التزويد

وحدة عمليات التزويد في كوها توفر وسيلة للمكتبة حيث يمكن أن تسجل طلبات الشراء مع الموردين وإدارة ميزانيات الشراء.

  • Get there: More > Acquisitions

التنصيب

Before using the Acquisitions module you will want to make sure that you have completed all of the set up.

First, set your acquisitions system preferences and acquisitions administration to match your library's workflow. Before setting your EDI accounts and المكتبة EANs you will need to have entered your vendors.

على الصفحة الرئيسية للتزويد سترى الصناديق المدرجة في مكتبتك.

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Note

If the total line is confusing for the funds you have set up you can hide it by adding

#funds_total {display:none;}

to the IntranetUserCSS preference.

To see all active funds you can click the checkbox next to 'Show active and inactive' above the funds table.

لرؤية تاريخ جميع الترتيبات في المال يمكنك النقر على المبلغ، وسوف ينفذ تشغيل بحث لك.

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Learn more in the Budget/fund tracking section of this manual.

المزودون

Before any orders can be placed you must first enter at least one vendor.

Add a vendor

To add a vendor click the 'New vendor' button on the Acquisitions page

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يتم تقسيم شكل إضافة المورد إلى ثلاث أجزاء

  • The first section is for basic information about the vendor

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    • Of these fields, only the vendor name is required, the rest of the information should be added to help with generating claim letters and invoices

  • The second section is for information regarding your contact at the vendor's office

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    • تلزم أيا من هذه الحقول، ينبغي إلا أن يكون قد دخل إذا كنت تريد أن تعقب معلومات الاتصال الخاصة بك داخل نظام كوها

      • Primary acquisitions contact: check this box if this person is your primary contact regarding acquisitions from this vendor

      • Primary serials contact: check this box if this person is your primary contact regarding serial acquisitions from this vendor

      • Contact when ordering? check this box if you want to be able to send your orders by email directly to this person

      • Contact about late orders? check this box if you want to be able to send your acquisitions claims by email directly to this person

      • Contact about late issues? check this box if you want to be able to send your serials claims by email directly to this person

    • You can add more than one contact per vendor by clicking on the 'Add another contact' button

  • القسم الأخير هو من أجل معلومات الفواتير:

    image786

    • لتكون قادر على الطلب من الموّرد يجب جعلها 'نشطة.'

    • For list prices and invoice prices choose the currency

    • If your library is charged tax mark your tax number as registered

    • لاحظ: إذا ما كانت قائمة أسعارك و/أو أسعار فواتيرك ، تشتمل على الضرائب.

    • اذا وفرّ المورد خصم ثابت, ادخل ذلك في حقل 'الخصم'.

      • يمكنك إدخال الخصومات الخاصة بالمادة أثناء عمل الطلبية.

    • أدخل معدل الضريبة الخاص بمكتبتك ، إذا كانت المكتبة تفرض ضرائب على الطلبات.

    • اذا كنت تعرف كم من الوقت يستغرق عادةً وصول الطلبات من هذا الموّرد, يمكنك ادخال وقت التسليم. هذا سيسمح لكوها للتقدير عند تسلّم الطلبات في مكتبتك في تقرير الطلبات المتأخرة.

    • الملاحظات للإستخدام الداخلي.

View/edit a vendor

To view a vendor's information page you must search for the vendor from the Acquisitions home page. Your search can be for any part of the vendor's name:

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ومن النتائج أنقر على اسم المورد الذي تريد عرضه أو تعديله.

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لإجراء تغييرات على المورد، يكفي النقر على زر'تحرير' .

إذا ما لم يكن مع المورد سلالٌ مرفقةٌ بهِ ، فإن زرَّ 'حذف' سيكون معروضاً ، سامحاً لكَ بحذف المورد.

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Vendor contracts

يمكنك تعريف العقود (بتاريخ بدء وتاريخ انتهاء) وربطها بالمزود. يستخدم ذلك لتتمكن من رؤية كم أنفقت على عقد محدد بمزود بنهاية العام. في بعض الأماكن، يتم إنشاء العقود بحد أدنى وحد أقصى للمبلغ السنوي.

Add a contract

At the top of a vendor information Page, you will see a 'New contract' button.

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شكل العقد سوف يطلب بعض المعلومات الأساسية جدا عن العقد.

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Important

هام: لا يمكنك ادخال عقد استعادي. تاريخ النهاية لا يجب أن يكون قبل تاريخ اليوم.

عند حفظ العقد ، فإنه سيظهر أسفل معلومات المورد.

