Claim Reason Wizard: AcquisitionsClaim Reason Wizard: AcquisitionsWhen materials ordered through the Acquisitions module fail to arrive in a timely manner or are unsatisfactory when received, a claim notice may be generated to be sent to the vendor. Claims are typically generated by adding a claim segment to the appropriate order line. Claim segments may also be added at the time an order is created, so that a claim may be generated if the item is not received by a specified date.
The Claim Reason policy for acquisitions describes why the item is being claimed. Attributes of the policy determine the action to be taken, including claim segments added automatically if an insufficient number of copies is received or if items are not received as of the Date to Claim in the order record.
From the List Policies window, you can create, display, modify, copy, or remove the Claim Reason policies. Click Close to exit the wizard.
Attributes
The Acquisitions Claim Reason policy contains the following attributes.
| • | Name |
| • | Description |
| • | Type |
| • | Code |
| • | Text |
This attribute represents a specific claim reason. This name is ten characters or less, and may not include spaces or punctuation, except for dash (-), underscore (_), and dollar sign ($). Additionally, the pipe character (|) may not be used.
This claim reason name is typed in the Claim Reason box in a claim segment of an order line record. If the library is accustomed to numbering claim reasons rather than naming them, a number may be used instead of a name. A claim reason name is not included in the claim notice itself but is translated into the claim reason’s text definition.
This attribute provides more information about the policy and its use by the library. The description may be up to 60 characters in length. Although the Description attribute may contain spaces and punctuation, the pipe character (|) cannot be used.
There are four types of claim reasons: Do Not Claim, Insufficient Copies Received, Late Issue, and Normal. Click one.
| • | Do Not Claim – Claim segments with this claim type are not considered when claim notices are generated. |
| • | Insufficient Copies Received – When using the Receive Orders wizard, a claim segment is automatically added to a line item’s segments if the number of copies or list of parts received is less than those expected. SirsiDynix Symphony references the Acquisition Claim Reason policy to find the first claim reason with type Insufficient Copies Received, and uses that policy name in the claim segment Claim Reason box. With the Modify an Order wizard, library staff can insert, remove, or modify the claim segment, including changing this default to any other appropriate claim reason. |
| • | Late Issue – If an entire line item is not received (no copies or parts received at all), then the line item record should be updated with a claim segment before claim notice generation can take place. The Vendor Acquisition Claim report, if run regularly, finds order line items that have passed the order’s date to claim and generates claim notices to vendors. This report references the Acquisition Claim Reason policy, finds the first claim reason with type Late Issue, and puts that policy name in the claim segment Claim Reason box for that line item. |
| • | Normal – Any claim created by a library staff member may use a Claim Reason policy with the claim type Normal. Policies with this type are included in claim notice generation if all other criteria are met. Acquisition claim reasons with type Insufficient Copies Received and Late Issue are treated as if they were Normal when claim notice generation takes place. |
This claim code is used in electronic claiming. This code may be up to four characters in length. Claim reasons with the Do Not Claim type do not require a code. Select a code from the list.
This attribute describes the claim reason as fully as possible. This text becomes part of the claim notice.
Related topics
Acquisition Configuration Wizards
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