[OPEN-ILS-GENERAL] Transferring money between funds

[John Amundson]

Hi, Kathy:

Thank you for your reply.

- the Evergeen documentation here,
http://docs.evergreen-ils.org/2.10/_funds.html, states that the fund
location is under server admin, but I found it directly under acquisitions
admin in our 2.10 client, which is where I believe it should be.

- After some testing with permissions, this does not seem to be the issue.
However, I discovered that I only have issues moving money from/to funds
for the library in question, (it is a branch system), but I do not have any
issues transferring money for funds for other libraries, including another
library branch system. I'm in the process of looking through the funds to
see if anything seems out of place, but nothing catches my eye yet.

John

*John Amundson*
Library Applications Associate II
C/W MARS, Inc.
jamundson at cwmars.org
(508) 755-3323 ext 322

On Mon, Feb 13, 2017 at 1:42 PM, Kathy Lussier <klussier at masslnc.org> wrote:

> 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
> (508) 755-3323 ext 322
>
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative(508) 343-0128klussier at masslnc.org
> Twitter: http://www.twitter.com/kmlussier
>
>
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