Processing Approval Plans

If a shipment has records without MARC 935 fields, the system treats them as records awaiting approval. The system:

• creates a bibliographic record, if none matches on the MARC 001 field (if one matches, it is overlaid)
• creates an order record

The STATUS field in the new order record is set to '1' (ON HOLD). This is true even if a different STATUS value is specified in the order record template.

• adds the order to the invoice
• logs a descriptive message

To process records awaiting approval:

1. Select Import Invoices from the Function list.
2. Retrieve one or more approval plan shipments by using either:
   • FTP
   • browsing

You can display a maximum of seven retrieved shipments in the Import Invoices function.

3. Load the bibliographic and order records in the shipment.

The bibliographic records, order records, and invoices are created.

4. Accept or reject the records in the shipment.
   
   

   Rejected records can be deleted, have their STATUS set to '2', or remain in the database. Contact Innovative to change how your system handles rejected records.

5. Process the invoice.