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Integrate Subscriptions with Acquisitions

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New Subscriptions

Currently subscriptions and acquisitions are distinct. We propose to integrate the two, the new process will be:

1. Create a partially or fully filled subscription record that is not active, this is for purposes of initiating an order
2. An optional purchase order approval process, see more details here: Purchase Approvals Process
3. Create an order using an inactive subscription record. If purchase approvals are turned on, only approved subscriptions records can be entered into the order basket
4. Upon receipt of the vendor invoice, make the subscription record active. This replaces the "accessioning" step used for books
5. An optional payment process, see more details here: Payments Process


Renewals

Proposed process for renewals is:

1. If purchase approvals (see more details here: Purchase Approvals Process) are turned on, request for approval of subscription renewal
2. Create an order using for the current subscription. If approvals are turned on, only approved renewals can be entered into the order basket
3. Upon receipt of the vendor invoice, renew the subscription.
4. An optional payment process, see more details here: Payments Process