[OPEN-ILS-DEV] Thinking about receiving

Bill Erickson erickson at esilibrary.com
Sun Jul 27 09:51:21 EDT 2008


On Thursday 24 July 2008 8:54 David J. Fiander wrote:
> Receiving needs to be efficient, since it's most definitely a
> materials handling process above everything else.
>
> Imagine that the staff have opened a box and dug out the packing
> slip / invoice.
>
> Once they've checked that against the contents of the box against the
> slip, they're ready to start checking materials into the system.
>
> They go to the receiving screen, which comes up with today's date,
> which will be used as the "actual received date" in the acqlids that
> are updated.
>
> In order to properly track things, the acqlid should probably have an
> invoice # field.  On the receiving screen, there will be a field at
> the top into which the staff member enters the current invoice
> number, which will then be applied to all the acqlids that are updated.
>
> The primary field on the receiving screen is an ISBN input field. The
> staff scan the ISBN barcode on each item, which pulls up the
> corresponding JUB.

This seems like a reasonable approach.  I guess this screen will also have a 
box for ISSN, etc.

I think it would also be good to support using the PO as the receiving entry 
point.  Assuming the PO number is included with the invoice, staff can pull 
up the PO by ID and mark all items or individual items as received.  

Dan S. also submitted a work flow at

http://open-ils.org/dokuwiki/doku.php?id=acq:scenarios:receiving_monographs

-b

-- 
Bill Erickson
| VP, Software Development & Integration
| Equinox Software, Inc. / The Evergreen Experts
| phone: 877-OPEN-ILS (673-6457)
| email: erickson at esilibrary.com
| web: http://esilibrary.com


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