[open-ils-commits] [GIT] Evergreen ILS branch rel_2_8 updated. bfcc09719796b82919e745c98cc0b05a19d16b8e
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commit bfcc09719796b82919e745c98cc0b05a19d16b8e
Author: Angela Kilsdonk <akilsdonk at esilibrary.com>
Date: Wed Jun 24 11:49:00 2015 -0500
New Documentation for 2.8
2.8 Display Count of Existing Copies
2.8 Duplicate PO Name Alert
2.8 Negative Balances on Patron Accounts
Signed-off-by: Angela Kilsdonk <akilsdonk at esilibrary.com>
diff --git a/docs/acquisitions/selection_lists_po.txt b/docs/acquisitions/selection_lists_po.txt
index 2077b47..6fa8f9d 100644
--- a/docs/acquisitions/selection_lists_po.txt
+++ b/docs/acquisitions/selection_lists_po.txt
@@ -93,6 +93,46 @@ Use the Actions menu to convert a selection list to a purchase order.
Purchase Orders
~~~~~~~~~~~~~~~
+Duplicate Purchase Order Name Warning Dialog
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+When creating a purchase order or editing an existing purchase order, the purchase order name must be unique for the ordering agency. Evergreen will display a warning dialog to users, if they attempt to create or edit purchase order names that match the names of already existing purchase orders at the same ordering agency. The *Duplicate Purchase Order Name Warning Dialog* includes a link that will open the matching purchase order in a new tab.
+
+Purchase Order Names are case sensitive.
+
+*Duplicate PO Name Detection When Creating a New Purchase Order*
+
+image::media/po_name_detection_1.JPG[PO Name Detection 1]
+
+When a duplicate purchase order name is detected during the creation of a new purchase order, the user may:
+* Click *View PO* to view the purchase order with the matching name. The purchase order will open in a new tab.
+* Click *Cancel* to cancel the creation of the new purchase order.
+* Within the _Name (optional)_ field, enter a different, unique name for the new purchase order.
+
+If the purchase order name is unique for the ordering agency, the user will continue filling in the remaining fields and click *Save*.
+
+If the purchase order name is not unique for the ordering agency, the Save button will remain grayed out to the user until the purchase order is given a unique name.
+
+*Duplicate PO Name Detection When Editing the Name of an Existing Purchase Order*
+
+To change the name of an existing purchase order:
+. Within the purchase order, the _Name_ of the purchase order is a link (located at the top left-hand side of the purchase order). Click the PO Name.
+. A new window will open, where users can rename the purchase order.
+. Enter the new purchase order name.
+. Click *OK*.
+
+image::media/po_name_detection_2.JPG[PO Name Detection 2]
+
+If the new purchase order name is unique for the ordering agency, the purchase order will be updated to reflect the new name.
+If the purchase order name is not unique for the ordering agency, the purchase order will not be updated with the new name. Instead, the user will see the *Duplicate Purchase Order Name Warning Dialog* within the purchase order.
+
+image::media/po_name_detection_3.JPG[PO Name Detection 3]
+
+When a duplicate purchase order name is detected during the renaming of an existing purchase order, the user may:
+
+* Click *View PO* to view the purchase order with the matching name. The purchase order will open in a new tab.
+* Repeat the steps to change the name of an existing purchase order and make the name unique.
+
Activate Purchase Order with Zero Copies
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
@@ -209,4 +249,25 @@ available:
* Selection List
* Purchase Order
+Display a Count of Existing Copies on Selection List and Purchase Order Lineitems
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+When displaying Acquisitions lineitems within the Selection List and Purchase Order interfaces, Evergreen displays a count of existing catalog copies on the lineitem. The count of existing catalog copies refers to the number of copies owned at the ordering agency and / or the ordering agency's child organization units.
+
+The counts display for lineitems that have a direct link to a catalog record. Generally, this includes lineitems created as "on order" based on an existing catalog record and lineitems where "Load Bibs and Items" has been applied.
+
+The count of existing copies does not include copies that are in either a Lost or a Missing status.
+
+The existing copy count displays in the link "bar" located below the Order Identifier within the lineitem.
