[Wactclc-alma] Old VAT codes - keep or delete?

[Thomas, Kirsti]

Deleting a code from a table or deleting a line from an existing invoice?

Based on my experience with location codes, I’d recommend *not* deleting old codes from tables.  What you might do instead is add “(OBSOLETE)” to the start of the name.  But I honestly don’t work enough with acquisitions stuff to know fi this is possible. I rely on Paula for acquisitions expertise. ☺


Kirsti S. Thomas
Library Technical Service Manager
Seattle Colleges
kirsti.thomas at seattlecolleges.edu


From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Daniel Moore
Sent: Wednesday, May 22, 2019 15:12
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] Old VAT codes - keep or delete?

Hey all,

Does anyone know if deleting an old/outdated VAT line is a good idea or a bad idea?

At first I thought it would be fine, that old invoices using that VAT line would be preserved since those invoices are completed. But then I remembered how Alma likes to treat all modules as dynamic and worried that deleting an old VAT code might cause huge problems for completed orders.

Additionally... it would be great if these VAT codes could be reordered. For simplicity, the default selected VAT code should be the most recently configured one.

Not a pressing concern but a quality of life improvement for invoicing.

-Dan
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