Page Comparison

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1. Can a new section “Claiming settings” (or with another label) be created in the app Settings for the configuration and management of claiming levels?  

   • See proposals with mock-ups: 03 Mahnstufen (Bestellmahnungen) - Funktionsanalyse

2. Can multiple claiming level setups be implemented in “Claiming settings” (e.g. for depository and purchase acquisition in the mock-ups)?

   • The claiming levels should be used in addition to the existing field “Claiming interval” in the app Orders, which should still be available - as the field is already applied and not all institutions might need claiming levels. 

   • Examples of Claiming levels per claiming setup:

     1. Claiming level setup 1 (purchase)

        1. Claiming level 1 : A days (1 - purchase)

        2. Claiming level 2 : B days (2 - purchase)

        3. …

     2. Claiming level setup 2 (depository)

        1. Claiming level 1 : Q days (1 - depository)

        2. Claiming level 2 : R days (2 - depository)

        3. …

     3. …

3. Can an additional integration of e-mail dispatch be implemented for each claiming level in order to adjust the text and claiming interval for each claiming level? The e-mail templates should be managed globally (see next section “E-Mail templates for sending orders and claims“).

   • Examples: 

     1. Claiming level setup 1 (purchase)

        1. Claiming level 1 : A days + e-mail-template (1 - purchase)

        2. Claiming level 2 : B days + e-mail-template (2 - purchase)

        3. …

     2. Claiming level setup 2 (depository)

        1. Claiming level 1 : Q days + e-mail-template (1 - depository)

        2. Claiming level 2 : R days + e-mail-template (2 - depository)

        3. …

     3. …

4. How and when are the reminders sent? 

   • Can the sending of the reminder be configured for each institution (see the previous questions 2 and 3)?

   • Can the reminder be sent both automatically and manually?

5. Wie/wo wird die derzeitige aktuell gültige Mahnstufe angezeigt?

6. How/where is the current valid claiming level displayed? 

   • Proposal: Creation of a new accordion for claiming information in the app Orders. 

     • 

     • See: 03 Mahnstufen (Bestellmahnungen) - Funktionsanalyse

   • Can this be combined with planned the activities in the app Receiving?

     • See:

       • 2023-09-12 Acquisitions Meeting notes

       • 2023-10-03 Acquisitions Meeting notes

   • Is the app Orders is a good place to merge claiming information from the apps Settings, Organizations and to disseminate the information to the app Receiving?

     • André Hohmann 18 Sep 2024 : It seems as there will be an additional app for claiming (2024-09-10 Acquisitions Meeting notes). Therefore the question does need to be answered.

E-Mail templates for sending orders and claims

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