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

Sally Fortin sfortin at esilibrary.com
Tue Feb 8 16:14:06 EST 2011


Hi all,

Forgive me for misquoting the price on the acquisitions demo on Friday.  
The cost is $75 per hour per participant for a total cost of $225 for 
the three hour session.  Again, my apologies for the error.

Thanks,
Sally

On 2/8/2011 1:45 PM, Sally Fortin wrote:
> 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


-- 
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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