We use a vendor to manage and maintain many of our serial subscriptions. We have this vendor in the Acquisitions module and create baskets for putting in invoices. However, there is no way to tie the individual serial issues to the monthly or quarterly baskets, so when we receive and issue it doesn't clear from the basket as received. We have to manually go into the basket and marked it as received as well as processing it in the Serials module. Can the serials subscription be linked to a basket?
Hi Angela, you can create an order from a subscription, which will link the item and the receive, but not quite do what you suggested, as you will still have to receive the issue in both the acquisitions and the serial module. I think what you ask for is possible, but would be something to investigate closely. A lot of libraries have invoices that are not charged for by issue, but they receive the invoices annually. So the invoice might arrive before the last issue of the year and the issues will be received during the year independent of receiving an invoice etc. And then: both modules ask for different data to be entered, like the exact price and invoice date or to correct the numbering/dates of the issue. It might be easier to do this once receiving and invoicing have been properly separated in the acq module (which there are plans for, but it will take a longer while) I have tried to improve the description a bit to separate it from the existing functionality.