ACQ: Allocate to Fund drop down menu (in Funding Source) Not Following Precedents Set by Other Fund Menus
Affects | Status | Importance | Assigned to | Milestone | |
---|---|---|---|---|---|
Evergreen |
Fix Released
|
Medium
|
Unassigned | ||
2.10 |
Fix Released
|
Medium
|
Unassigned | ||
2.11 |
Fix Released
|
Medium
|
Unassigned |
Bug Description
Evergreen 2.4 Beta
Ubuntu 12
Postgres 9.1.4
In the Funding Source details page (Admin -> Acquisitions -> Funding Sources and then click on the name of the funding source) there is a drop down menu under "Create Allocation". This drop down menu lists all of the funds available to the user to allocate money to.
There are currently two problems with this drop down menu:
1. The year is not displayed beside the fund code in brackets.
2. Funds that have been set to Active = FALSE appear in this menu.
These two problems mean that after funds have been propagated for a new fiscal year the user cannot distinguish between funds from the previous and current fiscal years as the same codes are used. For example, a library that has three fiscal years in Evergreen will have the code AF display three times in this drop down menu for their Adult Fiction funds.
This dropdown menu should:
1. Display the year in brackets beside each fund code (as is seen throughout the acquisitions module).
2. Not display funds that have been set to Active = FALSE. (Users can activate funds to allocate money to them and then deactivate them if they do not want the fund to be used yet.)
The current workaround for this is to allocate credit from within the Fund details page rather than the Funding Source details page. However, when users go through the Funding Source details page and select the wrong fund the only way to correct the problem is to delete the allocation from the database.
This problem becomes apparent after a library has propagated their funds and goes into allocate money to those funds for their new fiscal year.
This bug is present on 2.0, 2.2, and 2.4 beta
Changed in evergreen: | |
status: | New → Triaged |
importance: | Undecided → Medium |
Changed in evergreen: | |
status: | Triaged → Confirmed |
tags: | added: dojo |
tags: | added: pullrequest |
Changed in evergreen: | |
milestone: | 2.11.1 → 2.next |
tags: | added: signedoff |
Changed in evergreen: | |
milestone: | 2.next → 2.12-rc |
Changed in evergreen: | |
status: | Fix Committed → Fix Released |
Related to this, I have also found in version 2.6 the fund drop down limits to what looks like 50 funds so if you have more than 50 funds it cuts it off the list. I have seen this in version 2.5.3.