OPR

Direct questions or comments about this page to the author or to the Web Administrator.

This is an official University of California, Santa Barbara Library web page.

Interpreting the Order/Pay/Receipt Record

To get to the OPR, see Getting Around in LTMA. From the copy holdings screen, call up the order/pay/receipt record from the order linkage.The order pay receipt record is crammed with information, much of it coded in a single character. The following are the most important pieces of information for collection managers. The following information is probably of highest interest to collection managers when the order is first placed.

Date of order
Notes to vendor - NV lines
Internal note field - NO
Order scope statements
Fund code- FC
Price encumbered in US dollars - E

LTMA DONE                                                                        AJH9969
                                                                          NOTIS ACQUISITIONS                     L116
     MA BOOK
Sirkin, R. Mark.
     Social statistical analysis. -- Thousand Oaks, CA : Sage Publications, 1994.
PO :                001AJH9969      05/27/94
ORDUNIT:      AQ      RECUNIT:      AQ      SCOPE:      1
VENDOR: BNA          ACTINT:      0120 POP:         L1:         L2:
VA:
NV: Rush: ship by UPS 2nd day air.
NO: Circ: notify Professor Smith, Soc. Dept
SOURCE:                                                    REF:
DIV      001      CCN      001      NOTE:

                                                            MED:     PCS:
001 AN      v.1-2                        E      38.00      EN 01      MD      05/27/94      AD      none
FC     SOCS      94/95     CUR      usd      AMT      38.00      CN      01      XPM      a      L3/4      sd
002      N      nyr/ reordering/ order recorded                              MD      09/07/94      AD      01/05/95

Once the order has been outstanding for a while other pieces of information are added or become important.

AD - Action dates tell when the next claim will be sent.
P lines - What was paid for.
PD - Price paid.
R lines - Receipts.
M lines - Communications to vendors including
N lines - Vendor responses and other notes- memos for claims and cancellations.
AN - Order status.

LTMA DONE                                                                                               AAZ6630
                                                                           NOTIS ACQUISITIONS                                                L116
    MA BOOK LC          68059613//r83
Gladstone, W. E. (William Ewart),     1809-1898.
        The Gladstone diaries ; edited by M. R. D. Foot.     --     Oxford : Clarendon P., 1968-
PO :     001AAZ6630     09/06/91     ORDUNIT:     AQ     RECUNIT:     AQ     SCOPE:     2
VENDOR: COUTTS           ACTINT:     0180     POP:     x     L1:          L2:
VA:

NV:
NO:     900,732     01/25/83     (vendor notified)
SOURCE:                             REF:
DIV     001     CCN     001     NOTE:                                              MED:         PCS:
001     BN     v.12+              E             09/06/91     AD 04/10/95
FC     HIST          94/95     CUR     usd     AMT          0.00     CN     01     XPM     a     L3/4     df
002 PX v.12      INV     41104D372     479447      MD     11/04/94
FC HIST           94/95     XC    0400     AMT          91.00     usd     PT     0     CN     01     PD 91.00
003     R     v.3-11     rcv     900,732     (vhld=v.1-11)
004     M     somi=v.13
005      N     v.13     nyp

Information is not in chronological order, the lines always occur in the following order: Pay, Receipts, Memos, Notes. See MD (modification date) for latest action.

Pay lines show the invoicing information; the amount paid shows after PD on the next line. The P line may also show what volume has been paid for; if this occurs we do not create an R line.

Receipt lines show what has been received. In those cases in which a single monograph has been ordered, we do "implicit" receipt. That is, we create only a pay line; we do not create a receipt line.

Memo lines show what NOTIS-created letters have been sent to the vendor. NOTIS has many codes that can be used in memo lines. The codes take up only a few characters in the OPR but spell out sentences on the form that is mailed to the vendor.

Note lines contain reports and responses from vendors and any other notes needed for internal purposes. See the list of Authorized Notation Codes Which Do Not Generate Pegasus OPAC Messages for an explanation of the abbreviations.

Top
Collection Managers' Manual Table of Contents

Author: Laura Nanna
Send revisions to Lynne Hayman
Last modified: February 26, 1998