Feature: Fund balance alerts

Description

User is alerted when a fund is encumbered or expended that will drop the available balance below a threshold specified by the user.

Feature Category

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Software Rundown

Software Status Notes
Evergreen 2.8 (2015) YES

Evergreen funds have a Balance Warning Percent and a Balance Stop Percent, and the library has an overall Fund Spending Limit Block and Fund Spending Limit Alert. These warnings and stops are activated when a fund code is selected. These can be left blank to allow you to order up to the fund limit, or set with negative numbers to allow for over-encumbrance.

Koha 3.20 (2015) NO

Acquisitions encumbers vendor discounted amounts (not list). Within Budgets, Funds have Encumbrance and Expenditure fields which don't appear to establish alerts for either POs or invoices.