►
From YouTube: Acquisitions Special Interest Group - 6/21/2022
Description
00:23:29 Victoria: Hi Aly, the tax carries over to the item record if you change the setting to include tax. I changed mine and it worked.
List prices:Include tax
Invoice prices:Include tax
00:24:14 Aly Rattler: Great! Thanks, Victoria!
00:51:57 Maribel Carrillo: How important is it to close invoices once paid?
00:53:10 Judy: Is there a way to check that all invoices are closed?
00:59:14 Judy: Ours is like the Koha budget
01:00:37 Maribel Carrillo: Thank you!
01:02:30 Judy: Thanks, everyone.
01:03:00 Victoria: Thank you!!
01:03:20 Jennifer Wisland: Thank you!
01:03:58 Daphne Hoolahan: Thanks everyone
01:04:11 Kristen Ortelli (Martinez): Thank you!
A
Good
morning,
this
is
the
june
meeting
of
the
acquisition
sig
for
kohai
us
welcome
everyone.
I
hope
your
summer
is
going
well
did.
Did
everybody
have
a
long
weekend?
Are
you
all
coming
off
a
long
weekend
with
juneteenth
did
not
okay?
We
we
did
get
juneteenth
off
at
the
ground,
rock
library,
so
that
was
that
was
kind
of
nice.
A
So
what
we
had
talked
about
at
our
last
meeting
was
to
go
over
some
of
the
stuff
related
to
closing
out
one
year's
purchases
and
opening
the
next
year's
purchases,
and
just
kind
of
going
through
that.
So
I
had
planned
to
use
the
my
water
demo
site
for
that,
and
I
can't
log
into
it
right
now.
I
sent
a
message
on
slack,
but
nobody's
respond,
responded
so.
A
A
D
C
C
C
E
C
When
we
go
and
when
and
we've
since
started
using-
and
I
think
we
can
dispense
with
this
whole
spreadsheet
now
that
we
have
that
we
have
the
acquisitions
module
because
I
feel
like
it's
redundant
but
in
the
act,
but
when
I
go
to
catalog
and
I'll
show
y'all
an
example,
okay,
but
this
still
follows:
oh
actually,
I'm
perfect
because
I'm
starting
a
merger
record,
let
me
just
go
ahead
and
get
into
this
real
quick.
But
when
I
go
to
nope,
I
want
you.
I
want
to
get
to
the
item
record.
F
C
A
G
C
G
G
H
G
H
E
G
A
Okay,
so
barbara
has
given
me
access
to
so
koha
u.s
does
have
a
demonstration
instance
that
we
use
at
conferences
or,
if
you
would
need
to,
if
you're,
going
to
make
a
presentation
or
something
like
that,
you
can
contact
the
board
and-
and
there
is
let's
see-
let's
see
if
I
can
get
this-
there
is
a
demonstration
instance
sig.
Is
that
or
something
like
that?
A
E
A
A
All
right,
so
we
are
in
here
in
the
acquisitions
module,
so
the
interesting
stuff
is
over
here
in
the
budgets
and
funds.
So
I
just
clicked
on
the
funds-
and
you
can
see
that
this
we've
got
the
budget
for
west
branch
for
this
fiscal
year
2021
and
it's
got
a
bunch
of
funds
in
here.
What
I
wanted
to
see
was
total
spent.
A
A
J
A
All
right
so
so
we're
this
is
the
budget
for
the
west
branch
I
clicked
on
edit
and
we
can
either
edit
or
duplicate
what
you
I'll
back
up.
If
your
budget
for
next
year
is
going
to
have
the
same
funds
and
the
basically
the
same
funds
as
this
year,
the
easiest
thing
to
do
is
to
duplicate
it,
and
if
you
want
to
roll
over
stuff
from
this
year
to
next
year,
you
need
to
have
the
same
fund
codes
so
that
you
can
do
that
so
that
you
can
roll
it
over.
A
22
23,
if,
if
you
are
having
a
across-the-board
change
in
amounts,
you
can
put
you
know
like
you're
getting
a
ten
percent
increase
or
ten
percent
decrease
in
all
your
stuff,
then
you
could
put
that
amount
in
here
either
positive
or
negative,
and
it
would
do
all
that
math
for
you.
So
I'm
just
going
to
leave
that
alone.
If
amounts
change
round
to
a
multiple
of
you
know.
A
I'm
not
going
to
check
that
right
now,
because
I
I
want
to
have
both
of
them
active
for
a
little
bit
and
then
set
all
funds
to
zero.
So
if
the
amounts
that
you
get
in
a
given
year
are
different
than
the
amounts
that
you
get
in
the
next
year,
you
can
set
all
the
funds
to
zero.
