[Evergreen-acq] Direct charges on POs
jamundson at cwmars.org
Wed Apr 25 17:15:47 EDT 2018
I think Acquisitions libraries at CW MARS tend to use direct charges
similarly to others who have responded. I've only been providing
Acquisitions support for 1.5 years, so I don't know if there were
complaints earlier in our Evergreen days, but in my time, I haven't had any
libraries express a desire to be able to encumber direct charges on a PO.
They don't seem to have issues with direct charges only on Invoices.
We advise against adding direct charges to POs that contain line items. If
a library is using a PO with direct charges, it is usually because it is a
blanket order, which some libraries use for standing orders or to mass
encumber funds not attached to line items.
John Amundson | Library Applications Associate III | CW MARS
jamundson at cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>
On Wed, Apr 25, 2018 at 4:59 PM, Morgan, Christine <cmorgan at noblenet.org>
> Hi Tiffany,
> Our libraries add charges directly to invoices. In most cases, they don't
> know these amounts until they receive the invoice. Not having them
> encumbered with the PO does not seem to be an issue since the amounts are
> Hope this helps,
> On Wed, Apr 25, 2018 at 4:50 PM, Christine Burns <
> christine.burns at bc.libraries.coop> wrote:
>> Hi Tiffany
>> We had many problems with this bug years ago so now we advise our
>> libraries not to add any charges to the purchase order. They add these
>> directly to the invoices. It seems to work well for us.
>> Thank you
>> On 25/04/2018 1:24 PM, Tiffany Little wrote:
>> Good afternoon,
>> Is anyone out there encumbering processing/cataloging charges on their
>> purchase orders? We have one library that is doing this, but they run into
>> the issue outlined in this LP bug:
>> Basically until they completely remove the direct charge on the PO
>> they're being double-billed, as the charge is on both the PO and the
>> invoice. There is no link between them to reduce the PO's direct charge in
>> proportion to the direct charges on the invoice.
>> Has anyone found a workaround for this, or do you just not encumber
>> processing/cataloging on your purchase orders?
>> Tiffany Little
>> *PINES Services Specialist, Acquisitions*
>> Georgia Public Library Service
>> 1800 Century Place NE, Suite 150
>> Atlanta, Georgia 30345
>> (470) 512-1454
>> tlittle at georgialibraries.org
>> Evergreen-acq mailing listEvergreen-acq at list.evergreen-ils.orghttp://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq
>> Evergreen-acq mailing list
>> Evergreen-acq at list.evergreen-ils.org
> Christine Morgan
> Database Support Analyst
> North of Boston Library Exchange, Inc.
> Danvers, Massachusetts
> cmorgan at noblenet.org
> Evergreen-acq mailing list
> Evergreen-acq at list.evergreen-ils.org
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