[Evergreen-acq] Diagram feedback

[Lindsay Stratton]

Similar to Jennifer, I was thinking about the relationship between
receiving and invoicing.

We also recommend receiving items from the invoice, and also use EDI so our
invoices are available before physical items arrive. I was wondering if
placing the Invoicing row above the Receiving row makes sense, or, if it
would be simpler to chalk it up to "local practices may vary".

I do like the idea of also having more expanded/detailed workflows as well
(I am also a sucker for a good flow chart!)

Otherwise, this workflow is great. I particularly like how EDI vs. manual
processes are presented.


*Lindsay Stratton*
*Systems Librarian*
Westchester Library System
570 Taxter Rd., 4th Floor
Elmsford, NY 10523
lstratton at wlsmail.org


On Thu, Nov 10, 2022 at 1:23 PM Jennifer Pringle via Evergreen-acq <
evergreen-acq at list.evergreen-ils.org> wrote:

> I like the idea of a general workflow with more specific ones.  With
> the number of options for acq features I think it can sometimes be
> confusing for staff and having the visual diagram of their options
> could be really helpful.
>
> I think your general workflow (with the legend) could replace the one
> here now -
>
> https://docs.evergreen-ils.org/eg/docs/latest/acquisitions/introduction.html
>
> Jennifer
>
>
> Quoting Tiffany Little <tlittle at georgialibraries.org>:
>
> > I was thinking of this one as like a general flow of what happens in
> > Acquisitions, without the particulars of how something gets done. (Like
> not
> > including whether or not uploading the cart includes 9xx info to
> > prepopulate the PO.)
> >
> > Now as I'm about to say this, know that I am a sucker for a flowchart,
> but
> > what about another--more detailed--chart for each of those areas? So like
> > for receiving, that blue "Mark Items Received" can really be expanded out
> > into *how* you can receive, and there's like 4 different ways to do it.
> So
> > like for receiving from the invoice, the next point would skip straight
> to
> > "Confirm accuracy of EG invoice" as far as user actions. And the
> Selection
> > area would end up having more yellow decision points, like "Assign
> > branch/fund/etc info on vendor website?" with what happens if you
> do/don't
> > do that.
> >
> > Maybe?
> >
> > Tiffany Little, PINES Services Specialist: Acquisitions
> >
> > ------------------------------
> >
>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://list.evergreen-ils.org/pipermail/evergreen-acq/attachments/20221110/d809d623/attachment.htm>