Loading Records in a Shipment
When you load records the system automatically does the following (regardless of the record template or information in the MARC record):
- creates STATUS '1' order records (for approvals)
- matches the order record number and retrieves the record (for firm orders)
- uses the vendor you enter when downloading the file
- uses the ODATE you enter when loading the records (or the ODATE as specified in Import Invoice Settings)
- uses the material type you entered in the Set netLibrary code option (for ebooks only)
To load records in a shipment:
- Choose Import Invoices from the Function list.
The Import tab displays.
- Choose a shipment.
- Enter a vendor name in the Vendor text box.
- Enter an order date in the Order date text box.
- Choose a load profile from the Load Profile drop-down menu.
- To check for duplicate bibliographic records while creating records, select the Check for duplicates check box.
- Use the Create review file option to create a review file of the order records created.
- Choose the Process button.
The system displays the Accept/Reject tab.