Otherwise,
it's
going
to
take
the
amount
that
you
started
with
in
the
current
year
and
just
roll
that
over
into
the
next
year.
So
I'm
not
going
to
check
that
funds
set
to
zero
thing.
A
So
now
we've
you
can
see.
We've
got
the
two
budgets
and
we've
got
them
on
the
same
screen
here.
So
what
if
we
go
in
and
look
at
this,
we
can
see
that
we've
got
all
of
the
same
fund
codes
and
nothing.
You
know
these
numbers
are
are
the
same.
If
we
would
go
back
and
look
and
there's
nothing
on
order,
nothing
purchased,
okay,
cool
all
right
I'll,
highlight
that
comment
in
a
minute
and
then
we
can
so
what
you
can
do
if
you're
ready
to
close
a
year.
A
A
All
right
now
the
unreceived
orders
from
the
following
funds
will
be
moved,
so
we
can
see
what
we
noticed
before,
and
so
we
have
the
option
to
select
a
budget
that
we
want
to
move
them
to.
So
we'll
pick
the
one
that
we
just
created
and
remove
remaining
unspent
funds.
So
if
you're
one
of
those
lucky
libraries
where,
if
you
don't
spend
it
it
rolls
over
into
the
next
year,
you
can
click
that
box.
If
you're
like
us,
where
it's
spend
it
or
lose
it,
you
can't
check
that
box.
A
What
the
numbers
that
you
get
each
year
is
fresh
and
you
can't
do
that.
So
what
we're
gonna
do
is
move
the
unreceived
order.
So
what
this
does
is
it
takes
everything
that's
in
the
current
year
that
you've
ordered
but
haven't
received
and
moves
it
to
the
next
year,
so
that
you
can
start
so
that
you
can
accurately
charge
against
the
year
that
the
item
is
received
in
so
we'll
click
on
this.
A
That
gives
you
a
little
messy
warning
thing.
You
have
chosen
to
move
all
unreceived
orders
from
this
fiscal
year
to
that
fiscal
year.
This
action
cannot
be
reversed.
Do
you
wish
to
continue?
I'm
gonna
say:
okay,
so
a
bunch
of
stuff
nothing
moved
and
then
then
we've
got
all
these
pages
of
it's
moved.
It's
moved
so
yeah,
so
adult
fiction
and
mystery
and
and
on
and
on
and
on
like
that,
so
what
we
can
do
is
go
back
and
look.
A
A
The
spent
is
still
there
because
that's
what
we
spent
on
that
particular
year
and
then,
if
we
go
back
and
look
at
the
one
that
we
just
created,
we
can
see
that
the
ordered
has
stuff
in
it
now.
But
the
spent
is
you
know,
nothing
has
been
spent
at
this
point,
so
that
takes
everything
that
was
in
the
previous.
You
know
year
and
rolls
it
into
the
next
year.
A
A
What
what
tricks
and
and
stuff
you've
come
up
with
so
the
first
thing
that
is
a
of
concern
is
especially
in
this
pandemic
world.
We're
ordering
things
ahead.
You
know
two
three,
four
five
months
ahead
of
time
and
lucky:
libraries
in
texas,
we
have
our
fiscal
year,
ends
on
september
30th.
The
new
year
starts
on
october
1st
and
if
you're
thinking
about
publishers,
all
the
publishers
are
publishing
all
of
their
really
good
hot
new
christmas
gift
kinds
of
stuff.
When
are
they
releasing
those
in
october
yay?
A
You
know,
because
they're
used
to
seeing
things
a
couple
of
months
ahead
of
time
in
the
library,
so
we
get
all
these
purchase
suggestions
which
adds
a
little
extra
workload
to
our
stuff.
So
how
to
address
this
issue
so
for
okay
and
then
we've
got
libraries
that
are
using
edi
and
libraries
that
are
not
using
edi
or
even
libraries
that
have
edi
vendors
and
libraries
that
have
non-edi
vendors.
A
Vendor
you
could
leave
both
of
the
these.
Let's
say
it's
not
well,
it's
not
it's
not
june
30th,
yet
so
leave
both
the
current
and
the
upcoming
budgets
active
and
then,
as
you
order
stuff
just
charge
them
to
the
right
accounts.
You
know
it's
like
what
we
do
is
we'll
go
in
and
say
fund
name
and
then
we'll
edit,
we'll
edit
this
so
that
it
says
something
like
that.
23.
A
So
so
that
what
you
know
when
you
get
the
list
of
all
the
funds
that
you
want
to
charge
it
to,
when
you're
ordering
you'll
see
the
difference
between
22
and
23,
because
this
is
just
a
name,
it's
it's
not
the
code
itself,
it's
just
the
name
that
gets
changed.
