Ability to add to PO directly from new brief record form

2

The "new brief record" form gives you the ability to add to a new or existing selection list (and with a nice dropdown menu that is absent from other areas of acquisitions), but there is no option to add one to a new or existing PO.

 

 

Status: 
Expired

Comments

Re: Ability to add to PO directly from new brief record form

Moderator

The current workflow for doing this in Evergreen is to create/open the PO and then select Add Brief Record from the Actions menu (this can be done from a Selection List as well.) Documentation for this is available at http://docs.evergreen-ils.org/2.2/_brief_records.html#_add_brief_records....

This enhancement would staff to start at the Create Brief Record screen instead of the PO screen.

Re: Ability to add to PO directly from new brief record form

Moderator

This functionality will be explored as part of MassLNC's participation in the current acquisitions workflow improvement project.