[OPEN-ILS-GENERAL] ***SPAM*** Acquisitions - Prepayment

[Nolan, Delores K]

I have a couple of questions regarding the "Prepayment" option on the Evergreen purchase order and some workflow questions in relation to that.



First of all, does the "prepayment" option currently have any functionality behind it, or is it strictly informational?



How would other libraries handle the workflow for this scenario?



A library pays a large dollar amount to a vendor annually.  The library orders books monthly from the vendor.  The library wants to be able to keep track of what books they order, but they do not need to know the individual cost of each book.  At the end of the year they do want to know how many books they ordered from that vendor.



An invoice could be created and paid the beginning of the year for the annual cost.  Selection lists and purchase orders could be created each month, but it does not seem possible to activate a purchase order without a price or fund applied to the line item.  Basically the library wants to create the PO and add the bibs to the catalog so that the order status is available to the public.  They also want to track the receiving and processing of the books. The annual invoice could be linked to several different purchase orders throughout the year, correct?  Any thoughts on how to handle the purchase order piece in this situation? How can the library use the function of the purchase order without adding pricing or funds?



Thanks


Dee
Dee Nolan
User Support and Training Specialist
PALS
A Program of the Minnesota State Colleges and Universities
Minnesota State University, Mankato
3022 Memorial Library
Mankato, MN  56001
Phone 507.389.2000
Fax 507.389.5488
dnolan at mnsu.edu<mailto:dnolan at mnsu.edu>



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