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إنها أيضاً ستكون خياراً عند إنشاء سلة.

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Managing purchase suggestions

Purchase suggestions can be generated in one of two ways. You can create suggestions via the staff client either for the library or on the patron's behalf from their record. Depending on your settings in the إقتراح system preference, patrons may also be able to make purchase suggestions via the OPAC.

Note

You need to be logged in as a staff member with the suggestions_manage acquisitions permission in order to view and work with purchase suggestions.

When a suggestion is waiting for library review, it will appear on the Acquisitions home page next to the vendor search.

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ستظهر أيضاً في شاشة الموظفين الرئيسية تحت اسماء الوحدات.

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النقر على ‘إدارة المقترحات’ سيأخذك إلى أداة إدارة المقترحات. وإذا لم يكن هنالك أي مقترحات معلقة يمكنك الوصول إلى أداة إدارة المقترحات بالنقر على وصلة ‘إدارة المقترحات’ في القائمة على يمين صفحة التزويد.

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إقتراحاتك سترتب في عدة تبويبات: المقبول ، في الإنتظار، المحدد، المطلوب و/أو المرفوض. كل إقتراح مرفوض أو مقبول سيعرض اسم أمين المكتبة الذي أدارَ الإقتراح والسبب الذي أعطاه للموافقة أو الرفض ( تجده تحت 'الحالة').

المقترح"المقبول" هو المقترح الذي تم وضع علامة "مقبول" عليه باستخدام النموذج الموجود أدنى المقترحات. المقترح "المعلق" هو المقترح الذي ينتظر اجراء من المكتبة. المقترح " المحدد" هو الذي تم وضع علامة "محدد" عليه باستخدام النموذج الموجود قبل المقترحات. المقترح "المطلوب" هو المقترح الذي تم طلبه باستخدام رابط "من مقترح شراء" في سلتك. المقترح "المرفوض" هو المقترح الذي تم وضع علامة "مرفوض" عليه باستخدام النموذج الموجود أدنى قائمة المقترحات.

للمكتبات مع الكثير من الاقتراحات، وهناك مرشحات على الجانب الأيمن من الصفحة إدارة الاقتراحات للمساعدة في الحد من عدد العناوين المعروضة على الشاشة .

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النقر على العناوين الزرقاء سيوسع خيارات التصفية وانقر على '[مسح]' سيمسح كل التصفيات ويعرض كل المقترحات.

Note

صفحة الإقتراحات ستضيَّق تلقائياً للإقتراحات المقدَّمة لمكتبتك فقط . لترى معلومات لكل المكتبات (أو أي مكتبة أُخرى) أُنقر على عامل تصفية 'معلومات التزويد' وغيِّر المكتبة.

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أثناء معاينة المقترحات "المعلقة" يمكنك اختيار تحديد المربع الموجود بجانب المادة (المواد) التي ترغب في الموافقة عليها / رفضها ثم اختيار حالة وسبب اختيارك. كما يمكنك اختيار حذف الاقتراح كلياً عن طريق تحديد مربع "حذف المحدد".

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خيار آخر للمكتبات مع قوائم طويلة من الاقتراحات هو أن قبول أو رفض المقترحات واحداً تلو الآخر من خلال النقر على عنوان الاقتراح لفتح خلاصة الاقتراح، يتضمن معلومات فيما اذا كانت المادة قد تم شرائها.

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Clicking 'edit' to the right of the suggested title or at the top of the suggestion detail page will open a suggestion editing page.

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من هذا النموذج تستطيع التعديل على المقترحات ( إضافة المزيد من التفاصيل ، أو تحديث بعض المعلومات الخاطئة التي قام بإدخالها المستفيد) . تستطيع أيضاً أن تختار بين قبول أو رفض هذه المقترحات إستناداً على أساسات فردية.

  • إختيارك بتعيين طلب ما على أنه 'في الإنتظار' سينقل الطلب مرى أخرى إلى تبويب 'في الإنتظار' .

الأسباب وراء قبول أو رفض المقترحات المحددة من خلال اقتراح قيمة مسندة ` يقترحون <#suggestauthorized>`__.

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اذا اخترت ‘أُخرى…’ كسبب خاص بك ستتم مطالبتك بإدخال السبب الخاص بك في مربع نص. النقر على ‘Cancel’ إلى يسار المربع سيعيد اسدال القائمة مع الأسباب المستندة.

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You can also assign this suggestion to a fund.

