Add a link from the PO line to the "Receive" workbench
It would be helpful to have a link to the receiving workbench from a POL, to eliminate the extra step of receiving items that are ordered but already in hand. This applies especially to standing orders and gifts. We already have the items in hand at the time of order creation. With the current setup, we have to 1) create the POL, 2) write down the POL number or copy it before selecting Order Now, 3) switch to Receive to receive the item in order to close the POL. Merging step 3 into the POL creation process would save a lot of time.
Sarah Johnson
shared this idea
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Line Eidstø
commented
It would still be practical for the POL to link to the receiving workbench, especially for periodicals. For continuous orders only items in claim are possible to receive directly on the POL, in addition it is not practical to use the POL to receive periodicals when there are a lot of issues. In some instances for monographs it is not practical to use the new option for receiving in the POL, in regards to f example printing barcodes and additional functionality which is only available in the receiving workbench. A link from the POL to the receiving workbench would in these instances be a good option.
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Thanks, Christian! This is exactly the functionality we've been hoping for.
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Christian
commented
In the new layout of the PO Line Task List receiving is possible directly within the PO Line.
1. Open the PO Line in "Edit" mode
2. Go to "Ordered items" section
3. Click the ellipsis menu ("...") and choose "Receive"
