Release Date: March 21, 2024
This release of WorldShare Acquisitions provides one new feature in addition to numerous bug fixes. This feature will help you manage more complex workflows, including:
Many of these enhancements are the direct result of your feedback.
For this release, we recommend that you review the following checklists and complete the relevant tasks so that you can adjust your policies and workflows and train your staff. These checklists identify updates that we have determined as significant for most institutions. We encourage you to review all of the items in the release notes to determine whether other items might require additional action or follow up by your institution.
These items require immediate action or decisions.
Action |
---|
None at this time. |
To keep your staff informed of new features and changes, you may also want to consider these items.
Action |
---|
Consider changing library procedures to set the next budget period as default before closing the current budget period. |
You can now set a future budget period as the default budget period for ordering and invoicing. This saves you the time and effort of selecting the new budget period during the period after the current budget period is no longer being used and before it is formally closed. Previously, if you wanted to start using the next budget period and/or wait to close the current budget period for some time after it expired, you would have to manually select the next budget period on all new order items and invoice items. But now, you can simply change the default budget period to a future budget period, and that budget period will be the default budget period used for all new transactions.
Note: The one exception is when you invoice order items still encumbered on the current budget period. These will still default to the budget period of the order item.
To change the default budget period:
Currently, you cannot receive local resource order items with unspecified selected for branch and shelving locations from the Receive and Invoice screen. However, this should only be a limitation for receiving monograph order items that create Local Holding Records. We fixed this problem, and you can now receive local resource order items with unspecified selected for the branch and/or shelving location.
Support information for this product and related products can be found at: