...
I can make a list of where I think these potential trap spots are if that would be helpful...
- what they need to do will vary depending on where they are ... we have some info re this in the Order maintenance document; for other situations, we may need a list from you--dab
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 necessary to printout an order, it may be possible to send the email to a printer rather than to an email recipient. Bill is testing this--dab
Receiving workflow (Physical titles)
...