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This edit can trigger a notice (defined in the Notices & slips tool with the TO_PROCESS notice) to the fund owner that there is a suggestion ready for them to manage if you have turned on the cron job to generate these notices.

Once you have clicked 'Submit' the suggestion will be moved to the matching tab. The status will also be updated on the patron's account in the OPAC and an email notice will be sent to the patron using the template that matches the status you have chosen.

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Placing orders

لتنفيذ الطلبات يجب البحث بالأول البحث عن المورد أو بائع الكتب ان كنت تريد إرسال الطلب الى.

Important

If you are planning on using EDIFACT to submit your order you will need to first set up your library's EDI accounts and EANs.

إنشاء سلة

Note

If you're using EDI for ordering you will want to download your order record from your vendor before starting the process in Koha.

لإنشاء سلة يجب عليك أولا بالبحث عن مورد كنت طلب منه

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لإضافة مستفيدين إلى القائمة قم بالنقر على زر إضافة مستفيد" على يسار اسم القائمة

Note

You can also add to an existing basket by clicking the arrow next to the 'View' button at the far right of each basket's information in the results table, and choosing 'Add to basket'.

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بعد النقر على 'استلام الشحنة' سيطلب منك أن تدخل رقم فاتورة المورد وتاريخ استلام الشحنة.

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  • عند إضافة سلة تريد أن تعطيها اسماً ذلك سيساعدك على تعريفها لاحقاً

  • Enter in the billing place and delivery place (this will default the library you're logged in at)

  • إذا ما رغبتَ أن تغير المورِّد الذي تقوم بالطلب منه فبإمكانك إستخدام قائمة الموؤدين المنسدلة

  • حقول الملاحظات اختيارية ويمكن أن تحتوي على اي نوع من المعلومات

  • If you're ordering standing items (items which arrive regularly) then you will want to check the 'Orders are standing' box for this basket.

    • Note that any one basket cannot contain both firm and standing orders.

  • You can choose to create items either upon placing the order, upon receiving the order, or upon cataloging the item. If you choose an option other than the default, it will apply only to this basket. The default is set by the AcqCreateItem system preference.

If you have added contracts to the vendor you're ordering from, you will also have an option to choose which contract you're ordering these items under.

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When finished, click 'Save'.

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Once your basket is created, click on 'Add to basket' you are presented with several options for adding items to the order.

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Order from an existing record

  • اذا طلبت نسخة أخرى من مادة موجودة, يمكنك ببساطة البحث عن التسجيلة في نظامك.

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    • من النتائج ، ببساطة أنقر على 'طلب' لجلبها إلى نموذج الطلب.

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      • كل التفاصيل المرتبطة بالمادة ستكون مدرجة سلفاً في 'تفاصيل الفهرس'

Order from a purchase suggestion

  • If you allow patrons to make purchase suggestions (learn more in the managing purchase suggestions section of this manual), then you can place orders from those suggestions. In order to keep track of suggestions that have been ordered and received you must place the order using this link.

    Important

    Suggestions must be accepted before you can order them.

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    • من النتائج ، انقر على وصلة الطلب بجانب المادة التي تود الطلب وستعرض مع نموذج الطلب بما في ذلك وصلة إلى الأقتراح

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      • From this form you can make changes to the catalog details if necessary.

      • عند ظهور المادة في السلة الخاصة بك سيتم تضمين رابط للاقتراح.

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    • Orders added to the basket in this way will notify the patron via email that their suggestion has been ordered (with the 'ORDERED' notice in Tools > Notices & slips) and will update the patron's 'your purchase suggestions' page in the OPAC.

Order from a serial subscription

  • If you're using the Serials module you can link your subscription order information to acquisitions by choosing to order 'From a subscription'

    • بعد النقر على رابط الطلبية ستنتقل إلى صفحة البحث التي ستساعدك في العثور على اشتراكك

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    • ستظهر نتائجك على يسار النموذج وسيكون لكل اشتراك رابط "طلب" على يساره

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    • النقر على "طلبية" سينقل معلومات الاشتراك إلى نموذج الطلبية بدون جزء "إضافة مادة" حيث أنك تقوم فقط بطلب اشتراك ولا حاجة إلى المادة

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Order from a new (empty) record

  • To order from a record that can't be found anywhere else, choose the 'From a new (empty) record' option.

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    • سوف يظهر لك نموذج فارغ لملء كافة التفاصيل الضرورية حول المادة التي تقوم بطلبها.

      Note

      If the default form does not have catalog details fields necessary to place an order, enable the UseACQFrameworkForBiblioRecords preference which will allow the ACQ MARC framework to customize the display of fields when ordering.

