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  • Configuration of claiming/reminders

    • Claiming sets

      • consists several claiming levels

      • activation of the reminder by checkbox

      • the reminders and reminder levels should be managed in the Claiming app (no setting is yet available for the Receiving app)

        • Wait for feedback from PO

    • Claiming levels

      • are defined by the number of days, weeks, month, ... until the reminder is sent

      • five claiming levels should be available for each claiming set

        • BUT: not all levels need to be configured in one claiming set - for example, only claiming levels 1 and 2 are necessary for one specific acquisition method

      • the following fields are required for each claiming level

        • number of days, weeks, month, ... until the object is marked as overdue and ready for claiming

    • Templates for sending e-mails

      • reminder levels can be evaluated via token (1st reminder, 2nd reminder, ...)

      • In the SLUB and UBL, texts can be configured for each claiming sets

      • → Discuss suggestions with PO as to where the configuration takes place - but this should be configurable in an ONE app for all objects/acquisition types/...

    • E-mail dispatch of the reminder

      • single email-dispatch per order

      • contact information is derived by the applied integration in the order

      • plain text (and with HTML if necessary)

        • each reminder should be clearly separated from the other ones

  • Export function for overdue orders

    • the records of the overdue orders should be exportable for external examination

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