[Evergreen-acq] Receiving delayed/backordered items

Mon May 20 13:58:06 EDT 2019

Hi, Mary:

Can you not receive line items from the invoice generally or just when the
copy is delayed/cancelled?

It seems in my system, we don't have this issue in either case.

I performed the following test in the web client, EG 3.2.5, (but our
libraries have been receiving items from invoices for many prior releases).

   1. Create/find a PO with at least one line item that has multiple copies.
   2. Cancel the copies on the line item at the copy-level.
   3. Highlight the line item on the PO and choose Actions>Create Invoice
   from selected line items.
   4. Fill out required invoice information.
   5. Enter in the correct number of copies for invoiced/paid, (i.e 1).
   6. Save the Invoice.
   7. The "Receive Items" button should appear in the top right. Click It.
   8. Click "Use List Mode"
   9. Checkmark the correct copy you need to receive.
   10. Click "Receive Selected Copies".
   11. Return to the invoice.
   12. Return to the purchase order.
   13. Refresh the purchase order.
   14. Return to the copy-level of the line item.
   15. Confirm that the desired cancelled/delayed copy has been received.

Of course, if Electronic invoicing is involved, most of these steps are
eliminated, and you just have to receive the copy from the invoice.

[image: image.png]
<http://www.cwmars.org>

John Amundson | Library Applications Supervisor | CW MARS

jamundson at cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>

https://www.cwmars.org

On Fri, May 17, 2019 at 5:28 PM Mary Llewellyn <mllewell at biblio.org> wrote:

> Well, that's another bug for us. It won't let us receive on the invoice.
> (EDI or manually invoices, both.) Usually when we try to receive on an
> invoice, the workstation hangs and we get a scrolling bar that never goes
> away.
>
> Mary
>
>
> On Fri, May 17, 2019 at 4:28 PM John Amundson <jamundson at cwmars.org>
> wrote:
>
>> Hi,
>>
>> This has never been directly reported to us, either, but I did confirm
>> the behavior and updated the affected count on the bug.
>>
>> Since it sounds like the orders are being placed over EDI, do your
>> libraries get electronic invoices, as well?
>>
>> Most of our libraries set up through EDI also get invoices in Evergreen.
>> They will then receive items directly from the invoice and not the PO,
>> (using the "Receive Items" button that appears in the top-right of the
>> invoice screen when there are receivable items).
>>
>> What happens when the library tries to receive the item from the invoice?
>>
>> John
>> <http://www.cwmars.org>
>>
>> John Amundson | Library Applications Supervisor | CW MARS
>>
>> jamundson at cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>
>>
>> https://www.cwmars.org
>>
>>
>> On Fri, May 17, 2019 at 12:14 PM Mary Llewellyn <mllewell at biblio.org>
>> wrote:
>>
>>> Thanks for verifying, Tiffany. I've gone ahead and filed a bug report.
>>>
>>> https://bugs.launchpad.net/evergreen/+bug/1829560
>>>
>>> Mary
>>>
>>>
>>> On Fri, May 17, 2019 at 10:49 AM Tiffany Little <
>>> tlittle at georgialibraries.org> wrote:
>>>
>>>> Hi Mary,
>>>>
>>>> No one had ever reported that to me before, even though several of my
>>>> libraries do multiple branch/copies on one line item. But I just tested on
>>>> our test server, and I see exactly what you mean. There's no "Receive"
>>>> hyperlink when you drill down into the line item when the line item is
>>>> backordered.
>>>>
>>>> Definitely worth a bug report, but also interested if anyone has a
>>>> workaround.
>>>>
>>>> Tiffany Little, PINES Services Specialist: Acquisitions
>>>>
>>>> ------------------------------
>>>>
>>>> Georgia Public Library Service | University System of Georgia
>>>>
>>>> 1800 Century Place NE Suite 580 l Atlanta, GA 30345
>>>>
>>>> (470) 512-1454 | tlittle at georgialibraries.org |
>>>> help at help.georgialibraries.org
>>>>
>>>> <https://www.facebook.com/georgialibraries>
>>>> <https://www.twitter.com/georgialibs>
>>>>
>>>> Join our email list <http://georgialibraries.org> for stories of
>>>> Georgia libraries making an impact in our communities.
>>>>
>>>>
>>>> On Thu, May 16, 2019 at 4:52 PM Mary Llewellyn <mllewell at biblio.org>
>>>> wrote:
>>>>
>>>>> Hi all,
>>>>>
>>>>> I have a multi-branch library that has come to me with a problem. They
>>>>> order copies for several of their branches, and the vendor order response
>>>>> files sometimes mark their ordered items as delayed/backordered.
>>>>>
>>>>> For normal, non-backordered items, they can receive the copies (on the
>>>>> Copy level) for their individual branch and leave the others alone, but
>>>>> once the copies have the backordered status, the only way we've found to
>>>>> receive is on the lineitem level, which marks all the copies as received.
>>>>> They end up having to go to the copy level to unreceive the copies that
>>>>> don't belong to their branch.
>>>>>
>>>>> Is there a better way to do this? Has anyone else been troubled by
>>>>> this work flow?
>>>>>
>>>>> Thanks,
>>>>>
>>>>> Mary
>>>>>
>>>>>
>>>>> --
>>>>> Mary Llewellyn
>>>>> Database Manager
>>>>> Bibliomation, Inc.
>>>>> 24 Wooster Ave.
>>>>> Waterbury, CT 06708
>>>>> mllewell at biblio.org
>>>>> _______________________________________________
>>>>> Evergreen-acq mailing list
>>>>> Evergreen-acq at list.evergreen-ils.org
>>>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq
>>>>>
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>>>>
>>>
>>>
>>> --
>>> Mary Llewellyn
>>> Database Manager
>>> Bibliomation, Inc.
>>> 24 Wooster Ave.
>>> Waterbury, CT 06708
>>> mllewell at biblio.org
>>> _______________________________________________
>>> Evergreen-acq mailing list
>>> Evergreen-acq at list.evergreen-ils.org
>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq
>>>
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>
>
> --
> Mary Llewellyn
> Database Manager
> Bibliomation, Inc.
> 24 Wooster Ave.
> Waterbury, CT 06708
> mllewell at biblio.org
> _______________________________________________
> Evergreen-acq mailing list
> Evergreen-acq at list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq
>
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