[OPEN-ILS-GENERAL] SPAM RE: SPAM fund summaries from invoices

Fri Jul 12 12:10:21 EDT 2013

As someone who works with many different library systems on behalf of our customers, I would say that it’s a pretty standard request. Most libraries don’t send their own payments to their vendors. Instead, they submit some sort of report, summary, or voucher to their larger organization – the university, the corporation, the city, the county, the state, the feds – and that larger organization handles the debits from the actual financial accounts and the payment to the vendor, either via credit card, EFT, or check. Those vouchers from the library can either be paper, which is sent to the larger organization along with copies of invoices, or they can be electronically transmitted between the library’s financial system and the larger organization’s financial system.

In any event, my guess is that other libraries have a similar need. I don’t know if there’s something in Evergreen that parallels what Robert has requested, but I’m guessing that most every library using Evergreen’s acquisitions system is doing something to report invoices and payment requests to their larger organization.

Hope this helps,

Ann-Marie Breaux
Vice President, Academic Service Integration
YBP Library Services
Phone/fax: +1 (678) 445-5720
e-mail: abreaux at ybp.com<mailto:abreaux at ybp.com>

From: open-ils-general-bounces at list.georgialibraries.org [mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of Jim Taylor
Sent: Friday, July 12, 2013 11:54 AM
To: 'Evergreen Discussion Group'
Subject: [OPEN-ILS-GENERAL] ***SPAM*** RE: ***SPAM*** fund summaries from invoices

I think the question was simply what it was…is there a way to create a similar summary?    I don’t believe it was a plea for someone to turn Evergreen into Symphony.   Would seem like useful information no matter what ILS one was using and, while also not being a lawyer, it would seem difficult for someone to argue that only they are allowed to produce a report which tells someone how much and from which budget lines they are spending their money.

Guess I’m sticking my nose into someone else’s discussion but seemed like an unfair accusation against Mr. Meeks and one likely to derail his request for information.

Jim

From: open-ils-general-bounces at list.georgialibraries.org<mailto:open-ils-general-bounces at list.georgialibraries.org> [mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of Lebbeous Fogle-Weekley
Sent: Friday, July 12, 2013 10:01 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] ***SPAM*** fund summaries from invoices

Hi Robert,

I am not a lawyer, but I do have a vague idea that Evergreen development can't just mimic proprietary ILSes without running into potential legal trouble.  Nobody here is trying to produce a clone of Symphony or anything else; even setting aside legal concerns, that's just not a goal of the Evergreen project.

That said, if you would be open to discussing your workflows and needs in a somewhat more abstract form, I do hope you find that the mailing list and the IRC channel[1] will help lead you down any of these paths:

- Finding alternative workflows that libraries already using Evergreen can recommend to accomplish your essential goals
- Finding volunteer effort to develop new features
- Finding vendors who can develop the features you want for Evergreen, ideally blending your requirements harmoniously with those of libraries in a similar position

Thanks,

Lebbeous

[1] See http://www.open-ils.org/irc.php

On Fri, Jul 12, 2013 at 10:25 AM, Robert Meeks <robert.meeks at asburyseminary.edu<mailto:robert.meeks at asburyseminary.edu>> wrote:
Hi all - another question as I continue to nail down my acquisitions workflows.

When I finish with an invoice and successfully pay everything in Evergreen, I need to be able to create some kind of summary that displays how much money is coming out of which funds in an invoice. This is crucial to our payment process, as I send copies of the invoice to be paid and this summary to my business office, who then cuts the check to our vendors. The attached screenshot is the summary I used to be able to get from Symphony when I paid an invoice. Is it possible to create such a summary after finishing with an invoice in Evergreen?

[cid:image001.png at 01CE7EF8.C36B6E70]

Robert Meeks
Acquisitions Specialist - BL Fisher Library
Asbury Theological Seminary
204 N. Lexington Ave.
Wilmore, KY 40390
p: 859.858.2397<tel:859.858.2397>

--
Lebbeous Fogle-Weekley
 | Software Developer
 | Equinox Software, Inc. / The Open Source Experts
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  lebbeous at esilibrary.com<mailto:lebbeous at esilibrary.com>
 | web:  http://www.esilibrary.com
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://libmail.georgialibraries.org/pipermail/open-ils-general/attachments/20130712/6da2478e/attachment-0001.htm>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.png
Type: image/png
Size: 33740 bytes
Desc: image001.png
URL: <http://libmail.georgialibraries.org/pipermail/open-ils-general/attachments/20130712/6da2478e/attachment-0001.png>