Acquisizioni WorldShare
WorldShare Acquisitions facilita l'ordine, la ricezione e l'elaborazione di articoli fisici ed elettronici.
- Discovery
- Discover how to find items and collections, as well as how to manage local resources, in WorldShare Acquisitions.
- Richieste di acquisto
- Discover how to manage, approve, and order purchase requests for items that are being considered for acquisition by staff and/or have been suggested by patrons in WorldShare Acquisitions.
- Orders and order items
- Use Orders to manage your orders, plans, and order items in WorldShare Acquisitions.
- Fascicoli di periodico
- Discover how to manage serial issue processes in WorldShare Acquisitions.
- Receive
- Discover how to receive monographs, e-products, serials, and serial issues in WorldShare Acquisitions.
- Fatture
- Find out how to create, edit, import, and pay invoices in WorldShare Acquisitions.
- Create new invoice
- Add items directly to an invoice (without ordering first)
- Aggiungere più voci d'ordine a una fattura
- Add previously ordered items to an invoice
- Import invoice and shelf-ready data from MARC file
- Import invoice data from EDIFACT file
- Edit an invoice
- Receive and invoice monographs at the same time
- Mark as Ready
- Pay an invoice
- Unpay an invoice
- Search and filter invoices
- Integrate invoice information with your financial system using platform API
- Integrate invoice information with your financial system by implementing the WMS Accounting System Invoice Connector
- Search and filter invoice items
- Import
- Discover how to import invoices and orders in WorldShare Acquisitions.
- Claim and cancel
- Discover how to claim and cancel order and subscription items in WorldShare Acquisitions.
- Budgets and funds
- Scopri come creare, gestire e scegliere budget e fondi in Acquisizioni WorldShare.
- Fornitori
- In WorldShare Acquisitions, a vendor is a company from which you buy materials (or access to information) in WorldShare Acquisitions.
- Le mie etichette
- You can create spine labels from information in an MARC 21 WorldCat bibliographic record or a local holdings records. Your list of labels is only viewable by you and not by other users in your institution.
- Legal deposit receipts
- Discover how to create and manage legal deposit receipts.
- Impostazioni
- Discover how to create and manage custom fields and legal deposit receipts in WorldShare Acquisitions.
- Cerca
- Discover a variety of methods to search by, including encumbrances, vendors, and order items in WorldShare Acquisitions.
- Find encumbrances
- Salva le ricerche
- Search and filter automated jobs
- Search and filter invoices
- Search and filter invoice items
- Search and filter legal deposit receipts
- Search and filter local resources
- Search and filter missing order items
- Search and filter missing serial issues
- Search and filter orders
- Search and filter order items
- Search and filter subscription items
- Search historical receiving information for a merged WorldCat record
- Preferenze di ricerca
- Search vendors
- Search WorldCat
- Search WorldCat knowledge base
- Work with items
- Discover general actions you can take and details you can view about items in WorldShare Acquisitions.
- WorldShare Acquisitions learning paths
- Discover workflow best practices and introductory learning paths for WorldShare Acquisitions.
- Note di rilascio e problemi noti di WorldShare Acquisitions
- Find WorldShare Acquisitions release notes and known issues. Release notes are documents that contain information about new product features and enhancements as installed in scheduled releases.
- WorldShare Acquisitions training
- Find training on WorldShare Acquisitions here.
- Troubleshooting
- Find frequently asked questions (FAQ) and troubleshooting steps (Troubleshooting).
- Can a fund be credited via an API instead of creating an invoice?
- Can I change a vendor on an order than has already been placed?
- Can I delete a Placed order?
- Can I edit a vendor's global information like the company address?
- Can I filter Order Items by an empty Custom Date field?
- Combining two issues after receiving them results in one extra single issue
- Does Acquisitions support passive FTP?
- Do all items listed on a single invoice have to go on one order record?
- Do I have to invoice the orders with encumbrance 0 before closing the current budget?
- Do I need to create a new budget before closing the current budget?
- Error: The selected branch does not have a valid shipping address
- Featured WorldShare Acquisitions Troubleshooting articles
- How can I back out of an incorrect invoice or received item?
- How can I change the processing type for a received item?
- How can I correct an incorrect Vendor name on an invoice?
- Can I delete an unused budget?
