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

Daniel Moore daniel.moore at email.edcc.edu
Fri May 24 09:08:58 PDT 2019


Table. But that "(OBSOLETE)" idea is great!

Dan

On Thu, May 23, 2019 at 4:47 PM Thomas, Kirsti <
Kirsti.Thomas at seattlecolleges.edu> wrote:

> 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. J
>
>
>
>
>
> 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 Does anyone know if deleting an old/outdated VAT line is a good idea or a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
>


-- 
Regards,

Dan Moore
Systems and Collections Librarian
Edmonds Community College Library
dan.moore at edcc.edu / daniel.moore at email.edcc.edu
(425) 640-1526
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