Minor typo corrections to New Features chapter.
[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
9e62a0de 64<para>A number of functionality improvements have been made to the acquisitions module particularily around selection lists and purchase orders.</para>\r
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65\r
66<simplesect xml:id="new-feature-actions">\r
67<title>Main Actions Menu</title>\r
68\r
a3bc29e5 69<informalfigure>\r
c8dd1261 70<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
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71<para><mediaobject>\r
72<alt>screenshot of line item action menu</alt>\r
73\r
74<imageobject>\r
75<imagedata fileref="media/main-action-menu-1.png" scalefit="0"></imagedata>\r
76</imageobject>\r
77</mediaobject></para>\r
78</informalfigure>\r
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79\r
80<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
81<guilabel>Main Actions Menu</guilabel>.</para>\r
82\r
83\r
84<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
85that has the status of <guilabel>Received</guilabel> cannot be cancelled.</para>\r
86</simplesect>\r
87\r
88<simplesect xml:id="new-feature-line-action">\r
89<title>Line Item Actions Menu</title>\r
90\r
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91<informalfigure>\r
92<para>The majority of functions previously available on the <guilabel>Line Item Actions</guilabel> menu have been moved to the <guilabel>Main Actions Menu</guilabel>\r
93as batch operations.</para>\r
94<para><mediaobject>\r
95<alt>screenshot of line item action menu</alt>\r
96\r
97<imageobject>\r
98<imagedata fileref="media/line-item-action-menu-1.png" scalefit="0"></imagedata>\r
99</imageobject>\r
100</mediaobject></para>\r
101</informalfigure>\r
102\r
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103</simplesect>\r
104\r
105<simplesect xml:id="new-feature-pending-po">\r
106<title>Pending Purchase Order</title>\r
107\r
108<para>The following buttons no longer appear on a pending purchase order:</para>\r
109<itemizedlist>\r
110<listitem>\r
111<para>View Invoices</para>\r
112</listitem>\r
113<listitem>\r
114<para>Create Invoice</para>\r
115</listitem>\r
116<listitem>\r
117<para>Link Invoice</para>\r
118</listitem>\r
119<listitem>\r
120<para>Cancel order</para>\r
121</listitem>\r
122</itemizedlist>\r
123\r
124<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
125\r
126</simplesect>\r
127\r
128<simplesect xml:id="new-feature-on-order-po">\r
129<title>On Order Purchase Order</title>\r
130\r
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131<para>It is no longer possible to add charges to a purchase order that has been activated.</para>\r
132\r
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133</simplesect>\r
134\r
135\r
136\r
9f5fe418 137</section>\r
fee352b0 138\r
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139<section xml:id="new-features-line-item-detailed-view">\r
140<title>Line Item Detailed View</title>\r
141\r
142<informalfigure>\r
f461ae90 143<para>Line items now have a simple and detailed view. How much detail displays depends on what stage of the acquisitions process the line item is at.</para>\r
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144<para><mediaobject>\r
145<alt>screenshot of detailed view</alt>\r
146\r
147<imageobject>\r
f461ae90 148<imagedata fileref="media/line-item-detailed-view-2.png" scalefit="0"></imagedata>\r
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149</imageobject>\r
150</mediaobject></para>\r
151</informalfigure>\r
152\r
153<para>See the <link linkend="line-item-detailed-view">Line Item Detailed View</link> section for more information.</para>\r
154\r
fee352b0 155\r
9f5fe418 156</section>\r
fee352b0 157\r
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158<section xml:id="new-features-identifier-selector">\r
159<title>Order Identifier Selector</title>\r
160\r
161<para>Users are now able to specify which ISBN on a record they wish to send to the provider in their order. This enables users to specifiy which edition of an item\r
162they wish to order.</para>\r
163\r
164<para>It also possible to specify ISSNs and UPCs.</para>\r
165\r
166<para>See the <link linkend="identifier-selector">Order Identifier Selector</link> section for more information.</para>\r
167\r
fee352b0 168\r
9f5fe418 169</section>\r
fee352b0 170\r
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171<section xml:id="new-features-default-copies">\r
172<title>Provider Specific Default Number of Copies </title>\r
fee352b0 173\r
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174<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
175or created on a purchase order.</para>\r
176\r
177<informalfigure>\r
178<para>The default number of copies is set when creating or editing a provider.</para>\r
179<para><mediaobject>\r
180<alt>screenshot of default number of copies</alt>\r
181\r
182<imageobject>\r
183<imagedata fileref="media/new-feature-default-copies.png" scalefit="0"></imagedata>\r
184</imageobject>\r
185</mediaobject></para>\r
186</informalfigure>\r
187\r
0665ec6d 188<para>See the <link linkend="admin-acq-providers">Providers</link> chapter.</para>\r
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189\r
190\r
9f5fe418 191</section>\r
fee352b0 192\r
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193<section xml:id="new-features-default-load-marc">\r
194<title>Upload MARC Records Default Settings</title>\r
fee352b0 195\r
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196<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
197in 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
198defaults see the \r
199<link linkend="lsa-library-settings-acquisitions-load-MARC">Acquisitions Specific Settings in the Library Settings Editor</link>.</para>\r
200\r
fee352b0 201</section>\r
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202\r
203<section xml:id="new-features-invoice-autofill">\r
204<title>Autofilling Fields in Invoices</title>\r
205\r
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206<para>The <guilabel># Invoiced</guilabel> and <guilabel># Paid</guilabel> fields on an invoice are now both populated with the nummber of copies available to be\r
207 invoiced. If you are not wanting to invoice for all copies, simply updated the fields.</para>\r
208\r
209<informalfigure>\r
210<para>The <guilabel>Paid</guilabel> field on an invoice will now autofill with the value entered into the corresponding <guilabel>Billed</guilabel> field.</para>\r
211<para><mediaobject>\r
212<alt>screenshot of detailed view</alt>\r
213\r
214<imageobject>\r
215<imagedata fileref="media/invoice-autofill-1.png" scalefit="0"></imagedata>\r
216</imageobject>\r
217</mediaobject></para>\r
218</informalfigure>\r
219\r
220\r
3ec1b345 221</section>\r
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222 \r
223</chapter>\r