[OPEN-ILS-GENERAL] Acquisitions Funds question

[Janet Brown]

This is exactly what I needed!  Thank you.

Janet Brown
SysAdmin/Circ Supervisor

Burlington Public Library
820 E Washington Ave
Burlington WA  98233
360-755-0760
janetb at burlingtonwa.gov<mailto:janetb at burlingtonwa.gov>

From: Open-ils-general [mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of Bill Erickson
Sent: Monday, January 04, 2016 11:05 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Acquisitions Funds question

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<mailto: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<tel:360-755-0760>
janetb at burlingtonwa.gov<mailto:janetb at burlingtonwa.gov>


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