Bug 37717 - Add ability to batch modify fund used in orders
Summary: Add ability to batch modify fund used in orders
Status: NEW
Alias: None
Product: Koha
Classification: Unclassified
Component: Acquisitions (show other bugs)
Version: Main
Hardware: All All
: P5 - low enhancement
Assignee: Bugs List
QA Contact: Testopia
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Reported: 2024-08-23 15:17 UTC by Barbara Johnson
Modified: 2024-08-23 15:17 UTC (History)
0 users

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Description Barbara Johnson 2024-08-23 15:17:52 UTC
We need a way to batch modify the fund on existing orders. Our use case is that we have existing orders in our current fiscal year which we know will not fill either due to backorders or because the pub date was pushed into the future. We created a budget for the next fiscal year. So we now have two active budgets and want to start moving orders into the newly created budget so that we can better determine the amount of money we truly have available for the remainder of the current fiscal year. 

We use a report which includes items that we want to move. It then takes 12 steps to move each order from the current budget into the new budget. 

This is our process:

1. click on biblionumber for title from report 
2. select View record
3. click on the Acquisitions details tab
4. click on the basket name
5. reopen the basket 
6. find the order
7. click on the Modify button
8. scroll down the page until you find the fund dropdown
9. click on the fund dropdown
10. select the new fund from the next fiscal year
11. hit the Save button
12. close the basket
And then do it all again for the next order.

We could probably cut this down by a few steps if we modified our report to include the basket but we would still have to move each order one by one which takes a lot of time. For example this morning, I moved 24 orders to next fiscal year's budget. It took 12 steps to do each one so I performed 288 actions in order to complete this process. A batch operation where the user could select items to be moved into a different budget would be a huge time saver.