Duplicate orders (order from existing orders)

  • You can duplicate an existing order line by choosing the 'From existing orders (copy)' option.

    • You will be presented with a search form to search your existing orders.

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    • Check the boxes next to the order(s) you want to duplicate.

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Order from an external source

  • اذا كنت تريد أن تبحث في مكتبات أخرى من أجل مادة للشراء, استخدم خيار 'من مصدر خارجي', حيث سيُسمح لك أن تطلب من تسجيلة مارك الموجودة عن طريق بحث Z39.50.

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    • From the results, click the 'Order' button next to the item you want to purchase.

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    • إذا ما كانت المادة التي تطلبها من مصدر خارجي وتبدو كأنها من الممكن أن تتكرر فإن كوها سينبهك ويعطيك خياراً لكيفية الاستمرار.

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      • From the warning, you can choose to order another copy on the existing bibliographic record, create a new bibliographic record, or cancel your order of this item.

    • في نموذج الطلب المنبثق ، لن تتمكن من تحرير تفاصيل الفهرس

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Order from a new file

  • If your vendor sent you a record file (a .mrc file for example), you can add orders using the records in that file. Choose the 'From a new file' option.

    Note

    Note that you need the stage_marc_import tool permission in order to be able order from a new file.

    • You will be taken to the Stage MARC records for import tool. Stage your file as described in that section.

    • Once the files are staged, you can click on the 'Add staged files to basket' button.

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    • Next to each title is a checkbox, check the items you would like to order, or choose 'Select all' at the top. Depending on your settings in the MarcFieldsToOrder preference, Koha will populate the next screen with with the relevant Quantity, Price, Fund, Statistic 1, and Statistic 2 found within the staged file.

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    • In the 'Item information' tab you can enter information that will be added to every ordered item such as item type, collection code and not for loan status.

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    • If no information is imported in the fund information from the MARC with the MarcFieldsToOrder preference, the 'Default accounting details' tab can be used to apply values related to the accounting.

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Order from a staged file

  • This option is the same as the previous one, but in this case, your file has already been staged. Whether you choose to 'order from a new file' or 'order from a staged file' will depend on your acquisitions workflow or your permissions.

    • Once you click on 'From a staged file', you will get a list of all the staged files in your system.

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    • From the list of files you are presented with, click on the 'Add orders' button to add the records in the staged file to your order.

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    • Next to each title is a checkbox, check the items you would like to order, or choose 'Select all' at the top. Depending on your settings in the MarcFieldsToOrder preference, Koha will populate the next screen with with the relevant Quantity, Price, Fund, Statistic 1, and Statistic 2 found within the staged file.

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    • In the 'Item information' tab you can enter information that will be added to every ordered item such as item type, collection code and not for loan status.

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    • If no information is imported in the fund information from the MARC with the MarcFieldsToOrder preference, the 'Default accounting details' tab can be used to apply values related to the accounting.

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Order from titles with highest hold ratios

  • The final option for ordering is to order from a list of titles with the highest hold ratios

    • This option will take you to the holds ratio report where you can find items with a high hold ratio and order additional copies. Next to each title will be a button with the number of items to order, click that and it will add the item to your basket.

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With any of the above ordering options you're presented with an option to notify patrons of the new item when it's received. The contents of that notification can be edited in the Notices & slips tool and will have the code of ACQ_NOTIF_ON_RECEIV. In the 'Patrons' section you will see an option to 'Add user'. Click that button to add patrons who will be notified of the new issue.

Patron notification search

  • In the window that pops up search for the patrons you'd like to notify and click 'Add'

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  • بمجرد انتهئك يمكنك إغلاق النافذة وسترى قائمة المستفيدين أدنى قسم "المستفيدين"

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After bringing in the record information (for all order methods except for the staged files), if your AcqCreateItem system preference is set to add an item when ordering you will enter the item information next. You need to fill out at least one item record and then click the 'Add item' button at the bottom left of the item form.

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بعد النقر على إضافة ستظهر المادة أعلى النموذج وبعد ذلك سيمكنك إدخال مادتك الأخرى بنفس الطريقة (اذا كان الطلب لأكثر من مادة).

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If you are ordering several items, you can click on the 'Add multiple items' instead of adding them one by one. This will ask you how many items you want to add. Simply enter that number in the box and click on 'Add'.

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عند إنتهائك من إدخال المعلومات عن المادة ، ستحتاج أن تدخل البيانات المحاسبية.

