[Bug 42626] New: Allocate and track acquisitions funds per vendor in additions to per fund code
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42626 Bug ID: 42626 Summary: Allocate and track acquisitions funds per vendor in additions to per fund code Initiative type: --- Sponsorship --- status: Product: Koha Version: Main Hardware: All OS: All Status: NEW Severity: enhancement Priority: P5 - low Component: Acquisitions Assignee: koha-bugs@lists.koha-community.org Reporter: andrew@bywatersolutions.com QA Contact: testopia@bugs.koha-community.org Some libraries allocate and track spending in acquisitions per vendor in addition to per fund code. We could like to add the ability to do so within Koha with an option Vendor Allocation system (enabled by a system preference). This system would use the same budgets (budget_periods) as the fund structure, but allocate that total across vendors. -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42626 Katrin Fischer <katrin.fischer@bsz-bw.de> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |michaela.sieber@kit.edu --- Comment #1 from Katrin Fischer <katrin.fischer@bsz-bw.de> --- Please keep in mind that the funds and budgets structure is going to change with the Acquisition Refresh project. -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42626 --- Comment #2 from Andrew Fuerste-Henry <andrew@bywatersolutions.com> --- Yes! Talking to the acq rewrite folks is at the top of our to-do list on this one. -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42626 --- Comment #3 from Katrin Fischer <katrin.fischer@bsz-bw.de> ---
From the description it's not quite clear to me what the difference is to the current way of handling things apart from having a nice report or view to see how the funds split over vendors - is it that or is it something else? Can you explain a bit more?
-- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42626 --- Comment #4 from Andrew Fuerste-Henry <andrew@bywatersolutions.com> --- (In reply to Katrin Fischer from comment #3)
From the description it's not quite clear to me what the difference is to the current way of handling things apart from having a nice report or view to see how the funds split over vendors - is it that or is it something else? Can you explain a bit more?
I'll ask the requesting library to provide some further explanation and details. Some degree of this could be accomplished with a report that totals spending per vendor across a budget, but the intended feature would also add: - the ability to define and save a maximum amount per vendor - alerts and enforcement at ordering when one approaches / reaches that maximum - the ability to carry those targets forward when moving to a new budget - a more robust and integrated interface than a report would provide -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42626 Judy Poyer <jpoyer@aacpl.net> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |jpoyer@aacpl.net --- Comment #5 from Judy Poyer <jpoyer@aacpl.net> --- We purchase from multiple vendors across individual funds as well as across multiple funds for individual vendors. We also have multiple staff ordering from both individual vendors and individual funds. We have limits on the amounts we are permitted to spend with particular vendors, and these vary by vendor. We need to be able to track both the spending with an individual vendor and for an individual fund. This is not a matter of having a nice report. Not having this information tracked by vendor makes our work more difficult, because we don't have any warning when we are getting close to our limits. Having the ability to track this spending both across vendors and across funds in Koha would also create checks and balances in acquisitions. -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42626 Angela Berrett <angela.berrett@familysearch.org> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |angela.berrett@familysearch | |.org -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42626 Matt Blenkinsop <matt.blenkinsop@openfifth.co.uk> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |matt.blenkinsop@openfifth.c | |o.uk Assignee|koha-bugs@lists.koha-commun |matt.blenkinsop@openfifth.c |ity.org |o.uk -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
participants (1)
-
bugzilla-daemon＠bugs.koha-community.org