Cannot Change a Fund account once items are in an on-order status

[Erica Rohlfs]

Evergreen version 2.4.6 and 2.5.2

Please create a feature that will allow for staff to change the Fund account on an invoice. Even on the Purchase Order, from my testing, it is not possible to change a fund once the item(s) is set to an on-order status.

Thank you for your time.

[Jennifer Pringle (jpringle-u)]

Staff can use the batch updater on the purchase order to update the fund used by a line item at any stage of the process. This will then update the debit on the invoice. You must have this fix for this to work properly: https://bugs.launchpad.net/evergreen/+bug/1195150

You cannot currently update the fund for a specific copy (in the event that there are two copies on a line item and staff only want to update the fund for one of the copies).

Jennifer

[Leslie St. John (lstjohn-deactivatedaccount)]

Update: ver 2.9.0

As Jennifer reported, Funds can be updated/changed on a purchase order, and subsequently the invoice, when the batch updater on the purchase order is used to updated the funds for a line item. However, individual copies can not be changed.

Funds for a specific copy on a line item should be updatable.

[Tiffany Little (tslittle)]

Marking this bug as Won't Fix, since it sounds like the original bug report is no longer an issue.

I created a new bug for the issue of not being able to update the fund on individual copies. It's here: https://bugs.launchpad.net/evergreen/+bug/1816424