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

[Robert Meeks]

Mark - just want to reiterate how helpful your comment was. Aside from being able to see fund summaries, I hoped there'd be a way to reduce the amount of filler on this page down to just the invoice number and funds, and editing the template accomplished just that. Thanks again!

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




On Jul 12, 2013, at 12:54 PM, Mark Cooper <markchristophercooper at gmail.com> wrote:

> As Jennifer says, but the key thing is to use the "Print Selected Invoices" option -- this uses the "Invoice" template which you can look at and modify in the "Notifications / Action Triggers" interface.
> 
> Mark
> 
> On Jul 12, 2013, at 9:27 AM, Jennifer Pringle (Project Sitka) <jpringle at sitka.bclibraries.ca> wrote:
> 
>> 
>> Hi Robert,
>> 
>> When you print your invoice in Evergreen at the bottom of the invoice it lists each fund that is used with the total spent on the invoice for the fund.  Is this what you are looking for?
>> 
>> As well, I suspect you can create a report in the reports interface where you list the totals spent for each fund for a specific invoice.  (I haven't put together such a report myself.)
>> 
>> Jennifer
>> -- 
>> Jennifer Pringle
>> Sitka Support
>> Email:jpringle at sitka.bclibraries.ca
>> 
>> 
>> 
>> 
>> Quoting Grace Dunbar <gdunbar at esilibrary.com>:
>> 
>>> That's a pretty big leap to say the comment was an intent to derail the
>>> request for information.  I think Lebbeous was simply trying to discourage
>>> sharing screenshots of proprietary software.  If this can't be done in
>>> Evergreen today and someone were to develop it based on the screenshot
>>> provided, it could potentially lead to problems.
>>> We all just want to err on the side of caution when it comes to these
>>> matters.
>>> -Grace
>>> 
>>> 
>>> On Fri, Jul 12, 2013 at 11:54 AM, Jim Taylor <jtaylor at jtdata.com> wrote:
>>> 
>>>> 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] *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> 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?****
>>>> 
>>>> ** **
>>>> 
>>>> ****
>>>> 
>>>> *
>>>> Robert Meeks*****
>>>> 
>>>> *Acquisitions Specialist - BL Fisher Library*****
>>>> 
>>>> Asbury Theological Seminary****
>>>> 
>>>> 204 N. Lexington Ave.****
>>>> 
>>>> Wilmore, KY 40390****
>>>> 
>>>> p: 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****
>>>> 
>>>> | web:  http://www.esilibrary.com****
>>>> 
>>> 
>>> 
>>> 
>>> --
>>> Grace Dunbar, Vice President
>>> Equinox Software, Inc.  -  The Open Source Experts
>>> gdunbar at esilibrary.com
>>> 1-877-OPEN-ILS    www.esilibrary.com
>>> 
>> 
>> 
>> 
>> -- 
>> Jennifer Pringle
>> Sitka Support
>> Email:jpringle at sitka.bclibraries.ca
>> 
> 

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