Acquisitions in Release 2005

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Acquisitions in Release 2005 the final frontier

• Debbie Turner
• Library Training Consultant
• European Innovative Users Group Meeting,
  September 2005

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Acquisitions in Release 2005

• New Features
• A "Claim All" option will be added to the Orders
  Claim mode.
• The purchase order queue will be scanned for
  duplicates before orders are sent.
• It will be possible to view and query invoices
  after posting. IUG ballot item
• A new Print toolbar button is available in
  Send/Print modes for Purchase Orders and Claims.
  The Print button will now print the table in both
  Millennium Acquisitions and Serials.

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Acquisitions in Release 2005

• New Products
• Electronic Invoicing via EDIFACT
• Inventory Express
• Web Works Selection Lists

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Acquisitions in 2005

• Claim All Option

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Claim All
Enabled in Login Manager
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All claimable orders now in claim print queue
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Acquisitions in 2005

• Scanning the Purchase Order Queue for Duplicates

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Eliminating Duplicates in PO Queue
The queue before adding a new order
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An order is queued again
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The second order is eliminated
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Acquisitions in 2005

• The Invoice Record

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Invoice Records
Process invoice normally
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Finish and post invoice normally
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The invoice is saved during posting
Searchable in a new mode
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Full invoice details are retained
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Acquisitions in 2005

• Printing the PO Queue Browse

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Printing the PO Queue and screens
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What does Rls 2005 mean for my library?

• Non-Millennium, full character based systems will
  see no change, but will not be able to store or
  use the new invoice records
• Full Millennium systems with truncated main menus
  will see no change and will get the new records
  immediately
• Libraries using both Millennium and the character
  based functions, will see a change to the main
  menu screens that will remove theOrdering and
  Receiving Subsystem line

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Main menu on Release 2005 LE or
Silver(variations are possible based on products
owned)
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Possible Main Menu on Release 2005
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New submenu for functions still in Character based
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Functions on new submenu
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Important points for libraries to know

1. The change is not optional, and is not initiated
   by the library. It will happen as a result of the
   upgrade to the new release and be effective
   immediately after the upgrade
2. The structure of the stored invoice data has
   changed in a way that is similar to the
   checkin/holdings record changes of several years
   ago
3. The new invoice record will be a large help to
   libraries using multiple currencies, since the
   conversion rate and original invoice amount will
   be stored and retrievable

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• Questions ?