1 / 11

Movement, Loans, Orders Integration

Movement, Loans, Orders Integration. “What are some possibilities?. Introduction. Movement module can tell you the following things about physical items : Where it is Who put it there Where else it has been. Introduction. It does not tell you: Why it is there Where it needs to go next

claude
Download Presentation

Movement, Loans, Orders Integration

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Movement, Loans, Orders Integration “What are some possibilities?

  2. Introduction • Movement module can tell you the following things about physical items: • Where it is • Who put it there • Where else it has been

  3. Introduction • It does not tell you: • Why it is there • Where it needs to go next • Whether you can take it! • These questions can be answered by the Orders module and/or the Loans module • Loans processing could be simplified if there was more integration between Loans and Movement

  4. A simple Internal Loan example • Borrower puts a reservation on the item i.e. creates a loan - Borrower has 2 new attributes – Delivery Location and Pickup Location - Delivery Location for Borrower is defaulted into the Loan record - loan item status of Reserved • Item retrieved from vault on appropriate date – may be placed in acclimatising room if necessary (Movement scan done) - loan item status of Reserved

  5. A simple Internal Loan example • Item delivered to Borrower’s delivery location - Movement scan done - Movement module detects that current location of item is equal to the delivery location in an active loan and emails a notice of delivery of the item to the Borrower - loan item status of Reserved • Borrower completes their use of the item and then places it in a Pickup location - Movement scan done - loan item status of Reserved

  6. A simple Internal Loan example • Item is picked up and returned to the vault - Movement scan done - Movement module detects that current location is a permanent location and acquits the active loan for this item - loan item status of Acquitted

  7. A simple External Loan example • Process can be very similar to an Internal loan except: • Booker puts a reservation on the item • Item is delivered to Booker’s delivery location, generating an email notification • When item is despatched, a Movement scan should be done using a location of “ON EXTERNAL LOAN”? • When item returns from loan, it could be moved back to the Booker’s delivery location, also generating an email • After checking, Booker could place item on Pickup location • Once the item is back in the vault, the loan will be acquitted

  8. Request Copy to Video - an example of possible Orders/Loans/Movement Integration • User (Mr Searcher) finds a title of interest which only has film components • From the item list, right click menu contains option ‘Copy to Video’ • Orders screen comes up – Mr Searcher only has to enter the Requested Finish Date. He will be set as the Customer for the Order

  9. Request Copy to Video - an example • MAVIS automatically creates a Reservation for the film component, setting the Borrower to the Supplier of the ‘Copy to Video’ Product e.g. Technical Services • Film component is retrieved from vault on appropriate date via normal Loans processing and delivered to the Borrower • Movement scans occur during this process • Technical Services scans the item’s barcode in the Find Order Line window to bring up the relevant order line

  10. Request Copy Film to Video - an example • Starts the order line (logged on user will automatically be assigned as the Technician) • Makes copy to video, fills in Resources Produced, sets Order Line to Completed • Film Component is placed on Return to Vault Shelf (movement scan done) • Video component is moved to Order Customer • Film Component is returned to vault – Movement module detects that it is in its Permanent Location and acquits reservation

  11. Conclusion • These are just examples! • Sites will have very specific workflows – MAVIS can be lightly or heavily customised according to requirements

More Related