Release Date: September 23, 2021
This release of WorldShare Acquisitions provides 1 new feature in addition to numerous bug fixes. This feature will help you manage more complex workflows, including:
Many of these enhancements are the direct result of your feedback.
For this release, we recommend that you review the following checklists and complete the relevant tasks so that you can adjust your policies and workflows and train your staff. These checklists identify updates that we have determined as significant for most institutions. We encourage you to review all of the items in the release notes to determine whether there are other items that might require additional action or follow up by your institution.
These items require immediate action or decisions.
Action |
---|
None at this time. |
In an effort to keep your staff informed of new features and changes, you may also want to consider these items.
Action |
---|
Consider changing workflows to disable a fund for new transactions if it is not ready for use on orders and invoices. |
You can now disable a fund for new transactions. This saves you time and effort instructing staff not to use a specific fund that may have reached its limit or whose use is being temporarily suspended. Instead, you can disable it for new transactions, which will prevent them from using this fund for new items, while at the same time allowing them to finish using this fund for existing order items and invoice items. It will even allow you to invoice and pay for items using this fund, as long as the fund is already used on the corresponding order item. Previously, all funds in the current budget were enabled at all times, and you could not disable a fund for use by other users. Now, you can disable a fund for new transactions.
Note: In the future, we will also support disabling a fund for all uses. This will require that the fund is not in use on any open orders or invoices. If it is not, it can be disabled for all uses, and users will not be able to use the fund for any purpose, even closing out an existing item with this fund.
To disable a fund for new transactions:
When you change the currency of an invoice, this new value is automatically saved. Previously, if you changed the currency of an invoice to something other than the institution currency, it would not auto-save, and the save button would not be enabled. If you closed the page without making another change to the invoice, it would not save the new currency. You had to make another change to the invoice in order to save the new currency. This no longer occurs, though. A change to the currency automatically results in a save to the invoice.
When you change a fund for an invoice item and then select "Assign multiple budgets/funds," the items are no longer removed from the screen. Previously, if you changed the fund of an invoice item and then immediately clicked on the Assign multiple budgets/funds link, all the items would disappear from the invoice. Now, this does not occur, and the items stay on the invoice page.
When you retrieve an invoice item or an invoice item search using the platform, it now always returns the correct results. Previously, it was not returning results in the case certain invoices would be shown in the results. This problem has been fixed, and now, the invoice item read and search operations work as expected.
If you select more than one order item template in a session, and then you try to delete a template, it will ask if you want to delete that specific template. Previously, if you selected multiple templates in a session, when you went to delete a template, the confirmation screen would ask you if you wanted to delete the previously selected template, rather than the currently selected one. If you confirmed, it would delete the previously selected template. This made deleting templates very difficult in some cases. This bug has been fixed, and now, you can delete the currently selected template.
If you search for purchase requests with the Order Status of Ordered, all the ordered purchase requests now display. Previously, if you tried to view Ordered purchase requests under Purchase Requests > Request Items, you would not see any results for the ordered purchase requests. These ordered purchase requests now display as they should.
If the fund balance goes to 0.00 or below, it is supposed to turn red (text and background) to indicate that the fund is out of money. This feature will be temporarily not present in the system. We hope to fix this issue in an out-of-cycle release.
With this release, we have introduced a new fund auto-complete. This auto-complete works largely the same as the previous version, but this one is currently styled a bit differently. It appears larger than other auto-completes and dropdown menus and has more space around the selected text. This will be modified in the future to better fit the current style of the system, but for now, there will be a difference between this fund auto-complete and other auto-completes and dropdown menus on the page. Thank you for your patience with this issue.
Support information for this product and related products can be found at: