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[sitka/doc/acquisitions.git] / intro / acq-new-features.xml
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1<?xml version='1.0' encoding='UTF-8'?>\r
2<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"\r
3 xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="acq-new-features">\r
4 <info>\r
89455ae4 5 <title>New in Evergreen Version 2.4</title>\r
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6 <legalnotice>\r
7 <para><emphasis role="bold">Adapted with permission from original material by the <link\r
8 xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf"\r
9 xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf">Evergreen\r
10 Community</link></emphasis></para>\r
11 </legalnotice>\r
12 \r
13 \r
14\r
15 <abstract>\r
16 \r
17</abstract>\r
18 \r
19\r
20 </info>\r
21\r
22 \r
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23<section xml:id="new-features-line-item-batch-update">\r
24<title>Line Item Batch Updater</title>\r
25\r
26<para>Purchase Orders now have a <guilabel>Line Item Batch Updater</guilabel> that allows line items on purchase orders to have multiple fields batch updated \r
27simultaneously. This reduces the need for user to access the Copies page.</para>\r
28\r
29\r
30<para>See the <link linkend="line-item-batch-updater">Line Item Batch Updater</link> section for information on using the batch updater.</para>\r
fee352b0 31\r
9f5fe418 32</section>\r
fee352b0 33\r
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34<section xml:id="new-features-distribution-formula">\r
35<title>Distribution Formula Expansion</title>\r
fee352b0 36\r
502bccc2 37<para>The purpose and use of distribution formulas have been expanded with the introduction of the \r
c8dd1261 38<link linkend="new-features-line-item-batch-update">purchase order batch updater</link>.</para>\r
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39<para>Distribution formula can now be used by both multi-branch and single branch libraries as line item templates with the batch updater as well as continuing \r
40their use as distribution forumla for multi-branch locations.</para>\r
41<para>The following fields have been added:</para>\r
42<itemizedlist>\r
43<listitem>\r
44<para>Fund</para>\r
45</listitem>\r
46<listitem>\r
47<para>Circ Modifier</para>\r
48</listitem>\r
49<listitem>\r
50<para>Collection Code</para>\r
51</listitem>\r
52</itemizedlist>\r
53\r
54<para>See the <link linkend="create-distribution-formula">Distribution Formulas</link> section for information on creating \r
55distribution formulas/line item templates.</para>\r
c8dd1261 56<para>See the <link linkend="line-item-batch-updater">Line Item Batch Updater</link> section for information on using \r
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57distribution formulas as line item templates.</para>\r
58\r
9f5fe418 59</section>\r
fee352b0 60\r
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61<section xml:id="new-features-PO-selection-improvements">\r
62<title>Functionality Improvements to Selection Lists and Purchase Orders </title>\r
fee352b0 63\r
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64<para>A number functionality improvements have been made to the acquisitions module particularily around selection lists and purchase orders.</para>\r
65\r
66<simplesect xml:id="new-feature-actions">\r
67<title>Main Actions Menu</title>\r
68\r
69<para>A number of the functions available on the <guilabel>Main Actions Menu</guilabel> have been updated to allow for more batch operations.</para>\r
70\r
71<para>Depending on the context and the state of the line items functions that cannot be performed now appear as greyed out on the \r
72<guilabel>Main Actions Menu</guilabel>.</para>\r
73\r
74\r
75<para>When there are multiple line items in different states all possible functions will be enabled, but will only work on the appropriate line items. I.e. a line item\r
76that has the status of <guilabel>Received</guilabel> cannot be cancelled.</para>\r
77</simplesect>\r
78\r
79<simplesect xml:id="new-feature-line-action">\r
80<title>Line Item Actions Menu</title>\r
81\r
82</simplesect>\r
83\r
84<simplesect xml:id="new-feature-pending-po">\r
85<title>Pending Purchase Order</title>\r
86\r
87<para>The following buttons no longer appear on a pending purchase order:</para>\r
88<itemizedlist>\r
89<listitem>\r
90<para>View Invoices</para>\r
91</listitem>\r
92<listitem>\r
93<para>Create Invoice</para>\r
94</listitem>\r
95<listitem>\r
96<para>Link Invoice</para>\r
97</listitem>\r
98<listitem>\r
99<para>Cancel order</para>\r
100</listitem>\r
101</itemizedlist>\r
102\r
103<para>The <guibutton>Activate Order</guibutton> link is now a button which will reduce the possibility for the system to double activate a purchase order.</para>\r
104\r
105</simplesect>\r
106\r
107<simplesect xml:id="new-feature-on-order-po">\r
108<title>On Order Purchase Order</title>\r
109\r
110</simplesect>\r
111\r
112\r
113\r
9f5fe418 114</section>\r
fee352b0 115\r
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116<section xml:id="new-features-Po-detailed-view">\r
117<title>Detailed Purchase Order View</title>\r
fee352b0 118\r
9f5fe418 119</section>\r
fee352b0 120\r
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121<section xml:id="new-features-isbn-identifier">\r
122<title>ISBN Order Identifier Selector</title>\r
fee352b0 123\r
9f5fe418 124</section>\r
fee352b0 125\r
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126<section xml:id="new-features-default-copies">\r
127<title>Provider Specific Default Number of Copies </title>\r
fee352b0 128\r
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129<para>It is now possible to specify a default number of copies to be ordered for each line item per provider. The copies are added to the line item when it is added to \r
130or created on a purchase order.</para>\r
131\r
132<informalfigure>\r
133<para>The default number of copies is set when creating or editing a provider.</para>\r
134<para><mediaobject>\r
135<alt>screenshot of default number of copies</alt>\r
136\r
137<imageobject>\r
138<imagedata fileref="media/new-feature-default-copies.png" scalefit="0"></imagedata>\r
139</imageobject>\r
140</mediaobject></para>\r
141</informalfigure>\r
142\r
0665ec6d 143<para>See the <link linkend="admin-acq-providers">Providers</link> chapter.</para>\r
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144\r
145\r
9f5fe418 146</section>\r
fee352b0 147\r
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148<section xml:id="new-features-default-load-marc">\r
149<title>Upload MARC Records Default Settings</title>\r
fee352b0 150\r
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151<para>A number of defaults can be set for fields in this <link linkend="marc-order-records">Load MARC Order Record</link> interface by using settings available \r
152in the library settings editor. These fields are also sticky and will keep the last information entered until the user quits Evergreen. For a list of the available \r
153defaults see the \r
154<link linkend="lsa-library-settings-acquisitions-load-MARC">Acquisitions Specific Settings in the Library Settings Editor</link>.</para>\r
155\r
fee352b0 156</section>\r
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157\r
158<section xml:id="new-features-invoice-autofill">\r
159<title>Autofilling Fields in Invoices</title>\r
160\r
161</section>\r
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162 \r
163</chapter>\r