https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=37717
Bug ID: 37717
Summary: Add ability to batch modify fund used in orders
Change sponsored?: ---
Product: Koha
Version: Main
Hardware: All
OS: All
Status: NEW
Severity: enhancement
Priority: P5 - low
Component: Acquisitions
Assignee: [email protected]
Reporter: [email protected]
QA Contact: [email protected]
We need a way to batch modify the fund on existing orders. Our use case is that
we have existing orders in our current fiscal year which we know will not fill
either due to backorders or because the pub date was pushed into the future. We
created a budget for the next fiscal year. So we now have two active budgets
and want to start moving orders into the newly created budget so that we can
better determine the amount of money we truly have available for the remainder
of the current fiscal year.
We use a report which includes items that we want to move. It then takes 12
steps to move each order from the current budget into the new budget.
This is our process:
1. click on biblionumber for title from report
2. select View record
3. click on the Acquisitions details tab
4. click on the basket name
5. reopen the basket
6. find the order
7. click on the Modify button
8. scroll down the page until you find the fund dropdown
9. click on the fund dropdown
10. select the new fund from the next fiscal year
11. hit the Save button
12. close the basket
And then do it all again for the next order.
We could probably cut this down by a few steps if we modified our report to
include the basket but we would still have to move each order one by one which
takes a lot of time. For example this morning, I moved 24 orders to next fiscal
year's budget. It took 12 steps to do each one so I performed 288 actions in
order to complete this process. A batch operation where the user could select
items to be moved into a different budget would be a huge time saver.
--
You are receiving this mail because:
You are watching all bug changes.
You are the assignee for the bug.
_______________________________________________
Koha-bugs mailing list
[email protected]
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/
