Monthly Archives: August 2012

Activate Purchase Order with Zero Copies 2.3

This feature is available in Evergreen version 2.3. In previous versions, by default, a purchase order could be activated with or without copies attached to line items. In version 2.3, by default, a purchase order cannot be activated if a … Continue reading

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Electronic Invoicing 2.3

This feature is available in Evergreen version 2.3. In version 2.3, Evergreen can receive electronic invoices from providers. To access an electronic invoice, you must: 1) Configure EDI for your provider. For information on configuring EDI in Evergreen, consult the … Continue reading

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Search for Line Items from an Invoice 2.3

This feature is available in Evergreen version 2.3. Abstract In Evergreen version 2.3, you can open an invoice, search for line items from the invoice, and add your search results to a new or existing invoice. This feature is especially … Continue reading

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Return to Line Item 2.3

This feature is available in Evergreen version 2.3. This feature enables you to return to a specific line item on a selection list, purchase order, or invoice after you have navigated away from the page that contained the line item. … Continue reading

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Core Source Added for Fund Reporting 2.3

This feature is available in Evergreen version 2.3. A new core source, Fund Summary, has been added to the reports interface. This core source enables librarians to run easily a report on fund activity. Fields that are accessible in this … Continue reading

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Enhancements to Fiscal Rollover 2.3

This feature is available in Evergreen version 2.3. An enhancement to the fiscal rollover process enables you to move a fund’s encumbrances from one year to the next without moving unspent money. Unused money is not added to the next … Continue reading

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Patron Border Color Enhancement 2.3

This feature will appear in Evergreen version 2.3. This feature gives librarians new choices for color coding patron penalties. In version 2.3, if the staff_alert column on the Standing Penalty Type is set to True and no other more serious … Continue reading

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Maximum Checkouts by Copy Location 2.3

This feature will be available in Evergreen version 2.3. This feature enables you to specify the maximum number of checkouts of items by copy location and is an addition to the circulation limit sets. Circulation limit sets refine circulation policies … Continue reading

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Auto Override Patron Hold Events 2.3

This feature is available in Evergreen version 2.3. Abstract In previous versions of Evergreen, you can  assign patrons a permission that enables them to manually override a failed hold.   In version 2.3, when a patron places a hold in … Continue reading

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Standing Penalties 2.3

This feature is available in Evergreen version 2.3. In versions of Evergreen prior to 2.3, the following penalty types were available by default. When applied to user accounts, these penalties prevented users from completing the following actions: CIRC – Users … Continue reading

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