[OPEN-ILS-GENERAL] Acquisitions and Invoices

[Joe Atzberger]

> I have been going back and forth with my member libraries and they have a
> concern about this functionality and maybe current development is addressing
> this.  Right now in their workflow, they might issue 3 orders to Baker &
> Taylor on the 1st, 15th and 30th of the month and lets say each order had 10
> line items.  Baker and Taylor ships 6 items the folowing month with an
> appropriate  invoice.  Of the 6 items, 2 of the items are from the order on
> the 1st, 2 of the items are from the order on the 15th and 2 are from the
> order on the 30th.  In the Innovative system, they will import the
> electronic invoice (or status update) from Baker & Taylor and that will
> change the items to received.  They still physically verify that the items
> were received and if there was a problem they would make the appropriate
> changes to their records and notify Baker & Taylor.
>

That seems like a good workflow.  It relies on the editeur library supply
guidelines that an INVOIC correspond to one shipment (not required by EDI).
 It is an open question whether any vendor (or any we should care about)
implements EDI INVOIC without regard for the editeur guideline.

I imagine the invoice files are still retrieved automatically by the system
when they are made available, but no processing is done based on them until
one or more get selected during receiving.  Or perhaps they are uploaded
from copies sent to staff via email?

I assume a printed invoice accompanies the shipment.  Does it identify
itself by a unique key (or by corresonding EDI filename) to make calling up
the right electronic INVOIC easier?

--Joe
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