[Koha-bugs] [Bug 31606] Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia changed: What|Removed |Added Status|ASSIGNED|Needs Signoff --- Comment #15 from Aleisha Amohia --- Hi there I've attached a patch that shows the budget name so it's easier to tell which fund to use. This might not solve the whole problem - would really appreciate if some testing could be done on what we have here and happy to keep working on this if more is needed. In particular the part I'm not sure about is "get the fund id in the grid coming from the vendor." - would be good to know if that's still needed with the fix I've attached here. Thanks Aleisha -- You are receiving this mail because: You are watching all bug changes. ___ Koha-bugs mailing list Koha-bugs@lists.koha-community.org https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-bugs website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
[Koha-bugs] [Bug 31606] Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia changed: What|Removed |Added Attachment #167505|0 |1 is obsolete|| --- Comment #14 from Aleisha Amohia --- Created attachment 167522 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=167522=edit Bug 31606: Make acquisitions fund dropdown consistently show budget name This patch moves the budget/fund dropdown into a reusable block. So far it has only been applied to dropdowns encountered along the basic order & receive process. To test: 1) Apply patch and restart services 2) Create two budgets. Under each budget, create funds with the same codes (this is so we can depend on the budget names to differentiate between funds). Make one or more funds inactive. 3) Find or create a vendor and an open basket 4) Click Add to basket 5) Search for an existing record 6) Click Add order for your chosen record 7) Fill out required item information 8) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 9) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 10) Cancel or Save your order 11) In another tab, go to Suggestions 12) Click New purchase suggestion 13) Fill out required bibliographic information 14) Scroll down to Acquisition information and open the Fund dropdown. Confirm funds show as expected with their budgets 15) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 16) Submit your suggestion 17) Check the checkbox for your suggestion and mark it as Accepted 18) In your other tab with your basket, click Add to basket 19) Choose From a suggestion 20) Click Order for your suggestion 21) Fill out required item information 22) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 23) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 24) Cancel or Save your order 25) In another tab, go to Serials 26) Click New subscription 27) Fill out required record and serials planning information and Save 28) In your other tab with your basket, click Add to basket 29) Choose From a subscription 30) Search for your subscription and choose Order 31) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 32) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 33) Cancel or Save your order 34) Click Add to basket 35) Choose From existing orders (copy) 36) Open the Fund dropdown. Confirm funds show as expected with their budgets 37) Do a search and check the checkbox for an order, then click Next 38) Open the Fund dropdown. Confirm funds show as expected with their budgets 39) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 40) Cancel or Duplicate orders 41) Click Add to basket 42) Choose From a new file 43) Upload a MARC file and stage a record for import, then choose Add staged files to basket 44) Select a checkbox for a record to expand it 45) Open the Fund dropdown. Confirm funds show as expected with their budgets 46) Go to the Default accounting details tab 47) Open the Fund dropdown. Confirm funds show as expected with their budgets 48) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 49) Save your order 50) Close the basket 51) Click Receive shipments 52) Open the Shipping fund dropdown. Confirm funds show as expected with their budgets 53) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 54) Fill out required invoice information and Save 55) Click Receive for one of your orders 56) Open the Fund dropdown. Confirm funds show as expected with their budgets 57) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected Sponsored-by: Friends of Round Rock Library -- You are receiving this mail because: You are watching all bug changes. ___ Koha-bugs mailing list Koha-bugs@lists.koha-community.org https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-bugs website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
[Koha-bugs] [Bug 31606] Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia changed: What|Removed |Added Attachment #167427|0 |1 is obsolete|| --- Comment #13 from Aleisha Amohia --- Created attachment 167505 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=167505=edit Bug 31606: Make acquisitions fund dropdown consistently show budget name This patch moves the budget/fund dropdown into a reusable block. So far it has only been applied to dropdowns encountered along the basic order & receive process. To test: 1) Apply patch and restart services 2) Create two budgets. Under each budget, create funds with the same codes (this is so we can depend on the budget names to differentiate between funds). Make one or more funds inactive. 3) Find or create a vendor and an open basket 4) Click Add to basket 5) Search for an existing record 6) Click Add order for your chosen record 7) Fill out required item information 8) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 9) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 10) Cancel or Save your order 11) In another tab, go to Suggestions 12) Click New purchase suggestion 13) Fill out required bibliographic information 14) Scroll down to Acquisition information and open the Fund dropdown. Confirm funds show as expected with their budgets 15) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 16) Submit your suggestion 17) Check the checkbox for your suggestion and mark it as Accepted 18) In your other tab with your basket, click Add to basket 19) Choose From a suggestion 20) Click Order for your suggestion 21) Fill out required item information 22) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 23) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 24) Cancel or Save your order 25) In another tab, go to Serials 26) Click New subscription 27) Fill out required record and serials planning information and Save 28) In your other tab with your basket, click Add to basket 29) Choose From a subscription 30) Search for your subscription and choose Order 31) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 32) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 33) Cancel or Save