2 new order status codes
I just wanted you to know, that we now have 2 new status codes for orders, so we can track credits more efficiently. Anyone aware of a credit due us should change the status of the order in the General tab in the order list to:
CWC=closed waiting for credit or
OCW=open waiting for credit
Thanks to Jason for helping with this.
5 Responses to “2 new order status codes”
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September 17th, 2008 at 4:33 pm
That’s great!
I was wondering if the CWC status has the same powers/limitations as the CLS status. When an order is closed, we don’t want any activities continuing there with the exception of the expected credit.
Also, when the credit is received, will the order status be changed to CLS? Who will change it? The person who posts the credit?
Similar questions stand for the OWC status.
As far as working with the order itself, is the OWC status the same as the SV status?
Also, after the credit is received, will the status be changed to SV?
Thanks,
Raimonda
September 18th, 2008 at 12:36 pm
No, the CWC does not have the same powers/limitations as the CLS status.There will be no warning that the order is closed.That would be an enhancement to Aleph and could not be done according to FCLA. However if you make sure to unencumber before you close an order, that should indicate that you are not supposed to pay on the order.
The person who posts the credit would change the order status from CWC to CL and OWC to SV.
We intend to run reports for these new order statuses with regular intervals, and we can then correct any corder status that was not changed.
September 19th, 2008 at 11:08 am
Well, it seems that this (CWC not having the same power/limitations as the CLS status) might cause a problem for the serials unit. Sonia and I discussed this and we think that there is a potential for error associated with these codes.
I am not sure how the monographs unit is affected by these codes, but Sonia and I would like to meet with the Paying Unit folks and discuss this problem further.
September 19th, 2008 at 3:00 pm
Really good job Kerstin! This has been a problem of long standing. Not huge, but very time consuming when it occurs.
We’ll be able to better control credits from vendors, and we can expect to minimize “surprises” in the form of very old credits (old as in years old) that occasionally appear during a fiscal year. It will help us stay current on credits due us. Jack
September 22nd, 2008 at 12:03 pm
We all appreciate the effort – it should help track credits with vendors – and marvel how fast FCLA responded to create the new status codes. What’s your secret?