Scope: This document provides guidelines for Ordering staff to process and send items ordered each day by staff and through Oasis Ally and POOF.
Contact: Masayo Uchiyama
Unit: Ordering
Date last updated: 5/4/2023
Date of next review: May 2024
Open Cyberduck and download print order marc files
Open Lehigh App and upload files
Open FOLIO Orders App to search PO
Create CSV file for EDI vendors. Print PO for non-EDI vendors
Send orders to vendor via email with CSV file or print PO as PDF attachment
A. In Cyberduck, download marc files of print orders submitted through Oasis Ally and POOF previous work day.
B. Use Lehigh App to create PO in FOLIO. https://folio-order-import-dev.aws-ecs.library.cornell.edu/order-import-poc/import (when you remote, use https://folio-order-import-dev.aws-ecs.internal.library.cornell.edu/order-import-poc/import)
NOTES: Lehigh app gives you an error message without any results if there is no sufficient fund. Search new PO in Orders app, and you will find pending PO created by Lehigh app. This pending PO can be deleted.
C. Do a compound search in Orders App for current day’s firm orders created by Lehigh App then create CSV file for EDI vendors.
For non-EDI vendors, print order in PDF format. Click action in right hand corner of right pane, select Print order. Save as PDF and use PO number for the file name.
D. Examine CSV files and cleanup unwanted information for vendor. Email to EDI vendors with CSV file as attachments. Examine printed PO and email to non-EDI vendors with PDF as attachments.
NOTES: Some vendors send us order confirmation/acknowledgement and they should be filed in each vendor’s folder of print mailbox for our record.
Coutts firm-order books are shelf-ready. We need to give Coutts instructions not to catalog/process if there are any books we need to avoid shelf-ready. (Example: copy 2, muti volumes)