[Koha] Budgets in 3.2 Acquisitions

[Walls, Ian]

Paul,


This is a great new data structure for the budgets, and I look forward to getting my people on it.

We will probably set up root budgets to represent "what money we're getting from a single source for a given period of time".  Thus, the main allotment would be one root budget, but the various grants and programs would each have their own, as they'd be coming from different purses (and thus have different codes at Accounts Payable). I think having this as the "top level" division will make generating a payment request file (our own, local, internal thing) so much easier.

Perhaps after we've all had sometime to play with it, we could put together some kind of "best practices" for Acq 3.2.  Maybe a panel at KohaCon... 

Cheers,


Ian Walls
Systems Integration Librarian
NYU Health Sciences Libraries

________________________________________
From: koha-bounces at lists.katipo.co.nz [koha-bounces at lists.katipo.co.nz] On Behalf Of Paul Poulain [paul.poulain at biblibre.com]
Sent: Wednesday, December 09, 2009 3:31 AM
To: Joann Ransom
Cc: Koha list
Subject: Re: [Koha] Budgets in 3.2  Acquisitions

Joann Ransom a écrit :
> Hi all,
Hi Jo,
> I am probably jumping the gun here, but I am trying to understand the
> logic behind the new acquisitions module so I can load in our budgets
> in the most effective way.
>
> I understand that a 'root budget' is for a fixed period of time, and
> has sub-budgets.
>
> So is the thinking that you would create 1 root budget for 2009-2010
> financial year, and then sub-budgets within that for each spending
> area ie Fiction, LargePrint, DVDs etc.
>
> Or, would you create a Root Budget for 'Fiction 2009 - 2010', and then
> another for 'Largeprint 2009 - 2010' and then another for 'DVDs 2009 -
> 2010', and then add sub-budgets to those. So for example 'DVDs
> 2009-2010' could have sub-budgets for 'Adult DVDs', 'Teen DVDs' &
> 'Junior DVDs.'
in fact ... it's strictly as you want: both should work. You can also
have a root budget for library A and root budget for library B, it's
really as you want.
The only difference may be in statistics, to see how much you spent, as
it's always compared to root budget. And the stats module need more
tweaks I think, so the difference can't be seen really as of today.

HTH

--
Paul POULAIN
http://www.biblibre.com
Expert en Logiciels Libres pour l'info-doc
Tel : (33) 4 91 81 35 08

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