your order 34) Click Add to basket 35) Choose From existing orders (copy) 36) Open the Fund dropdown. Confirm funds show as expected with their budgets 37) Do a search and check the checkbox for an order, then click Next 38) Open the Fund dropdown. Confirm funds show as expected with their budgets 39) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 40) Cancel or Duplicate orders 41) Click Add to basket 42) Choose From a new file 43) Upload a MARC file and stage a record for import, then choose Add staged files to basket 44) Select a checkbox for a record to expand it 45) Open the Fund dropdown. Confirm funds show as expected with their budgets 46) Go to the Default accounting details tab 47) Open the Fund dropdown. Confirm funds show as expected with their budgets 48) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 49) Save your order 50) Close the basket 51) Click Receive shipments 52) Open the Shipping fund dropdown. Confirm funds show as expected with their budgets 53) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 54) Fill out required invoice information and Save 55) Click Receive for one of your orders 56) Open the Fund dropdown. Confirm funds show as expected with their budgets 57) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected Sponsored-by: Friends of Round Rock Library -- You are receiving this mail because: You are watching all bug changes. ___ Koha-bugs mailing list Koha-bugs@lists.koha-community.org https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-bugs website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
[Koha-bugs] [Bug 31606] Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #12 from Aleisha Amohia --- Created attachment 167427 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=167427=edit [WIP] Bug 31606: Make acquisitions fund dropdown consistently show budget name -- You are receiving this mail because: You are watching all bug changes. ___ Koha-bugs mailing list Koha-bugs@lists.koha-community.org https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-bugs website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
[Koha-bugs] [Bug 31606] Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Michelle Spinney changed: What|Removed |Added CC||mspin...@clamsnet.org -- You are receiving this mail because: You are watching all bug changes. ___ Koha-bugs mailing list Koha-bugs@lists.koha-community.org https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-bugs website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
[Koha-bugs] [Bug 31606] Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Katie Bliss changed: What|Removed |Added CC||kebl...@dmpl.org -- You are receiving this mail because: You are watching all bug changes. ___ Koha-bugs mailing list Koha-bugs@lists.koha-community.org https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-bugs website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
[Koha-bugs] [Bug 31606] Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia changed: What|Removed |Added Status|NEW |ASSIGNED Change sponsored?|--- |Sponsored Assignee|koha-b...@lists.koha-commun |alei...@catalyst.net.nz |ity.org | -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes. ___ Koha-bugs mailing list Koha-bugs@lists.koha-community.org https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-bugs website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
[Koha-bugs] [Bug 31606] Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Kris changed: What|Removed |Added CC||kbec...@jcls.org -- You are receiving this mail because: You are watching all bug changes. ___ Koha-bugs mailing list Koha-bugs@lists.koha-community.org https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-bugs website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
[Koha-bugs] [Bug 31606] Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #11 from Katrin Fischer --- > I think it's a great idea to display the budget names in the fund dropdown > when adding orders to baskets. I think we should standardize the fund pull downs and always include the budget information. It's not uncommon to order on the current and next years end of year here. I believe Nick did great work showing hierarchy, allowing to display inactive etc. on the receive page. So I hope we could use that as a template. -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes. ___ Koha-bugs mailing list Koha-bugs@lists.koha-community.org https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-bugs website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
[Koha-bugs] [Bug 31606] Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia changed: What|Removed |Added CC||alei...@catalyst.net.nz --- Comment #10 from Aleisha Amohia --- Created attachment 148574 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=148574=edit Default accounting details tab gives option to select a fund for all orders from a file Hi all, I've found an option to select a fund for all orders from a file. It is found under the 'Default accounting details' tab, visible at the same stage as selecting items from the file to order. I believe this addresses the need to batch edit orders to apply a fund. Can you please advise, where would it be useful to store the budget ID (or name) with the order? If this is still needed? I think it's a great idea to display the budget names in the fund dropdown when adding orders to baskets. Thanks Aleisha -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes. ___ Koha-bugs mailing list Koha-bugs@lists.koha-community.org https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-bugs website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
[Koha-bugs] [Bug 31606] Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Daphne Hoolahan changed: What|Removed |Added CC||d...@interleaf.ie -- You are receiving this mail because: You are watching all bug changes. ___ Koha-bugs mailing list Koha-bugs@lists.koha-community.org https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-bugs website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
[Koha-bugs] [Bug 31606] Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Ann Flournoy changed: What|Removed |Added CC||aflour...@cityofkeller.com -- You are receiving this mail because: You are watching all bug changes. ___ Koha-bugs mailing list Koha-bugs@lists.koha-community.org https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-bugs website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
[Koha-bugs] [Bug 31606] Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #9 from Rhonda Kuiper --- It would be helpful if the fund drop down was display/organized as it is on the item receiving page with the funds grouped under the appropriate budget header. When ordering, the funds display by alphabetical order with no indication what fund they are associated with. (see attachment 'fund drop down') -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes. ___ Koha-bugs mailing list Koha-bugs@lists.koha-community.org https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-bugs website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
