[OPEN-ILS-GENERAL] Questions from a library concerning aquisitions

[Mary Llewellyn]

Hi all,

I'm passing along some observations and questions that I received 
today from one of my libraries. I'd appreciate having some answers to 
pass back.

>A couple of things that we discovered - when you cancel something, 
>you have to set the price of the item to 0 (Evergreen doesn't 
>automatically remove the encumbered price).
>
>Also (and perhaps this is something that can be changed) it seems 
>that if an item is cancelled, it never 'completes' the PO (takes it 
>out of an 'on-order' state) so we have some showing up in our list 
>that are actually done.
>
>One concern I know I have but have been waiting to say something is 
>that it seems that once you move the items from the Selection List 
>to the PO and activate it, you can't change the budget.  Ideally, 
>we'd still be able to change it to make up for errors (like if they 
>decide to pay for it from a different budget after we've ordered it 
>or if it turns out to be a different format and we want to pay for 
>it correctly) but most importantly is when the fiscal year ends and 
>we have to transfer all of the outstanding items to next year.  Are 
>we going to be able to do that without cancelling everything and 
>creating a new PO?  Like I said, I haven't said anything or played 
>around with it too much because I knew that major issue was still a 
>few months away, but I thought I'd mention it here in case I missed 
>something or we needed time to develop a solution.


Thank you,

Mary


Mary Llewellyn
Database Manager
Bibliomation, Inc.
Middlebury, CT
mllewell at biblio.org