Troubleshooting
- Last updated
- May 12, 2023
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Find frequently asked questions (FAQ) and troubleshooting steps (Troubleshooting).
Featured Troubleshooting articles: WorldShare Acquisitions featured articles
Budgets
- 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?
- Can I delete an unused budget?
- How can I export a list of all funds my institution has configured?
- How do I close old encumbrances before rollover to a new budget?
- How do I move item encumbrances over to my new budget year?
- How many budgets can I have defined?
- How to handle employee expense reports in WMS Acquisitions?
- 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?
- I'm receiving an error message saying "the total amount must be [unit price]" when trying to assign an invoice to multiple budgets
- What is the default for individual renewal increases?
- Why am I receiving an error when renewing an item from a previous budget?
- Why are funds not encumbered for my invoice items?
- Why can't I close my old budget, when I have no encumbrances?
- Why is the amount in the Total Fund Budget column in our Budget double what it is supposed to be?
- Why is the Transfer option not available when I try to transfer funds?
Featured articles
General
- Does Acquisitions support passive FTP?
- How can I get a list of all my gifts or donations for a year?
- Is it possible to customize the ''From'' address in notifications?
- Menu section did not load error
- What is the default for individual renewal increases?
- In WorldShare Acquisitions, what is the overall workflow for Demand Driven Acquisitions (DDA)?
- Where does the currency exchange data come from?
Import
- 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"
- When uploading a file, I receive an error that states "Library Shelving Location name was not found in branch."
- 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."
Invoices
- Do all items listed on a single invoice have to go on one order record?
- How can I back out of an incorrect invoice or received item?
- How can I correct an incorrect Vendor name on an invoice?
- How do I add a credit on an invoice?
- How do I create a credit invoice with the bibliographic data attached?
- How do I delete an invoice in WorldShare Acquisitions?
- How do I fully invoice an item that has only been partially invoiced?
- How to add a received item to an existing invoice
- 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 delete an item from showing in the View Items under Receive and Invoice when the title has been cancelled?
- Why am I not seeing an Add to Invoice button on the Receive and Invoice screen?
- Why is Acquisitions not placing a holding on our items we've received and invoiced?
- Why is the unpay button missing from an invoice?
Orders
- Can a fund be credited via an API instead of creating an invoice?
- Can I delete a Placed order?
- Do all items listed on a single invoice have to go on one order record?
- Error: The selected branch does not have a valid shipping address
- 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 do I enable On Order to show within WorldCat Discovery?
- How do I export order data to csv?
- How do I see the outstanding orders from a vendor?
- How does my library send license information to a vendor for ebooks?
- 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."
- How do I create a donated item in Acquisitions?
- Unable to lookup subscription items by OCLC number when record is merged
- What is the default for individual renewal increases?
- 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?
Receive
- How can I back out of an incorrect invoice or received item?
- How can I change the processing type for a received item?
- How do I create a credit invoice with the bibliographic data attached?
- I see the message "The specified copy item cannot be found" when viewing serial copies in Acquisitions
- Is it possible to delete an item from showing in the View Items under Receive and Invoice when the title has been cancelled?
- When we receive a serial item, the item registers as item status unavailable for the copy
- Why are all items displaying on the item receiving screen rather than just those that are not received
- Why does an a appear in the 000 field of a LHR when an item is received in Acquisitions or Circulation?
- 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 Call number and Barcode column greyed out when I'm trying to receive items?
- Why is the Change Resource button greyed out?
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Serial issues
- Combining two issues after receiving them results in one extra single issue
- 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
- Why does my serial have a status of "Receiving Outstanding Issues" when there are no more upcoming issues?
Vendors
- Can I change a vendor on an order than has already been placed?
- Can I edit a vendor's global information like the company address?
- How do I change the default address of a vendor in WorldShare Acquisitions?
- How do I update the Allocated Address field in the vendor profile?
- How does my library send license information to a vendor for ebooks?
- How to use Low-confidence matches to improve WorldCat records selected in your order when using Partner Exchange Services with vendors
- 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 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"
- When uploading a file, I receive an error that states "Library Shelving Location name was not found in branch."