[Evergreen-catalogers] Acquisitions Bug of the Month - October

[Jennifer Pringle]

Hello,

The Acquisitions Interest Group decided at the Evergreen Conference in  
April to try a new form of member engagement.  Rather than holding  
quarterly meetings on irc each month an acquisitions bug will be  
featured in an email to this list.  This will bring more exposure to  
some of the acquisitions bugs that have a large impact on acquisitions  
libraries and their workflows and allow acquisitions staff to engage  
as time permits, rather than at a specified time.

Get involved by testing your system for the bug, indicating on  
Launchpad if you’re affected by the bug, and commenting on Launchpad  
or through the list if you have further information about the bug or  
suggestions about what you’d like to see in a fix.

Have a bug you’d like to see featured as an Acquisitions Bug of the  
Month?  Please email a link to the launchpad bug # to   
jennifer.pringle at bc.libraries.coop.


Acquisitions Interest Group

Bug of the Month - October 2016


Bug - ACQ: Fiscal Year Close-out operation does not check org unit
https://bugs.launchpad.net/evergreen/+bug/1478712

Description of Bug

When performing fiscal year end close out the system can move  
remaining money and encumbrances to funds for the new year.  When the  
Evergreen moves the remaining money and encumbrances it checks to  
ensure that the fund code of the new fund matches the fund code of the  
old fund.  Currently, Evergreen does not check that the org unit of  
the new fund matches the org unit of the old fund.  This is a problem  
as multiple org units can use the same fund codes (ie. AF, ANF).   
Because there is no org unit check encumbrances and remaining money  
can be transferred into a new fund belonging to a different org unit  
than the old fund.

The workaround for this is to ensure that every fund code in the  
system is unique.


Evergreen Version(s)

EG 2.6+

Desired Resolution / Fix

When fiscal year end processes are run Evergreen should check that  
both the fund code and the org unit of the new fund match the old fund  
before moving money or encumbrances to the new fund to ensure the  
correct new fund is used.

Thank you,

Jennifer

-- 
Jennifer Pringle
Co-op Support
BC Libraries Cooperative
Tel: 1-888-848-9250
Email:jennifer.pringle at bc.libraries.coop
Website: http://bc.libraries.coop