[OPEN-ILS-GENERAL] ***SPAM*** RE: Open-ils-general Digest, Vol 52, Issue 22
Kathleen Olsen
ksolsen at kcls.org
Fri Oct 15 12:12:45 EDT 2010
Tim Spindler's message here exactly examples what KCLS has asked for development for our ACQ system.
Kathleen Olsen
Supervisor - Selection & Order Dept.
King County Library System
-----Original Message-----
From: open-ils-general-bounces at list.georgialibraries.org [mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of open-ils-general-request at list.georgialibraries.org
Sent: Friday, October 15, 2010 8:34 AM
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Subject: Open-ils-general Digest, Vol 52, Issue 22
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Today's Topics:
1. ***SPAM*** Re: Acquisitions and Invoices (Tim Spindler)
2. Re: Acquisitions and Invoices (Joe Atzberger)
3. Re: Acquisitions and Invoices (Tim Spindler)
4. Reminder: Developer IRC Meeting, Tuesday October 19 (Ben Shum)
----------------------------------------------------------------------
Message: 1
Date: Thu, 14 Oct 2010 12:54:09 -0400
From: Tim Spindler <tjspindler at gmail.com>
Subject: [OPEN-ILS-GENERAL] ***SPAM*** Re: Acquisitions and Invoices
To: atz at esilibrary.com, Evergreen Discussion Group
<open-ils-general at list.georgialibraries.org>
Message-ID:
<AANLkTin61AbD9zsnezK8XpieyvPATfs9OnhgrN4fOM5L at mail.gmail.com>
Content-Type: text/plain; charset="iso-8859-1"
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.
As I understand the way Evergreen acquisitions currently operates, the
libraries would have to touch 3 different POs and select the appropriate
line items in each order and mark the item received. With a small amount of
ordering, this is manageable but libraries that are receiving a large volume
of items each month, this creates a significant amount of extra work.
Thanks,
Tim Spindler
C/W MARS
On Wed, Oct 13, 2010 at 5:33 PM, Joe Atzberger <jatzberger at esilibrary.com>wrote:
> We have 2.0 Alpha 1 loaded and I don't see any way to load electronic
>> invoices and can't seem to finid any details on this. Is this something
>> that will be available at some point?
>
>
> We might have some terminological confusion over the term "invoice". The
> EDIFACT message type "INVOIC" is not currently processed in any version of
> EG.
>
> Most EDI features are only a few weeks old, so Alpha1 (Aug 23rd) may be too
> old a release for many purposes. The newest one right now is Alpha4. The
> currently used message types are:
>
> - ORDERS: purchase order, from EG
> - ORDRSP: purchase order response, from vendor
>
> Yet to be implemented:
>
> - OSTENQ: order status enquiry, from EG
> - OSTRPT: order status report (an update), from vendor
> - INVOIC: invoice
>
>
> INVOIC, OSTRPT and ORDRSP are similar, and I think ORDRSP probably provides
> the information you are asking about currently.
>
> Also, if it is available, will you be able to receive all items if you load
>> the invoices?
>>
>
> When ORDRSP or OSTRPT files are loaded, they are used to update
> order/lineitem status, expected delivery date and price. No EDI is
> necessary to receive items individually or as part of a whole PO. So, to
> answer your question, yes you are able to receive all PO items, whether
> INVOIC processing is available or not.
>
> As I understand it, the workflow of "load this file to tell you what you
> received" is unsupported by design. At some point an operator needs to tell
> the system what items actually arrived in the real world, and not just what
> the machines say arrived. For EG, we expect that reality check to happen as
> items are received. Afterwards, we don't care if an electronic file says
> otherwise, we *know* we received a given item (or that we didn't).
>
> We will be looking to update price info from an INVOIC when we do process
> those files. However, I'm not sure what we will do, if anything, with
> account balance information that may appear in the same message. I'll have
> to decide when I get to that part.
>
> I hope that answers a few questions.
>
> --Joe Atzberger
> Equinox Software, Inc.