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  • الكمية تم ملؤها بأعداد المواد التي أضفتها إلى الطلب أعلاه.

    • Important

      If the item is created upon orderinf, you will not be able to edit the quantity manually, you must click 'Add item' below the item form to add as many items as you're ordering.

  • The list of funds is populated by the funds you have assigned in the Acquisitions administration area.

  • The currency pull down will have the currencies you set up in the Acquisitions administration area.

  • سعر المورد هو السعر قبل أي ضرائب أو خصومات مطبَّقة.

  • إذا ما كان السعر غير محدداً فعلِّم مربع السعر غير محدد.

    Note

    السلة التي فيها سعر واحد غير محدد لا يمكن أن تغلق.

  • If you are charged sales tax, choose that from the 'Tax rate' field. This field is populated by the gist system preference.

  • أدخل الخصم بالنسبة المئوية الذي تستلم به أمر الشراء هذا ، عندما تدخل القيمة ، اضغط على زر tab وكوها سيقوم بحساب بقية حقول التكاليف أدناه.

  • Retail price is the recommended retail price (RRP), the price set by the publisher or the manufacturer as a recommendation to booksellers.

  • Replacement cost is the price it will cost to replace the item. This is the price charged to the user when an item is declared lost (if the فرض system preference is set to 'Charge').

  • Budgeted cost is the amount that will be removed from the 'spent' budget. Whether this number includes or excludes taxes will depend on the 'List price' setting for your vendor.

  • Total is the budgeted cost multiplied by the quantity of items ordered.

  • You can add an internal note. This will only appear in the acquisitions module and in the staff interface catalog, under the 'Acquisitions details' tab in the detailed record.

  • You can also add a vendor note. This will appear in the acquisitions module as well as on the order when exported as CSV.

  • If you added statistical categories when creating the Fund, those values will appear in the two statistics fields.

Once you have filled in all of the fields click 'Save' to add the item to your basket. If your price goes over the amount available in the fund you will be presented with a confirmation.

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The confirmation warning will allow you order past your fund amount if you so choose.

عندما تُضاف مادة إلى السلة سيُعرض لك ملخص السلة.

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من هنا يمكنك أن تحرر أو تحذف المواد التي قمت بإضافتها.

  • Choosing to 'Cancel the order' will delete the order line but leave the record in the catalog.

  • Choosing to 'Cancel order and delete catalog record' removes both the order line and the record in the catalog.

    • تسجيلة الفهرسة لا يمكن دائماً حذفها. ربما عليك أن ترى الملاحظات التي تشرح السبب.

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On the summary page, you also have the several option through the buttons at the top of the basket header.

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  • Edit basket: edit the basket information, such as the name or the billing place.

  • Delete this basket: if the basket is empty, you will get a simple confirmation message before deleting the basket. If the basket contains orders, you will get a confirmation message with several options.

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    • Delete basket and orders: this will delete the basket, cancel the orders, refund the used funds, and delete the items (ordered or received).

    • Delete basket, orders, and records: this will delete all of the above plus the bibliographic records associated with the orders (except the ones which can't be deleted because they have remaining items, orders or subscriptions attached).

  • Close this basket: closing the basket will enable you to add it to a basket group (this is optional) and receive its items.

  • Export as CSV: this will create a CSV file with all your orders from this basket. You can add several CSV profiles options by going to the CSV profiles tool.

  • E-mail order: this will send the order information to your contact for this vendor. Make sure your contact has a email address in the vendor profile.

If you're using EDI for your order you can click the 'Create EDIFACT order' button when you're done to send the file to the vendor and close the basket.

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عندما تكون متأكداً من أن سلَّتك مكتملة، بإمكانك أن تنقر على زر'أغلق السلة' لتشير بذلك أن هذه السلة مكتملة وتم إرسالها للمورد.

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Important

You must close the basket to be able to receive items when they arrive. Only items in closed baskets will show as ready to receive.

If you have your BasketConfirmations preference set to show a confirmation, you will be asked if you are sure about closing the basket.

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When closing the basket you can choose to add the basket to a group for easy printing and retrieval. If you check the box to 'Attach this basket to a new basket group' you will be brought to the group list where you can export a PDF of the order.

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Important

A basket with at least one item marked as 'uncertain price' will not be allowed to be closed.

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Clicking the 'Uncertain prices' button will call up a list of items with uncertain prices to quick editing. From that list, you can quickly edit the items by entering new prices and quantities.

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Important

The Uncertain prices page is independent of the basket. It is linked to the vendor so you will see all items on order with uncertain prices for that vendor.

