[Evergreen-acq] Direct charges on POs

[John Amundson]

Hi, Tiffany:

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

<http://www.cwmars.org>

John Amundson | Library Applications Associate III | CW MARS

jamundson at cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>

http://www.cwmars.org

On Wed, Apr 25, 2018 at 4:59 PM, Morgan, Christine <cmorgan at noblenet.org>
wrote:

> 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
> small.
>
> Hope this helps,
> Christine
>
> 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
>>
>> Christine
>>
>> 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:
>>
>> https://bugs.launchpad.net/evergreen/+bug/1709472
>>
>> 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?
>>
>> Thanks!
>> Tiffany
>>
>> --
>> 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
>>
>>
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>>
>>
>>
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>>
>
>
> --
> Christine Morgan
> Database Support Analyst
> North of Boston Library Exchange, Inc.
> Danvers, Massachusetts
> cmorgan at noblenet.org
>
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