Invoices of ATO loans and auto-purchase eBooks will be sent to us from ProQuest directly every month.

Vendor name:         ProQuest Information and Learning

Vendor code:          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 01-31 August 2017.
• 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.