Add new section + new simple sections for Blanket order - rough draft outline
authorChristine Burns <christine.burns@bc.libraries.coop>
Tue, 19 Apr 2016 21:52:10 +0000 (14:52 -0700)
committerChristine Burns <christine.burns@bc.libraries.coop>
Tue, 19 Apr 2016 21:52:10 +0000 (14:52 -0700)
Signed-off-by: Christine Burns <christine.burns@bc.libraries.coop>
acq/acq-purchase-orders.xml
acq/media/Thumbs.db
acq/media/blanket.png [new file with mode: 0644]

index 00f20cc..f6894bc 100644 (file)
@@ -545,11 +545,96 @@ when bringing records in via their <link linkend="catalog-record-ids">Catalog Re
 </procedure>\r
 </section>\r
 \r
+<section xml:id="blanket-order">\r
+      <title>"Blanket Orders"</title>\r
+<para>"Blanket" orders allow staff to invoice an encumbered amount multiple times, paying off the charge over a period of time.</para>\r
+      <para>The work flow supported by this development assumes staff does not need to track the individual contents of the order, only the amounts encumbered and invoiced in bulk.</para>\r
+\r
+         <simplesect xml:id="create-blanket-order">\r
+<title>Create a Blanket Purchase Order</title>\r
+<para>create a po and add blanket order charge.</para>\r
+\r
+<procedure>\r
+<step>\r
+<informalfigure>\r
+<para>Select <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Create Purchase Order</guimenuitem></menuchoice>.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of line item status</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/blanket.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+</procedure>\r
+\r
+</simplesect>\r
+\r
+<simplesect xml:id="receive-blanket-order">\r
+<title>Receive Blanket Order Items</title>\r
+<para>Create an invoice from the Purchase Order page and enter the amount billed/paid for the received shipment.</para>\r
+\r
+<procedure>\r
+<step>\r
+<informalfigure>\r
+<para>Select <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Purchase Order</guimenuitem></menuchoice>.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of purchase order</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/blanket.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+</procedure>\r
+\r
+</simplesect>\r
+\r
+<simplesect xml:id="complete-blanket-order">\r
+<title>Finalize Blanket Order</title>\r
+<para>When the final shipment arrives, staff select the <guilabel>Final Invoice for Blanket Order</guilabel> option on the invoice screen to mark the PO as received and drop any remaining encumbrances to $0.00.</para>\r
+\r
+<procedure>\r
+<step>\r
+<informalfigure>\r
+<para>Select <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Open Invoices</guimenuitem></menuchoice>.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of invoice</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/blanket.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+</procedure>\r
+\r
+<para>Alternativey, if the PO needs to be finalized without creating a final invoice, staff can use the new <guilabel>Finalize Blanket Order</guilabel> option the the PO interface. </para>\r
+<procedure>\r
+<step>\r
+<informalfigure>\r
+<para>Select <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Purchase Orders</guimenuitem></menuchoice>.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of purchase order</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/blanket.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+</procedure>\r
+\r
+</simplesect>\r
+\r
+</section>\r
 \r
    <section xml:id="add-additional-purchase">\r
       <title>Add Charges, Taxes, and/or Fees to a Purchase Order</title>\r
          \r
-         <caution><para>Charges should not be added to purchase orders at this time.</para></caution>\r
+         <caution><para>Excluding <link linkend="blanket-order">"Blanket Orders"</link>, charges should not be added to purchase orders at this time.</para></caution>\r
          \r
 <!--     \r
       <para>You can add other charges, taxes, and/or fees to a purchase order. The charge types, also called invoice item types, are defaults that have been set \r
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