As Jennifer says, but the key thing is to use the "Print Selected Invoices" option -- this uses the "Invoice" template which you can look at and modify in the "Notifications / Action Triggers" interface.
Mark On Jul 12, 2013, at 9:27 AM, Jennifer Pringle (Project Sitka) <[email protected]> wrote: > > 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] >
