Hi Jeffrey,
closing the basket changes the order status form 'new' to 'ordered',
which indicates that the order has been sent to the vendor opposed to
being work in progress at the library. I think the reason behind the
restriction was to have a cleaner and clearer process.
Can you explain why you don't want to use the standing order
functionality or why it doesn't work for you? We haven't used it much
yet, but it seems to get you around the restriction, allowing to keep
orders open while still being able to receive orders. But there might be
side effects that I am not aware of. How could it be changed to be more
helpful?
Katrin
On 02.05.2018 23:16, Jeffrey Gabel wrote:
Hi everyone,
In Koha ACQ module, for baskets which are NOT selected for standing order, we
at Brooklyn Law School Library are wondering whether there could be
consideration some day for removing the restriction which blocks the ability to
receive orders while their basket is open. We don't use the new Standing Order
functionality, it confuses our workflow, mainly because of the way in which our
standing orders were created long ago, pre Standing-Order Koha, and
pre-restriction on Koha open basket receiving; this, plus the fact that we
rarely add new baskets, but continue to add to those old standing order baskets.
This history is, we left baskets continually open for standing orders, as
opposed to firm orders which we close upon receiving, as Koha didn't seem to
have functionality to manage titles with ongoing payments. At some point Koha
developed a restriction which did not allow receiving an order while its basket
is open. This disrupted everything for us, so our support company made a patch
for us to bypass this restriction. After the development of Standing Order
basket functionality, our patch was removed with the last upgrade. However, as
we found that the Standing Order functionality confuses our workflow, we've
resorted to closing baskets after entering each order, then receiving, then
re-opening the baskets.
I've spoken with a few other Koha libraries who choose not to use the Standing
Order baskets, and are working around this too, among other things simply
leaving all baskets closed. The point is, there could be any reason a library
might not want to close non-standing-order baskets. Is there a reason that this
restriction can't be removed, a structural reason? Functionality-wise, it
wouldn't stop anyone from closing their baskets if they want to, it would
simply allow others not to have to close them.
Any thoughts on this, anyone else dealing with this issue?
Thanks,
Jeff Gabel
Acquisitions Librarian
Brooklyn Law School Library
250 Joralemon Street
Brooklyn, NY 11201
718-780-7978
[email protected]
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