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

[Guidry, Wade]

For inventory related codes (locations, fulfillment rules, etc), you generally aren’t able to delete a code that is in use (still has an item or rule attached).

I wouldn’t recommend deleting a VAT type that still exists on invoices in your system, even if those invoices are closed. (Not sure Alma would let you, anyway.)

Another related kind of issue you can run into is with the deletion of user accounts.

If a user creates an analytics report, and that user is later deleted, the analytics report becomes non-editable.

But you can always recreate the user if that happens. So that one isn’t such a big deal.


Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
http://www.wactclc.org


From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Daniel Moore
Sent: Friday, May 24, 2019 9:09 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Old VAT codes - keep or delete?

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

Dan

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


Kirsti S. Thomas
Library Technical Service Manager
Seattle Colleges
kirsti.thomas at seattlecolleges.edu<mailto:kirsti.thomas at seattlecolleges.edu>


From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu<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<mailto: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Does anyone know if deleting an old/outdated VAT line is a good idea or a bad idea?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<mailto:dan.moore at edcc.edu> / daniel.moore at email.edcc.edu<mailto:daniel.moore at email.edcc.edu>
(425) 640-1526
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