Acquisitions in Release 2005 – the final frontier Debbie Turner Library Training Consultant European Innovative Users’ Group Meeting, September 2005

Acquisitions in Release 2005 New Features: –A "Claim All" option will be added to the Orders Claim mode. –The purchase order queue will be scanned for duplicates before orders are sent. –It will be possible to view and query invoices after posting. [IUG ballot item] –A new Print toolbar button is available in Send/Print modes for Purchase Orders and Claims. The Print button will now print the table in both Millennium Acquisitions and Serials.

Acquisitions in Release 2005 New Products: –Electronic Invoicing via EDIFACT –Inventory Express –Web Works Selection Lists

Acquisitions in 2005 Claim All Option

Claim All Enabled in Login Manager

All claimable orders now in claim print queue

Acquisitions in 2005 Scanning the Purchase Order Queue for Duplicates

Eliminating Duplicates in PO Queue The queue before adding a new order

An order is queued again

The second order is eliminated

Acquisitions in 2005 The Invoice Record

Invoice Records Process invoice normally

Finish and post invoice normally

The invoice is saved during posting Searchable in a new mode

Full invoice details are retained

Acquisitions in 2005 Printing the PO Queue & Browse

Printing the PO Queue and screens…

What does Rls 2005 mean for my library? Non-Millennium, full character based systems will see no change, but will not be able to store or use the new invoice records Full Millennium systems with truncated main menus will see no change and will get the new records immediately Libraries using both Millennium and the character based functions, will see a change to the main menu screens that will remove the“Ordering and Receiving Subsystem” line

Main menu on Release 2005 LE or Silver (variations are possible based on products owned)

Possible Main Menu on Release 2005

New submenu for functions still in Character based

Functions on new submenu

Important points for libraries to know 1.The change is not optional, and is not initiated by the library. It will happen as a result of the upgrade to the new release and be effective immediately after the upgrade 2.The structure of the stored invoice data has changed in a way that is similar to the checkin/holdings record changes of several years ago 3.The new invoice record will be a large help to libraries using multiple currencies, since the conversion rate and original invoice amount will be stored and retrievable

Questions ?