No opposition from our cataloging team.

-Holly

-----Original Message-----
From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Tuesday, December 03, 2013 5:31 AM
To: Evergreen General Discussion List
Subject: [OPEN-ILS-GENERAL] Display of canceled line items in acquisitions

Hi all,

Based on feedback from the acquisitions staff here in Massachusetts, MassLNC is 
considering a small development project that would change the way canceled line 
items display on a PO. I wanted to get some feedback from the Evergreen 
acquisitions community in case people like the way it currently displays.

The concern from our acquisitions staff is that line items display as canceled 
even in cases where the order isn't truly canceled. This scenario most often 
occurs in cases where a title is backordered. You identify something as being 
backordered by marking it as canceled and then identifying the cancel reason as 
backorder quantity. The status of the line item then displays as canceled, even 
though the library fully expects to receive the title at some future date.  
Acquisitions staff find this label misleading and confusing, and, at times, it 
has led to some extra time in their workflow as they ascertain whether the line 
item is truly canceled and needs to be re-ordered through a different vendor.

In 2.5, there have been some improvements in the PO display, with the cancel 
reason displaying to the right of the title (see attached image) and a 
different background color used for truly canceled line items and those that 
are just delayed. These changes should address the problem with added time in 
the workflow. However, the canceled status still displays, and we believe it 
continues to be a misleading label for the status of the line item.

We would like to suggest that, in cases where the line item is canceled, that 
the cancel reason display in the status column of the PO instead of displaying 
the status as canceled. For example, in the attached image, "backorder 
quantity" would display in the status column for the first line item and "not 
accepted" would display for the second line item. In the case where line items 
are not canceled, we would like to continue to see the line item status display 
there.

Would there be any objections to pursuing this approach? Are there reasons I'm 
not thinking of where it would be beneficial to display the status as canceled 
for line items that are delayed?

Thanks!
Kathy


--
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
kluss...@masslnc.org
Twitter: http://www.twitter.com/kmlussier

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