- How can I export a list of all funds my institution has configured?
- How can I get a list of all my gifts or donations for a year?
- How can I invoice only some of the multiple copies I ordered?
- How can I remove the On Order status that shows on an item?
- How can I resolve a fund-related error when using an order template?
- How does my library send license information to a vendor for ebooks?
- How do I add a credit on an invoice?
- How do I change the default address of a vendor in WorldShare Acquisitions?
- How do I close old encumbrances before rollover to a new budget?
- How do I create a credit invoice with the bibliographic data attached?
- How do I delete an invoice in WorldShare Acquisitions?
- How do I enable On Order to show within WorldCat Discovery?
- How do I export order data to csv?
- How do I fully invoice an item that has only been partially invoiced?
- How do I move item encumbrances over to my new budget year?
- How do I see the outstanding orders from a vendor?
- How do I update the Allocated Address field in the vendor profile?
- How many budgets can I have defined?
- How to add a received item to an existing invoice
- How to handle employee expense reports in WMS Acquisitions?
- How to use Low-confidence matches to improve WorldCat records selected in your order when using Partner Exchange Services with vendors
- I'm getting an error that says "acq.receiving.msg.null" when receiving an item in Acquisitions.
- I'm receiving an error message saying "the total amount must be [unit price]" when trying to assign an invoice to multiple budgets
- Is it possible to customize the ''From'' address in notifications?
- Is it possible to delete an item from showing in the View Items under Receive and Invoice when the title has been cancelled?
- I accidentally changed the name of a vendor, and it changed on all items ordered from that vendor. How do I change it back?
- I accidentally deleted an order in WorldShare Acquisitions. Can I recover the order?
- I am getting an error that says "Order with vendor order number is already submitted and will be ignored."
- I am getting an error that says "RFF SLI did not match to any existing order item"
- I am getting an error that says the fund code has already been used for this budget
- I am getting the message "Before closing the current budget, all funds must be assigned a fund in the next budget"
- I can't edit the fund name or code in my budget in Acquisitions
- I created my new budget without carrying over my funds amounts, can I go back and bring them in automatically?
- When uploading a file, I receive an error that states "Library Shelving Location name was not found in branch."
- I ordered a multipart set as a serial and have received and invoiced the item. How do I add a holding and copy information?
- I see the message "The specified copy item cannot be found" when viewing serial copies in Acquisitions
- How do I create a donated item in Acquisitions?
- Menu section did not load error
- Search in WMS Circulation / Acquisitions doesn't bringing back a held title
- Unable to lookup subscription items by OCLC number when record is merged
- What is the default for individual renewal increases?
- In WorldShare Acquisitions, what is the overall workflow for Demand Driven Acquisitions (DDA)?
- When I import an order using a MARC data some information is missing or incorrect.
- When trying to import a file, I get an error message "...No new purchase order item was created."
- When we receive a serial item, the item registers as item status unavailable for the copy
- Where does the currency exchange data come from?
- Why am I not seeing an Add to Invoice button on the Receive and Invoice screen?
- Why am I receiving an error when renewing an item from a previous budget?
- Why are all items displaying on the item receiving screen rather than just those that are not received
- Why are funds not encumbered for my invoice items?
- Why can't I close my old budget, when I have no encumbrances?
- Why does an a appear in the 000 field of a LHR when an item is received in Acquisitions or Circulation?
- Why does my serial have a status of "Receiving Outstanding Issues" when there are no more upcoming issues?
- Why do I not see a title in the Receive / Invoice View items list?
- Why is Acquisitions not placing a holding on our items we've received and invoiced?
- Why is the amount in the Total Fund Budget column in our Budget double what it is supposed to be?
- Why is the Call number and Barcode column greyed out when I'm trying to receive items?
- Why is the Change Resource button greyed out?
- Why is the checkbox for display in WorldCat disabled on some of my orders?
- Why is the Create Template option greyed out when viewing an order item?
- Why is the Transfer option not available when I try to transfer funds?
- Why is the unpay button missing from an invoice?
- OCLC Community Center: WorldShare Acquisitions
- Find more information about the Community Center. Current WorldShare Acquisitions product users may join the OCLC Community Center to connect with peers and OCLC staff on Acquisitions workflows, attend webinars, and provide feedback on the product.