2017-12-08 Meeting notes

Receive Items

• Can arrive through PO line or invoice

• Receiving History overlay for details of items that are partially received

• Question: For patron request during ordering, can there be a notification for the patron triggered so they are notified when the item is received?

  • Receiving is not driving functionality, so this feature may come into play at another later stage of the process.

• Question: Edit receiving history to correct mistakes?

• Question to SIG: Are there cases where we are receiving items without orders?

  • Gifts - historically need dummy orders
    
    

    • Find a way to track this information without using an order record.

    • Could a gift be a PO Line Type that is associated with a workflow that better fits a gift instead of an actual order to Vendor that would be expecting an invoice item?

  • Exchanges - does someone need to develop an app for these?

• Question to SIG: What is more relevant to see in Received column - # received or # not received?

• Question to SIG: Receiving History - how/when would you be wanting to see this?

• Question: Receiving partial amount - What will happen in background for invoice? Partial encumbrance remains for the remaining unreceived items?

• Question: Receiving for ebooks/other eresources when access is activated without something to "receive"?

• Check in vs. Receiving coming soon

• Question: Need a new category for eresources instead of forcing them into the monographic receiving method? Access confirmation?

• Question: How are standing orders managed/received? Check in.

• Next step for Acq small group after check-in: Go through some workflows to ensure that all variables are accounted for.