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Can you please add somewhere: what should staff do if they need to back out of a step? Such as:
- they click "Save and Continue" on an order but they meant to click "Order Now", etc.
I can make a list of where I think these potential trap spots are if that would be helpful...
Purchasing workflow
- Orders can be created either manually, or via an order load (called EOD: Embedded Order data)
- Orders can be either one-time (monographs) or continuous (serials and standing orders)
- Purchase order lines (POLs) contain the order information, vendor, budget, renewal period for ongoing orders, etc
- Inventory (meaning: items and holdings) can be created automatically or manually during the POL creation
- Purchase order lines go through a validation phase to check for mandatory information and an optional additional review phase
- Once the POL passes review and validation it is "packaged" into a Purchase order (PO) and sent to the vendor (if applicable), either by EDI or email
- If it is neccesary to printout an order, it may be possible to send the email to a printer rather than to an email recipient.
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