Description of the problem

In German libraries, it is necessary to apply dunning levels for reminders. That means, that reminders of an order can have different periods - usually the periods become longer with each reminder. 

• Reminder 1: 30 days after sending of the order
• Reminder 2: 60 days after sending reminder 2
• Reminder 2: 120 days after sending reminder 3

In the following sections, proposals and examples are provided for a better understanding. 

Proposals / Examples UB Leipzig and SLUB Dresden

Settings / Orders

• In the claiming settings it is possible to configure claiming templates, as for example: 
  • monograph purchase
  • monograph deposit
  • no claim
• Each template in the settings consists of the following elements: 
  • claiming active (information, if a claim needs to be send)
    • The checkbox “Claiming active” is set to active in order to enable the claiming. It should also be possible to deactivate the claiming, by deactivating the checkbox. 
  • claiming number (configuration of the claiming numbers and its intervals)
    • multiple claiming numbers are configurable = number of days to the next claiming, date sent of the previous claim
      → For each step, only the claim alert should be shown, when the claim is reached - the claim should not be sent automatically! 
      • Number 1 is reached = Expected receipt interval (App Organizations) + claim number 1
      • Number 2 is reached = date sent of claim number 1 + claim number 2
      • Number 3 is reached = date sent of claim number 2 + claim number 3
      • ...
• It is possible to configure the “claiming setting” in the order templates as with “material type” or “location”
  • It should be examined, if other elements regarding claiming should be configurable in the order template

Example (Proposal): Claiming setting

Example (Proposal): Order template 

App Orders

The claiming information should also be displayed in the Receiving app. It is important to offer the information and functionality.)

• In each POL, the accordion “claiming information” is available (See also: View claiming information on POL)
  • “Claim date”: the date on which the claim was triggered
  • “Claim number” Number of the claim period as defined in the “claiming settings”
• In each POL, the element “claiming setting” is available  
  • It is possible to set “claiming setting” as mandatory element 
  • In the element “claiming setting” only one template can be chosen 
• For each claim action (for example sending the claim), the date when the action was triggered, has to be written in the order line to derive information for the following claims.
  See UIOR-670 - Getting issue details... STATUS for the proposed actions. 

Example (Proposal): Accordion "Claiming information"