[OPEN-ILS-GENERAL] encumbering a purchase not in the catalog

[Jennifer Pringle (Project Sitka)]

Hi Elaine,

If I am understanding your question correctly this bug is exactly what  
you are looking for:
https://bugs.launchpad.net/evergreen/+bug/833820

There are currently two ways to work around this in 2.2 and 2.4 (and  
probably 2.3 as well):
1. Set up a OPAC-invisible shelving/copy location and use it for these  
line items. The items won't display to your public and you can then  
delete the items
and MARC records from the catalogue as needed when you catalogue the  
items when they arrive.

2.Create a new purchase order and add the items as charges rather than  
line items.  You will need this fix in order to activate the PO with  
only charges on it: https://bugs.launchpad.net/evergreen/+bug/1177916
The complication with this option is that you cannot currently select  
charges from a purchase order and add them to a specific invoice.  To  
create an invoice for the charges (and un-encumber the funds) you must  
create an invoice from the entire purchase order.

Hope this helps,

Jennifer
-- 
Jennifer Pringle
Sitka Support
Email:jpringle at sitka.bclibraries.ca


Quoting Elaine Andersen <andersene at santacruzpl.org>:

> I'm not exactly sure how to phrase this -- But, is it possible to enter an
> encumbrance in Acquisitions, when we are purchasing something that will not
> be in the catalog -- One example, when we are purchasing some books that
> will be part of kits, and we do not want the books to show, as the title
> that was purchased --
> Thank you --
> Elaine Andersen
>