Koha/koha-tmpl/intranet-tmpl/prog/en/modules/admin/preferences/acquisitions.pref
David Nind da192133ae
Bug 31984: TaxRate preference - add note about vendor updates
If a value for the TaxRates system preference is changed or
removed, vendors retain the original value recorded in their
tax rate field.

The vendor tax rate is used to calculate prices for orders
added to a basket. Where the tax rate doesn't match with the
system preference, a warning message is displayed on the order
form "Tax rate not defined in system preference TaxRates!".

This patch adds a note to the system preference description
about updating vendor tax rate information where required.

Test plan:
1. Check the values recorded for the TaxRates system preference.
2. For a vendor (Acquisitions > search for a vendor > Edit vendor),
   check the value recorded in the tax rate field.
3. Note that the tax rate field is populated from a dropdown list
   using values from the TaxRates system preference.
4. Change the TaxRates system preferemce to remove a tax
   rate. For example, change 0|0.12|0.1965 to 0|0.12.
5. Refresh the vendor page.
6. Note that the vendor tax rate remains as the original value
   until you edit the vendor.
7. Apply the patch.
8. Review the description for the TaxRates system preference and
   make sure the new note about updating vendor tax rates where
   required makes sense.
9. Sign off!

Signed-off-by: David Nind <david@davidnind.com>

Signed-off-by: Lucas Gass <lucas@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-12-07 14:23:14 -03:00

150 lines
6.7 KiB
Text

Acquisitions:
Policy:
-
- Create an item when
- pref: AcqCreateItem
choices:
ordering: placing an order.
receiving: receiving an order.
cataloguing: cataloging the record.
- This is only the default behavior, and can be changed per-basket.
-
- "The following <a href='http://schema.koha-community.org/__VERSION__/tables/items.html' target='blank'>database columns</a> should be unique in an item:"
- pref: UniqueItemFields
type: modalselect
source: items
-
- When closing or reopening a basket,
- pref: BasketConfirmations
default: 1
choices:
1: always ask for confirmation.
2: do not ask for confirmation.
-
- Show baskets
- pref: AcqViewBaskets
choices:
user: created or managed by staff member.
branch: from staff member's library.
all: in system, regardless of owner.
-
- Display currencies using the following format
- pref: CurrencyFormat
choices:
US: 360,000.00 (US)
FR: 360 000,00 (FR)
CH: 360'000.00 (CH)
-
- Tax rates are
- pref: TaxRates
- . Enter in numeric form, 0.12 for 12%. The first item in the list will be selected by default. For more than one value, separate with | (pipe).
- "<br/><strong>NOTE:</strong> The database will only accept values up to 4 decimals precision, further values will be rounded."
- "<br/><strong>NOTE:</strong> Vendor tax rate information may need updating if tax rate values are removed."
-
- pref: AcqWarnOnDuplicateInvoice
choices:
1: Warn
0: "Do not warn"
- when the librarian tries to create an invoice with a duplicate number.
-
- "Upon receiving items, update their subfields if they were created when placing an order (e.g. o=5|a=\"foo bar\"):"
- pref: AcqItemSetSubfieldsWhenReceived
-
- "Upon cancelling a receipt, update the item's subfields if they were created when placing an order (e.g. o=5|a=\"bar foo\"):"
- pref: AcqItemSetSubfieldsWhenReceiptIsCancelled
-
- pref: AcqEnableFiles
choices:
1: Do
0: "Don't"
- enable the ability to upload and attach arbitrary files to invoices.
-
- Set the mapping values for a new order line created from a MARC record in a staged file.
- pref: MarcFieldsToOrder
type: textarea
syntax: text/x-yaml
- "You can use the following fields: price, quantity, budget_code, discount, sort1, sort2"
- "<br/>For example:<br/>price: 947$a|947$c<br/>quantity: 969$h<br/>budget_code: 922$a"
-
- Set the mapping values for new item records created from a MARC record in a staged file.
- pref: MarcItemFieldsToOrder
type: textarea
syntax: text/x-yaml
- "You can use the following fields: homebranch, holdingbranch, itype, nonpublic_note, public_note, loc, ccode, notforloan, uri, copyno, price, replacementprice and itemcallnumber. Special fields: quantity and budget_code"
- "<br/>For example:<br/>holdingbranch: 975$b<br/>itype: 975$9|975$z"
-
- pref: ClaimsBccCopy
default: no
choices:
1: Send
0: Don't send
- blind copy (BCC) to logged in user when sending serial or acquisitions claims notices.
-
- Keep accepted or rejected purchase suggestions for a period of
- pref: PurgeSuggestionsOlderThan
class: integer
- "days. Example: [30] Sets purgation of suggestions for those older than 30 days."
- "<br><strong>WARNING:</strong> Leave this field empty if you don't want to activate this automatic feature."
- "<br><strong>NOTE:</strong> This system preference requires the <code>misc/cronjobs/purge_suggestions.pl</code> cronjob. Ask your system administrator to schedule it."
-
- pref: OrderPriceRounding
default: ''
choices:
'': Don't round
nearest_cent: Round
- to nearest cent.<br>
- Determines whether full precision values or rounded values should be used in price calculations.
-
- pref: UseACQFrameworkForBiblioRecords
default: no
choices:
1: "Use"
0: "Don't use"
- " the framework 'ACQ' for bibliographic records fields."
-
- "Choose email address that new purchase suggestions will be sent to: "
- pref: EmailPurchaseSuggestions
default: 0
choices:
0: none
EmailAddressForSuggestions: EmailAddressForSuggestions
BranchEmailAddress: email address of library
KohaAdminEmailAddress: KohaAdminEmailAddress
- '<br>If you choose <a href="/cgi-bin/koha/admin/preferences.pl?op=search&searchfield=EmailAddressForSuggestions">EmailAddressForSuggestions</a> you have to enter a valid email address:'
- pref: EmailAddressForSuggestions
class: email
Printing:
-
- Use the
- pref: OrderPdfFormat
choices:
"pdfformat::layout1page": English 1-page
"pdfformat::layout2pages": English 2-page
"pdfformat::layout3pages": English 3-page
"pdfformat::layout3pagesfr": French 3-page
"pdfformat::layout2pagesde": German 2-page
- layout when printing basket groups.
EDIFACT:
-
- pref: EDIFACT
default: no
choices:
1: Enable
0: Disable
- EDIFACT message exchange for acquisitions
-
- pref: EdifactInvoiceImport
default: no
choices:
automatic: "Do"
manual: "Don't"
- " automatically import EDIFACT invoice message files when they are downloaded."
-
- "Map sequence code (GIR:LSQ) field to "
- pref: EdifactLSQ
default: location
choices:
location: "location"
ccode: "collection"
- " in items."