So
that's
that's
one
way.
That's
non-edi!
A
A
A
So
that
seems
like
a
problem
then
I
was
thinking
well
just
order
it
as
is,
but
but
order
them
separately
in
baskets,
like
this
is
for
this
year.
This
is
for
next
year.
You
know
and
kind
of
keep
the
baskets
separated
and
then
you
can
go
into
the
basket
and
maybe
do
a
global
fund
change
on
everything
in
there.
A
A
I
D
A
A
Okay,
so
when
I
was
looking
at
this,
I
was
like
oh
there's
got
to
be
a
way
to
change
all
the
funds
that
this
is.
You
know
we've
got
all
these
funds
over
here.
Wouldn't
it
be
slick
if
we
could
just
do
a
batch
edit
of
all
these
funds,
unless
somebody
I'm
going
to
reopen
this,
unless
somebody
can
see
something
that
I
did
wasn't
able
to
see,
there's
the
modify,
but
that's
just
for
that
specific
item.
A
So
I'm
thinking
if
we
can
figure
out
something
that
works
for
edi,
which
seems
to
be
a
little
bit
more
complicated
than
the
regular
non-edi
that
it
would
work
for
the
non-edi
any
thoughts
or
experiences
or
ideas
about
how
to
tackle
something
like
this
or
what
you'd
like
to
see.
That's
probably
the
better
question:
what
would
you,
how
would
you
like
to
see
this
work.
B
B
B
J
J
A
A
Right,
yeah
that
that
seems
like
it
would
that
would
at
least
be
a
step
in
the
right
direction,
because
right
now
it
feels
ever.
You
know.
I
literally
I
sat
here
for
an
hour
before
this
meeting,
trying
to
figure
out
how
to
do
this
and
every
time
it
was
like.
Oh,
but
you
know,
and
then
it
was
like
okay,
let's
try
it
this
way.
No,
it
doesn't
work
that
way.
A
Because
of
this
you
know-
and
it
you
know
it's
just
kind
of
frustrating,
because
before
we
were
always
able
to
kind
of
make
it
work,
you
know
because
people,
you
know
we
could
order
stuff
the
week
before
and
still
get
it
and
things
like
that.
But
in
this
current
environment
you
know
our
our
ingram
rep
is
telling
us
to
order
two
and
three
months
ahead
at
a
minimum
to
make
sure
that
we
get
the
books
that
we
want.
A
A
One
won't
come
in,
so
you've
got
like
a
spreadsheet
off
to
the
side
or
something
like
that
that
you're
trying
to
figure
out
how
much
money
do
I
actually
have
left,
because,
if
you're
a
library
like
ours,
we
want
to
spend
every
last
penny
that
we
can
in
order,
because
we're
not
going
to
be
able
to
to
keep
that
money
once
the
new
year
starts.
You
know
it
doesn't
roll
over.
So
that
becomes
kind
of
a
an
issue.
Then
too.
B
B
This
is
a
sure
thing
for
this
fiscal
year,
but
you
know
here's
another
value,
that's
like
you
know
conditional
or
maybe
and
then
there's
another
one.
That's
kind
of
like
this
definitely
isn't
going
to
come.
I
can
see
that
it's
on
order,
but
the
you
know
either
the
like
the
date's
been
the
pub
dates
been
pushed
out,
and
so
we
ordered
it
thought
it
was
gonna
come.
But
now
it's
not.
B
You
know
if
there
was
some
way
to
group
them
into
categories
and
then
I
guess
be
able
to
run
a
report
or
something
you
know
or
maybe
there's
maybe
there
would
be
some
kind
of
filtering
in
the
acquisitions
table.
You
know
like
show
me
what
my
budget
looks
like
for
everything.
That's
a
sure
thing
show
me
what
my
boot
looks
like
if
it's
everything
that's
a
sure
thing,
plus
the
conditional,
maybe
kind
of
things
you
know
and
show
me
what
my
budget
looks
like
you
know.
A
F
A
A
All
right
so
under
this
fiction,
one
here,
I'm
thinking
yes,
okay,
yeah,
if,
if
on
this
page,
this
is
what
we're
talking
about.
You
know
like
on
on
this
page.
If
there
were
check
boxes
here-
and
you
could
say,
I
want
to
check
that
you
know
number
26
and
number
29
and
number
36
and
then
go
down
to
the
bottom,
and
there
would
be
an
option
of
move
fund
or
just
trying
to
think.
If
there's
anything
else,
you
know,
we've
got
all
the
delete.