[Koha-bugs] [Bug 31606] Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #8 from Rhonda Kuiper --- Created attachment 141004 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=141004=edit Shows the different ways the fund drop down is organized in Koha. -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug. ___ Koha-bugs mailing list Koha-bugs@lists.koha-community.org https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-bugs website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
[Koha-bugs] [Bug 31606] Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #7 from Rhonda Kuiper --- Created attachment 140958 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=140958=edit a mockup of the change to the add to basket -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug. ___ Koha-bugs mailing list Koha-bugs@lists.koha-community.org https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-bugs website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
[Koha-bugs] [Bug 31606] Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #6 from Rhonda Kuiper --- I can't think of a way to get the fund id in the grid coming from the vendor. I have been brain storming with Nick at KohaCon about this and an idea he had was - For the cases where we are add to a basket from 'a new file' or 'a staged file' that there would be a dropdown next to 'a new file' or 'a staged file' to allow selecting the budget the basket is for. - When receiving, always use the current year's budget because that will be the year that it will be paid for. The budgets have the dates and Koha could use that information. I have attached a mockup for the 'add to a basket' part. -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug. ___ Koha-bugs mailing list Koha-bugs@lists.koha-community.org https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-bugs website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
[Koha-bugs] [Bug 31606] Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Amanda Campbell changed: What|Removed |Added CC||acampb...@hmcpl.org -- You are receiving this mail because: You are watching all bug changes. ___ Koha-bugs mailing list Koha-bugs@lists.koha-community.org https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-bugs website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
[Koha-bugs] [Bug 31606] Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #5 from Katrin Fischer --- Thx for explaining! So if I understood correctly, this would be something like: * Use fund id instead of code (maybe optional) when uploading orders to Koha * Batch edit orders to change the fund they are assigned to Maybe these could be split into 2 bugs with this as an omnibus. -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes. ___ Koha-bugs mailing list Koha-bugs@lists.koha-community.org https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-bugs website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
[Koha-bugs] [Bug 31606] Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #4 from Rhonda Kuiper --- I think this works in some cases. The problem comes when we create the order on the vendor site and upload that in Koha. The grids used on the vendor side contains the fund code but no indication of which budget. We have the same Fund code for both budgets to be able to roll over budgets at the end of the year. Koha doesn't have a way of knowing which budget to attach the orders to. That is why we want the ability to update the fund code in batch mode. In the case of EDI ordering (US), when Koha receives the orders, there is no way for Koha to know which budget to adjust. From my experience, it just uses the first budget code that it finds that matches. That is why we need something in the plugin to pass the budget ID so the correct budget is adjusted. -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes. ___ Koha-bugs mailing list Koha-bugs@lists.koha-community.org https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-bugs website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
[Koha-bugs] [Bug 31606] Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #3 from Katrin Fischer --- What our libraries do here is create the budget for next year when they need to do that (before the end of year actions) and start odering there. You can have 2 and more active budgets in Koha and can still later close them and move the open orders. But maybe I am missing something? -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug. ___ Koha-bugs mailing list Koha-bugs@lists.koha-community.org https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-bugs website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
[Koha-bugs] [Bug 31606] Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Ashley Johnson changed: What|Removed |Added CC||ajohn...@jcls.org --- Comment #2 from Ashley Johnson --- Agreed. Our library system is in a similar situation. This functionality sounds ideal. -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug. ___ Koha-bugs mailing list Koha-bugs@lists.koha-community.org https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-bugs website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
[Koha-bugs] [Bug 31606] Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Barbara Johnson changed: What|Removed |Added CC||barbara.johnson@bedfordtx.g ||ov --- Comment #1 from Barbara Johnson --- I would love to have this functionality! Our library is in the same situation as Rhonda’s where we need to be able know the exact status of how much we’ve spent and how much is outstanding in our current fiscal year which goes through the end of September - but we also want to start pre-ordering materials for the next fiscal year. We’ve handled this in two ways over the years. One is to stop ordering anything that we aren’t sure will fill before the end of the current fiscal and wait to order it until the next fiscal year. That means we don’t get the newest materials on time and patrons are not happy about that. The other method is to go ahead and just keeping ordering but attempt to track how much of what is encumbered will actually fill during the current year in an Excel spreadsheet. This takes way too much time and is error prone. So +1 for this bug. -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes. ___ Koha-bugs mailing list Koha-bugs@lists.koha-community.org https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-bugs website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
