Changing the Order Record Associated with a Checkin Card While Editing

To access the Card tab, you must be assigned one of the following:

  • 077 (Serials checkin)
  • 088 (Claim overdue issues)
  • 089 (Bind serials)

See Permissions Used by Sierra for more information.

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:

This procedure describes changing the order record associated with the checkin card while editing the card.

To change the associated order record while editing the checkin card:

  1. Choose Tools | Card Menu | Edit Card. The Edit Card dialog opens.
  2. Choose the Order Record button. Sierra displays the Select Order Record for Claiming dialog.
  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.

  1. Choose the Use Selected Order button.