See below for a summary of updates and fixes for the Acquisitions module. These notes are copied from the Evergreen community’s Release Notes. Each update or fix include a link to the associated Launchpad ticket.
Updates #
Angular interfaces for Invoices, Claims, MARC Federated Search, and Z39.50 Search #
This work represents the last major part of the multi-year Angular Acquisitions project. The Invoices and Claims interfaces have been reimplemented in Angular and have had several improvements, including scoping claim policy actions; adding a summary to invoices recording funds and charges; integration with Acquisitions Search; and other bugfixes.
The MARC Federated search and Z39.50 search interfaces have also been reimplemented in Angular, including several bugfixes associated with Z39.50 search in particular.
A new component is also added for the MARC Batch Import/Export (Vandelay) and Load MARC Order Records interfaces that allows for background processing of record imports. There is a checkbox in each of these interfaces labeled Request background import and a field to enter an email address. If a user selects background import, they can navigate away from the import screen while the import continues processing in the background. If they enter an email address, they will recieve a notification when the import is complete. Status and history of background imports for each user can be seen in the MARC Batch Import/Export interface under the new Background Imports tab.
Fixes for SFTP Transfer of EDI Order Data #
With more vendors requiring Secure File Transfer Protocol (SFTP) for sending and receiving acquisitions data via EDI, it was discovered that the SFTP mechanism in the Evergreen acquisitions module did not work as well as it should.
This release repairs the SFTP transfer mechanism so that it should work with most vendors who require usernames and passwords for authentication.
To switch from FTP to SFTP, edit the EDI account’s host entry to begin with “sftp://” instead of “ftp://”. Check with your EDI vendor before making this change. They may have additional requirements.
This fix introduces two new required Perl modules for Evergreen: Net::SFTP::Foreign and IO::Pty. These can be installed by running the prerequisite installation for your Linux distribution. Please see the Evergreen installation instructions.
Interface for Fiscal Years and Calendars #
A new interface is now available for users to manage fiscal years and calendars . It is accessible via Administration → Acquisitions Administration → Fiscal Years and Calendars.
To add or edit fiscal calendars and years, a user must have the ADMIN_ACQ_FISCAL_YEAR permission.
Org units by default use the Default fiscal calendar. If new fiscal calendars are created and users wish their associated fiscal years to be visible in the Year drop down of other interfaces, the Fiscal Calendar must be updated to use the new fiscal calendar in the org unit.
Bug Fixes #
- Fixes issue with Expand All button on Purchase Order pages (Bug 2049654)
- Fixes ability to use enter key to submit the Acquisitions General Search form (Bug 2049780)
- The fund dropdowns for line items and direct charges on purchase orders now display funds that user has permission to use, fixing a regression (Bug 2040637)
- Fixes EDI error when PO ordering agency has no mailing address (Bug 2016188)
- Get actual remote file name when sending EDI message via SFTP. (Bug 2060153)
- The fund dropdowns for line items and direct charges on purchase orders now display funds that user has permission to use, fixing a regression (Bug 2040637)
- Fixes for SFTP Transfer of EDI Order Data – This repairs the SFTP transfer mechanism so that it should work with most vendors who require usernames and passwords for authentication. To switch from FTP to SFTP, edit the EDI account’s host entry to begin with “sftp://” instead of “ftp://”. Check with your EDI vendor before making this change. They may have additional requirements. This fix requires two new Perl modules; see Upgrade Notes above. (Bug 2040514)
- Restore bold styling of paid off amount in purchase order summary. (Bug 2051250)
- Fixes the Canadian Dollars currency symbol to CAD for acquisitions. (Bug 1807998)
- Allow users to save grid settings in Acquisitions Distribution Formulas administrative interface. (Bug 2069750)
- Allow receiving cancelled or backordered line items in Acq Search (Bug 2047940)
- Add a –check-leader flag to marc_export to force leaders to 24 characters. (Bug 2063350)
Miscellaneous #
- Marks “Receive on Scan” for translation in Acquisitions (Bug 2043418)
- Adds missing shipment notification permissions (Bug 2055089)
- Improves description of the “How to set default owning library for auto-created line item items” Library Setting (Bug 2028095)
- Improves documentation of Fiscal Propagation and Rollover (Bug 2049774)
- The fund dropdowns for line items and direct charges on purchase orders now display funds that user has permission to use. (Bug 2040637)