Polaris Acquisitions Subsystem

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Polaris Acquisitions Subsystem

• EDI Ordering IOKRPUG 2008
• Bloomington, Indiana
• October 17, 2008
• Doug Williams, Technical Services Manager
• Campbell County Public Library

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Overview

• What is EDI?
• What do I need to set up my Polaris EDI?
• Sample Baker and Taylor set up
• Sample EDI order

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Polaris Acquisitions Subsystem EDI OrderingWhat
is EDI?

• Electronic Data Interchange (EDI) is the
  computer-to-computer exchange of structured
  information, by agreed message standards, from
  one computer application to another by electronic
  means and with a minimum of human intervention.
• --Wikipedia

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Polaris Acquisitions Subsystem EDI OrderingWhat
do I need to set up EDI?

• A vendor capable of EDI and a Polaris vendor
  record
• Polaris fiscal year record
• Polaris fund record

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Polaris Acquisitions Subsystem EDI
OrderingVendor record
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Polaris Acquisitions Subsystem EDI
OrderingFiscal year
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Polaris Acquisitions Subsystem EDI OrderingFund
(general view)
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Polaris Acquisitions Subsystem EDI OrderingFund
(fund balances view)
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Polaris Acquisitions Subsystem EDI
OrderingSample Title Source 3 set-up General
info tab
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Polaris Acquisitions Subsystem EDI
OrderingSample Title Source 3 set-up MARC Tag
Customization Tab
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Polaris Acquisitions Subsystem EDI
OrderingSample Title Source 3 set-up Grid
Export Tab
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Polaris Acquisitions Subsystem EDI
OrderingSample Title Source 3 set-up Special
Code Creation Tab
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Polaris Acquisitions Subsystem EDI
OrderingSample Title Source 3 set-upGrid
Options and Agency Code (Branch) Tab
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Polaris Acquisitions Subsystem EDI
OrderingSample Title Source 3 set-upItem Codes
(Polaris Funds)
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Polaris Acquisitions Subsystem EDI
OrderingSample Title Source 3 set-upGrid
Options Collection Code Tab
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Polaris Acquisitions Subsystem EDI
OrderingPlacing an EDI Order from Baker and
Taylor

• Download cart from Baker and Taylor
• Save download file of MARC records in C\Polaris
  Reports\
• Import records in Polarisput in record set
• Add records to purchase order
• Release purchase order
• Send purchase order

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Polaris Acquisitions Subsystem EDI
OrderingDownloading a Cart from Title Source
3Select function download
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Polaris Acquisitions Subsystem EDI
OrderingDownloading a Cart from Title Source
3Select MARC download, choose profile
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Polaris Acquisitions Subsystem EDI
OrderingDownloading a Cart from Title Source
3Hold Down the Shift Key and click link
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Polaris Acquisitions Subsystem EDI
OrderingDownloading a Cart from Title Source
3Hold Down the Shift Key and click link
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Polaris Acquisitions Subsystem EDI
OrderingImporting a File of MARC Records to
Polaris
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Polaris Acquisitions Subsystem EDI
OrderingImporting a File of MARC Records to
Polaris
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Polaris Acquisitions Subsystem EDI
OrderingImporting a File of MARC Records to
Polaris
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Polaris Acquisitions Subsystem EDI
OrderingImporting a File of MARC Records to
Polaris
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Polaris Acquisitions Subsystem EDI
OrderingImporting a File of MARC Records to
Polaris
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Polaris Acquisitions Subsystem EDI
OrderingAdding the records of a record set to a
PO
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Polaris Acquisitions Subsystem EDI
OrderingAdding the records of a record set to a
PO
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Polaris Acquisitions Subsystem EDI
OrderingPolaris Invoice Line Item View
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Polaris Acquisitions Subsystem EDI
OrderingPending Purchase Order Line Item
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Polaris Acquisitions Subsystem EDI
OrderingReleasing the Purchase Order
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Polaris Acquisitions Subsystem EDI
OrderingGenerate Items
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Polaris Acquisitions Subsystem EDI
OrderingPayment Options
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Polaris Acquisitions Subsystem EDI OrderingSend
the Purchase Order
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Polaris Acquisitions Subsystem EDI
OrderingSending the Purchase Order Are You
Sure?
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Polaris Acquisitions Subsystem EDI
OrderingPurchase Order Sent Confirmation
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Polaris Acquisitions Subsystem EDI OrderingEDI
Invoice Received E-mail Notification
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Polaris Acquisitions Subsystem EDI OrderingEDI
Invoice Received PO, POLI, Invoice, INLI
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Polaris Acquisitions SubsystemEDI Ordering

• Questions?