]]> Pam Fri, 19 Jun 2015 10:50:35 GMT http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137&BlogPostID=14723
So, as a workaround, until they release a fix for this bug, please add a note in each line item with the fund code you want to apply for that linen item.  The image shows a note I added to a line item in my selection list.  

When Mary creates the purchase order, she will apply the fund you have specified in the note. 

• Please add a fund note for every line item you are making order ready.
• Please just enter the fund code.
• Please add it as a note not an alert.

]]> Pam Tue, 16 Jun 2015 17:10:06 GMT http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137&BlogPostID=14002 This will make a big difference to those selectors who were concerned about loading records too far in advance.  You can now bring in records as early as you want.
The only change is that you will not check the option to import non-matching records.

I'll put an updated page of the instructions in your mail boxes.  

Let me know if you have any questions. 
 

]]> Pam Fri, 02 May 2014 12:05:27 GMT http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137&BlogPostID=13977 ]]> Pam Tue, 22 Apr 2014 15:32:36 GMT http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137&BlogPostID=9368
When you open the file, notice there are two worksheet names at the bottom of the spreadsheet.   One worksheet is sorted by provider code the other is sorted by provider name.  This file will be updated as we add provider records.  I will try to remember to post here when I do update it so that those who chose to print the file will know that their copy is out ot date.

]]> Pam Wed, 20 Jul 2011 10:11:19 GMT http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137&BlogPostID=9204 As Joanne mentioned a few days ago, it's way too easy to delete a selection list.
I did some research and the documentation states that you cannot delete a selection list if it has line items.  Clearly, this is wrong; you most definitely can delete a selection list with line items.

I checked with Equinox, their reply:  "Regarding the deletion of lists, I believe you have provided an excellent suggestion that should be included as an enhancement request to the Evergreen Development team. I will find out whether there is a setting for this already, but I did not recall seeing such a failsafe."

So, in lieu of this failsafe, I've written a report that will allow us to "backup" our selection lists.  The output of the report is a little rough and will take some maniuplating in Excel to get it into a form that you can use to repopulate a selection list.  However, it should, if run regularly, provide you with some sense of security that the information can be retrieved should the worst happen. 

The report, when it's ready will be shared in the Shared Folders/Templates/techservices4/Acquisitions folder.  You should plan to run it whenever you've added items to your selection list. We can do a reports refresher training session to cover this if you would like.

]]> Pam Tue, 21 Jun 2011 17:04:34 GMT http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137&BlogPostID=9135 hoping for another one, you are in luck!  I've scheduled another training session for Mary Hardy & Barbara Prince on Wednesday, June 15th at 9am.  Anyone who wants to attend is welcome, we'll be in the Mayer Room.

]]> Pam Thu, 09 Jun 2011 12:42:44 GMT http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137&BlogPostID=9134

]]> Pam Thu, 09 Jun 2011 12:37:01 GMT