Off the top of my head there is an invoice summary option. I'm not even looking at a staff client right now, but if you do an invoice search and from the search list choose the invoice and select the print option (believe that's how it's presented) you'll get a formatted invoice which displays the funds used (and totals per fund) -- I believe.
Mark On Jul 12, 2013, at 9:10 AM, Ann-Marie Breaux <[email protected]> wrote: > As someone who works with many different library systems on behalf of our > customers, I would say that it’s a pretty standard request. Most libraries > don’t send their own payments to their vendors. Instead, they submit some > sort of report, summary, or voucher to their larger organization – the > university, the corporation, the city, the county, the state, the feds – and > that larger organization handles the debits from the actual financial > accounts and the payment to the vendor, either via credit card, EFT, or > check. Those vouchers from the library can either be paper, which is sent to > the larger organization along with copies of invoices, or they can be > electronically transmitted between the library’s financial system and the > larger organization’s financial system. > > In any event, my guess is that other libraries have a similar need. I don’t > know if there’s something in Evergreen that parallels what Robert has > requested, but I’m guessing that most every library using Evergreen’s > acquisitions system is doing something to report invoices and payment > requests to their larger organization. > > Hope this helps, > > Ann-Marie Breaux > Vice President, Academic Service Integration > YBP Library Services > Phone/fax: +1 (678) 445-5720 > e-mail: [email protected] > > From: [email protected] > [mailto:[email protected]] On Behalf Of Jim > Taylor > Sent: Friday, July 12, 2013 11:54 AM > To: 'Evergreen Discussion Group' > Subject: [OPEN-ILS-GENERAL] ***SPAM*** RE: ***SPAM*** fund summaries from > invoices > > I think the question was simply what it was…is there a way to create a > similar summary? I don’t believe it was a plea for someone to turn > Evergreen into Symphony. Would seem like useful information no matter what > ILS one was using and, while also not being a lawyer, it would seem difficult > for someone to argue that only they are allowed to produce a report which > tells someone how much and from which budget lines they are spending their > money. > > Guess I’m sticking my nose into someone else’s discussion but seemed like an > unfair accusation against Mr. Meeks and one likely to derail his request for > information. > > Jim > > From: > [email protected][mailto:[email protected]] > On Behalf Of Lebbeous Fogle-Weekley > Sent: Friday, July 12, 2013 10:01 AM > To: Evergreen Discussion Group > Subject: Re: [OPEN-ILS-GENERAL] ***SPAM*** fund summaries from invoices > > Hi Robert, > > I am not a lawyer, but I do have a vague idea that Evergreen development > can't just mimic proprietary ILSes without running into potential legal > trouble. Nobody here is trying to produce a clone of Symphony or anything > else; even setting aside legal concerns, that's just not a goal of the > Evergreen project. > > That said, if you would be open to discussing your workflows and needs in a > somewhat more abstract form, I do hope you find that the mailing list and the > IRC channel[1] will help lead you down any of these paths: > > - Finding alternative workflows that libraries already using Evergreen can > recommend to accomplish your essential goals > - Finding volunteer effort to develop new features > - Finding vendors who can develop the features you want for Evergreen, > ideally blending your requirements harmoniously with those of libraries in a > similar position > > Thanks, > > Lebbeous > > [1] See http://www.open-ils.org/irc.php > > > On Fri, Jul 12, 2013 at 10:25 AM, Robert Meeks > <[email protected]> wrote: > Hi all - another question as I continue to nail down my acquisitions > workflows. > > When I finish with an invoice and successfully pay everything in Evergreen, I > need to be able to create some kind of summary that displays how much money > is coming out of which funds in an invoice. This is crucial to our payment > process, as I send copies of the invoice to be paid and this summary to my > business office, who then cuts the check to our vendors. The attached > screenshot is the summary I used to be able to get from Symphony when I paid > an invoice. Is it possible to create such a summary after finishing with an > invoice in Evergreen? > > <image001.png> > > Robert Meeks > Acquisitions Specialist - BL Fisher Library > Asbury Theological Seminary > 204 N. Lexington Ave. > Wilmore, KY 40390 > p: 859.858.2397 > > > > > > > > -- > Lebbeous Fogle-Weekley > | Software Developer > | Equinox Software, Inc. / The Open Source Experts > | phone: 1-877-OPEN-ILS (673-6457) > | email: [email protected] > | web: http://www.esilibrary.com
