[OPEN-ILS-GENERAL] Acquisitions Funds question

[Bill Erickson]

Hi Janet,

When a fund's "active" field is set to false, the fund will no longer
appear in these lists.  This is typically done in batch via the fiscal /
year-end rollover process (in the funds admin interface), but you can also
mark individual funds as inactive by editing each fund directly (also in
the funds admin interface).

Hope this helps,

-b



On Mon, Jan 4, 2016 at 1:30 PM, Janet Brown <Janetb at burlingtonwa.gov> wrote:

> We are beginning our third year using the Acquisitions module of Evergreen
> and are learning more about it each year.
>
>
>
> That being said, we do have a question regarding the Funds list.  Wherever
> there is the option to look at the list of funds (like in a purchase
> order), all of the 2014 funds and all of the 2015 funds show up – not
> necessarily in any discernable order. Since we can’t roll over any of the
> monies to the new year we have been creating new funding sources, but the
> list is getting to be too long.  Does anyone know how to filter or hide the
> old funds so they don’t show up as options anymore?  If need be, we could
> even delete the 2014 funds and just keep the 2015 funds as needed.  As time
> goes by, I see a huge, unmanageable list if we aren’t able to fix this soon.
>
>
>
> Maybe others deal with the funds in a different way. We would be happy to
> hear about how that works too.
>
>
>
> Thank you for any help!
>
>
>
>
>
> Janet Brown
>
> SysAdmin/Circ Supervisor
>
>
>
> Burlington Public Library
>
> 820 E Washington Ave
>
> Burlington WA  98233
>
> 360-755-0760
>
> janetb at burlingtonwa.gov
>
>
>
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