>
--
__________________________
Tim Spindler
tjspindler at gmail.com
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Message: 2
Date: Thu, 14 Oct 2010 15:00:00 -0400
From: Joe Atzberger <jatzberger at esilibrary.com>
Subject: Re: [OPEN-ILS-GENERAL] Acquisitions and Invoices
To: Tim Spindler <tjspindler at gmail.com>
Cc: Evergreen Discussion Group
<open-ils-general at list.georgialibraries.org>
Message-ID:
<AANLkTikdkpaFTLxsd6=XgE-HsKUi6rLToS=zoHg9qacn at mail.gmail.com>
Content-Type: text/plain; charset="utf-8"
> 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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Message: 3
Date: Thu, 14 Oct 2010 16:13:39 -0400
From: Tim Spindler <tjspindler at gmail.com>
Subject: Re: [OPEN-ILS-GENERAL] Acquisitions and Invoices
To: atz at esilibrary.com
Cc: Evergreen Discussion Group
<open-ils-general at list.georgialibraries.org>
Message-ID:
<AANLkTinxobZxsyCxxodzWrxgYt-jxybt+H0hhsGHRWXf at mail.gmail.com>
Content-Type: text/plain; charset="iso-8859-1"
I'll have to say you are loosing me a bit because I don't know the details
of the EDI standard and I'm struggling as an intermediary between our users.
I'm not an acquisitions person and I am not entirely familiar with the daily
workflow.
In any case, the software we are currently using for acquisitions does
automatically retrieve status information and invoices when it is updated by
the vendor on their site. Additional, the vendors generally ship a paper
invoice with the items. I believe it does have a unique key to correspond
to the electronic INVOIC but I need to confirm this. In any case, our
libraries are looking for a work flow that would allow them to update the
status of the order information through the standard EDI process (which it
sounds like this is what Evergreen acquisitions will do). When they
physically receive the items, they want to be able to take the paper invoice
or packing slip after confirming that everything has arrived and match it to
an INVOIC which they could then with a single click mark all items received
based on the contents of the INVOIC.
Will Evergreen acquisitions have this functionality? It sounds like it does
not as currently being developed. The only way to mark items received is by
receiving the entire PO or selecting line items in the PO and marking theme
received.
Tim
On Thu, Oct 14, 2010 at 3:00 PM, Joe Atzberger <jatzberger at esilibrary.com>wrote:
>
> 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
>
--
__________________________
Tim Spindler
tjspindler at gmail.com
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Message: 4
Date: Fri, 15 Oct 2010 11:33:30 -0400
From: Ben Shum <bshum at biblio.org>
Subject: [OPEN-ILS-GENERAL] Reminder: Developer IRC Meeting, Tuesday
October 19
To: Evergreen Development Discussion List
<open-ils-dev at list.georgialibraries.org>
Cc: Evergreen Discussion Group
<open-ils-general at list.georgialibraries.org>, Documentation discussion
for Evergreen software
<open-ils-documentation at list.georgialibraries.org>
Message-ID: <4CB8744A.8000700 at biblio.org>
Content-Type: text/plain; charset=ISO-8859-1
Time for another developer meeting! The next Evergreen development IRC
meeting will be held at:
* 11:00:00 a.m. Tuesday October 19, 2010 in America/Los_Angeles
* 02:00:00 p.m. Tuesday October 19, 2010 in Canada/Eastern
* 06:00:00 p.m. Tuesday October 19, 2010 in UTC
This is a public meeting for Evergreen developers that will be held on
the #evergreen channel on the Freenode IRC network
(http://open-ils.org/irc.php). All members of the community with an
interest in contributing to the development of Evergreen are welcome to
attend. If you are unable to attend at the designated time, please feel
free to submit comments for any of the agenda items in advance to the
Evergreen development mailing list.
The agenda is evolving at
http://www.open-ils.org/dokuwiki/doku.php?id=dev:meetings:2010-10 -
please extend and amend to ensure that it meets the immediate concerns
of the project.
For agenda items that have the potential to be too long to express
during a single IRC meeting, it would probably make sense to post more
considered opinions in advance on this mailing list. Examples of such
agenda items might include major release process changes or drastically
revising our bug tracking processes. If a given discussion item starts
eating up too much meeting time and a decision is not immediately
necessary, we can also delegate the responsibility to a volunteer
sub-team for investigating alternatives and coming up with a proposal
for adoption at the next meeting.
End of Open-ils-general Digest, Vol 52, Issue 22
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