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

[Sally Fortin]

Hi Mary,

There are several ways in which you can create a selection list or PO or 
combine those pieces together. You could, as you suggest, add all of 
your items (brief records or bib records) to a selection list and then 
convert it to a PO.  Alternatively, you could create a new PO and add 
brief records or bib records that you obtained from your vendor or a 
MARC Federated search to the PO.  In that example, you would skip the 
selection list and simply add the records directly to the PO.  Selection 
lists are not required to build a PO.

If you're interested in more information about the acquisitions module 
and acquisitions workflows, then you may be interested in the following 
resources.  GPLS is funding acquisitions documentation and sample 
acquisitions workflows.  These will be donated to the community upon 
completion.

Also, because we have seen a great deal of interest in and many 
questions on the mailing lists about acquisitions, ESI is offering two 
opportunities for learning more about this module.  The first is an 
online acquisitions demonstration on Friday, February 11, from 12pm-3pm 
EST.  The purpose of this session is to demonstrate the functionality 
contained within the acquisitions module.  We will reserve a short 
period for general questions about acquisitions functionality.   The 
cost of this session is $75 per participant.

In addition, ESI is offering individual consultations that will assist 
you with designing workflows that will help you to best utilize the 
acquisitions module.  We can advise you about the functionality of the 
module, and design solutions for using the module at your library.  The 
price for the consultation is $500 if the consultation is scheduled 
prior to April 1, 2011.

If you are interested in registering for the acquisitions demonstration, 
scheduling a consultation, or have questions about any of the resources 
mentioned, you can email me off list at sfortin at esilibrary.com.

Thanks,
Sally

On 2/7/2011 2:28 PM, Mary Llewellyn wrote:
> 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
>>>
>>> tspindler at cwmars.org <mailto:tspindler at cwmars.org>
>>>
>>> 508-755-3323 x20
>>>
>>> C/W MARS, Inc.
>>> http://www.cwmars.org
>>>
>>> On Mon, Feb 7, 2011 at 11:44 AM, Turner, Jennifer M 
>>> <jennifer.turner at mnsu.edu <mailto: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: open-ils-general-bounces at list.georgialibraries.org
>>>     <mailto: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: open-ils-general at list.georgialibraries.org
>>>     <mailto: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
>>>
>>>     mllewell at biblio.org <mailto:mllewell at biblio.org>
>>>
>>>
>>>
>>>
>>> -- 
>>> __________________________
>>> Tim Spindler
>>> tjspindler at gmail.com <mailto:tjspindler at gmail.com> 
>>
>>
>>
>> -- 
>> Sally Fortin
>> Educational Services Manager
>> Equinox Software Inc. / Your Library's Guide to Open Source
>> Tel:    770-709-5572
>> Email:
>> sfortin at esilibrary.com  <mailto:sfortin at esilibrary.com>
>> Fax:    1-866-497-6390
>
> Mary Llewellyn
>
> Mary Llewellyn
> Database Manager
> Bibliomation, Inc.
> Middlebury, CT
>
> mllewell at biblio.org
>


-- 
Sally Fortin
Educational Services Manager
Equinox Software Inc. / Your Library's Guide to Open Source
Tel:    770-709-5572
Email:sfortin at esilibrary.com
Fax:    1-866-497-6390

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