Adquisiciones

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EDIFACT

EDIFACT

Asks: ___ EDIFACT message exchange for acquisitions

Default: Enable

Valores:

  • Disable

  • Enable

Descripción:

  • This system preference is the main switch to turn on or turn off the EDIFACT feature in Koha.

EdifactInvoiceImport

Preguntar: ___ importar automáticamente archivos de facturas EDIFACT cuando son descargados.

Predeterminado: Hacer

Valores:

  • Si

  • No

Descripción:

  • This feature allows libraries to delay the importing of EDI invoices until a time of their choosing. If the system preference is set to “Don’t” the invoices are imported into the database but the invoice processing is skipped. Instead, any invoice file listed in EDIfact messages with a status of “New” will have an “Import” button to process the invoice manually.

EdifactLSQ

Asks: Map sequence code (GIR:LSQ) field to ___ in items.

Default: location

Valores:

  • collection

  • location

Descripción:

  • EDItEUR describes the LSQ segment as «A code or other designation which identifies stock which is to be shelved in a specified sequence or collection.» In Koha, this could be interpreted as either the item’s location or collection (ccode).

  • This system preference is used to indicate to Koha to which field this should be mapped.

Política

AcqCreateItem

Pregunta: Crear un ítem cuando ___.

Predeterminado: haciendo un pedido

Valores:

  • catalogando un registro

  • generando un pedido

  • recibiendo un pedido

Descripción:

  • Esta preferencia de sistema le permite decidir cuándo quiere que se cree un ítem en Koha.

  • Si elige que se genere el ítem cuando se “genera el pedido”, ingresará la información del mismo a medida que agrega registros a la cesta.

  • Si elige que se genere el ítem cuando se “recibe el pedido”, se le pedirá que ingrese información del mismo al recibir pedidos en adquisiciones.

  • Si elige que se genere el ítem cuando se “cataloga el registro” entonces los items no serán creados en el módulo de adquisiciones. Deberá dirigirse al módulo de catalogación para agregar items.

  • Notar que esta configuración puede ser saltada al crear la cesta.

AcqEnableFiles

Pregunta: ___ habilitar la posibilidad de subir y adjuntar archivos a las facturas.

Predeterminado: No

Valores:

  • Si

  • No

Descripción:

AcqItemSetSubfieldsWhenReceiptIsCancelled

Asks: Upon canceling a receipt, update the item’s subfields if they were created when placing an order (e.g. o=5|a=»bar foo»»). ___

Descripción:

  • This preference is used in conjunction with the AcqItemSetSubfieldsWhenReceived preference. If you have the system set to enter default values when you receive you will want to have those values revert back if the receipt is canceled. This preference allows you to do that.

AcqItemSetSubfieldsWhenReceived

Asks: Upon receiving items, update their subfields if they were created when placing an order (e.g. o=5|a=»foo bar»). ___

Descripción:

  • This preference allows you to set default values for items that you receive via acquisitions. Enter the data as subfield=value and split your values with a bar ( | ). For example you can remove the Ordered status on the item automatically when you receive it just by entering 7=0 in this preference. That will set the Not for Loan status (subfield 7) to 0 which is available.

AcquisitionsDefaultEmailAddress

Version

This system preference was added in version 23.11 of Koha.

Asks: Use the from email address ___ when sending acquisitions order and claim notices.

Descripción:

  • This system preference allows you to set a different email address for sending orders and claims from the acquisitions module.

  • If left empty, it will use instead the first email address available in this order:

AcquisitionsDefaultReplyTo

Version

This system preference was added in version 23.11 of Koha.

Asks: Use the reply-to email address ___ when sending acquisitions order and claim notices.

Descripción:

AcqViewBaskets

Pregunta: Mostrar cestas ___

Predeterminado: creado o administrado por miembro de personal

Valores:

  • en el sistema, independientemente del dueño

  • de la biblioteca del miembro del personal

  • creada o administrada por miembro del personal

Descripción:

  • En adquisiciones, esta preferencia de sistema permite controlar qué cestas puede ver al abrir un proveedor.

  • El valor predeterminado “creada o administrada por miembro del personal” hace que solo vea las cestas que ha creado.

  • Choosing to see baskets “from staff member’s library” will show you the baskets created by anyone at the branch you’re logged in at.

