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Is it planned that the value of the field “Expected receipt date” field in the app Orders is entered automatically when the order is opened and calculated by adding the value of the field “Expected receipt interval” in the app Organization to the date when the order is opened?
According to
the function is planned, but probably not yet available in Snapshot?Jira Legacy server System Jira serverId 01505d01-b853-3c2e-90f1-ee9b165564fc key UIOR-396 JR: Claiming is based on “receiving title” information in the Receiving app. When creating a piece in Receiving, the default expected date is the “expected receipt date” in the POL. With serials/ongoing orders, this expected date applies to the first date.
For serials with (more or less) predictable expected dates, the Serials app can be used to create receiving pieces with expected dates in the Receiving app.
For a piece to be set to “Late” in Receiving, “Claim active” must be true in the order line AND the receiving piece must have an expected date.
“Expected receipt interval” currently does not interact with other fields, and is merely informational. It can be used to estimate expected dates for receiving pieces, but the Serials app is where automatic predicting happens.
How is the value in the field “Claiming interval” in the app Orders applied?
Will the value be imported from the app Organizations for each order?
JR: The default Claiming interval from Organizations should be applied to each order line, but can be changed at the order line level.
When/How is the checkbox “Claiming active” activated?
Is the checkbox activated manually or automatically?
JR: It is activated manually
Can a default value be defined, as envisaged in
?Jira Legacy server System Jira serverId 01505d01-b853-3c2e-90f1-ee9b165564fc key UIOR-397 JR: It should be configurable in templates
Example records in FOLIO-Snapshot:
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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
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:
Claiming level setup 1 (purchase)
Claiming level 1 : A days (1 - purchase)
Claiming level 2 : B days (2 - purchase)
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Claiming level setup 2 (depository)
Claiming level 1 : Q days (1 - depository)
Claiming level 2 : R days (2 - depository)
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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:
Claiming level setup 1 (purchase)
Claiming level 1 : A days + e-mail-template (1 - purchase)
Claiming level 2 : B days + e-mail-template (2 - purchase)
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Claiming level setup 2 (depository)
Claiming level 1 : Q days + e-mail-template (1 - depository)
Claiming level 2 : R days + e-mail-template (2 - depository)
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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?
Wie/wo wird die derzeitige aktuell gültige Mahnstufe angezeigt?
How/where is the current valid claiming level displayed?
Proposal: Creation of a new accordion for claiming information in the app Orders.
Can this be combined with planned the activities in the app Receiving?
Is the appOrdersis a good place to merge claiming information from the appsSettings,Organizationsand to disseminate the information to the appReceiving?André Hohmann : 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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Could several integration details be created for each vendor?
JR: Multiple integrations are possible for each vendor. We plan to separate order integrations from claiming integrations (i.e. separate integrations for ordering and claiming are required), but we are also adding the ability to copy integrations to simplify that.
Please see:
Jira Legacy server System Jira serverId 01505d01-b853-3c2e-90f1-ee9b165564fc key UIORGS-441 Jira Legacy server System Jira serverId 01505d01-b853-3c2e-90f1-ee9b165564fc key UIORGS-442
If there are more then one integration details per vendor available:
Could one of them be selected manually in each order?
JR: We are evaluating the best approaches for this. Ideally it would be programmatic, based on location, custom field, or similar. Manual selection is also a possibility, but for large libraries, might be cumbersome.
JR: Update - based on feedback from the SIG, it appears the preferred method is to apply integration based on account number.
Could one of them be defined as default value in the order templates?
JR: That is definitely a strong possibility.
Filter functionality
Can orders be filtered by the expected receipt date before dispatch?
Goal: It should be possible to manually change the expected delivery date in order to delay the reminder.
Note: There are mock-ups from Dennis Bridges that describe similar scenarios
2023-10-03 Acquisitions Meeting notes
JR: Delay claim functionality already exists. We are planning an interface to allow this in a dedicated claims space rather than having to go title-by-title
Related links
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https://miro.com/app/board/uXjVKGhaLwU=/?share_link_id=21429580107 (Please note that the Miro link is a whiteboard/work in progress for mocks and consideration of approaches)