Bug 31006 - Add ability to make batch changes to items in a basket.
Summary: Add ability to make batch changes to items in a basket.
Status: NEW
Alias: None
Product: Koha
Classification: Unclassified
Component: Acquisitions (show other bugs)
Version: unspecified
Hardware: All All
: P5 - low enhancement with 13 votes (vote)
Assignee: Bugs List
QA Contact: Testopia
Depends on:
Reported: 2022-06-21 17:05 UTC by Rhonda Kuiper
Modified: 2022-06-21 18:46 UTC (History)
1 user (show)

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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.