Automated order claiming
We need a solution for order claiming that works automatically for this for groups
- one time orders
- subscription orders
- standing orders
- online resource orders.
Workflow:
a) The expected receipt date/expected activation date in the order/item/portfolio is reached.
b) Alma must send an claim to the vendor.
c) Alma changes the expected delivery date/expected activation date automatically by taking the information from the vendor-account (date of day plus expected receipt after ordering (days)/date of day+expected activation after ordering (days)).
d) A reminder in the task list is not necessary.
Details for the four groups see attachment please.
Ute Ristau
shared this idea
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Louise Driscoll
commented
It would be great if you could claim by order type as well rather than an all-or-nothing approach. Ie: one-time order / continuous/standing claims could each have a dedicated workflow