(Recovering Cataloger & IUPUI Acquisitions Trainee) Non-Serials Claims An Overview by Vania Goodwin (Recovering Cataloger & IUPUI Acquisitions Trainee)
Claim Period (Vendor Record) 5/23/2019 Goodwin
Date Ready, Date to Claim, Date Mailed (Order Record) 5/23/2019 Goodwin
Claim reason – Claim on – Claim quantity Claim date mailed - # of claims – status Claim response – Response date (Claim Segment) 5/23/2019 Goodwin
Claim Segment 5/23/2019 Goodwin
Claim Reports Create Late Order Claims (claimlate) a. Creates claim segments for late orders b. Lists orders affected by this action Create 1st Acquisitions Claim - Generates 1st claim letter 5/23/2019 Goodwin
Claim Reports List cancels (claimlist) Create 2nd Acq Claim - Lists orders claimed more than once Create 2nd Acq Claim - Generates 2nd claim letter 5/23/2019 Goodwin
Claim Process for Monographs Establish claim period on vendor record Insure date ready field is complete Maintain POs up-to-date Review lists produced before claim letters Update POs when vendor responds 5/23/2019 Goodwin