A
A
J
A
A
A
D
A
A
Oh
there
it
is
make
budget
active,
so
you
would
uncheck
that
check
box,
as
I
just
did
and
save
it.
And
now
I
see
we've
got
two
of
these
budgets
here
and
just
the
one
active
one
over
here,
that's
how
you
kind
of
clean
it
up
and
then,
when
you
go
into
you
know,
add
something
the
fun
to
something.
You
will
only
see
the
the
funds
from
this
year
in
the
list,
as
opposed
to
that
double
list
that
we
saw
earlier.
B
A
Get
recall
right
yeah,
so
it
would
make
it
would
make
more
sense
to
lock
an
inactive
budget,
so
I'm
going
through
all
of
this,
so
yeah
that
way.
If,
if
you,
if
something
accidentally
didn't
get
the
budget,
the
fun
code
changed
to
the
right
year,
it
would
flag
it.
I
would
guess
I
would
have
to
look
that
up
for
sure.
A
A
So
you
know
we
did
the
rollover
and
we
still
had
things
on
order
in
our
original
budget
and
we
couldn't
figure
out
why
that
was
the
reason
it
was
is
because
we
had
open
invoices.
So
it's
really!
If,
if
you
want
to
do
the
rollover
function
you
really
they
have
to
it
will
only
roll
things
over
that
are
enclosed
invoices,
so
yeah
that
that
is
pretty
important.
B
A
A
A
E
E
E
D
A
E
A
E
A
Find
these
buttons
to
all
right
oops.
We
gotta
actually
hit
that
share
button.
Okay,
so
this
is
so
basically
what
the
quahog
us
one
did
is
made
everything
a
parent
fund.
So
there
are,
you
know
everything
is
its
own.
It's
not
subdivided
underneath
it.
I
can
show
you
maybe
yeah
all
right.
So
this
is
our
site.
This
is
our
thing,
so
we've
got
it
set
up,
so
these
we've
got
a
parent
with
child,
so
the
city
had.
A
These
are
the
account
numbers
that
the
city
sees
and
that's
all
that
they
care
about,
but
we
wanted
to
refine
things
a
little
bit
more,
because
we've
got
certain
collection
developers
that
are
collecting
this
and
you
know
kind
of
work,
the
money
out
a
little
bit
so
under
each
city's
code.
For
this
particular
one
adult
fiction,
we
just
have
the
adult
fiction:
that's
all
that
comes
out
of
there,
but
for
the
adult
non-fiction
we've
got
graphic
novels
and
adult
nonfiction,
so
those
are
two
different
collection
developer.
People
that
are
are
working
on
that.
A
So
we
split
that
between
them.
You
know
same
same
all
the
way
down.
So
that's
how
we
do
it.
Just
to
trap,
you
know
kind
of
help,
help
us
see,
so
this
number
up
here
should
be.
You
know,
what's
available
and
sort
of
be
close
to
the
number
that
the
city
has,
you
know
we
can
kind
of
double
check
each
other
that
way
and
then
each
you
know
child
underneath
there
helps
with
our
processing
apart
from
the
city.
Does
that
help?
Okay?
Yes,.
J
G
G
A
A
A
E
A
Okay,
then
I
will.
We
are
all
set.
If,
if
you
have
any
ideas
for
topics
that
you'd
like
to
talk
about,
please
let
me
know
and
we'll
see
if
we
you
know
if,
if
it's
a
topic
that
maybe
we
want
to
bring
in
a
guest
speaker,
you
know
like
a
developer
or
a
co,
bywater
educator
or
something
like
that.
Let
me
know,
and
we
can
bring
in
guest
speakers
if
you
will
and
then
we
can
all
help
each
other
learn
and
make
cohab
better
together.
A
So
what
I'm
going
to
do
is
I'm
going
to
create
a
bug
for
the
checkbox
function
and
see
if
we
can't
get
some
momentum
behind
that?
Okay,
so
I'll
create
the
bug
I'll,
let
everybody
know,
and
then
everybody
jump
onto
that
bug
and
say
how
wonderful
it
would
be
if
we
had
that
function.
That's
what
helps
us!
You
know
vote
for
it.
You
know
subscribe
to
the
notifications,
do
whatever
you
need
to
do
to
make
it
look
like
the
whole
quahog
community
is
excited
about
this.
A
So
all
right,
we'll
see
you
all
and
I
will
stop
sharing
my
screen
and
have
a
great.
Let's
see
what
do
we
have
for
it'll
be
the
fourth
of
july
we'll
have
before
we
see
you
all
again
so
have
a
good
month,
including
your
fourth
of
july.
If
there's
anybody,
that's
not
in
the
u.s,
we
just
have
a
great
month
until
we
see
you
and
it
will
be.