Serial Mark Reason Letter Documentation

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Report Title	Serial Mark Reason Letters
Report Reference #	acqser-200102-73
Revision Date	2011-05-30
Requestor	Debbie Tytko

Impromptu File Name	Directory	Catalogue Name
serial_mark_reason_letters.imr	C:\Impromptu Web Reports\acquisitions	C:\Impromptu Web Reports\acquisitions\acquisitions-serials.cat

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

Report Description:

This report creates letters which can be mailed to the vendor for various reasons. It is often used for serial cancellation letters. The issue enumeration and the mark reason comment are included at the end of the letter and can be used to communicate necessary information to the vendor.

Prompt	Type	Description
Choose location codes that start with:	type in	Enter the institution identifier for the ordering location code
Select one or more mark reasons:	pick list	Click on one or more mark reasons from the list displayed (use the "Ctrl" or "Shift" key to select multiple items)
Select the order location(s) for the report:	pick list	Click on one or more order locations from the list displayed (use the "Ctrl" or "Shift" key to select multiple items)
Enter email address (enter <space> if none):	type in	Enter the email address that should appear at the bottom of the letters
Enter signature name:	type in	Enter the signature name that should appear at the bottom of the letters
Enter 2nd signature line (enter <space> if none):	type in	Enter a 2^nd signature line if required. If not required press the space key and go to the next prompt
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

Filters:

Order location code equals one of the locations selected in the order location prompt.

Serial issue has been given a mark reason which equals one of the ones selected for the second prompt

Mark reason date is between the dates entered in the prompts.

Sort Order:

Vendor Id (Ascending)

Data Elements:

Vendor name and order address

Order institution name and address

Purchase Order number

ISSN, Author, Title

Issue Enumeration

Mark reason comment

Estimated run time:

20 minutes

Report Developer:

Gail Sperling