Once your order is entered you can search for it through acquisitions or view the information on the biblio detail page in the staff client (if the AcquisitionDetails preference is set to 'Display).

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إنشاء مجموعة سلة

A basket group is simply a group of baskets. In some libraries, you have several staff members that create baskets, and, at the end of a period of time, someone then groups them together to send to the vendor in bulk. That said, it is possible to have one basket in a basket group, or no basket groups at all if that's the workflow used in your library.

To create a basket group, go to the vendor detail page and click on the 'Basket groups' tab on the left side.

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Click on the 'New basket group' button.

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  • Basket group name: this is the name the basket group will go by in Koha

  • Billing place: this is the billing address that will appear on the basket group order

  • Delivery place: pick a library where these orders should be sent, this will appear on the basket group order under delivery address You can also enter a different address

  • Delivery comment: this comment will appear on the basket group order

  • Close basket group: if you know that once you're done with this basket group, you will not be modifying it anymore, you can close it right away

Drag the ungrouped baskets to the 'Baskets in this group' box to add baskets to the basket group.

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Click on 'Save' to finish creating your basket.

From there, you can export your order as a PDF file to send to your vendor.

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Receiving orders

Important

You must close the basket to be able to receive items when they arrive. Only items in closed baskets will show as ready to receive.

الطلبات من الممكن أن تُستلم من صفحة معلومات المورد أو من صفحة نتائج بحث المورد.

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او صفحة نتائج بحث المورد

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After clicking 'Receive shipment' you will be asked to enter a vendor invoice number, a shipment received date, a shipping cost and a fund to subtract that shipping amount from.

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صفحة الإستلام ستدرج كل المواد التي لا تزال مطلوبة من المورد بغض النظر عن سلة المواد التي تتبع لها المادة.

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Note

If you have a lot of orders, you can filter the orders using the 'Filter' box on the left, the 'Search' box just above the table, of the filter boxes at the top of each table column.

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You could, for example, scan the ISBN of the book you are receiving in the filter box and the table will only show the corresponding orders.

Just make sure to clear the filter boxes when you're done, otherwise, the other items won't appear.

للحصول على مادة معينة، انقر فوق رابط 'استلام' من على يمين هذه المادة.

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Depending on when you chose to create the item (either in the AcqCreateItem system preference, or upon creating your basket), the form will look slightly different.

If you chose to create your item when placing the order, you will have your item information on the left side and financial information on the right side.

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You can check the box next to the item to receive it, or fill out the 'Quantity received' field on the left side.

Note You can choose to mark only part of the order as received if he vendor didn't send your entire order by checking only the boxes next to the items on the left that you want to receive or by entering the right amount in the 'Quantity received' field.

You can edit the item if needed by clicking on the 'Edit' link. This will allow you to enter in accurate call numbers and barcodes if you'd like to do that at the point of receipt.

You can also alter the cost information (replacement cost and actual cost). The values you enter there will automatically populate the item record by filling in subfield v (Cost, replacement price) and subfield g (Cost, normal purchase price) on the item record after saving.

If you chose to create your item when receiving the order, you will see the item creation form on the left side and the financial information on the right side.

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Important You must fill out the item form and click on 'Add item' or 'Add multiple items' in order to receive the order. You will not be able to simply change the 'Quantity received' amount.

You can alter the cost information (replacement cost and actual cost). The values you enter there will automatically populate the item record by filling in subfield v (Cost, replacement price) and subfield g (Cost, normal purchase price) on the item record after saving.

Finally, if you chose to create your item when cataloging the record, you will only see the financial information on the right.

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You can alter the cost information (replacement cost and actual cost).

Note The financial information will not be transferred to the item if the item is created when cataloging.

Once you have made any changes necessary (to the order and/or items, click 'Save' to mark the item(s) as received.

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Note

If you have your AcqItemSetSubfieldsWhenReceived preference set to add or change values on received items those changes will take place after you hit 'Save'.

عندما تنتهي من إستلام المواد ، بإمكانك أن تترك الصفحة أوتنقر زر 'إنهاء الإستلام' في أسفل الشاشة.

Received orders will have '(rcvd)' before the title in the basket view.

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Note When all the orders in a basket have been received, the basket will be removed from the list of baskets for that vendor. You can click 'Show all baskets' to view the inactive baskets.

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Transferring orders

If the item is no longer available from this vendor you can transfer the order to another vendor's basket by clicking the 'Transfer' link to the right of the title. This will pop up a vendor search box.

