I have been going back and forth with my member libraries and they have a concern about this functionality and maybe current development is addressing this. Right now in their workflow, they might issue 3 orders to Baker & Taylor on the 1st, 15th and 30th of the month and lets say each order had 10 line items. Baker and Taylor ships 6 items the folowing month with an appropriate invoice. Of the 6 items, 2 of the items are from the order on the 1st, 2 of the items are from the order on the 15th and 2 are from the order on the 30th. In the Innovative system, they will import the electronic invoice (or status update) from Baker & Taylor and that will change the items to received. They still physically verify that the items were received and if there was a problem they would make the appropriate changes to their records and notify Baker & Taylor.
As I understand the way Evergreen acquisitions currently operates, the libraries would have to touch 3 different POs and select the appropriate line items in each order and mark the item received. With a small amount of ordering, this is manageable but libraries that are receiving a large volume of items each month, this creates a significant amount of extra work. Thanks, Tim Spindler C/W MARS On Wed, Oct 13, 2010 at 5:33 PM, Joe Atzberger <[email protected]>wrote: > We have 2.0 Alpha 1 loaded and I don't see any way to load electronic >> invoices and can't seem to finid any details on this. Is this something >> that will be available at some point? > > > We might have some terminological confusion over the term "invoice". The > EDIFACT message type "INVOIC" is not currently processed in any version of > EG. > > Most EDI features are only a few weeks old, so Alpha1 (Aug 23rd) may be too > old a release for many purposes. The newest one right now is Alpha4. The > currently used message types are: > > - ORDERS: purchase order, from EG > - ORDRSP: purchase order response, from vendor > > Yet to be implemented: > > - OSTENQ: order status enquiry, from EG > - OSTRPT: order status report (an update), from vendor > - INVOIC: invoice > > > INVOIC, OSTRPT and ORDRSP are similar, and I think ORDRSP probably provides > the information you are asking about currently. > > Also, if it is available, will you be able to receive all items if you load >> the invoices? >> > > When ORDRSP or OSTRPT files are loaded, they are used to update > order/lineitem status, expected delivery date and price. No EDI is > necessary to receive items individually or as part of a whole PO. So, to > answer your question, yes you are able to receive all PO items, whether > INVOIC processing is available or not. > > As I understand it, the workflow of "load this file to tell you what you > received" is unsupported by design. At some point an operator needs to tell > the system what items actually arrived in the real world, and not just what > the machines say arrived. For EG, we expect that reality check to happen as > items are received. Afterwards, we don't care if an electronic file says > otherwise, we *know* we received a given item (or that we didn't). > > We will be looking to update price info from an INVOIC when we do process > those files. However, I'm not sure what we will do, if anything, with > account balance information that may appear in the same message. I'll have > to decide when I get to that part. > > I hope that answers a few questions. > > --Joe Atzberger > Equinox Software, Inc. > -- __________________________ Tim Spindler [email protected]
