Summary: | Ability to add record/order line specific credits | ||
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Product: | Koha | Reporter: | Katrin Fischer <katrin.fischer> |
Component: | Acquisitions | Assignee: | Bugs List <koha-bugs> |
Status: | CLOSED WORKSFORME | QA Contact: | Testopia <testopia> |
Severity: | enhancement | ||
Priority: | P5 - low | CC: | caroline.cyr-la-rose, michaela.sieber |
Version: | Main | ||
Hardware: | All | ||
OS: | All | ||
See Also: |
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19166 https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=34305 |
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Change sponsored?: | --- | Patch complexity: | --- |
Documentation contact: | Documentation submission: | ||
Text to go in the release notes: | Version(s) released in: | ||
Circulation function: | |||
Attachments: | Credit in acq tab |
Description
Katrin Fischer
2023-06-30 10:07:45 UTC
Here is the procedure I give my clients for handling returned items in acquisitions. https://inlibro.com/knowledge-base/ajouter-un-credit-pour-un-document-retourne/ Basically, make an order, but with a negative price. As far as I can tell, it correctly "returns" the money in the chosen fund once the item is "received", and the minus sign is displayed. It also keeps the credit information in the acquisitions tab in the catalog module, so you know you returned that title. I just tested it in master and it's working. It's logical, but I find it's a lot of steps to return an item. When I used to do acquisitions, returning items would be something that I did often, for a variety of reasons (however, I used good old spreadsheets to manage my acquisitions as our system didn't have the acquisitions module activated). If we're to add this feature, I would think differently about how to go about it. For example, skip the whole create basket/close basket/receive item process, and simply add the ability to add a credit from the vendor page (New > Credit). Then either choose to add an arbitrary amount, or choose an ordered/received item to credit. Or, add a button to add a credit next to the order (with the soon-to-be-added *wink wink* cancel button from bug 33664 :D ). Created attachment 152910 [details]
Credit in acq tab
Katrin, here's the screenshot of the credit in the acq tab in the catalogue module.
I close this bug because it is possible to have negativ prices on order and receive for specific order lines. The issue that the negativ price is not diplayed well is fixed in BugĀ 34305 - If actual cost is negative, wrong price will display in the acq details tab Thanks Caroline for sharing your workflow! I still think it would be interesting to have a more direct way of doing it. |