Multiple / Split Funds in Acquisitions

Currently in Acquisitions orders placed are tied to a single fund. Sometimes, libraries need to split the cost across two or more funds. For example:

• The Sociology department and Psychology department pool their respective funds to to split the cost of a subscription needed for both deparments.
• Or maybe it’s the end of the fiscal year and there is $20.00 left in YA fund and $15.00 left in the Adult materials fund. Acquisitions staff would like to cobble those two funds together to purchase an item at $35.00

Development

• Add a new table 'aqorders_budgets'
  • columns: ordernumber, budget_id, amount
  • index on ordernumber and budget_id
  • update existing orderlines to store budget/amount in this table
  • update existing views/reports to pull this info
  • homepage, fund views (ordered/spent), invoices, baskets
• When receiving:
  • Add a 'total amount' to the receipt view.
  • Add JS to calculate unitprice x quantity as total amount
  • Add a '+' button next to funds
  • If clicked, an additional fund dropdown will be displayed
  • When more than one fund is present, add 'amount' boxes next to each fund
  • Form cannot be submitted until fund totals are equal to 'total amount'
  • If possible, add a 'split evenly' button to auto fill fund amounts
• On invoice view, currently the user can change funds for an order after receipt. This will be preserved, funds and amounts will be listed, only the selected funds can be chosen - to change amounts the receipt must be cancelled and received again.

Expected Outcome

Add the ability to split funds in acquisitions.

Koha Community Enhancement in Bugzilla

Bug 35465- Ability to select multiple funds for a single order

Want to be a sponsor

Submit a request to dev@bywatersolutions.com to get the process started.