Invoices of ATO loans and auto-purchase eBooks will be sent to us from ProQuest directly every month
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ProQuest is the vendor when ordering and invoicing of ATO auto-purchase eBooks. Its details are:
Vendor name: ProQuest Information and Learning
Vendor code:
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xpqil
Vendor number: 6541
Use subject fund to charge ATO auto-purchase eBooks.
Use bxeo to charge ATO loans
Invoicing Proquest ATO loan titles
- Invoices will come from Proquest via email to the Collections account
- Invoice will have ATOLOAN printed on the account summary
- Print and stamp invoice - STL invoices should be stamped with the Opex code stamp
- Create Purchase Order on Horizon using vendor code xpqil
- PO header:
- Copy/Item = None
- Untick Barcode @
- Just do as a single line, noting the number of ATO loans and invoice date e.g. 132 x ATO loans 10 October 2017 (or 10/10/17).
- Quantity: 1
- Location: b
- Budget: bxeo
- Collection: xeb
- Item type: r
- Stat class: pd (patron driven)
- Unit price: invoice total
- Save and close
- Approve & print
- Create invoice on Horizon: xpqil (New Invoice: xpqil)
- Put in invoice number + invoice date + total amount
- Invoice line, keep receipt box ticked, then approve
- Stamp invoice with Opex stamp + date stamp. Sign.
- Place in basket for Finance
- Email goes in "invoices passed" folder
Invoicing Proquest ATO Auto-purchase titles
- Create invoice - vendor xpqil
- Search for titles by selecting Candidates then Vendor
- Process same as a normal e-book invoice - items will already have been received.