:17 | Implementer’s topics # 116 | Dennis Bridges | “It would be great if POLs could be filtered by Vendor Acct Number. We have multiple accounts with some vendors, eg. EBSCO & GOBI.” Lisa Smith, Mich State 12:17 PM
It is possible to search by account number, but there's not a filter. Reason why search does not meet this need? Create a story for this Michigan State uses search by account number and then filter by order date. Would be nice to have a filter with a list to choose from. Would this be helpful to have as a multi-select? Lisa Smith, Mich State 12:20 PM
I would like multi-select Kimberly Smith - Multiple approval plans with GOBI and all have different account number. If trying to look at everything ordered through approval, multi-select would be great.
Post-filter? - If you did search you would only want to see vendor account numbers included in the search results.
|
:24 | Implementer’s topics # 118 | | Create inventory setting - trying to create items but not creating holdings. No way to add item to existing holdings/instance. Create instance/holdings/item and them from dropdown for the holdings choose existing holdings and then create item on that holdings. If you choose an existing instance, then orders app will not create a new instance. Also a matching behavior based on product ID. Had to turn off matching as a key to turning on API ordering. If ordering a duplicate it wouldn’t go through if that feature was turned on. ~:28 discussion regarding instance matching If the instance chosen has holdings, will give choice to select holdings. Can also select create new holdings for location. Part B - adding temporary location Have system where faculty order an item. Once item is created in system it becomes requestable. Automated system starts sending out notice of book. Would like temporary location of reserves that won’t allow requests to accumulate. Don’t create a hold request?
|