[OPEN-ILS-GENERAL] ***SPAM*** Re: Purchase Orders in 2.0

[Mary Llewellyn]

Hi Sally,

Then would you say the intended workflow is to do 
everything in a selection list, then transfer the 
titles to a PO when you've settled on what you want to order?

Thanks,

Mary



At 01:35 PM 2/7/2011, Sally Fortin wrote:
>Hi,
>
>You are correct that if you click View/Place 
>Orders from the catalog record, then you can add 
>the bib record to a new PO, but you cannot add 
>it to an existing PO.  Jenny is correct that you 
>can add a brief record to an existing PO, but 
>you can't add bib records through the MARC 
>Federated Search or the catalog to an existing PO.
>
>Hope that helps!
>
>Thanks,
>Sally
>
>On 2/7/2011 12:19 PM, Tim Spindler wrote:
>>I have found the same thing.  I assumed it was 
>>designed that way to avoid changing a PO once its created.
>>
>>____________________________
>>
>>Tim Spindler
>>
>>Manager of Library Applications
>>
>><mailto:tspindler at cwmars.org>tspindler at cwmars.org
>>
>>508-755-3323 x20
>>
>>C/W MARS, Inc.
>><http://www.cwmars.org>http://www.cwmars.org
>>
>>On Mon, Feb 7, 2011 at 11:44 AM, Turner, 
>>Jennifer M <<mailto:jennifer.turner at mnsu.edu>jennifer.turner at mnsu.edu> wrote:
>>
>>Hi Mary and all,
>>
>>
>>
>>Your findings mirror my findings – I can create 
>>POs from selection lists and ad brief records 
>>to existing POs, but cannot find a way to add 
>>bibs that exist in the Evergreen catalog or the 
>>MARC Federated Search tool to existing POs.  I 
>>would be interested to see if I am missing something, too.
>>
>>
>>
>>Thanks,
>>
>>Jenny
>>
>>==============================
>>
>>Jennifer Turner
>>
>>PALS, A Program of the Minnesota State Colleges and Universities
>>
>>Minnesota State University, Mankato
>>
>>ML 3022
>>
>>Mankato, MN 56001
>>
>>507-389-2000
>>
>>
>>
>>* Through Our Work, Knowledge Grows *
>>
>>
>>
>>
>>
>>
>>
>>From: 
>><mailto:open-ils-general-bounces at list.georgialibraries.org>open-ils-general-bounces at list.georgialibraries.org 
>>[mailto:open-ils-general-bounces at list.georgialibraries.org] 
>>On Behalf Of Mary Llewellyn
>>Sent: Thursday, February 03, 2011 4:04 PM
>>To: 
>><mailto:open-ils-general at list.georgialibraries.org>open-ils-general at list.georgialibraries.org
>>Subject: [OPEN-ILS-GENERAL] Purchase Orders in 2.0
>>
>>
>>
>>Hi all,
>>
>>I'm testing acquisitions in 2.0 and purchase 
>>orders have me stumped.  I want to be able to 
>>establish a PO and add items to it later on. 
>>The only way I can find to do that is by 
>>manually creating a brief record. What I'm 
>>looking to do is to be able to search the local 
>>catalog and send bib records to the established 
>>PO, but when I choose the action "View/Place 
>>Orders", I find I can add to an existing 
>>selection list or I can create a new PO. I 
>>don't get a choice to add to the PO I'd 
>>previously created. What am I missing? Or is 
>>the intent to always work from a selection list before creating a PO?
>>
>>Thank you,
>>
>>Mary
>>
>>
>>Mary Llewellyn
>>
>>Mary Llewellyn
>>Database Manager
>>Bibliomation, Inc.
>>Middlebury, CT
>>
>><mailto:mllewell at biblio.org>mllewell at biblio.org
>>
>>
>>
>>
>>--
>>__________________________
>>Tim Spindler
>><mailto:tjspindler at gmail.com>tjspindler at gmail.com
>
>
>
>--
>Sally Fortin
>Educational Services Manager
>Equinox Software Inc. / Your Library's Guide to Open Source
>Tel:    770-709-5572
>Email:  <mailto:sfortin at esilibrary.com>sfortin at esilibrary.com
>Fax:    1-866-497-6390

Mary Llewellyn

Mary Llewellyn
Database Manager
Bibliomation, Inc.
Middlebury, CT

mllewell at biblio.org  
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