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من النتائج يمكنك اختيار رابط "استيراد" على يسار التسجيلة التي ترغب في إضافتها إلى كوها

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You will then be presented with the open baskets for that vendor to choose from. To move the item simply click 'Choose' to the right of the basket you would like to add the item to.

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عندما يتم رفع الملف ، سيُعرض لك رسالة تأكيد.

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You will see transferred orders when viewing the basket.

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Cancelling orders

If the item cannot be found anywhere you can cancel the order by clicking 'Delete order' to the far right. This will prompt you to enter your reason and confirm cancellation.

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You will also see that the item is cancelled if you view the basket.

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Note

Whilst it is possible to re-open your basket, cancel one or more orders and re-close the basket, this is not recommended. This procedure will update the 'basket closed' date, which in turn will cause your 'late order' calculations to be incorrect.

فواتير

عند إستلام المواد المطلوبة فإن الفواتير يتم توليدها. من الممكن البحث عن الفواتير من خلال النقر على 'الفواتير' على يمين صفحة التزويد.

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بعد البحث ، فإن النتائج ستظهر على يسار خيارات البحث.

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From the 'Actions' button, you can click the 'Details' link to see the full invoice or 'Close' to note that the invoice is closed/paid for.

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In the Adjustments section, you can add adjustments to your invoices. These adjustments can be for adjusting the price that is offset by rounding or adding a credit to the invoice, for example.

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  • Click on 'Add an adjustment'

  • Enter the amount of the adjustment

  • Choose a reason, if needed

    Note

    The reasons are authorized values. Use the category ADJ_REASON to add custom reasons for adjustments.

  • Enter a note, if needed

  • Choose the fund from which the adjustment amount should be taken

  • If 'Encumber while invoice open' is checked, the amount of the adjustment will be taken out of the fund immediately. If it isn't checked, the amount will be subtracted only when the invoice is closed.

  • Click on 'Update adjustments' to save your adjustments

If you need to change the adjustment afterwards, you can do so in the table and click on 'Update adjustments'.

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Attaching files to invoices

If you're allowing the uploading of acquisitions files with the AcqEnableFiles preference you will see the option to manage invoice files next to the link to 'Go to receipt page'

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To see or attach new files click the 'Manage invoice files' link

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From here you can find a file to upload and/or see the files you have already attached.

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Merging two invoices

From the invoice search results you can also merge together two invoices should you need to. Simply click the checkbox to the left of the invoices you would like to merge and click the 'Merge selected invoices' button at the bottom of the page. You will be presented with a confirmation screen:

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Click on the row of the invoice number you would like to keep and it will be highlighted in yellow. Enter any different billing information in the fields provided and click 'Merge'. The two invoices will become one.

Claims and late orders

اذا أدخلت البريد الالكتروني للموّردين في نظامك, يمكنك ارسال رسائل الكترونية مُطالبة عندتأخر الطلب. قبل ارسالك المطالبات , ستحتاج لإقامة ` اشعار مُطالبة المقتنيات. <#ACQCLAIM>`__.

Upon clicking on the link to 'Late orders' from the Acquisitions page you will be presented with a series of filter options on the left hand side. These filters will be applied only closed baskets.

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Note

القائمة المنسدلة للموردين تظهر فقط الموردين ذوي السلال المغلقة التي تأخرت.

عندما تصفي طلباتك لتعرض لك الطلبات التي تعتبرها متأخرة ، سيُعرض لك قائمة بتلك المواد.

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To the right of each late title you will be see a checkbox. Check off the ones you want a claim letter sent to and click 'Claim order' at the bottom right of the list. This will automatically send an email to the vendor at the email address you have on file.

Note

The estimated delivery date is based on the delivery time value entered on the vendor record.

If you would rather use a different acquisition claim letter (other than the default) you can create that in the notices module and choose it from the menu above the list of late items.

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Acquisition searches

At the top of the various Acquisition pages there is a quick search box where you can perform either a Vendor search or an Order search.

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In the Vendor search you can enter any part of the vendor name to get results.

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Using the Orders search you can search for items that have been ordered with or without the vendor.

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يمكنك إدخال المعلومات في أحد أو كلا الحقلين كما يمكنك إدخال أي جزء من العنوان و/أو اسم المزود.

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النقر على علامة الزائد على يسار مربع بحث المورد سيوسع لك البحث ويتيح لك البحث بحقول إضافية.

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Clicking Advanced search to the right of the search button will give you all of the order search options available.

