Add a New Item
This is a quick way to add an item using the Acquisitions application.
Receive & Invoice
WMS disables item edits in the Receive & Invoice screen until an invoice is selected or created. To enable editing, you must associate items with an existing invoice or create a new one for the correct vendor.
The Receive & Invoice option requires that you choose an existing vendor and invoice number — or create a new invoice. The Receive option (without invoicing) does not require an invoice, so WMS will allow you to proceed with item edits in that screen.
For example, if you purchased a monograph from Amazon, you must have an invoice with Amazon set as the vendor that you can select in the Receive & Invoice menu. If no such invoice exists, you can create one by selecting New Invoice in the same menu, as shown here:
Enter Vendor, Invoice Number, and Invoice Date (required), then save the new invoice.
After saving, WMS should return you to the Receive & Invoice screen, where the new invoice number will appear in the menu. If it does not appear automatically, manually return to the Receive & Invoice menu, select the Vendor and your new Invoice Number, then click View Items.
Once the invoice is selected, you can proceed to receive and invoice unreceived items from that vendor. Repeat this process as needed for additional vendors or new invoices.
