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

[Pam Smith]

Hi Mary:

The encumbered price is removed in our system (2.0.10) from the fund when
the item is cancelled without having to zero out the price field.  I just
checked all of our cancelled line items & the price for the cancelled items
no longer appears as an encumberance in the purchase order or in the fund.
It does not remove the encumbered price from the total estimated field in
the purchase order, but we do find that the amount is removed from the fund.


We do see that the purchase order remains in an on-order status when an line
item is cancelled. We would like to be able to close out a purchase order
completely once all line items have either been paid or cancelled.


Pam

Pamela Soren Smith
Technical Services/Systems Librarian
Howe Library
13 South St.
Hanover, NH 03755
603.643.4120 x3257
http://howelibrary.org  
                                    

-----Original Message-----
From: open-ils-general-bounces at list.georgialibraries.org
[mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of
Mary Llewellyn
Sent: Tuesday, February 28, 2012 1:17 PM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Questions from a library concerning aquisitions

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