Choosing Whether to Report Items as Exceptions

When you set up an item status, you determine which status will make Horizon report an item as an exception on the Inventory Exceptions report. (For instructions on setting up an item status, see “Working with Item Statuses” in the Circulation Setup Guide.)

This table describes the exceptions that Horizon can report during your inventory:

Exception

Description

Item not found

No item exists with this barcode.

Incorrect location

The item belongs in a different location.

Incorrect collection

The item belongs in a different collection.

Incorrect call type

The item call number type is different from the call number type specified for the inventory.

Call number missing

The item does not have a call number.

Invalid item status

Item status is not “Checked In” ( i ) or “Shelving Cart” ( s ).

Item misshelved

The item is misshelved or the item you just recorded is misshelved.

Previous item

The previous item on the shelf in relation to an item with an exception.

Next item

The next item on the shelf in relation to an item with an exception.

 

Other than Previous item and Next item, this table shows the hierarchy of exceptions as Horizon reports them. (For example, if an item has an incorrect location and is misshelved, Horizon would report only the incorrect location, because Horizon checks for location before checking for the misshelved exception.)

To report item status exceptions

1 Open the item_status view in the Table Editor.

Horizon displays the List Item Status window.

2 Choose the item status that you want to edit.

Horizon displays the Edit Item Status window:

(For a complete description of all the fields and options on this window, see “Working with Item Statuses” section in the Circulation Setup Guide.)

3 Do one of these options at the Inventory Action field:
If you want to report an exception based on this item status, choose Reported.
If you do not want to report an exception based on this item status, choose Not Reported.
4 Save your changes.

 


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