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

[Bill Erickson]

On Tue, Feb 28, 2012 at 05:50:34PM -0500, Pam Smith wrote:
> 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.

[...]

> >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).

This is behavior is configurable for each cancel reason.  In the staff
client, you can set them up under admin -> server admin -> acq -> 
cancel reasons.  Note the "Keep Debits" column.

-b

-- 
Bill Erickson
| Senior Software Developer
| Equinox Software, Inc. / Your Library's Guide to Open Source
| phone: 877-OPEN-ILS (673-6457)
| email: erickson at esilibrary.com
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