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Receive and invoice monographs at the same time

Discover how to receive and invoice single-part and multi-part monographs in WorldShare Acquisitions.

Receive and invoice monographs

  1. From the left navigation, click Receive and Invoice.
  2. Select Monograph from the Processing type drop-down list.
  3. Select Receive and Invoice from the Action drop-down list.
  4. To receive and invoice items, you must select an existing invoice or create a new invoice.

    Select an existing invoice
    1. Select the vendor.
      • Enter the vendor name into the Vendor search box in the left panel. As you type, a list will appear showing the vendors in use that match your search.
        • If a vendor does not appear, make sure the vendor record is listed as In use in Vendors.
    2. Select the invoice.
      • Type the invoice number into the Invoice Number search box.
    3. Continue to step 5.

    Create a new invoice
    1. From the Receive and Invoice panel, click New Invoice.
    2. Enter the Vendor, Invoice Number, and Invoice Date of the invoice.
    3. Click Save. This invoice will then be automatically selected for use and you can skip to step 7.

  5. Click View Items.
  6. Click the Search Text form field and then press <Enter>.
  7. Find the items you want to receive and invoice.

    Find a specific item
    1. Select a search filter from the Search drop-down list.
    2. Enter the barcode, ISBN, ISSN, OCLC number, or title, using the Search Text form field. Search results appear automatically when you stop typing or hit enter.

       Note: Barcode searches are possible only after importing shelf-ready data. See Import invoice and/or shelf-ready data files.

    3. To return to the list of outstanding items, delete all text from the the Search Text form field.

    Find all items on an order
    1. Select Order Number from the Search drop-down list.
    2. Enter the full order number (PO number), including "PO" and dashes (-), in the Search Text form field. Search results appear automatically when you stop typing.
    3. To return to the list of outstanding items, delete all text from the Search Text form field.

  8. You may also narrow your search by one of the filters below.
    Search filters - Table
    To search by Use retrieval method
    Search Select an index with which to limit your search from the list:
    • Keyword
    • Title (default)
    • Copy Number
    • Barcode
    • 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
  9. In the Call#, Barcode column, fill in the call number fields. Follow local practice.
  10. Fill in the barcode field (use a scanner or type barcode). If you type in the barcode, press <Enter> to receive and invoice the item (the cursor must be in the barcode field when you press <Enter>):
    Result
    • The item moves to the Item(s) processed in this session area at the bottom of the screen.
    • The Invoiced column says 100%.
    • The barcode links to the item record.
    • The item is now available in WMS Circulation and WorldCat Local/Discovery.
    • If the item has a hold or a Requestor, the system automatically displays an alert at the top of the screen. Contact OCLC Support or your Implementation Manager to turn off this feature.
    To set the cost of the item

    The cost field (876 $c of the LHR) is filled in automatically with the item's price from the order. When the item is received, its cost is assigned according to either:

    • Total unit cost (including any service charges, shipping, discounts, or taxes). This is the default for all existing and new libraries.
    • Unit cost (excluding any service charges, shipping, discounts, or taxes)
    • No cost is assigned

    To change how item cost is assigned, contact OCLC Support or your Implementation Manager.

  11. Next steps:
    • Optionally you can Print labels for received items.
    • To pay the invoice, see Pay an invoice.
    • To edit the item record, click the barcode.

Run time: 8:05

This video shows how to receive and invoice single-part and multi-part monographs in WorldShare Acquisitions.