Bug 31006

Summary: Add ability to make batch changes to order lines in a basket
Product: Koha Reporter: Rhonda Kuiper <rkuiper>
Component: AcquisitionsAssignee: Bugs List <koha-bugs>
Status: NEW --- QA Contact: Testopia <testopia>
Severity: enhancement    
Priority: P5 - low CC: barbara.johnson, jntormey, kebliss
Version: Main   
Hardware: All   
OS: All   
Change sponsored?: --- Patch complexity: ---
Documentation contact: Documentation submission:
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Description Rhonda Kuiper 2022-06-21 17:05:39 UTC

    
Comment 1 Rhonda Kuiper 2022-06-21 17:14:22 UTC
At the koha-US acquisitions SIG, we discussed the benefit of having the ability to do batch changes to items in a basket.  The specific things that we would like to be able to change include but are not limited to the fund code, add vendor note, add internal note and the transfer option.
We envision this working like the purchase suggestion page where there are check boxes next to each item and then at the bottom of the page there are batch functions that can be performed.  For the fund code change, you would select the fund code you wanted to move the item to.  This will be VERY helpful when moving items to a different budget in advance of a new FY.  (See the recording for the June '22 koha-US acquisitions SIG for the discussion.)
If you have questions or need clarification, please contact me.
Comment 2 Barbara Johnson 2022-06-21 18:46:57 UTC
+1  I love this idea!

This functionality would save our staff tons of time. Towards the end of a fiscal year we could have two active budgets running.  Then we could batch move titles into funds in the upcoming budget.  That would allow us to better calculate our expenses for the current fiscal year since not everything that is encumbered is actually going to fill during that year.  We are a "use it or lose it" city so we don't want 'future encumbrances' to trick us into thinking we've actually spent more than we have.  

As it is we spend a good deal of time using spreadsheets to figure out exactly how much money we really have left to spend at the end of the year which isn't efficient and can introduce errors.
Comment 3 Barbara Johnson 2024-01-19 17:13:50 UTC
Ignore comment #2 made by me.  I apparently put it on the wrong bug.
Comment 4 Barbara Johnson 2024-01-19 17:21:07 UTC
+1 

I just ran into this situation.  We made a large order and it accidentally got applied to the incorrect fund.  Now we have to reopen the basket and use the 'Modify' link to individually change the fund for all 75 items in the basket.  It would be such a timesaver if there was a way to batch modify the fund.
Comment 5 jntormey 2024-04-02 19:48:37 UTC
+1 

This would be super helpful for our Acquisitions department. We add internal notes for a lot of reasons, but most common for bookplates for memorial items and we are having to add them one by one.  

I second Barbara's comment about the year end ordering. Being able to batch move items from one fund to another would make our accounting much more streamlined as we are also a "use it or lose it" library.