[OPEN-ILS-GENERAL] ***SPAM*** Electronic invoicing

[Mary Llewellyn]

Hi all,

One of our larger libraries has expressed an 
interest in developing electronic invoicing in 
Evergreen, and I wanted to check with everyone 
about what development may already be in the works.

They would like to recreate the workflow they had 
when they used Horizon. This is the description they gave us:


>We would ftp our orders to B&T through Horizon.
>
>B&T would put invoice files on their ftp server 
>and we’d pick them up each day and upload them.
>
>When we received the paper invoices and matched them to the packing slips –
>
>We would process the invoices – When processed 
>the PO item lines were linked to the invoices, 
>prices were updated to reflect real cost of an 
>item and processing charges were charged to our processing fund.
>
>Then I would release the invoice for payment and 
>the items were invoiced and funds moved from encumbered to expended.
>
>So we did not have to create invoices 
>manually.  Given the number of items we buy this saved us lots of time.
>
>

Do you know if anything like this is being 
developed? Or does it work already and I've missed how to set it up?

On a similar topic, in Horizon, we used to get 
EDI response files that interacted with our PO 
lines, automatically changing the status of items 
that were backordered or cancelled. It's my 
understanding that in Evergreen, the response 
files don't do anything like that. Am I 
misinformed? If they do make changes to PO 
lineitems, is there something we've missed in our set-up to make that happen?

Thanks!

Mary


Mary Llewellyn
Database Manager
Bibliomation, Inc.
Middlebury, CT
mllewell at biblio.org