Using Voyager to manage claims and problems - PowerPoint PPT Presentation

1 / 36
About This Presentation
Title:

Using Voyager to manage claims and problems

Description:

Purchase Order Footer Tab. Vendor Record Delivery Options Tab ... Purchase Order Footer Tab. Orders Search Orders Select Order Footer Tab ... – PowerPoint PPT presentation

Number of Views:26
Avg rating:3.0/5.0
Slides: 37
Provided by: paigew
Category:

less

Transcript and Presenter's Notes

Title: Using Voyager to manage claims and problems


1
Using Voyager to manage claims and problems
  • Jen Masciadrelli
  • IACQ Forum
  • November 29, 2007
  • Illinois State University

2
Overview
  • Ways to find problems according to Voyager
  • How items end up on the problems list
  • Managing the problems list
  • Problems with the problems list

3
Ways to find problems according to Voyager
Acquisitions
  • ACQ1 (server side job your I-Share Liaison
    requests via a Work Request Online)
  • Skipped serial issues
  • Manual marking and generation of claims

4
Skipped serials issues
  • If you have set up serials check-in and an issue
    is skipped at check-in, the missed issue will
    appear on the problems list for subsequent
    claiming with the publisher or serials agent.

5
Manual Marking
  • Items that need attention can be manually marked
    from
  • the Purchase Order
  • the Detailed Line Item Rec/Mark Tab
  • Once a line item is marked it will simply be
    moved to the Problems list for further
    investigation/action.

6
Acq1
  • Acq1 is run as often as specified/daily and
    marks items for review
  • Marked items are found on the problems list
  • How does Acq1 determine when and if an item
    should be marked?
  • Monographic line items
  • Serial line items

7
Acq1 - Monographic Line Items
  • Will mark with System Cancel or System Claim
    based on a hierarchy of settings in the Voyager
    Acquisitions client and Voyager System
    Administration client.
  • Focusing on System Claim for todays discussion

8
Acq1 - Monographic Line Items
  • To be eligible for System Claim
  • Line item copy status must be Approved or Claimed
    AND
  • Line item must be on a Purchase Order with the
    status Approved/Sent, Received Partial, or
    Received Complete

9
Acq1 - Monographic Line Items
  • Four levels for claim intervals. The Acq1 job
    will use the first claim interval it finds.
  • Line Item Delivery Options Tab
  • Purchase Order Footer Tab
  • Vendor Record Delivery Options Tab
  • Vendor Policy in System Administration

10
Acq1 - Monographic Line Items Level One
  • Line Item Delivery Options Tab
  • Orders ? Search Orders ? Highlight Line Item ?
    Details ? Delivery Options
  • The defaults for this can be set in Tools ?
    Defaults ? Line Item
  • This applies to the individual line item

11
Acq1 - Monographic Line Items Level One
?
12
Acq1 - Monographic Line Items Level Two
  • Purchase Order Footer Tab
  • Orders ? Search Orders ?Select Order ? Footer Tab
  • The Defaults for this can be set in Tools ?
    Defaults ? Purchase Order
  • This applies to all line items on the purchase
    order

13
Acq1 - Monographic Line Items Level Two
?
14
Acq1 - Monographic Line Items Level Three
  • Vendor Record Delivery Options Tab
  • Vendors ? Search Vendors ? Delivery Options Tab
  • This applies to all the Purchase Orders for a
    particular vendor

15
Acq1 - Monographic Line Items Level Three
?
16
Acq1 - Monographic Line Items Level Four
  • Vendor Policy in System Administration
  • System Administration ? Acquisitions ? Policy
    Definitions ? Vendor Policies
  • Applies to all vendors defined as a particular
    vendor type

17
Acq1 - Monographic Line Items Level Four
?
18
Acq1 - Serial Line Items
  • To be eligible for System Claim
  • Purchase Order status must be Pending,
    Approved/Sent, Received Partial or Received
    Complete
  • At least one issue must already have been received

19
Acq1 - Serial Line Items
  • The first serial claim is based on the Expected
    On date and Claim Interval located in
    Subscription Maintenance.
  • Check-in ? Subscription Maintenance ? Search
    Title ? Component Details Predictive Component
    Pattern Tabs

20
Acq1 - Serial Line Items
?
21
Acq1 - Serial Line Items
?
22
Acq1 - Serial Line Items
  • All subsequent serial claims will be based on the
    hierarchy described for Monographic Claims
  • Line Item Delivery Options Tab
  • Purchase Order Footer Tab
  • Vendor Record Delivery Options Tab
  • Vendor Policy in System Administration

23
Managing the Problems List
  • Claiming as discussed so far is a misnomer.
  • Once items are on the problems list they must be
    addressed to generate a claim. The process of
    generating a claim is the same regardless of how
    the item ends up on the problems list
  • Claims may be printed via Reporter or sent via
    EDI.
  • Problems list may have results on one or two
    tabs Marked Line Items and/or Marked Issues

24
Managing the Problems List - Skipped Copy
  • Order Maintenance ? Problems
  • Search by Mark Reason equal to System Claim
  • Check Comments field for Skipped Copy
  • Generate Claim as needed

25
?
26
(No Transcript)
27
Managing the Problems List - Manual Marking
  • Order Maintenance ? Problems
  • Search by Mark Reason equal to Claim. You could
    also search by other criteria such as Operator or
    Date Marked.
  • Generate Claim as needed
  • Until you request Acq1 only Skipped Issues and
    Manual Marking will appear on your problems list.

28
(No Transcript)
29
Managing the Problems List - Acq1 Claims
  • Order Maintenance ? Problems
  • Search by criteria that will create a useable
    list
  • Generate Claim as needed

30
(No Transcript)
31
(No Transcript)
32
Managing the Problems ListGenerating a Claim
  • Order Maintenance ? Problems
  • Select item you wish to Generate a Claim for and
    Click Generate Claim

33
Managing the Problems List
  • Once an item is claimed it moves from the
    problems list to the claims list (Order
    Maintenance ? Claims).
  • Claim counts set in the Vendor Record of
    Acquisitions and the Vendor Policy of System
    Administration will determine how many times an
    item is claimed (see Claiming in Voyager
    Acquisitions on the CARLI Website for more
    information).

34
Managing the Problems List but it isnt a
problem!
  • Unmark and Receive
  • Unmark allows you to remove the mark on the line
    item or serial issue.
  • Receive allows you to receive the line item or
    serial issue right from the problems list. This
    will also remove the mark.

35
Problems with the Problems List
36
More Information
  • Claiming in Voyager Acquisitions
    http//www.carli.illinois.edu/mem-prod/I-Share/sec
    ure/acq/ClaiminginVoyager.pdf
  • Voyager 6.1 Acquisitions Manual (Chapter 11)
    http//www.carli.illinois.edu/mem-prod/I-Share/end
    eavor-docs.html
  • CARLI Support support_at_carli.illinois.edu
Write a Comment
User Comments (0)
About PowerShow.com