| Allow users create invoices and invoice lines based on invoice data supplied in MARC bibliographic records, and link to POLs that are created in the same import | | Status |
|---|
| subtle | true |
|---|
| colour | Yellow |
|---|
| title | in analysis |
|---|
|
| Approval automatic purchases, DDA purchases |
| Allow users create invoices and invoice lines based on invoice data supplied in MARC bibliographic records, and link to POLs have been created previously | | Status |
|---|
| subtle | true |
|---|
| colour | Yellow |
|---|
| title | in analysis |
|---|
|
| Firm order shelfready workflow |
| Allow users to create invoicing for volumes of monographic series, based on matching from individual monographic cataloging records to the POL for the standing order | | Status |
|---|
| subtle | true |
|---|
| colour | Yellow |
|---|
| title | in analysis |
|---|
|
| Standing orders where pieces are cataloged separately with no link between the standing order POL and the monograph's MARC Bib or Instance; will match POs and Invoices based on POL or VRN. If Invoice and POL/VRN data comes in a MARC record, it would be covered by this feature. If Invoice and POL/VRN data comes in an EDIFACT invoice, it would be covered by the EDIFACT invoice feature. (from U Chicago) |
| Allow users to match to the correct POL via Instance HRID | | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | open |
|---|
|
| Vendor has the Instance HRID (not a POL or VRN); need to use the Instance HRID to link the Inventory records to an existing one-time POL, and to link a newly-created invoice (from MARC Bib) to that POL. Maybe put the Instance HRID in a VRN field of the POL, or maybe the Instance HRID is already known by the POL behind the scenes. Needs to be diagrammed to confirm the workflow and data flow. (from U Chicago) |
| Allow users to create field mapping profiles, action profiles, and job profiles to support MARC-based invoicing data | | Status |
|---|
| subtle | true |
|---|
| colour | Yellow |
|---|
| title | in analysis |
|---|
|
|
|
| Firm orders - get the invoice and the order was not created |
| Sometimes with Order APIs or the wrong account number was assigned, and need to find the correct POL to link to |