Hi David,

 

Attached you should find what I've been using for incoming receipts.  Be
warned: I keep tweaking it, so it may not be in optimal shape right now,
but it seems to work fine.  There may be a lot of buried junk in there,
though, and the formatting could definitely be improved.  Basically,
these days I enter incoming information for non-loans in the Object
Incoming page of the Objects module.  It's not perfect, at least not in
my usage, but creating loan records for everything (which I did at first
as well) was driving me crazy.

 

  

 

As you can see from the report, I use parameters to input some of the
information, including the shipper.  (Um, I'm pretty sure I stole that
idea from someone on this list-thank you, whoever that was.)  I do have
the shipper linked in (as you can see above) to the Object record, but I
got lazy when it came time to work out how to do that for the report.
It's also the case that there are often details that I want to drop into
the receipt itself regarding shipping, insurance, etc., that don't have
as natural a place in my TMS workflow.  So this was easier, at least for
the time being.

 

I hope that's helpful.  It's still something I'm getting used to myself,
and I'd be very happy to hear from others how they're dealing with
incoming/outgoing receipts.

 

I'd note that I wouldn't use the outgoing receipt for something in the
collection going out for non-loan purposes (offsite treatment, etc.)  Or
if I were to do so, I'd make a new copy of the report and adjust it as
appropriate.  I'm certainly not going to say that how I'm doing things
is the best way (and again, I'd love to hear more from others), but it's
been working so far.  Best wishes-

 

Joe Leduc

Associate Registrar

Worcester Art Museum

55 Salisbury Street

Worcester, MA 01609

Phone: 508-799-4406 x3029

Fax: 508-798-8498

 

 

 

From: The Museum System (TMS) Users [mailto:[log in to unmask]]
On Behalf Of David Armstrong
Sent: Thursday, February 18, 2010 1:41 PM
To: [log in to unmask]
Subject: "Receipts" in TMS 9.35

 

My registars came to me with a request that I don't know how to answer.
They want to know how to generate receipts for non-loan related actions.
In particular, they are interested in how to acknowledge the receipt of
a "gift" that will be accessioned.  Another scenario that they presented
is sending a work out for framing.  They want to be able to generate
paperwork surrounding that action.

 

In the past they have been creating loan records for everything.  Is
there a more clean way to do things?  How does everyone handle this in
your institutions?

 

 

 

David Armstrong

Database Administrator

MOCA  THE MUSEUM OF CONTEMPORARY ART