How to send Serial claims tovendor (Batch)
Version 16
Yoel Kortick
How to send Serial claims to vendor
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How to send Serial claims to vendor
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Serial claims to vendor
In this presentation we will:
1.Make a report of all claims which should be sent tovendor via batch job
2.Send claims to vendor via batch job
3.Delete a claim which was sent to vendor from the “claimslist”
4.Send claims to vendor online (one at a time manually)
How to send Serial claims to vendor
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Serial claims to vendor
We have “Journal of applied mechanics”, system number10575 in bibliographic library USM01
How to send Serial claims to vendor
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Serial claims to vendor
We will view the related serials record
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Serial claims to vendor (Batch)
We will concentrate on tab 3 “Subscription Info(2)” of the subscription.
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Serial claims to vendor (Batch)
In order to be able to send claims via the batch services, we must have theradio button “Yes” checked in the “send claims” section.
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Serial claims to vendor (Batch)
Fill in the claimtime parametersaccording to thetime you want tosend the claims.This parameteris explained onthe followingslide.
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Serial claims to vendor (Batch)
First Claim: Enter here the number of days after the issue date ofeach issue when you wish the system to automatically send a firstclaim to the vendor (only if the Send Claims box was checked). Thisfield can also be described as the delay period from the Issue Date tothe Expected Date of Arrival of each issue in the library.
Second Claim: This is the number of days after the First Claim that aSecond Claim should be sent to the vendor.
Third Claim: This is the number of days after the Second Claim that aThird Claim should be sent to the vendor.
Subsequent Claims: This is the number of days after the Third Claimthat a Subsequent Claim should be sent to the vendor.
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Serial claims to vendor (Batch)
The issue arrival date is determined in the ALEPH schedule (or in theHOL: record). Here the first issue date is January 1, 2006, and anew issue is printed every 3 months.
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Serial claims to vendor (Batch)
That means issue dates for 2006 are:
January 1, 2006
April 1, 2006
July 1, 2006
October 1, 2006
And thus the expected arrival date will be ten days later
January 11, 2006
April 11, 2006
July 11, 2006
October 11, 2006
Because in tab 3 “Subscription Info(2)” of the subscription westated that we will send the claim 10 days after the issue date.
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Serial claims to vendor (Batch)
This means the expected arrival date is 10 days after issue date
How to send Serial claims to vendor
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Serial claims to vendor (Batch)
Our expected arrival date is exactly in accordance as explained inprevious slides.
Two of these journals have expected arrival date in the past, andthus the vendor should receive a serial claim letter if we send Serialclaims to vendor via the batch service.
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Serial claims to vendor (Batch)
It is possible to produce a report of serial claims (serial-04) andalso to print the letters to vendor for the claims (serial-44).
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Serial claims to vendor (Batch)
Here we run theservice “Print ClaimReport (serial-04)” forall claims for vendorTeldan. For additionalhelp on the fields ofthe service see the helpoption.
The output file is call“claim_report_june20”
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Serial claims to vendor (Batch)
The output of “Print Claim Report (serial-04)” appears inthe task manager:
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Serial claims to vendor (Batch)
The Claim Report includes all issues which should havearrived by the date in which the service is run. In this caseit is only for vendor Teldan, because that is what wespecified in the service
These are the two issues we saw in the previous slides.
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Serial claims to vendor (Batch)
Now we will run the service “Print Claim Letters (serial-44)”for all claims for vendor Teldan. We will choose to printletters for all issues which are expected to arrive by June20, 2006, for vendor Teldan. We will print one letter pervendor with all Journals expected from that vendor (ratherthan one letter per Journal title).
The output file is call “teldan_june20”
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Serial claims to vendor (Batch)
How to send Serial claims to vendor
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Serial claims to vendor (Batch)
The output of “Print Claim Report (serial-04)” appears inthe task manager:
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Serial claims to vendor (Batch)
One letter to Teldan, including the issues we previouslysaw.
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Serial claims to vendor (Batch)
The fact that a claim was sent is evident in the check inlist…
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Serial claims to vendor (Batch)
And also via the serial log node
And the serial claims node
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Serial claims to vendor (Deleting a claim)
For the purposes of this presentation we have deleted theclaim which was previously sent via the batch service.
Claims may be deleted by clicking the “Delete” button fromthe Claim list
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Serial claims to vendor (Online)
Now we will send an additional claim to vendor Teldan, forthe issue which was supposed to arrive January 11, 2006.This time we will print the claim “online”
From check in list select the issue for which you want tosend a claim and click “Claim”
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Serial claims to vendor (Online)
Then click “new”
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Serial claims to vendor (Online)
Then fill in lower pane as decided and click “add”.
Here we have filled in claim text “Please send journal asyou stated by phone”
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Serial claims to vendor (Online)
After we click “add” the claim is printed with our claim text.
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Serial claims to vendor (Online)
Now when we click “claim” from check in list we saw allprevious claims and can update them
In the claim reply we have written “Teldancalled and said it would arrive soon”
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Serial claims to vendor (Online)
As with the batch claims, the online claims appear via the“log” and “claims” nodes.
Thus we can easily view a history of all claims. Claims forthe same journal may be sent both online and via batch (ifdesired)
