Improvements to adding copy details for line items

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This enhancement covers several related ideas that arose in the acqusitions meeting. Currently, the process of adding copy details (copy locations, circ modifiers, prices, funds) can be cumbersome. Prices can be added directly from a selection list or PO (see below).

A batch update for funds can also be applied from the PO or selection list through a dropdown menu option. However, this batch update will be applied to the entire line item.If there are multiple copies associated with the line item that should be applied to different funds, the user will need to click the "copies" link to identify the appropriate funds.

If the user is adding copy locations, circ modifiers, etc. at this stage of the process, they will need to click the "copies" link for each individual item.

There were several ideas suggested to improve this process:

  1. Staff should be able to enter all essential copy information (estimated price, quantity, fund) directly from the PO or selection list. Those fields were chosen because they are the fields required to place an order.
  2. Prices should not be entered in a separate location from other copy details.
  3. Staff should be able to apply batch updates of copy details to selected and/or all line items. 

 

Category

Status: 
Completed development

Comments

Re: Improvements to adding copy details for line items

Moderator

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

Re: Improvements to adding copy details for line items

Moderator

Placing this idea in the attic. As of 2.4, the batch updating is now available on the PO screen.

Re: Improvements to adding copy details for line items

Moderator

Correction - placing this under completed development since this was a MassLNC project, done in partnership with SITKA.