Hi all,
I'm passing along some observations and questions that I received
today from one of my libraries. I'd appreciate having some answers to
pass back.
A couple of things that we discovered - when you cancel something,
you have to set the price of the item to 0 (Evergreen doesn't
automatically remove the encumbered price).
Also (and perhaps this is something that can be changed) it seems
that if an item is cancelled, it never 'completes' the PO (takes it
out of an 'on-order' state) so we have some showing up in our list
that are actually done.
One concern I know I have but have been waiting to say something is
that it seems that once you move the items from the Selection List
to the PO and activate it, you can't change the budget. Ideally,
we'd still be able to change it to make up for errors (like if they
decide to pay for it from a different budget after we've ordered it
or if it turns out to be a different format and we want to pay for
it correctly) but most importantly is when the fiscal year ends and
we have to transfer all of the outstanding items to next year. Are
we going to be able to do that without cancelling everything and
creating a new PO? Like I said, I haven't said anything or played
around with it too much because I knew that major issue was still a
few months away, but I thought I'd mention it here in case I missed
something or we needed time to develop a solution.
Thank you,
Mary
Mary Llewellyn
Database Manager
Bibliomation, Inc.
Middlebury, CT
[email protected]
