example of 4 pieces on one order and 4 different situations
different types of order make no difference
scenario #1
piece is received after changing permanent location of the holding that is connected
new holding is created in Inventory and piece is connected to the new holding with new location
worry: receiving staff may by mistake send the pieces to the wrong location then, because in Receiving the location is still the old one
not consistent: 2 different locations in different apps for the same piece
request to keep the old holding and just update
scenario #2
location is changed when receiving
new location is created and piece is connected to the new holding and location
scenario #3
changing location of piece, to a holding that already exists
permanent location can be changed on the holding in Inventory; all expected on order items are still there on the changed holding
on the receiving record the location is not updated; so it would be received to the old location of the holding
a new holding is created in Inventory for these items
items will be moved to this new holding in Inventory
scenario #4
receiving a piece to new location of holding 1
no new holding is created
questions and comments:
when changing location on Receiving it seems weird that old location in Inventory does not change as well
it seems you would need to change the location in Inventory
how does this work for serials
Chicago and others use an "on order" location
Sara: receiving is done by not "deeply trained" people; this process will be very difficult to train
libraries may end up with a lot of corrupt data
for a serial you may have moving permanent locations (e.g. for off-site storages)
if users order pieces to "on order" location; if they want to change the location they would change it on the holding
after receiving, when user changes the location in the Inventory, the location in Receiving should not change
but if you change the location in Inventory before receiving, it should change and be consistent everywhere
this will be differnt for orders that stay open like for serials - the folio may change and that's why from a specific time on issues will go to a different location
this change on the receiving pattern will be done on the acquisitions/receiving side
request by Sara and group: have an indication on the actual copy/piece number in display
have this be created automatically
Chat: Von Lloyd (Marmot) an alle: 02:45 PM Why would you want to change the location?
Marmot might not need this level of detail and the change location functionality
if users just want to keep the initial location, that will work
Chat: Von Jesse Lambertson an alle: 03:31 PM Question: Would reporting return 'empty' orders holdings-data in reports (even after those items have been moved to perm locations)? Or would that now emptied 'order' location simply be restricted from reports? Or am I misunderstanding? thanks
Question: what is the status for work on EDI orders and automated processes?
