Craig Murray
My feedback
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Dear colleagues,
Thanks you for suggesting this idea.
After reading it carefully, my understanding is that the need is for a new “entity” which will serve as a “bridge” between encumbrance and expenditure. This bridge will be named “Pending invoices”.
Any POL which is invoiced will be disencumbered and the amount will be added to the “pending invoices balance”. When an invoice is approved, the amount should be reduced from the “pending invoices balance” and added as an expenditure.
- Is this understanding correct?
- Do you think that the definition of using this "bridge" should be in institution level, or might be different from invoice to invoice?
Please note that this is a complicated addition. We will need to define the behavior in rollover, and in any place that changes balances etc.
Thanks for your collaboration,
Tamar Fuches
Alma product team
Craig Murray
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I have created a css snippet displays the exclude button in the filter/facet panel by default. See our Github page (https://github.com/LincolnUniLTL/Primo-VE-NDE) for the code.
For an exapmle, see https://lincoln.primo.exlibrisgroup.com/nde/home?vid=64LINCOLN_INST:NDE and search for a topic.