items.
- Select the checkboxes next to the items you want to update. If you want to update all items in the table, select the checkbox at the top of the table.
- At the top of the screen, click Receive > Partially Receive.
- From the Receive dialog, click Partially Receive.