orders

Ability to change "Cancelled" line items back to "On Order" status

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8

This feature is desired in case the user accidentally cancels on a lineitem and needs to change it back to an on order status.

Category

Status: 
Under review

Ability to block the EDI transmission of an activated order

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5

Category

Status: 
Under review

Record matching and overlay in acquisitions

Tags:
0

 ACQ-02 Read more »

Category

Status: 
Completed development

Improvements to adding copy details for line items

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9

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).

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Category

Status: 
Completed development

Improved error reporting when uploading order records

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5

If an order record upload fails, the resulting error message is often a vague "ACQ_IMPORT_ERROR." This enhancement would result in improved error reporting.

Category

Status: 
Under review

Method for handling standing order

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5

 There is no special functionality in Evergreen to support standing orders.

Category

Status: 
Under review

Defaults and templates for copy details

9

The ability to set defaults and/or use templates for copy details (fund, copy location, circ modifier, etc.). The system includes something called distribution formulas, which were mainly created to support multi-branch systems ordering multiple copies, but the formulas only allow you to set a copy's owning library and copy location.

Category

Status: 
Completed development

Add line items to a PO by name

Tags:
8

When adding line items to an existing PO, you must identify the PO by its id number, which is a system-generated number that has no meaning in the real world. The PO name is also initially system generated, but can be changed to something more meaningful to the user, such as a real-life PO number. This enhancement would allow staff to identify an existing PO by entering its name.

Category

Status: 
In the attic

Add selection lists to an existing PO

5

From the selection list screen, you have the option to create a PO from the selection list (or from selected items in the selection list), but you do not have the option to add the selection list to an existing PO.

Category

Status: 
In the attic

Ability to quickly order more copies of a previously-ordered title

7

If ordering a title that has been previously ordered, provide an option to order more copies that carries over some of the parameters (price, fund, etc.) of the prevously ordered line item.

Category

Status: 
Under review
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