Hi all, especially you acq libraries.
I'm getting ready to train in the acquisitions module at one of our member libraries that has 2 branches in its system, and I've run into something unexpected. I'd like to get an understanding of what's happening, if not an outright fix, before I train their staff. Scenario: I log in as Branch 1. I'm able to create a PO with items from Branch 1 and Branch 2 and activate the order. When I go to Acquisitions/Create Invoice and set up the invoice and I try using the search tab on the invoice to get a list of items to add to the invoice, (searching by provider), if I have the box checked to filter by invoiceable items, I don't get results when the lineitem includes copies from both branches. If I uncheck that box, then the lines with both branches will appear and I can add them to the invoice. I know I can create an invoice from a PO, but the object here is to be able to invoice without necessarily knowing the PO, for items that may be coming from several POs. Clearly, the system is seeing the lines from Branch 2 as "uninvoiceable," but I don't know why. I've tried setting up the invoice receiver as system level or as Branch 1. I get the same results either way. The provider is owned by the system. The fund account is owned by the system. Our invoice permissions, indeed, most of our acq permissions are set to system level. Either I've missed a setting somewhere, or there's a glitch in the software. We are using Evergreen 2.4-ish, but it's also happening in our test database with 2.5. Has anyone else encountered this? Thanks, Mary Mary Llewellyn Database Manager Bibliomation, Inc. 24 Wooster Ave. Waterbury, CT 06708 [email protected]
