Overview of Claiming Tasks

To review claims and print claim letters, complete these tasks:

1 Complete the steps for setting up claims. (For information, see Setting Up Claiming.) This is a one-time task.
2 If you want, change the message that is printed on claim letters. (For information, see Changing Claim Messages.)
3 Review the claims generated by Day End. (For information, see Reviewing and Printing Claims.) Review your claims regularly (for example, daily or weekly) according to the needs of your library.
4 As you review the claims list, identify any titles whose claiming you want to suspend or cancel.
5 Cancel or suspend claims you do not want to include on the claim letter for the purchase order. (For information, see Canceling, Suspending, or Forcing Claims.)
6 If necessary, force claims for any items you want to claim that are not on the claims list. (For information, see Canceling, Suspending, or Forcing Claims.)

If you force claims, run the separate Day End process for generating claims. (For information, see Running the Day End Process for Generating Claims.)

7 Print claims letters. (For information, see Printing Claim Letters.)
8 Mail the claim letters to the vendors.

 


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