The Inventory Exceptions report contains the exceptions (problems or errors) that Horizon encounters as you take inventory of a collection. Exceptions fall into two categories: misshelved items and other. (For a description of exceptions, see Choosing Whether to Report Items as Exceptions.)
If your library chooses not to report misshelved items, then the report contains only the other exceptions. (For more information about misshelved items and other exceptions, see Viewing or Resetting Collection Inventory Counts.)
Resolve exceptions as soon as possible after printing the report, while the items are more likely to be on the shelves. If you took inventory using a workstation, Horizon might have displayed exception messages, prompting the person taking inventory to resolve some or all the exceptions at that time. (For more information, see Taking Inventory at a Workstation.)
To run the Inventory Exceptions report
1 | Start the Report Inventory Exceptions process. |
The default location of this process is the Inventory folder on the navigation bar.
Horizon opens the Inventory Exceptions window, then displays the Profile Inventory Exceptions window.
2 | Complete or update these fields in the Profile Inventory Exceptions window: |
In this field |
Do this |
Enter the location for the collection, or click Codes for a list of valid locations. (The Location field defaults to the location specified during login.) |
|
Enter the name of the collection, or click Codes for a list of valid collection names. |
|
Horizon sets the call number type from the collection name. If the inventory occurred on a subset of the collection with a different call number type, enter the correct call number type to override the default. |
|
Enter the session ID number for which you want to report. This limits the report to those exceptions gathered for a particular inventory session. This is particularly useful for libraries where several people take inventory on different ranges of the same collection. Note: If you specify a session ID number when running the report, Horizon clears only the exceptions associated with that session ID number when you clear exceptions after running the exceptions report. If you specify no session ID number in this field when the report is generated and all the exceptions are displayed in the report, Horizon deletes all the exceptions for the inventory. |
3 | Click OK. |
Horizon shows the exceptions.
If Horizon finds no exceptions for the location, collection, call number type, and session ID number specified for the report, Horizon displays this window:
4 | Click OK. |
5 | Do one of these options: |
• | To run a report with a different set of parameters, repeat steps 2 and 3. |
• | If you are finished running reports, close the Profile Inventory Exceptions window. |
If Horizon finds exceptions for the parameters specified, Horizon displays the Report of Inventory Exceptions window:
6 | Do one of these options: |
• | Print the report. |
• | Save the report. |
Note: In the next step, you click the Clear button to delete exceptions from the exceptions table on your Horizon server. Once Horizon deletes the exceptions from the exceptions table, the system cannot retrieve them.
7 | Click Clear to delete the exceptions from the table. |
Horizon displays this window:
Note: Horizon will delete all exceptions shown on the exceptions report. Be sure you want to do this before you click Yes.
8 | Click Yes. |
9 | Continue with Finding Missing Inventory. |
© 1998-2017 Sirsi Corporation