Associating a New Checkin Card with an Order Record
Order records can be associated with checkin cards in Sierra. Information from the associated order record prints on claim letters. 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 claiming late issues
- while editing the card
This procedure describes associating an order record with a checkin card while creating the card.
To associate an order record with a checkin card:
- Choose Serials Checkin from the Function list.
- Retrieve the checkin record for which you want to create a checkin card.
- On the Summary tab, choose the Attach New Checkin button. Sierra displays the Create Card dialog in Simple mode.
The Simple mode of this dialog allows you to create checkin cards for serials with only two levels of enumeration: volume and issue. See Creating Checkin Cards: Advanced Mode for information on the Advanced mode of the Create Card dialog.
- Choose the Order Record button. Sierra displays the Select Order Record for Claiming dialog.
- 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.
- Choose the Use Selected Order button.
- Continue creating the card. See Creating Checkin Cards.