Koha/koha-tmpl/intranet-tmpl/prog/en/modules/admin/admin-home.tt
Colin Campbell e2e9916348 Bug 7736: Support Ordering via Edifact EDI messages
Add support for processing incoming Edifact Quotes, Invoices
and order responses and generating and transmission of
Edifact Orders.
Basic workflow is that an incoming quote generates an aquisition
basket in Koha, with each line corresponding to an order record

The user can then generate an edifact order from this (or another)
basket, which is transferred to the vendor's site

The supplier generates an invoice on despatch and this will
result in corresponding invoices being generated in Koha
The orderlines on the invoice are receipted automatically.

We also support order response messages. This may include
simple order acknowledgements, supplier reports/amendments
on availability. Cancellation messages cause the koha order
to be cancelled, other messages are recorded against the order

Which messages are to be supported/processed is specifiable on a
vendor by vendor basis via the admin screens

You can also specify auto order i.e. to generate orders from quotes
without user intervention - This reflects existing
workflows where most work is done on the suppliers website
then generating a dummy quote

Received messages are stored in the edifact_messages table
and the original can be viewed via the online

Database changes are in installer/data/mysql/atomicchanges/edifact.sql
Note new perl dependencies:
    Net::SFTP:Foreign
    Text::Unidecode

Signed-off-by: Paul Johnson <p.johnson@staffs.ac.uk>

Signed-off-by: Sally Healey <sally.healey@cheshiresharedservices.gov.uk>

Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>

Signed-off-by: Brendan A Gallagher <brendan@bywatersolutions.com>
2016-04-01 20:03:17 +00:00

