https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=20253

Martin Renvoize (ashimema) <[email protected]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
  Text to go in the|Libraries can now configure |Libraries can now configure
      release notes|EDI vendor accounts to use  |EDI vendor accounts to use
                   |the buyer's purchase order  |the buyer's purchase order
                   |number from EDIFACT quote   |number from EDIFACT quote
                   |messages (RFF+ON segments)  |messages (RFF+ON segments)
                   |as the basket name instead  |as the basket name instead
                   |of the EDIFACT filename,    |of the EDIFACT filename,
                   |dramatically improving      |dramatically improving
                   |searchability and           |searchability and
                   |cross-referencing between   |cross-referencing between
                   |Koha and vendor systems.
   |Koha and vendor systems.
                   |
                           |
                   |**The problem:**
           |**For acquisitions staff:**
                   |
                           |
                   |Previously, when processing |1. Go to Administration →
                   |EDIFACT quotes, Koha would  |Acquisitions → EDI accounts
                   |use the filename as the     |2. Edit a vendor EDI
                   |basket name. This created   |account
                   |several challenges:
        |3. Enable "Use purchase
                   |- Different reference       |order numbers"
                   |numbers in Koha vs vendor   |4. Save the configuration
                   |systems made cross-checking |
                   |difficult
                  |After this:
                   |- Baskets created from      |- Baskets created from
                   |quotes showed generic       |EDIFACT quotes will use the
                   |filenames rather than       |purchase order number as
                   |meaningful purchase order   |the basket name
                   |numbers
                    |- You can easily search for
                   |- Staff entered purchase    |and identify baskets using
                   |order numbers on vendor     |the same reference numbers
                   |websites but couldn't       |you use with vendors
                   |easily find corresponding   |- The basket name field
                   |baskets in Koha
            |will be read-only (to
                   |- Three different           |preserve the purchase order
                   |references could exist for  |number reference)
                   |the same order depending on |- If duplicate purchase
                   |whether viewing quotes,     |order numbers are detected,
                   |orders, or the vendor       |you'll receive clear error
                   |system
                     |messages preventing
                   |
                           |conflicts
                   |**The solution:**
          |
                   |
                           |**Technical workflow:**
                   |EDI vendor accounts now     |
                   |have a "Use purchase order  |Quote RFF+ON segment →
                   |numbers" option that, when  |Basket Name → Order BGM
                   |enabled:
                   |segment
                   |- Extracts the purchase     |
                   |order number from incoming  |This follows EDIFACT
                   |QUOTE messages (RFF+ON      |specifications where the
                   |segment)
                   |purchase order number from
                   |- Uses this number as the   |incoming quote messages
                   |basket name in Koha
        |should be used as the
                   |- Includes the purchase     |document message number in
                   |order number in outgoing    |the BGM segment of outgoing
                   |ORDER messages (BGM         |ORDER messages.
                   |segment) according to       |
                   |EDIFACT standards
          |
                   |- Maintains reference       |
                   |consistency throughout the  |
                   |complete ordering workflow
 |
                   |
                           |
                   |**Key features:**
          |
                   |
                           |
                   |- **Complete round-trip     |
                   |workflow**: Purchase order  |
                   |number flows from QUOTE →   |
                   |Basket Name → ORDER message |
                   |- **Duplicate detection**:  |
                   |Validates purchase order    |
                   |numbers are unique per      |
                   |vendor, with error logging  |
                   |for conflicts
              |
                   |- **Protected basket        |
                   |names**: Basket names       |
                   |derived from purchase order |
                   |numbers are read-only to    |
                   |maintain integrity
         |
                   |- **Automatic order         |
                   |blocking**: Prevents        |
                   |automatic and manual        |
                   |ordering for baskets with   |
                   |duplicate purchase order    |
                   |numbers
                    |
                   |- **Fallback handling**: If |
                   |no purchase order number is |
                   |found in the QUOTE, falls   |
                   |back to using the filename
 |
                   |- **Optional feature**:     |
                   |Completely backwards        |
                   |compatible - existing       |
                   |behaviour unchanged unless  |
                   |explicitly configured
      |
                   |
                           |
                   |**For acquisitions staff:** |
                   |
                           |
                   |1. Go to Administration →   |
                   |Acquisitions → EDI accounts |
                   |2. Edit a vendor EDI        |
                   |account
                    |
                   |3. Enable "Use purchase     |
                   |order numbers"
             |
                   |4. Save the configuration
  |
                   |
                           |
                   |After this:
                |
                   |- Baskets created from      |
                   |EDIFACT quotes will use the |
                   |purchase order number as    |
                   |the basket name
            |
                   |- You can easily search for |
                   |and identify baskets using  |
                   |the same reference numbers  |
                   |you use with vendors
       |
                   |- The basket name field     |
                   |will be read-only (to       |
                   |preserve the purchase order |
                   |number reference)
          |
                   |- If duplicate purchase     |
                   |order numbers are detected, |
                   |you'll receive clear error  |
                   |messages preventing         |
                   |conflicts
                  |
                   |
                           |
                   |**Technical workflow:**
    |
                   |
                           |
                   |Quote RFF+ON segment →      |
                   |Basket Name → Order BGM     |
                   |segment
                    |
                   |
                           |
                   |This follows EDIFACT        |
                   |specifications where the    |
                   |purchase order number from  |
                   |incoming quote messages     |
                   |should be used as the       |
                   |document message number in  |
                   |the BGM segment of outgoing |
                   |ORDER messages.
            |
                   |
                           |
                   |**Sponsored by:**           |
                   |Westminster City Council,   |
                   |Royal Borough of Kensington |
                   |and Chelsea, OpenFifth      |

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