Return Letter Documentation

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Report Title	Return Letter
Report Reference #	acq-200102-72
Revision Date	2011-05-30
Requestor	Debbie Tytko

Impromptu File Name	Directory	Catalogue Name
monograph_mark_reason_letters.imr	C:\Impromptu Web Reports\Acquisitions	C:\Impromptu Web Reports\Acquisitions\Acquistions-serials.cat

Web File Name (login)	Web News Box
monograph_mark_reason_letters (see sample)	TUG Reports and Cubes/Acquisitions/Problem List and Claim Reports

Report Description:

This report is used to create return letters for monograph order items which are being returned but for which the vendor is expected to send another copy to replace the returned item. The "return" function cannot be used for these items because they cannot be "received" on TRELLIS when the replacement item comes in. A mark reason is applied to the item in order to keep track of the returned item and the replacement item can then be "received" upon receipt.

The mark reason comment appears on the letter.

The address used for the vendor is the one checked for "Return Address".

Prompt	Type	Description
Choose location codes that start with:	type in	Enter the location identifier for the order location to be used
Select location(s) for report:	type in	Enter the location identifier for the order location to be used
Select one or more reasons from this list:	pick list	Click on a mark reason to select it (use the "Ctrl" or "Shift" key to select multiple items)
Enter start date (yyyy-mm-dd):	type in	Enter the start date of the date range that the mark reason was applied
Enter end date (yyyy-mm-dd):	type in	Enter the end date of the date range that the mark reason was applied
Enter signature line:	type in	Enter the signature name that should appear at the bottom of the letters
Enter 2^nd signature line (press <space> if not required):	type in	Enter a 2^nd signature line if required. If not required press the space key and then press "OK"

Filters:

Order create location code equals the location the location prompt.

Mark reason on the order equals of the ones selected in the 3rd prompt

Date the mark reason was applied is between the dates entered.

Sort Order:

none

Data Elements:

Vendor Name and return address

Order institution name and address

Purchase Order number

Author, Title, ISBN

Mark reason comment

Estimated run time:

5 minutes

Report Developer:

Gail Sperling