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

[Kathy Lussier]

Hi Mary,

>>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?

I have an update on our testing of order response files. We were able to
successfully retrieve an order response from one of our vendors, and the
system automatically updated the copies to a cancelled status based on that
response. However, you might not be seeing this because the status update
occurs on the individual copies, not on the lineitem that is viewable from
the PO screen. I filed a report in Launchpad
https://bugs.launchpad.net/evergreen/+bug/978095 to see if the lineitem
status can be updated to cancelled as soon as all of the associated copies
carry a status of cancelled.

However, we continue to have a problem where the system keeps producing a
trans_error on the same file on subsequent days. I'm not quite sure why the
system keeps trying to translate that file after it has already successfully
translated it. Does anyone know if there's another step we should be taking
to get the system to move on and stop trying to deal with that file?

Thanks!
Kathy

-------------------------------------------------------------
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 756-0172
(508) 755-3721 (fax)
klussier at masslnc.org
IM: kmlussier (AOL & Yahoo)
Twitter: http://www.twitter.com/kmlussier
 
 
>>-----Original Message-----
>>From: open-ils-general-bounces at list.georgialibraries.org [mailto:open-
>>ils-general-bounces at list.georgialibraries.org] On Behalf Of Mary
>>Llewellyn
>>Sent: Tuesday, April 03, 2012 10:14 AM
>>To: open-ils-general at list.georgialibraries.org
>>Subject: [OPEN-ILS-GENERAL] ***SPAM*** Electronic invoicing
>>
>>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