[Bug 34170] New: Ability to add record/order line specific credits
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=34170 Bug ID: 34170 Summary: Ability to add record/order line specific credits Change sponsored?: --- Product: Koha Version: 22.11 Hardware: All OS: All Status: NEW Severity: enhancement Priority: P5 - low Component: Acquisitions Assignee: koha-bugs@lists.koha-community.org Reporter: katrin.fischer@bsz-bw.de QA Contact: testopia@bugs.koha-community.org With invoice adjustments it's possible to enter negative values to indicate a credit (see bug 19166). The problem is, that while these are linked to a specific invoice, there is no way to link an invoice adjustment to a specific order line or record. The credits might be granted after the initial invoice, because an order has been cancelled mid-term or because of a special discount that was applied. In order to be able to calculate the correct cost in that case, we need to be able to link it to a record or order line. One way this could be achieved would be to allow negative prices on ordering. At the moment when you enter a negative list price, it's stored correctly into the database, but won't be used correctly for calculations and the minus signs is lost in display. -- 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=34170 Katrin Fischer <katrin.fischer@bsz-bw.de> changed: What |Removed |Added ---------------------------------------------------------------------------- Version|22.11 |master CC| |caroline.cyr-la-rose@inlibr | |o.com, | |michaela.sieber@kit.edu -- 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=34170 --- Comment #1 from Caroline Cyr La Rose <caroline.cyr-la-rose@inlibro.com> --- Here is the procedure I give my clients for handling returned items in acquisitions. https://inlibro.com/knowledge-base/ajouter-un-credit-pour-un-document-retour... Basically, make an order, but with a negative price. As far as I can tell, it correctly "returns" the money in the chosen fund once the item is "received", and the minus sign is displayed. It also keeps the credit information in the acquisitions tab in the catalog module, so you know you returned that title. I just tested it in master and it's working. It's logical, but I find it's a lot of steps to return an item. When I used to do acquisitions, returning items would be something that I did often, for a variety of reasons (however, I used good old spreadsheets to manage my acquisitions as our system didn't have the acquisitions module activated). If we're to add this feature, I would think differently about how to go about it. For example, skip the whole create basket/close basket/receive item process, and simply add the ability to add a credit from the vendor page (New > Credit). Then either choose to add an arbitrary amount, or choose an ordered/received item to credit. Or, add a button to add a credit next to the order (with the soon-to-be-added *wink wink* cancel button from bug 33664 :D ). -- 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=34170 --- Comment #2 from Caroline Cyr La Rose <caroline.cyr-la-rose@inlibro.com> --- Created attachment 152910 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=152910&action=edit Credit in acq tab Katrin, here's the screenshot of the credit in the acq tab in the catalogue module. -- 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=34170 Katrin Fischer <katrin.fischer@bsz-bw.de> changed: What |Removed |Added ---------------------------------------------------------------------------- See Also| |https://bugs.koha-community | |.org/bugzilla3/show_bug.cgi | |?id=34305 -- 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=34170 Michaela Sieber <michaela.sieber@kit.edu> changed: What |Removed |Added ---------------------------------------------------------------------------- Resolution|--- |WORKSFORME Status|NEW |RESOLVED --- Comment #3 from Michaela Sieber <michaela.sieber@kit.edu> --- I close this bug because it is possible to have negativ prices on order and receive for specific order lines. The issue that the negativ price is not diplayed well is fixed in Bug 34305 - If actual cost is negative, wrong price will display in the acq details tab Thanks Caroline for sharing your workflow! -- 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=34170 --- Comment #4 from Caroline Cyr La Rose <caroline.cyr-la-rose@inlibro.com> --- I still think it would be interesting to have a more direct way of doing it. -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
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