Do the following ORDERS AND CLAIMS reports work?

 

Order-Log Report (acq-22)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

 

Comments on the DEV results?

Claim Report and Letters for Monograph Orders (acq-12)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

Claim Report for Standing Orders (acq-11)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

Claim Report for Serials Orders (acq-19)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

Send List of Orders to a Vendor (acq-14)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

 

Do the following RETRIEVE AND PRINT ACQUISITIONS RECORDS reports work?

 Partially-Filled Monograph Orders (acq-02-02)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

Monograph Orders – Status “NEW” (acq-02-03)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

No Invoice (acq-02-04)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

Order Status (acq-02-05)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

Order Cancelled by Vendor (acq-02-06)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

General Retrieval Form (acq-02-01)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

Print Acquisitions Records (acq-03)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

 

Do the Following BUDGET MAINTENANCE Reports Work?

Open Annual Budget (acq-05)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

Renew Order Encumbrance for Monograph (acq-06-a)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

Renew Order Encumbrance for Serials and Standing Orders (acq-06-b)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

Transfer Remaining Balance (acq-07)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

Update Local Price of Budget Transaction (acq-08)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

Deactivate Encumbrance (acq-09)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

Budget Summary (acq-16)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

List of Orders Per Budget (acq-17)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

 

Do the following CURRENCY reports work?

Currency Report (acq-01)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

Upload Currency Ratios (acq-20)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

 

Do the following STATISTICS reports work?

 

Statistics by Dates – Material/Month (acq-25)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

 

 

Does the following CUSTOM SERVICES report work?

Acquisitions Commitment and Expenditures Report (custom-40)

Do you run this on a regular basis in PROD?

Y or N

If yes, can you run this in DEV right now?

Y or N

Comments on the DEV results?

 

MONOGRAPHIC ORDERS

 

Can you create an order?

 

Y or N

Comments:

Encumber an order?

 

Y or N

Comments:

Invoice an order?   

 

Y or N

Comments:

Arrive on the order?

 

Y or N

Comments:

Claim on the order?

 

Y or N

Comments:

Look at the order log?

 

Y or N

Comments:

 

STANDING ORDERS

 

Can you create an order?

 

Y or N

Comments:

Encumber an order?

 

Y or N

Comments:

Invoice an order?

 

Y or N

Comments:

Arrive on the order?

 

Y or N

Comments:

Claims on the order?

 

Y or N

Comments:

Look at the order log?

 

Y or N

Comments:

 

INVOICES?

 

Can you create a general invoice?

Y or N

Comments:

Can you create a line item invoice?

Y or N

Comments:

 

ADMINISTRATIVE FUNCTIONS?

Can you create a budget?

Y or N

Comments:

Can you allocate to a budget?

Y or N

Comments:

Can you debit from a budget?

Y or N

Comments:

Can you transfer between budgets?

Y or N

Comments:

Can you delete a budget?

Y or N

Comments:

Can you create a vendor?

Y or N

Comments:

Can you edit a vendor?

Y or N

Comments:

Can you delete a vendor?

Y or N

Comments:

Can you add currency?

Y or N

Comments:

Can you edit currency values?

Y or N

Comments:

Can you delete currency?

Y or N

Comments:

Can you view Action log messages?

Y or N

Comments:

Can you view triggers?

Y or N

Comments:

 

ORDER SEARCHING

 

Can you search the Index List?

Y or N

Comment:

Try out all the different Indexes

(i.e., title, budget, etc.)

Y or N

Comment:

 

 

 

 

 

 

Does the Filtering Work?  (Try  them all out)

Y or N

Comment: