Collection Management Procedures: Serials orders - Keying Invoices

1.       In Sierra, click Admin --> Settings in the top toolbar

2.       Click the Invoice Tab, and check off the following boxes:

• Prompt for note…?
• Display subscription dates…?
• Prompt for subscription dates?

After checking boxes, click Save Settings, and then click OK.

3.       From the FUNCTIONS drop down box, select "Pay an Invoice"

           Choose a Session that's free and click the “Select” button.

4.       Enter the Invoice #, Invoice Date, Record No., $ amount, Sub From and Sub To, and Note 

• Payment Notes for subscriptions are usually the volume and dates being covered by the payment (ex. v.20 2012)

5.       Review the invoice number and totals – place check marks on hard copy

6.       Click Finish at top of screen and enter any additional payment info. (ex. service charge)

7.       Review information, totals, and checks on hard copy – click Finish

REPEAT STEPS FOR ADDITIONAL INOVOICES

8.   Highlight Invoice and click “POST” to print.

9.   Place printed summaries in tray near Acquisitions Librarian's office.

10.   Place Periodical copy of invoice  in designated tray (right now -- last cubicle with printer).