Receive Orders Wizard PropertiesReceive Orders Wizard PropertiesYou can change certain system settings and defaults for the Receive Orders wizard using the Set Properties window. The Receive Orders wizard allows you to set the following properties.
Display Property Page
The Display Property Page value allows you to choose when to display the Receive Orders wizard’s set properties window. Select one of the following options.
| • | Wizard Startup – Displays the Set Properties window the first time you access the wizard until you end the wizard session or log off the client. |
| • | Never – Does not display the Set Properties window as part of the wizard workflow. If Never is selected and you want to open the Set Properties window, point to the wizard’s toolbar button, right-click, and then click Properties on the shortcut menu. |
Depending on the value selected in Display Property Page, defaults may appear as the first step of the wizard. Property values that are changed in the first step of a wizard are retained only until the right-click method is used to set properties.
Behavior
On the Behavior tab, select or clear the following check boxes.
| • | Auto Generate Packing List Numbers – Determines whether the packing list number is always generated automatically. If cleared, a step precedes the order lookup as the first state of the wizard. This check box is selected by default. |
| • | Auto Distribute Partially Received Orderlines – Allows the system to fill multiple copy distributions in the order they are listed. If cleared, acquisitions staff determines how partial receipts are to be distributed. This check box is cleared by default. |
| • | Supply Default Values for Number of Copies Received (Receive orderline interface) – Supplies the expected quantity by default. If cleared, no value for quantity receiving is provided. This check box is cleared by default. |
Note: This property setting does not affect multi-volume receipts. A quantity is always supplied when receiving multi-volume orders.
| • | Automatically Claim Unreceived Copies – Allows you to prevent claims from being created automatically when all copies and volumes are not received at the same time. This check box is selected by default. |
| • | Warn When Receiving an Orderline Which Has Amount Split Funding Segments with Amount 0 – Determines whether a warning message will display when a recurring order has a split funding segment that contains a zero amount in an amount split multifunding segment. By default, this check box is cleared. |
Defaults
On the Defaults tab, you can set defaults to customize your use of the wizard.
Search Preferences
Select the following search options.
| • | Preferred Search Type – Select one of the search method options. Keyword is the default search preference type. |
| • | Preferred Search Index – Select an index from the list. |
| • | Item Library – Select a default item library from the list. You may select an item library when performing a bibliographic search to limit your search results to include only items owned by the selected library. |
| • | Orders for Library – Select a default library for filtering the title list of orders. If no library is selected, the default will be ALL libraries. |
Interface Preference
Preferred Interface – Select a preferred interface for receiving orders, either Order or Orderline. If you select Order, the Receive Order tree appears, allowing you to receive orderlines in batch or to select single orderlines for receipt. If you select Orderline, a receive orderline interface appears, allowing you to receive single orderlines. Order is selected by default.
Dates
Make the following selections.
| • | Date Received – Select a default date orders are received using the Calendar gadget. TODAY is the default. |
| • | Automatically Set Date Loaded for Items Received – Select this check box to set the Date Loaded to the current date for received items. This is typically used for preprocessed materials that are accompanied with bibliographic records and should be loaded as they are received. |
Orderline Ext. Info
Entries to Display – You can select the default orderline extended information entries that appear. Use the Policy List gadget to select entries.
Order Ext. Info
Entries to Display – You can select the default order extended information entries that appear. Use the Policy List gadget to select entries.
Workslip Printing
The Workslip Printing options determine when an acquisitions workslip should print. Select one of the following options.
| • | Do Not Print Workslips – Does not print a workslip when orderlines are received. This option is selected by default. |
| • | Print a Workslip When Receiving Orderlines with Holds and/or Extended Information – Prints a workslip when any selected orderline being received either has one or more active holds or any level or range, and/or the orderline contains extended information to print on the workslip. |
| • | Always Print a Workslip When an Orderline is Received – Prints a workslip when Receive Orderline is selected to receive a single orderline, or when Receive Selected Orderlines is selected in the receiving tree. |
Helpers
On the Helpers tab, you can select the Helpers you want to display in the Receive Orders wizard. Click the Helper buttons to display the Helper properties that you can set.
| • | Display Bibliographic Description Helper |
| • | Modify This Orderline Helper |
| • | Add Invoice for Order Helper |
| • | Add Invoice Lines for Order Helper |
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