Proposal UB Leipzig and SLUB Dresden

General Description additional functions

• It is proposed to enable a batch functionality for creating/sending orders - beyond EDI

• The batch is initiated by a schedule, which is defined in the App Organisations for each sending method - according to EDI

• The batch consists of the following methods, which are configured in the "Integration details" in the App Organisations 
  See: [Entwurf] 03 Integration details (Bestellversand) - Funktionsanalyse

  • method E-mail: 

    • An individually defined e-mail text is created

    • The order information is created as text according to the configuration and the defined layout

    • An e-mail is created and sent
      See: [Entwurf] 07 E-Mail Versand (Bestellversand) - Funktionsanalyse

  • method Postal:

    • The orders are created as PDF file according to to the configuration and the defined layout

    • The PDF files are saved in a specific directory/folder
      See: [Entwurf] 06 PDF-Layout und Speicherung (Bestellversand) - Funktionsanalyse

  • method EDI

    • The orders are sent via EDI

• For an efficient configuration, it should be possible to define default-configurations according to “Order templates”

• After the batch is finished, the checkbox “Sent” is activated in the order, when it was successfully sent or saved

  • Aim: prevent another sending of the order
    See: [Entwurf] 04 Versand der Bestellung (Bestellversand) - Funktionsanalyse

• If an order could not be sent, the checkbox “Sent” is not activated in the order and one of the following information messages should occur: 

  • When no e-mail address is available in the vendor information, the order is not send and an information message occurs:
    “One or more orders could not be send because of missing e-mail address”

  • When no sending order method is assigned, the order is not send and an information message occurs:
    “One or more orders could not be send because of missing sending order method”

• The concerned orders are then identifiable, and can be corrected or adjusted

  • DISCUSSION: A sending error log could be be implemented

    • It must be decided, if this is a FOLIO-function, a server-function or another function

    • It must be decided, if this is a order-specific function or a general FOLIO-function