211.4.1 Parent order[//]

If the record you are currently displaying is a parent record, you cannot undo the Order status until all child entries have been removed from the parent.

A parent record must already be ‘on order' (i.e. sent to the supplier) before you can start to add child entries to it.

Note

A record can have multiple of these statuses, in which case they are separated by a comma:

After you have checked the option View child on the selection form, a summary screen will be displayed:

From this screen you can select an order to view its details.

When viewing the summary of the partial order when it is a parent/child relationship, the total number of copies received / invoiced etc are from the total of the children. The receipt/invoice status on the parent order will always be 'Partially':

211.4.2 Create child orders[//]

After you have checked the option Create child for either title split change or monographic series entry on the selection form for a parent record, a bibliographic search form will be presented:

You can either perform a search or click the button New record. In the latter case you will have to go through the normal steps for creating a bibliographic record.

After retrieving an existing record or saving a new record go to the Orders section and add a new order. This will NOT take you through the normal steps for placing an order. Instead you will be taken to the detail screen of the order that was created automatically. Various pieces of information have defaulted from the parent order:

You will see the status (in block 2 – General data) is now 'title split' (or 'series entry' as appropriate).

If you go back to the parent record, the status in block 2 – General data is now 'main with title split':

(or Main with series entry'' as appropriate).

After you have checked the option View parent on the selection form of a child record, the order detail screen of the parent will be displayed.

Notes

If the record you are currently displaying is a child, you cannot undo the Order status, change the supplier, print the order, add a new partial order, etc. You also cannot change the claim/cancellation dates but you can manually claim items from the receiving screen.

Child records are skipped when printing orders from AFO 251/252/253.

Child records are skipped (1^st and 2^nd claim dates and cancellation date fields are ignored). If necessary, child records can be claimed manually from the receiving screen.

The child must be deleted before the parent can be deleted. Use the delete current child option from the Parent/Child icon to delete a child. Please note: you must remove all receipt and invoicing information from the child before it can be deleted.

On the order summary screen, child records can be recognised by the prefix of (c) before the order number:

211.5 Serials subscriptions[//]

AFO 279 allows you to run review reports to check which serials subscriptions need to be renewed.

The system selects subscriptions to review based on the following criteria:

·                The subscription has a valid link to a purchase order at detail level.

·                The subscription is active.

·                The subscription has the “Generate renewal” flag on.

·                The subscription Review date is between the start and end dates defined under Setup in AFO 279.

Based on this report you can either renew all subscriptions automatically via AFO 279 or renew individual subscriptions manually via AFO 211.

The option Renewal on the order detail screen is only active for orders with a serials subscription linked to the order number. After choosing this option a selection form will be displayed:

The data in the first four fields is derived from the general details of the subscription. The fifth field (inflation rate) is derived from the Setup in AFO 279.

You can manually adjust this information if required. Inflation rate may also be negative (e.g. “-10”).

After clicking OK the system will:

·                check that there is sufficient money in the budget to encumber for the renewed order. If not, the renewal will not take place

·                reset the start date to “end date +1”

·                reset the end date to “old end date + renewal number of days”

·                reset the review date by adding the renewal number of days to it

·                adjust the total price and commitment on the order (based on the inflation rate)

·                adjust the commitment on the budget of the order

If the review date is greater than today, the system will display a warning message:

When you click OK you can continue the renewal process anyway.