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Budget/fund tracking

On the main acquisitions page there will be a table showing you all of your active funds and a breakdown of what has been ordered or spent against them.

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Clicking on the linked amounts under spent or ordered will show you a summary of the titles ordered/received on that budget.

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EDI process

Previous sections explain all ordering options, this section pulls out the parts related to EDI or EDIFACT ordering to help those who are only using EDI for ordering.

Important

Koha uses the EDIFACT standard not the X12 standard for electronic ordering.

EDI questions for vendors

You will want to gather the following information from your vendors before beginning the set up process in Koha.

EDI accounts: This is the basic connection information for your vendor. This will be used to fill in the :ref:`EDI accounts` section.

  • Vendor: The name of the vendor

  • Description: A short description if additional explanation is needed ( especially if you have multiple accounts for one vendor ).

  • Transport: Does the vendor transmit EDI files via FTP, SFTP, or something else the requires special processing?

  • Remote host: The URL or IP address of the FTP/SFTP server

  • Username: The username for the above server

  • Password: The password for the above server

  • Download directory: The path on the server that contains files for Koha to download and process

  • Upload directory: The path on the server that Koha will upload files to for your vendor to process

  • Qualifier: Who assigned the SAN below?

    • Choose one of the following:

      1. EAN International

      (31B) US SAN Agency

      1. Assigned by supplier

      2. Assigned by buyer

  • SAN: The identifier for the vendor

    Buyer qualifier and SAN are optional. Some vendors require a second buyer identifier in addition to the account EAN.

  • Buyer qualifier: Who assigned the SAN below?

    • Choose one of the following:

      1. EAN International

      (31B) US SAN Agency

      1. Assigned by supplier

      2. Assigned by buyer

  • Buyer SAN: The identifier for the library

  • Quotes enabled: [y/n] Does this vendor support sending and receiving quotes via EDIfact and do you want to send and receive quotes via EDIfact?

  • Orders enabled: [y/n] Does this vendor support sending and receiving orders via EDIfact and do you want to send and receive orders via EDIfact?

  • Invoices enabled:[y/n] Does this vendor support sending and receiving invoices via EDIfact and do you want to send and receive invoices via EDIfact?

  • Order file suffix: The file suffix for order files

  • Quote file suffix: The file suffix for quote files

  • Invoice file suffix: The file suffix for invoice files

  • Account number(s): (list them all)

  • Account description(s): (the summary of what this number is for)

EANs: Each library using EDIfact needs to specify a buyer identifier know as a SAN or EAN. This will fill in the :ref:`Library EANs <library-eans-label>` setting.

  • Library

  • EAN

    • Choose one of the following:

      1. EAN International

      (31B) US SAN Agency

      1. Assigned by supplier

      2. Assigned by buyer

MARC order fields or grid ordering: These values will fill in the :ref:`MarcFieldsToOrder` preference.

  • price: MARC21 field that contains the item price

  • quantity: MARC21 field that contains the number of items for the given record

  • budget_code: MARC21 field that contains the Koha budget code to be debited

  • discount: MARC21 field the contains the discount as a percentage the the price will be discounted by

  • sort1: MARC21 field that will populate custom field sort1

  • sort2: MARC21 field that will populate custom field sort2

EDI setup

Before you begin ordering using EDI you will want to take the following steps:

EDI ordering

The first step in ordering using EDI happens on the book vendor's website. Each seller will use different language, but you will need to place your order on their site and then download the MARC order file. Some language that you might see included "basket", "order", "cart", and/or "MARC order." Once you have this MARC file downloaded to your computer you will want to log in to Koha and continue the process there.

Visit the Stage MARC records for import tool and upload your file. Once presented with the confirmation screen proceed to Acquisitions.

In Acquisitions create a basket for the vendor you ordered from. From the basket, choose to order from a staged file and click 'Order' next to the file you downloaded from your vendor and staged in Koha.

From the confirmation screen you will see all of the data in the MARC file related to your order. If you are not seeing fields such as fund and quantity filled in then be sure to confirm that your MarcFieldsToOrder preference is set right.

Once you have added all of the items to the basket you can click the 'Create EDIFACT order' button.

EDIFACT order

This will generate a pending file in the EDIFACT messages in Koha. The pending files will be processed by the EDI cron job and sent to your vendor.

EDI invoicing

When the book vendor is done processing your files they will send an invoice via EDI as well. The EDI cron job will grab invoices and mark items found in the invoice as received and update your funds without any need for manual intervention.

EDIFACT messages

A log of all messages sent and received via EDIFACT can be found under EDIFACT messages.

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