9.6 Fields: Claims Processing


9.6.1 Field 1 First Claims Date:
10 characters, display only


Displays the date the last time First Claims were processed.


9.6.2 Field 2 Second Claims Date:
10 characters, display only


Displays the date the last time Second Claims were processed.


9.6.3 Field 3 Third Claims Date:
10 characters, display only


Displays the date the last time Third Claims were processed.


9.6.4 Field 4 Total Claims Count:
4 characters, display only


Sum of the First, Second, and Third Claims.


9.6.5 Field 5 First Claims Count:
4 characters, display only


Displays the number of First Claims.


9.6.6 Field 6 Second Claims Count:
4 characters, display only


Displays the number of Second Claims.


9.6.7 Field 7 Third Claim Count:
4 characters, display only


Displays the number of Third Claims.


9.6.8 Field 8 Status of Processing:
60 characters, display only


Purpose: To display the message "Working..." while the process is computing.


9.6.9 Field 9 Function Keys


9.6.10 Field 10 Resulting Work List Action:
mandatory, tab stop


Purpose: To specify where the claims should go when the time Claims Processing is run. Delete, the preferred response, will delete all the items from this work list that were claimed the last time it was processed, allowing for the creation of a new list.


Merge produces a work list containing all the claims currently on the list from the last processing date and all the new claims that will be added under the current date. Normally, merging is not desirable because it results in two or more dates being printed on one work list.


Format: It is a radio button selection.


9.6.11 Field 11 Type of Claim to Process:
tab stop


Purpose: To specify the Claim Type that requires processing. First Claims contains items that have been claimed once. Second Claims contains items that have been claimed twice. Third Claims contains items that have been claimed three times.


If this is the first time that Claims have been processed at your library, select Process First Claims. Select Second and later Third after a reasonable elapse period.


If the library has processed a full Claim cycle (first through third), then process the Third first, then the Second, then the First, thus allowing the old Seconds to fall into the Thirds, and the old Firsts to fall into the Seconds.


If you wish to claim an issue three times, complete the procedure below, beginning with the third claims list, then the second, and finally the first. If the library sends lists of claims to vendors only once, then technically this procedure needs to be done only on the first Claims List. However, in any event, processing all three Claims Work Lists will not have any adverse effects on the items being claimed for the first time and will provide additional information on what items have not been received, should you decide to use it at a later date.


Format: It is a push button selection. Immediately after the button is selected, then the processing will begin.


Menu Style: Push Button

Menu Values:
Process 3rd Claim
Process 2nd Claim
Process 1st Claim
Close
Help



Table of Contents

Next Page