The majority of standing orders come in the form of hardback books, monograph series, or reference publications. Most of them are continuations, so when checking in, please be sure to review the procedures for checking in continuations.

In the check-in record, standing orders can be distinguished by a note in the order record that looks like this, with the abbreviation "SO":

NOTE: If the note says “SO-PP” it means “pre-paid” and therefore you do not need to notate an invoice. You just need to check the order record to verify that the edition received has been paid for. For example, if v.100 is paid for, it would have a payment record similar to this (the volume paid for being listed to the right):

If there is no record of a payment for the volume, notify the Accounts Payable Manager that the item has arrived but not listed in the order record payment history with a price, date paid, etc.

On the other hand, if there is a record of the volume received in the package as having already been paid for, you may very well have received a duplicate. If this is the case, please be sure to review the procedures for how to treat duplicate copies, primarily the section entitled "Duplicate Checks." 

INVOICES

When checking in a standing order, the invoice must at that time be notated and given to the Accounts Payable Manager before check-in.

INVOICE ARRIVAL

Some invoices arrive with the item in the same package, but some will arrive separate from the item either in a small, letter envelope or e-mail. Also, some vendor websites, such as Harrassowitz and GOBI, allow you to download invoices from their ordering platforms.Separate invoices go to the Accounts Payable Manager first and are then placed in the Receiving Specialist's inbox. Here are some guidelines to follow:

• The Accounts Payable Manager will date and initial the invoice with the date it arrives.If 10 business days elapse after receiving the invoice and not the item or vice-versa, let the Serials Acquisitions Manager know.
• When receiving an item without the invoice, place it on an easy-to-find place on your shelf with a post-it indicating the date received. Go to the item’s check-in record box in Sierra and put “@serials:(initials) (d/i)” in the public note, then “awaiting invoice (d/i)” in the staff note.

• If desired, check to see if there is a tracking number for the shipment (the Accounts Payable Manager may have one and the publisher/vendor may be able to provide you with one through their website or customer service). Most standing order packages arrive via UPS, and will therefore have a scheduled delivery date. If the item is shown as having been delivered but you didn’t receive it, check with Acquisitions and/or Shipping & Receiving and notify the Accounts Payable Manager.
• Retain all packaging until after the item is checked in, at which point any packaging materials can be recycled or discarded.

NOTATING INVOICES

Use a black extra fine pen for all notations on the invoice (these should be in the supply cabinet if you need one).

1. Verify that the shipment contains the item we are expecting and is intended for the Serials Department (verify address on packaging and accompanying documentation, that the issue is expected in the journal’s check-in card, etc.).
2. Some invoices have a perforated portion that will need to be detached and sent back with the payment (this is a separate procedure carried out by the business office after the invoice goes to the Accounts Payable Manager). Please do not write on this portion.
3. Although invoices often have space constraints, try as much as possible not to cover any characters when underlining.
4. With your black pen, put your date & initials somewhere towards the upper right of the invoice, preferably above the box with shipment info. Then, place a checkmark next to the quantity shipped of the item.
5. If the invoice and shipment contain multiple items that are being paid for via the same invoice, if there is room, draw a line between each item’s info with your pen, creating a separate space for each item that will contain that item's notations.
6. Write the following items on the invoice, if they are not on it already (***Please write legibly***):
   1. Series title (ideally the exact journal title in Sierra for easy searchability, as it appears in the 245 or one of the alt title fields, but if an adequate abbreviation or shortened version is already on the invoice, it will suffice).
   2. Order record number (including the .o at the beginning). Note that these are often already on the invoice without the .o (please add).
   3. Volume/issue number or date. Please follow the pattern in the order record payment history. For example, for this title, you would write v.101 based on the pattern:
   4. Provided there is room, try not to make any of these notations under or too close to any price info on the invoice.
7. Underline the series title and order record number with your pen.
8. Underline the volume/issue number or date TWICE with your pen.
9. After checking the item in, place the invoice in the Accounts Payable Manager’s inbox.
10. NOTE: You have the option of notating an invoice electronically in Adobe Acrobat, if you receive the invoice via e-mail or download it from a vendor website, and then e-mailing it to the Serials Acquisitions Manager. Simply key in the above pieces of information using a clear, distinguishable font.

Here is an example of what a notated invoice should look like:

NOTE ON PACKING SLIPS

Please be careful that it’s the INVOICE you’re notating, not the PACKING SLIP (which often looks like an invoice). As stated above, invoices will sometimes arrive separately, but others will arrive along with the item in the package and any other documentation. These other forms of documentation can be misleading because they have a lot of the same characteristics as an invoice, such as an itemized list of materials and at times even an invoice number, but they are not the official invoice that we need to notate to pay for the item.

A good way to distinguish invoices is to look for price info (if it doesn’t have the total price owed and a means of paying it, it’s not the invoice). See the example below. This document is almost identical to an invoice, but it says "packing note," whereas the invoice would say "invoice," and there is no payable price under "total" column:

DAMAGED / DEFECTIVE STANDING ORDERS

See the damaged items / journal maintenance section for details on what to do with standing order items received damaged or defective.