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26/05/2008 Invoicing
26/05/2008 Orders
26/05/2008 Cataloguing
26/05/2008 Serials
Procedural Aids
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Sample Crystal Reports List

List of Sample Crystal Reports

File size 153 K Downloads 41 Date Mon 08/25/2008 Author Wendy Christie

Invoicing

The detailed procedures in this Libero Procedural Aid cover the following topics:

  • Invoice Maintenance
  • Adding Orders to Invoices
  • Add All Lines to an Invoice
  • Add One Order Line to an Invoice
  • Order Selection
  • Delete an order line from an unpaid invoice
  • Adding Additional Costs to Invoices
  • Approving Invoices
  • Invoice Payments
  • Invoice Maintenance Enquiry
  • Item Costs Transactions - Information only
  • Subscription Invoices for Serials
  • Serials Invoice Enquiry

File size 211 K Downloads 28 Date Mon 05/26/2008 Author Libero Support

Orders

The detailed procedures in this Libero Procedural Aid cover the following topics:

  • Viewing/Selecting Fund and Cost Centres
  • Filtering Fund and Cost Centres
  • Link Find/Cost Centres and Budget Allocation
  • End of Financial Year Rollover
  • Creating Suppliers
  • Enquiring on Supplier Invoices via Suppliers.
  • Calculating Supplier Commitments
  • Pending Supplier Orders
  • Creating Orders via Stock Options
  • To Delete an Order
  • Accessing the main Orders screen
  • Setting up Defaults in the main Orders screen
  • Creating Orders using the main Orders screen
  • Editing an existing order
  • Adding other titles to an Existing Supplier Order
  • Multi-part Orders
  • Printing Orders
  • Set Print Status
  • Order Claims Process
  • Order Claim Maintenance
  • Deleting Outstanding Orders
  • Deleting all Orders from a Supplier
  • Cancelling Orders
  • Taking Delivery of ordered items

File size 285 K Downloads 28 Date Mon 05/26/2008 Author Libero Support

Cataloguing

The detailed procedures in this Libero Procedural Aid cover the following topics:

  • Creating a bibliographic non marc record
  • Deleting a bibliographic record
  • Deleting a Holding
  • Creating a marc record from a bibliographic entry
  • Copying a Marc record
  • Manually Adding tags to an existing Marc record
  • Adding tags using the Tag Template
  • Using the Grid Format in the Marc screen
  • Adding existing validated tags to a Marc record
  • Creating a catalogue template
  • Using Z39.50 to search & import a record
  • Importing a Marc record file
  • Updating marc records from the imported file
  • Merging a record
  • Marc Fixed Field Edit Related Parameters
  • The Marc Fixed Field Edit
  • Adding images to a record
  • Accessing the Item Holding Screen
  • Creating an Order
  • Exercises

File size 267 K Downloads 48 Date Mon 05/26/2008 Author Libero Support

Serials

The detailed procedures in this Libero Procedural Aid cover the following topics:

  • Retrieving an existing Serial
  • Creating a new Serial
  • Checking the basic Serial bibliographic record
  • Creating a Subscription
  • Creating an Order
  • Completing the Subscription details after creating an order
  • Creating a Claim Schedule (Prediction List)
  • Allocating copies to ‘Current Branch’
  • Regenerating a Claim Schedule
  • Editing an Existing Claim schedule
  • Adding a Supplementary copy
  • Copying a Subscription and Order
  • Renew Subscriptions
  • Checking in options for an issue – Single, Bound and Quick
  • Checking out an item for bindery
  • Checking in an item for bindery
  • Cancelling a Subscription
  • Posting a Credit
  • Creating and Editing a Routing Template
  • Routing List Maintenance
  • Article Maintenance Click here to jump to this item
  • Claim Selection Processes
  • Claims Notice Maintenance
  • Bindery
  • Checkout to Bindery
  • Exercises

File size 337 K Downloads 36 Date Mon 05/26/2008 Author Libero Support

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