Changing the Order Record Associated with a Checkin Card While Claiming

Order records can be associated with checkin cards in Sierra. Late serials are claimed from the Card tab, and information from the associated order record prints on the claim letter.

The order record associated with a serial's checkin card should be the same order record used to purchase the serial so that the purchase and claim can be connected by the vendor.

An order record can be associated with a checkin card:

• when the card is created
• while editing the card

Additionally, you can change the order record associated with the checkin card while claiming serials from the Card tab. There are two ways to do so:

• Choose either the Claim One or Claim All button
• Choose the Last Payment button.

Changing the Associated Order Record after Choosing the Claim One or Claim All Button

To change the associated order record using this method:

1. Choose either the Claim One or Claim All button on the Card tab. The Claim Box or the Claim All Selected Boxes dialog opens.
2. Choose the Record Number button. The Select Order Record for Claiming window opens.
3. Select an order record by checking its check box.

To create a new order record and associate it with the checkin card, choose the Attach New Order button.

To view an order record before associating it with the checkin card, choose the Select button.

4. Choose the Use Selected Order button.

Changing the Associated Order Record after Choosing the Last Payment Button

To change the associated order record using this method:

1. Choose the Last Payment button on the Card tab. The Use Order Record for Claiming window opens.
2. Select an order record by checking its check box.
   

To create a new order record and associate it with the checkin card, choose the Attach New Order button.

To view an order record before associating it with the checkin card, choose the Select button.

3. Choose the Use Selected Order button.