Daily Print Firm Order Processing (LTS Procedure #78)-FOLIO

A. Open Cyberduck, download marc files of print orders which are sent via POOF2 in previous day

1. Double click each file to download. Files get sent to your download folder.
2. Use MarcEdit to update order details (vendor code, location, fund code, etc.) as needed.
3. Compile file into marc to save changes. 

B. Create PO in Date Import App

1. Choose order files and select appropriate job profile for firm orders. 
2. Carefully review each PO Line. Check duplicate titles, standing order if a record has a series title.

C. Do a compound search in Orders App for current day’s firm orders created by Data Import

1. Print order. Click action, select "Print Order", save as PDF.
2. For Yankee, create CSV file. Click action button on right hand corner of middle pane, and select Export results (CSV). When you click Export results (CSV), Export settings window pops up. We need PO number from PO field. PO Line number, Title, Publisher, Product ID (ISBN), Estimated price, Quantity physical, Currency, Fund code, Location and instructions to vendor from POL fields to export. Click Export once selection is done.

3. For Yankee orders, GOBI API is an alternative workflow. Skip step B and place firm order directly in GOBI. 

D. Send printed orders to a vendor by email with PDF or CSV attachment.

NOTES: Some vendors send us order confirmation/acknowledgement notifications. Email can be saved in print ordering mailbox.

E. Harrassowitz orders get sent via EDIFACT

1. In Data Import, select job profile name 'Harrassowitz firm orders' to create purchase order.
2. Review each PO line and confirm the box of 'Automatic export' is checked in PO line details.
3. Orders get sent automatically at 5:00 PM.
4. Order acknowledgement email is sent by the vendor.