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

[Mary Llewellyn]

Thanks to Pam and Bill. I checked our settings and the cancellation reason
the library has used is set to False under Keep Debits. So I think what's
going on here is an expectation on the librarian's part that he would see a
change reflected at the lineitem level, which Pam has confirmed does not
happen. 

Thanks for shedding some light on this.

Mary


-----Original Message-----
From: open-ils-general-bounces at list.georgialibraries.org
[mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of
Bill Erickson
Sent: Wednesday, February 29, 2012 9:17 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Questions from a library concerning
aquisitions


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
| web: http://esilibrary.com