EDI Invoices
Kerstin, Doug, and I met last Friday about the EDI invoices and this is what we concluded:
- Raimonda and Doug will be responsible for EDI invoice downloading.
- Online only invoices. Doug will download these invoices, post payments, and verify orders and access of titles.
- Print and print + online invoices. Raimonda will download these invoices and verify order numbers. Sonia will post payments and will forward online titles to Doug.
- We all agreed that we should get direct notification of new EDI invoices available for download in our mailboxes. Vendors have been notified to make necessary changes into their distribution lists and add Raimonda’s and Sonia’s names.
- EBSCO and HARR invoices will be downloaded when the paper copy arrives. SWETS invoices will be downloaded at the time of e-mail notification – SWETS doesn’t send paper copies of invoices.
- In order to keep each other informed about the completed downloads, we agreed to modify the subject line of a notification (in Outlook) after the invoice is downloaded. To do this, we will add the following note at the beginning of the subject line: “Done. Initials. Date.” and Save.