From: Jennifer Pringle Date: Tue, 7 Jul 2015 16:15:32 +0000 (-0700) Subject: Merge branch 'sitka_2_8' of git+ssh://git@git.sitka.bclibraries.ca/sitka/doc/acquisit... X-Git-Url: https://git.sitka.bclibraries.ca/gitweb/?p=sitka%2Fdoc%2Facquisitions.git;a=commitdiff_plain;h=63c509225f4d595b630ff614f9cf1ccd2e8a9386;hp=a63eaf0e3738b8cf5ce23dd3671c37ab78285848 Merge branch 'sitka_2_8' of git+ssh://git@git.sitka.bclibraries.ca/sitka/doc/acquisitions.git into sitka_2_8 --- diff --git a/intro/acq-new-features.xml b/intro/acq-new-features.xml index 4bfc4d4..9bc64cb 100644 --- a/intro/acq-new-features.xml +++ b/intro/acq-new-features.xml @@ -2,11 +2,11 @@ - New in Evergreen Version 2.6 + New in Evergreen Version 2.8 Adapted with permission from original material by the Evergreen + xlink:title="http://docs.evergreen-ils.org/2.8/_evergreen_2_8_release_notes.html" + xlink:href="http://docs.evergreen-ils.org/2.8/_evergreen_2_8_release_notes.html">Evergreen Community @@ -20,15 +20,30 @@ -
-Support PO activation without requiring items - A new Activate PO Without Loading Items option in the Purchase Order - allows staff to activate the PO without loading copies into the catalog. +
+Acquisitions Admin Menu Move +The acquisitions administration menu is now under the main Admin menu rather than under Server Administration. +This is a more logical place for this menu to be and makes it faster to access. + + + + + + + + +
+ + +
+Sticky Org Unit Selector + The Context Org Unit selector on the Funds interface + will now remember and default to the most recently selected org unit. - + @@ -40,64 +55,78 @@ cancelled temporarily "delayed". - A line item that has been fully cancelled has a white background + All cancel reasons are now prefixed by Canceled or + Delayed. - + - A line item that has been temporarily cancelled has a blue background + The prefix also displays with the cancel reason on the line item. - + - - The line item cancel reason (label) is written next to the non-title attributes in - the line item list display + + +
+ +
+Support Cancellation and Receiving of Delayed Lineitems + + + Line items marked as delayed can be canceled again in the using a Canceled + cancel reason if the item become truly canceled as opposed to delayed. Once an item is marked as truly canceled + it cannot be canceled again. + +
+ +
+Duplicate Order Detection Improvements + A new column on the line item displays the number of copies already attached to the + bibliographic record belonging to the ordering agency or a lower organizational unit. + This count does not include the copies attached to the line item itself nor does it include + copies that have the status of Lost, Lost and Paid, + Missing, Damaged, or Discard/Weed. + - + - - - +
-
-Auto-Overlay In Process Acquisitions Copies - Improves existing acquisitions copy overlay code by adding broader matching criteria. By selecting the new option, Auto Overlay In-process Acquisitions Copies, the system will potentially overlay copies which: - - have associated lineitem details (that is, they were created by the acquisitions process), - that lineitem detail has the same owning_lib as the incoming copy’s owning_lib, and, - the current copy associated with that lineitem detail is In process. - +
+Specify Purchase Order Name During Creation + When creating a purchase order there is now a field called Name where staff + can specify the name of the purchase order. This field is optional. + - + -
- -
-Printing PO Names on Purchase Orders - The Print Purchase Order option now prints the PO Name in - addition to the PO ID. + + Duplicate purchase order name is in effect on the new Name field and + will indicate if the same purchase order name is used more than once for a purchase order for a + specific provider. The existing purchase order can be viewed by clicking + View PO and will open in a new tab. - + diff --git a/intro/media/acq-menu.png b/intro/media/acq-menu.png new file mode 100644 index 0000000..9b894ca Binary files /dev/null and b/intro/media/acq-menu.png differ diff --git a/intro/media/cancel-delay-1.png b/intro/media/cancel-delay-1.png new file mode 100644 index 0000000..e779540 Binary files /dev/null and b/intro/media/cancel-delay-1.png differ diff --git a/intro/media/cancel-delay-2.png b/intro/media/cancel-delay-2.png new file mode 100644 index 0000000..235c48d Binary files /dev/null and b/intro/media/cancel-delay-2.png differ diff --git a/intro/media/item-count.png b/intro/media/item-count.png new file mode 100644 index 0000000..cb1bb39 Binary files /dev/null and b/intro/media/item-count.png differ diff --git a/intro/media/po-name-creation-1.png b/intro/media/po-name-creation-1.png new file mode 100644 index 0000000..6963e9b Binary files /dev/null and b/intro/media/po-name-creation-1.png differ diff --git a/intro/media/po-name-creation-2.png b/intro/media/po-name-creation-2.png new file mode 100644 index 0000000..366a2c1 Binary files /dev/null and b/intro/media/po-name-creation-2.png differ diff --git a/intro/media/sticky-org-funds.png b/intro/media/sticky-org-funds.png new file mode 100644 index 0000000..9b888d8 Binary files /dev/null and b/intro/media/sticky-org-funds.png differ diff --git a/root.xml b/root.xml index 4bebaf6..2af2e93 100644 --- a/root.xml +++ b/root.xml @@ -4,7 +4,7 @@ xmlns:xlink="http://www.w3.org/1999/xlink"> Sitka Evergreen Acquisitions User Manual - Evergreen 2.6 + Evergreen 2.8