  • Finally, you can choose to set this preference to show you all baskets regardless of who created it (“in system, regardless of owner”).

  • Regardless of which value you choose for this preference, superlibrarians can see all baskets created in the system.

AcqWarnOnDuplicateInvoice

Pregunta: ___ cuando el bibliotecario intenta crear una factura con número duplicado.

Predeterminado: No advertir

Valores:

  • No advertir

  • Advertir

Descripción:

  • When set to “Warn”, Koha will let staff know if an invoice with the same number has already been created. The staff member will have a choice to either receive on the existing invoice or create a new one with the same number.

Screenshot of a warning message that says 'This invoice number has already been used. Would you like to receive on an existing invoice?' with an option to receive on the existing invoice or 'Create new invoice anyway'.

BasketConfirmations

Pregunta: Al abrir o cerrar una cesta, ___.

Predeterminado: siempre requerir confirmación

Valores:

  • siempre solicitar confirmación

  • no solicitar confirmación

Descripciones:

  • Esta preferencia agrega la opción de saltear confirmaciones al cerrar o reabrir una cesta. Si saltea la confirmación, no creará un nuevo grupo de cestas.

CalculateFundValuesIncludingTax

Version

This system preference was added in version 23.11 of Koha.

Asks: ___ tax in the calculated fund values (spent, ordered).

Valores:

  • Exclude

  • Include

Default: Include

Descripción:

  • This system preference specifies whether the library funds values include the tax amount or not.

  • This preference applies to all vendors regardless of their configuration.

  • When this preference is set to “Exclude”, librarians creating and receiving orders will enter prices as they appear on the invoice - e.g., the costs including tax. The value deducted from the library funds will, however, correspond to the prices excluding tax. This is useful for libraries that can claim back tax: their funds totals will still be accurate, reflecting the amounts actually used.

CancelOrdersInClosedBaskets

Version

This system preference was added in version 23.11 of Koha.

Asks: ___ cancelling order lines in closed baskets.

Valores:

  • Don’t allow

  • Allow

Default: Don’t allow

Descripción:

  • This system preference is used to enable the ability to cancel orders in baskets that are already closed (meaning the order was sent to the vendor). This is useful if vendors cannot supply the ordered item and you don’t want to reopen the basket or go through the receive shipment process.

ClaimsBccCopy

Pregunta: ___ copia oculta (BCC) al usuario registrado cuando envíe avisos de reclamo de seriadas o adquisiciones.

Predeterminado: No enviar

Valores:

  • No enviar

  • Enviar

Descripción:

CurrencyFormat

Pregunta: Mostrar monedas utilizando el siguiente formato ___

Predeterminado: 360,000.00 (US)

Valores:

  • 360’000.00 (CH)

  • 360 000,00 (FR)

  • 360,000.00 (US)

Descripción:

  • Esta preferencia de sistema controla cómo se muestran los precios en Koha.

EmailPurchaseSuggestions y EmailAddressForSuggestions

Pregunta: Seleccionar la dirección de correo a la que serán enviadas las nuevas sugerencias de compra: ___. Si elige EmailAddressForSuggestions tiene que ingresar una dirección de correo válida: ___

Predeterminado: ninguno

Valores:

  • ninguna

  • email address of library

  • EmailAddressForSuggestions

  • KohaAdminEmailAddress

Descripción:

  • Si quiere que Koha envíe las sugerencias de compra por correo, elija a qué dirección debería enviarse

    • ninguno desactivará la funcionalidad

    • email address of library will use the email address entered in the libraries settings

    • if you choose EmailAddressForSuggestions, enter the email address in the input field

    • if you choose KohaAdminEmailAddress, the email will be sent to the main email address, as entered in KohaAdminEmailAddress

  • You can customize the message that is sent with the Notices and slips tool, the letter code is NEW_SUGGESTION

MarcFieldsToOrder

Asks: Set the mapping values for a new order line created from a MARC record in a staged file.

Descripción:

  • This preference includes MARC fields to check for order information to use when you order from a new .mrc file or when you order from a staged file in acquisitions. You can use the following fields:

    • price,

    • quantity,

    • budget_code,

    • discount,

    • sort1, and

    • sort2.

