[OPEN-ILS-GENERAL] Transferring money between funds

[Kathy Lussier]

Hi John,

I didn't have a 2.10 server handy to test this workflow, but I just 
tested it on master, and it worked for me. I created a screencast at 
https://drive.google.com/file/d/0B74gDMUDwDXqT2kzRXp5VGtTbFE/view just 
in case you see anything obvious in your steps that you might have 
missed. Based on what you sent, it sounds like you followed each of the 
steps correctly.

A couple of thoughts came to mind:

- It seemed strange that you had to go to Server Admin to get to the acq 
admin menu rather than going directly to Acq Admin from the main admin 
menu. Do you know if your client is up to date with the version of 
Evergreen you're running?

- Do you know for sure that your account has permission to transfer 
funds? I didn't try this workflow to see what happened with an account 
that does not have permission, but I know the client often does not give 
good feedback when it's a permissions issue.

Kathy


On 02/13/2017 01:14 PM, John Amundson wrote:
> Hi, Everyone:
>
> I am on EG 2.10.7, and I'm trying to transfer money from one fund to 
> another, and it does not seem to be working. I'm following the rules 
> laid out in the Evergreen Documentation for 2.10:
>
>  1. To access funds, click /Admin → Server Administration →
>     Acquisitions → Funds/. (note: I believe this should be Admin >
>     Acquisitions Administration > Funds)
>  2. Click the hyperlinked name of the originating fund.
>  3. The Fund Details screen appears. Click Transfer Money.
>  4. Enter the amount that you would like to transfer.
>  5. From the drop-down menu, select the destination fund.
>  6. Add a note. This field is optional.
>  7. Click /Transfer/.
>
> When I try to transfer money, (I'm trying to transfer $500.00 and have 
> not tried another amount), the screen will reload as if something 
> happened, but when it comes back, the change in money is not reflected 
> in the fund. It is also not seen in the destination fund.
>
> It does not appear that transferring money is working for me.
>
> NOTE: I am still relatively new to the Acquisitions function, so any 
> help anyone can provide is appreciated.
>
> Thank you!
>
> John
>
> *John Amundson*_
> _Library Applications Associate II
> C/W MARS, Inc.
> jamundson at cwmars.org <mailto:jamundson at cwmars.org>
> (508) 755-3323 <tel:%28508%29%20755-3323> ext 322
>

-- 
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
klussier at masslnc.org
Twitter: http://www.twitter.com/kmlussier

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