*** This version of Confluence is for testing only and contains a copy of content from June 29th 2026. No changes will be preserved. ***
...
Date of next review: March 2016
...
Retrieving the EDI invoice
Receiving linked (pending) line items
Receiving unlinked line items
Completing the invoice
...
A staff member in Acquisitions loads an EDI invoice file into Voyager. After the load is completed, she/he prepares an information sheet, noting the vendor code and the voucher number of the EDI invoice. This information sheet is stapled to the corresponding paper invoice when it arrives. It will travel with the paper invoice to Library Finance and Budget Office.
...
- Invoice number (adding any leading zeros or letters when necessary)
- Voucher number
- Bill to location is set to Endowed Accounting
- Vendor code
- Fund number for postage
...
- Search for the EDI invoice by invoice number and verify that the following information is correct
...
- .
...
Receiving linked (pending) line items Anchor B B
- Maximize the display of the invoice record
- Highlight the first line item to receive
- Select MARC view to review the bibliographic record
- Verify that the title received is an exact match with title ordered
- Receive the line item following receiving guidelines
- Update Bibliographic and Holdings records following guidelines
...
Receiving unlinked line items Anchor C C
- Search the title for the unlinked line item in the Cataloging Module
- Go to the purchase order record and determine the purchase order number
- Go to the invoice record
- Highlight the unlinked line item
- Search by purchase order number
- Choose Re-link (the unlinked line will change to pending)
...
Completing the invoice Anchor D D
...