    For example:

    price: 947$a|947$c
quantity: 969$h
budget_code: 922$a

Advertencia

Requires YAML syntax to work

This means

  • Make sure there is NO space between the field name and the colon

  • Make sure there IS a space between the colon and the value

  • Make sure each pair is on its own line

MarcItemFieldsToOrder

Asks: Set the mapping values for new item records created from a MARC record in a staged file.

Descripción:

  • This preference automatically generates items in Koha with populated information based on a 9XX field and subfield. You can use the following fields:

    • homebranch,

    • holdingbranch,

    • itype,

    • nonpublic_note,

    • public_note,

    • loc,

    • ccode,

    • notforloan,

    • uri,

    • copyno,

    • price,

    • replacementprice,

    • itemcallnumber,

    • coded_location_qualifier,

    • barcode, and

    • enumchron.

  • You can also use the following special fields:

    • quantity, and

    • budget_code.

For example:

homebranch: 975$a
holdingbranch: 975$b
public_note: 975$z
loc: 975$c

Advertencia

Requires YAML syntax to work

This means

  • Make sure there is NO space between the field name and the colon

  • Make sure there IS a space between the colon and the value

  • Make sure each pair is on its own line

Version

The support for the coded_location_qualifier, barcode, and enumchron fields was added to Koha in version 24.05.

OrderPriceRounding

Asks: ___ to nearest cent.

Predeterminado: No redondear

Valores:

  • Don’t round

  • Round

Descripción:

  • This system preference determines whether full precision values or rounded values should be used in price calculations.

  • This is particularly important when your tax rates have more decimals than your currency

PurgeSuggestionsOlderThan

Asks: Keep accepted or rejected purchase suggestions for a period of ___ days.

Advertencia

Leave this field empty if you don’t want to activate this automatic feature.

Descripción:

  • Enter the number of days after which you want to automatically delete accepted or rejected purchase suggestions.

  • For example: [30] will purge suggestions older than 30 days.

Nota

The number of days is based on the “managed on” date.

  • This system preference requires the cronjob purge_suggestions.pl to be active and called without a specific number of days (”–days” parameter).

TaxRates

Asks: Tax rates are ___

Predeterminado: 0

Descripción:

  • This preference allows the library to define goods and services tax rates for acquisitions.

  • The first item in the list will be selected by default.

Nota

Enter this value as a number (.06) versus a percent (6%).

For more than one value, separate with | (pipe).

For example

0|0.05|0.1496

will give you choices of tax rates of 0%, 5% and 14.96%

Advertencia

The database only accepts values up to 4 decimals, further values will be rounded.

UniqueItemFields

Asks: The following database columns should be unique in an item: ___

Predeterminado: Código de barras

Descripción:

  • If this preference is left blank when adding items in acquisitions there will be no check for uniqueness. This means that a duplicate barcode can be created in acquisitions which will cause errors later when checking items in and out.

UseACQFrameworkForBiblioRecords

Asks: ___ the framework “ACQ” for bibliographic records fields

Predeterminado: No utilizar

Valores:

  • Don’t use

  • Use

Descripción:

  • This system preference allows you to use the ACQ bibliographic framework to customize the bibliographic record fields that are shown when ordering from acquisitions

  • Note that this does not affect the item fields (in MARC21, field 952), which are always taken from the ACQ framework regardless of this system preference

Printing

1PageOrderPDFText

Version

This system preference was added to Koha in version 24.05.

Asks: Text to be used above the order table in the English 1-page order PDF file.

Default:

Order number must appear on all related correspondence, shipping papers
and invoices. Notify us immediately if
you are unable to supply item(s).

Descripción:

  • This system preference is used to customize the text printed above the order table when using the “English 1-Page” option in the OrderPdfFormat system preference.

Nota

Press enter to add line breaks to your sentence.

Importante

To prevent the bottom of your text from being cut off by the order table please do not save more than 3 lines of text in this system preference.

OrderPdfFormat

Asks: Use the ___ layout when printing basket groups.

Default: English 3-page

Valores:

  • English 1-page

  • English 2-page

  • English 3-page

  • German 2-page

  • French 3-page

Descripción:

  • This preference determines how basket groups are printed when exported as PDFs.

  • A 1-page layout will have vendor information and ordered titles on the same page. The text above the orders table can be customized with the 1PageOrderPDFText system preference.

  • A 2-page layout will have vendor information on the first page and ordered titles on the second page

  • A 3-page layout will additionally have a page with basket information