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    Acq: item record pop up on create only works if checked for serials

    • Article Type: General
    • Product: Voyager
    • Product Version: 7.0.4

    Bug Report Form for Issue 16384-9329
    Module: Acquisitions
    Release(s): reported in 7.0.4; replicated in 7.2.0
    Server Platform(s) affected: Solaris/all
    PC O/S (if this is PC specific): n/a
    Browser type & version (if WebVoyage): n/a

    Expected Results: If you have “Show Item on Create” checked in any section in Acquisitions>Workflows>Item Creation (whether its for orders, invoices, or serials check-in), when you receive an item in that area and an item record is created, the item record window should pop up for you to make edits, etc.

    Actual Results: If you don’t have “Show Item on Create” checked for Serials Check-In, items created from receiving on orders or invoices also won’t show on create, even if “Show Item” is checked off in those two areas.

    Workflow Implications: Operators may not realize an item was actually created.

    Replication steps:
    Go to Acquisitions>Workflows>Item Creation tab and check the “Automatically Create on Receive” and “Show Item on Create” box in the Item Creation for Invoices section, but *not* in the Item Creation for Serials Check-In section.
    Create an invoice.
    Add a line item to the invoice.
    Go to the Detailed Line Item view on the invoice.
    Click on the Receive/Mark tab.
    Click inside the red box to make the Receive button active.
    Click Receive – you’ll see that no item record pops up.
    Click the plus signs next to the title information to open up the hierarchy to the copy level, then highlight the copy level – this will make the Item button active.
    Click on the Item button – you’ll see that an item record was created upon receipt, it just didn’t pop up (you can also verify this in Cataloging).

    If you go back to workflows and check “Automatically Create on Receive” and “Show Item on Create” in the Item Creation for Serials Check-In and repeat this process for a different line item, the item record *will* pop up when created.


    • Article last edited: 3/18/2015