Bug 36364 - Enhancement to non-EDI receiving
Summary: Enhancement to non-EDI receiving
Status: NEW
Alias: None
Product: Koha
Classification: Unclassified
Component: Acquisitions (show other bugs)
Version: unspecified
Hardware: All All
: P1 - high enhancement
Assignee: Bugs List
QA Contact: Testopia
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2024-03-19 20:01 UTC by Rhonda Kuiper
Modified: 2024-04-16 17:08 UTC (History)
4 users (show)

See Also:
GIT URL:
Change sponsored?: ---
Patch complexity: ---
Documentation contact:
Documentation submission:
Text to go in the release notes:
Version(s) released in:
Circulation function:


Attachments
Enhancement to receiving workflow (138.12 KB, application/vnd.openxmlformats-officedocument.wordprocessingml.document)
2024-03-19 20:01 UTC, Rhonda Kuiper
Details

Note You need to log in before you can comment on or make changes to this bug.
Description Rhonda Kuiper 2024-03-19 20:01:25 UTC
Created attachment 163478 [details]
Enhancement to receiving workflow

At the March 2024 meeting of the koha-US Acquisitions SIG, we discussed an enhancement to the current receiving workflow that SIG members agreed would streamline the receiving process.  I have attached a word document with the enhancement description.  The basics are that the check boxes on the receive screen are used to indicate items that are ready to be received (as currently is done) and the button at the bottom of the the pending items will actually receive the items without going to the receive details screen.  Please read the document for a full description.
Comment 1 vescobar@altadenalibrary.org 2024-03-20 22:38:06 UTC
A "select all" button would be extremely helpful when receiving multiple items 

For items where the information is correct:  The staff person would verify the prices, quantity, and fund from this page and if everything is correct, check the check box.  Once all the items for the invoice are verified and checked, the yellow ‘Receive selected (X)’ button would actually receive the items. And the items would be moved to the Already received part of the page.
Comment 2 Barbara Johnson 2024-03-21 20:14:46 UTC
+1 

Option #1 in the attached 'receiving workflow' document would be a wonderful improvement. Most of our invoices don't require any changes in quantity, price or fund so being able to do all the receiving work on the parcel.pl screen would be such a great time saver. 

Right now, for an invoice with 50 items on it, I have to check 50 checkboxes on parcel.pl. Then I have to click the 'Edit' button once on orderreceive.pl and then the 'Next order' button 49 more times in order to cycle through every item on the invoice. If the all receiving could be done on parcel.pl it would cut my time in half!
Comment 3 Katrin Fischer 2024-04-01 11:21:09 UTC
Hi, I feel like what you suggest is what I had been thinking of with the 'multi-receive' idea initially.
I really like the idea. I think maybe this could be split into 2 steps to make implementation a little easier:

* Be able to receive multiple without making changes.
* Handle small or other changes to the orders. (I'd prefer the editable table cell solution)

One thing that maybe we need to think about would be attached items, but it should not hinder this development. We'd just need to make sure that the item values are also changed correctly when the receive is done from the table.
Comment 4 Marci 2024-04-16 16:35:33 UTC
I like option 1.  It would definitely save time.