[OPEN-ILS-GENERAL] Fwd: Acquisitions issues (Sitka)

[Lebbeous Fogle-Weekley]

Hi Sharon,

Thanks for bringing this discussion to the mailing list.  Regarding the 
items on your top ten list, I will offer my input on how development can 
address these issues in the related LaunchPad bug for each one (or 
create a new bug where there isn't already one for an issue) over the 
next little while.

Of your two biggest issues, the slow response time is pretty self 
explanatory, but as to the workflow, I would recommend that the 
discussion continue right here on the mailing list about what exactly 
must change about the workflow, to the extent that those changes are not 
already covered in your top ten list.

My thanks to you, to Jennifer Pringle, Megan Maurer, Tara Robertson, and 
to everyone else helping to communicate the needs of Acq folks in 
general to the development community.

Lebbeous

On 04/30/2012 06:45 PM, Sharon Herbert (Project Sitka) wrote:
> And here's the attachment with our Top 10 list
> ----- Forwarded message from sherbert at sitka.bclibraries.ca -----
> Date: Mon, 30 Apr 2012 15:44:29 -0700
> From: "Sharon Herbert (Project Sitka)" <sherbert at sitka.bclibraries.ca>
> Reply-To: "Sharon Herbert (Project Sitka)" <sherbert at sitka.bclibraries.ca>
> Subject: Acquisitions issues (Sitka)
> To: open-ils-general at list.georgialibraries.org
>
> Thanks Kathy for keeping the great conversation from the conference
> going on the list. I hope that the developers won't regret asking us
> to make some noise ;) I'm hoping that we can find some areas of
> consensus with all of our top issues lists.
>
> I've attached Sitka's top 10 development/bug fix requests, which was
> compiled by Jennifer Pringle, our Acquisitions lead for Sitka support;
> I shared our top 5 at Megan Maurer's Acquisitions session on Friday.
> Our development list is based on the experience of running
> Acquisitions live on production for 6 sites, including a large
> 15-branch system that has been using EG Acquisitions since September.
> I've included the Launchpad numbers for the top 5.
>
> As Tara Robertson has already explained, our biggest issues in using
> Acquisitions on production are the workflow and very slow response
> time around purchase order handling. These two issues are inextricably
> linked:
>
> 1.Ability to Batch Link Line Items to Invoices – LP #985308
> Scenario:
> -Library receives a shipments of items from a provider that does not
> use EDI. The invoice for this shipment contains 4 items from purchase
> order A, 3 items from purchase order B, 12 items from purchase order
> C, 7 items from purchase order D and 2 items from purchase order E.
> Each of these purchase orders also contain line items still waiting to
> be shipped that will appear on a different invoice.
> -To create an invoice for these items the user must individually link
> each of the 28 line items from their purchase orders to this invoice.
>
> Solution:
> Have a function that allows a user select a number of line items on a
> purchase order using the tick box and then batch link the items to an
> invoice through the main Actions menu. Similar functionality currently
> exists for deleting line items, updating funds on line items, and
> cancelling line items.
>
> 2. Purchase Order and Invoice slowness – LP #985295
>
> Large purchase orders are consistently slow to open.
> A very large purchase order of 382 line items (a hotlist from a
> vendor) takes over 4 minutes to load. During that time the staff
> client stops responding and no tasks can be performed in Evergreen
> until the purchase order has fully loaded.
> This is particularly a problem when users are linking line items from
> a purchase order to an invoice. Line items are linked individually
> from a purchase order to an invoice and the invoice opens in the same
> tab as the purchase order. Users have to re-open the purchase order
> for every line item they wish to link to the invoice.
>
> Large invoices result in an unresponsive script warning. You are able
> to continue loading the invoice by clicking Continue.
>
> Finally, a significant issue that hasn't made it into our top 10 list,
> but might be low-hanging fruit, is the extremely small 8 point font
> size across Acquisitions. Very challenging for aging eyes when you are
> working in Acq all day.
>
> Looking forward to working with other libraries using or planning to
> use Acquisitions. Please don't hesitate to contact me if you have any
> questions.
>
> Thanks,
> Sharon
>


-- 
Lebbeous Fogle-Weekley
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