Using the Extended View in the Accept/Reject Tab

Your library can define which data elements from the bibliographic and order records display in the Extended View. Contact Innovative to change the default data elements in the display.

The Extended View tab provides useful information for identifying materials that require special processing. For example, staff can use this tab to determine whether materials have bibliographic holds placed on them, a "rush" status, or otherwise require special handling -- without having to access each order record individually. This display is the most useful while processing monographic firm orders.

Note that the Extended View does not display summary-level tax for GST or VAT applied to a dedicated fund. This information is only available on the Process tab.

To access the Extended View for an invoice:

  1. Choose Import Invoices from the Function list.
  2. Choose the Accept/Reject tab.
  3. Choose a session from the Session drop-down menu.
  4. Choose an invoice and choose Select. If Sierra finds a potential duplicate invoice, the system displays the Duplicate Invoice dialog. If no duplicate invoices are found, Sierra displays the invoice.

Depending on the default tab option you have selected on the Import Invoice tab, the system displays either the Process or Extended View tab. You can switch displays at any time by clicking the tabs located on the left-hand part of the screen.

  1. From the Extended View tab, you can retrieve and edit an order record by double-clicking on the order record number.
    NOTE

    After you have finished editing the order record, Sierra returns you to the Extended View tab. Note that any edits you made to the record will not display on this tab. To view your changes, switch to the Process tab and then back again. Sierra updates the display.

To process the invoice, you must return to the Process tab.

See also:
Viewing the Details of a Record in an Invoice