Hi Robert,
When you print your invoice in Evergreen at the bottom of the invoice
it lists each fund that is used with the total spent on the invoice
for the fund. Is this what you are looking for?
As well, I suspect you can create a report in the reports interface
where you list the totals spent for each fund for a specific invoice.
(I haven't put together such a report myself.)
Jennifer
--
Jennifer Pringle
Sitka Support
Email:[email protected]
Quoting Grace Dunbar <[email protected]>:
That's a pretty big leap to say the comment was an intent to derail the
request for information. I think Lebbeous was simply trying to discourage
sharing screenshots of proprietary software. If this can't be done in
Evergreen today and someone were to develop it based on the screenshot
provided, it could potentially lead to problems.
We all just want to err on the side of caution when it comes to these
matters.
-Grace
On Fri, Jul 12, 2013 at 11:54 AM, Jim Taylor <[email protected]> wrote:
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?****
** **
****
*
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****
--
Grace Dunbar, Vice President
Equinox Software, Inc. - The Open Source Experts
[email protected]
1-877-OPEN-ILS www.esilibrary.com
--
Jennifer Pringle
Sitka Support
Email:[email protected]
