Page Comparison

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• Following physical receiving, A & R places items in the designated area in Acquisitions.
• Acquisitions staff and/or students receive the materials online, processing as usual.
• Following receiving, materials are given to cataloging as usual. All documentation (invoices, packing slips, purchase orders, etc.) is distributed to the procurement card holder who placed the order based on the initials given on the file. The procurement card holder who placed the order completes the VISA transaction as follows:
  1. Confirm that the invoice or packing slip indicates "Paid via VISA" or shows a $0 balance. This serves as a receipt.
  2. Confirm that all of the P.O.'s show an 'R' and a date.
  3. Confirm that the number of items received matches the number of items recorded in the transaction on the VISA log. If not, see Michelle and we'll work the procedure out with Alla.
  4. Confirm that the price matches the log. Correct the log if the prices are slightly different. If amount charged varies substantially from the amount expected, see Michelle.
  5. In the "Date received Initials Column" on the VISA log, transcribe the date and initials given on the Goods & Services stamp on the invoice or packing slip.
  6. If you have an invoice or packing slip that can serve as an invoice (marked paid by VISA or showing a zero balance), check mark the "Proper Documentation Enclosed" column. If not, a separate receipt needs to be obtained.
  7. Pull the order from the VISA log and attach the invoice to the back. If the invoice can't serve as a receipt, obtain a seperate receipt and attach it when received (and then check the Proper Documentation Enclosed column).
  8. Pull the invoice up in Aleph and change the status to "R."
  9. If the transactions is complete, write "closed" on the folder.
  10. Give Anna the invoice and the folder.

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