+
+If no existing copies are found, a "0" (zero) will display in plain text.
+
+If the existing copy count is greater than zero, then the count will display in bold and red on the lineitem.
+
+image::media/display_copy_count_1.JPG[Display Copy Count 1]
+
+The user may also hover over the existing copy count to view the accompanying tooltip.
+
+image::media/display_copy_count_2.JPG[Display Copy Count 2]
+
diff --git a/docs/circulation/circulation_patron_records.txt b/docs/circulation/circulation_patron_records.txt
index d1870cd..ac2c671 100644
--- a/docs/circulation/circulation_patron_records.txt
+++ b/docs/circulation/circulation_patron_records.txt
@@ -1,4 +1,4 @@
-Circulation - Patron Record
+Circulation - Patron Record
---------------------------
[[circulation_searching_patrons]]
@@ -827,6 +827,33 @@ Confirm this action.
after clicking _Submit this Bill_.
. The _Money Summary_ will adjust accordingly.
+Negative Balances on Patron Accounts
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Negative balances are sometimes automatically applied to patron accounts due to certain circulation workflows and settings. For example:
+
+. A patron loses an item and pays the lost fees in full.
+. The item is later found and returned to the library.
+. Evergreen is set up to void lost fines and reinstate overdue fines to the patron account if the lost item is returned.
+. As a result, a negative balance is applied to the patron's account.
+
+A new Library Setting called _Do not change fines/fees on zero-balance LOST transaction_ has been added to help eliminate the generation of negative balances on patron accounts. If this new Library Setting is enabled, it will prevent Evergreen from voiding lost fines and reinstating overdue fines to a patron account in the scenario described above. It will also prevent negative balances due to paid, long overdue materials being returned.
+
+*Removing negative balances from a patron account*
+
+If a negative balance is added to a patron account, the following workflow can be used to remove it:
+
+. Retrieve the patron account and go to the *Bills* screen.
+. Select the bill with the negative balance, click on *Actions for Selected Transactions* or right-click on it, and select *Add Billing*.
+. A window will pop up that asks "Are you sure you would like to add a billing to bill 1234?" Click *Yes*.
+. A new window with the _Bill Patron Wizard_ will appear. Select a _Billing Type_ and enter in a positive bill amount for the same amount as the negative balance. For example, if the negative balance is -$35.00, enter $35.00 for the bill. Click *Submit this Bill*.
+. The negative balance will now be cancelled out and cleared from the patron account.
+
+image::media/negative_balance1.jpg[Negative Balance-Add Billing]
+
+
+image::media/negative_balance2.jpg[Negative Balance-Add Bill]
+
Bill History
^^^^^^^^^^^^
diff --git a/docs/media/display_copy_count_1.JPG b/docs/media/display_copy_count_1.JPG
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-----------------------------------------------------------------------
Summary of changes:
docs/acquisitions/selection_lists_po.txt | 61 +++++++++++++++++++++++
docs/circulation/circulation_patron_records.txt | 29 ++++++++++-
docs/media/display_copy_count_1.JPG | Bin 0 -> 52315 bytes
docs/media/display_copy_count_2.JPG | Bin 0 -> 33718 bytes
docs/media/negative_balance1.jpg | Bin 0 -> 139132 bytes
docs/media/negative_balance2.jpg | Bin 0 -> 109297 bytes
docs/media/po_name_detection_1.JPG | Bin 0 -> 41150 bytes
docs/media/po_name_detection_2.JPG | Bin 0 -> 17748 bytes
docs/media/po_name_detection_3.JPG | Bin 0 -> 53953 bytes
9 files changed, 89 insertions(+), 1 deletions(-)
create mode 100644 docs/media/display_copy_count_1.JPG
create mode 100644 docs/media/display_copy_count_2.JPG
create mode 100644 docs/media/negative_balance1.jpg
create mode 100644 docs/media/negative_balance2.jpg
create mode 100644 docs/media/po_name_detection_1.JPG
create mode 100644 docs/media/po_name_detection_2.JPG
create mode 100644 docs/media/po_name_detection_3.JPG
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