128 lines
8.5 KiB
Text

[% USE Koha %]
[% INCLUDE 'doc-head-open.inc' %]
<title>Koha &rsaquo; Administration</title>
[% INCLUDE 'doc-head-close.inc' %]
</head>
<body id="admin_admin-home" class="admin">
[% INCLUDE 'header.inc' %]
[% INCLUDE 'cat-search.inc' %]
<div id="breadcrumbs"><a href="/cgi-bin/koha/mainpage.pl">Home</a> &rsaquo; Administration</div>
<div id="doc" class="yui-t7">
<div id="bd">
<div id="yui-main" class="sysprefs">
<div class="yui-g"><h1>Koha administration</h1></div>
<div class="yui-g">
<div class="yui-u first">
<form action="/cgi-bin/koha/admin/preferences.pl" method="post">
<fieldset>
<h4><a href="/cgi-bin/koha/admin/preferences.pl">Global system preferences</a></h4>
<p>Manage global system preferences like MARC flavor, date format, administrator email, and templates.</p>
<input type="hidden" name="op" value="search" />
<input type="text" name="searchfield" value="[% searchfield %]" />
<input type="submit" name="ok" class="submit" value="Search" />
</fieldset>
</form>
<div class="hint"><h4>Hint:</h4><p>Configure these parameters in the order they appear.</p></div>
<h3>Basic parameters</h3>
<dl>
<dt><a href="/cgi-bin/koha/admin/branches.pl">Libraries and groups</a></dt>
<dd>Define libraries and groups.</dd>
<dt><a href="/cgi-bin/koha/admin/itemtypes.pl">Item types</a></dt>
<dd>Define item types used for circulation rules.</dd>
<dt><a href="/cgi-bin/koha/admin/authorised_values.pl">Authorized values</a></dt>
<dd>Define categories and authorized values for them.</dd>
</dl>
<h3>Patrons and circulation</h3>
<dl>
<dt><a href="/cgi-bin/koha/admin/categories.pl">Patron categories</a></dt>
<dd>Define patron categories.</dd>
[% IF CAN_user_parameters_manage_circ_rules %]
<dt><a href="/cgi-bin/koha/admin/smart-rules.pl">Circulation and fines rules</a></dt>
<dd>Define circulation and fines rules for combinations of libraries, patron categories, and item types</dd>
[% END %]
<dt><a href="/cgi-bin/koha/admin/patron-attr-types.pl">Patron attribute types</a></dt>
<dd>Define extended attributes (identifiers and statistical categories) for patron records</dd>
<dt><a href="/cgi-bin/koha/admin/branch_transfer_limits.pl">Library transfer limits</a></dt>
<dd>Limit the ability to transfer items between libraries based on the library sending, the library receiving, and the item type involved. These rules only go into effect if the preference UseBranchTransferLimits is set to ON.</dd>
<dt><a href="/cgi-bin/koha/admin/transport-cost-matrix.pl">Transport cost matrix</a></dt>
<dd>Define transport costs between branches</dd>
<dt><a href="/cgi-bin/koha/admin/item_circulation_alerts.pl">Item circulation alerts</a></dt>
<dd>Define rules for check-in and checkout notifications for combinations of libraries, patron categories, and item types</dd>
<dt><a href="/cgi-bin/koha/admin/cities.pl">Cities and towns</a></dt>
<dd>Define cities and towns that your patrons live in.</dd>
</dl>
[% IF CAN_user_plugins %]
<h3>Plugins</h3>
<dl>
<dt><a href="/cgi-bin/koha/plugins/plugins-home.pl">Manage plugins</a></dt>
<dd>View, manage, configure and run plugins.</dd>
</dl>
[% END %]
</div>
<div class="yui-u">
<h3>Catalog</h3>
<dl>
<dt><a href="/cgi-bin/koha/admin/biblio_framework.pl">MARC bibliographic framework</a></dt>
<dd>Create and manage Bibliographic frameworks that define the characteristics of your MARC Records (field and subfield definitions) as well as templates for the MARC editor.</dd>
<dt><a href="/cgi-bin/koha/admin/koha2marclinks.pl">Koha to MARC mapping</a></dt>
<dd>Define the mapping between the Koha transactional database (SQL) and the MARC Bibliographic records. Note that the mapping can be defined through MARC Bibliographic Framework. This tool is just a shortcut to speed up linkage.</dd>
<dt><a href="/cgi-bin/koha/admin/fieldmapping.pl">Keywords to MARC mapping</a></dt>
<dd>Define the mapping between keywords and MARC fields, those keywords are used to find some datas independently of the framework.</dd>
<dt><a href="/cgi-bin/koha/admin/checkmarc.pl">MARC Bibliographic framework test</a></dt>
<dd>Checks the MARC structure. If you change your MARC Bibliographic framework it's recommended that you run this tool to test for errors in your definition.</dd>
<dt><a href="/cgi-bin/koha/admin/authtypes.pl">Authority types</a></dt>
<dd>Create and manage Authorities frameworks that define the characteristics of your MARC Records (field and subfield definitions).</dd>
<dt><a href="/cgi-bin/koha/admin/classsources.pl">Classification sources</a></dt>
<dd>Define classification sources (i.e., call number schemes) used by your collection. Also define filing rules used for sorting call numbers.</dd>
<dt><a href="/cgi-bin/koha/admin/matching-rules.pl">Record matching rules</a></dt>
<dd>Manage rules for automatically matching MARC records during record imports.</dd>
<dt><a href="/cgi-bin/koha/admin/oai_sets.pl">OAI sets configuration</a></dt>
<dd>Manage OAI Sets</dd>
<dt><a href="/cgi-bin/koha/admin/items_search_fields.pl">Item search fields</a></dt>
<dd>Manage custom fields for item search.</dd>
</dl>
<h3>Acquisition parameters</h3>
<dl>
<dt><a href="/cgi-bin/koha/admin/currency.pl">Currencies and exchange rates</a></dt>
<dd>Define currencies and exchange rates used for acquisitions.</dd>
<dt><a href="/cgi-bin/koha/admin/aqbudgetperiods.pl">Budgets</a></dt>
<dd>Define your budgets</dd>
<dt><a href="/cgi-bin/koha/admin/aqbudgets.pl">Funds</a></dt>
<dd>Define funds within your budgets</dd>
<dt><a href="/cgi-bin/koha/admin/edi_accounts.pl">EDI Accounts</a></dt>
<dd>Manage vendor EDI accounts for import/export</dd>
<dt><a href="/cgi-bin/koha/admin/edi_ean_accounts.pl">EDI EANs</a></dt>
<dd>Manage Branch EDI EANs</dd>
</dl>
<h3>Additional parameters</h3>
<dl>
<!-- <dt><a href="/cgi-bin/koha/admin/printers.pl">Network Printers</a></dt>
<dd>Printers (UNIX paths).</dd> -->
<dt><a href="/cgi-bin/koha/admin/z3950servers.pl">Z39.50/SRU servers</a></dt>
<dd>Define which external servers to query for MARC data.</dd>
<dt><a href="/cgi-bin/koha/admin/didyoumean.pl">Did you mean?</a></dt>
<dd>Choose which plugins to use to suggest searches to patrons and staff.</dd>
<dt><a href="/cgi-bin/koha/admin/columns_settings.pl">Configure columns</a></dt>
<dd>Hide or show columns for tables.</dd>
<dt><a href="/cgi-bin/koha/admin/audio_alerts.pl">Audio alerts</a></dt>
<dd>Define which events trigger which sounds</dd>
[% IF Koha.Preference('SMSSendDriver') == 'Email' %]
<dt><a href="/cgi-bin/koha/admin/sms_providers.pl">SMS cellular providers</a></dt>
<dd>Define a list of cellular providers for sending SMS messages via email.</dd>
[% END %]
</dl>
</div>
</div>
</div>
</div>
[% INCLUDE 'intranet-bottom.inc' %]