Buying analysis RFC
Buying analysis
In large libraries, it's important to be able to plan and verify how you spend your money. thus, we will add a lot of new features to plan and check your spendings.
Distributions
by budget group / budget
The budgets will be defined on 2 levels. For each budget, the library will be able to specify how much they plan to spend.
by month
For each budget, the library will be able to specify, month by month, how much they plan to spend.
School, college, MBA".
by audience
For each budget, the library will be able to specify, audience by audience how much they plan to spend.
by branch
For each budget, the library will be able to specify, branch by branch how much they plan to spend.
by itemtype
For each budget, the library will be able to specify, itemtype by itemtype how much they plan to spend.
Features
For each distribution, the library will have 2 screens :
- define distribution : this will let the librarian enter the distribution values. A button to validate the distribution will make the distribution un-modifiable. It can be possible (permission driven) to un validate a distribution. Note that planned distribution is not mandatory. The library can just use the next screen.
- report realized : this will display what has been planned (if planning done), and what has be realized. If no planning has been entered, only the realized lines will be displayed.
Those screens will be available for each of the previous distribution.
That will result, for example, for audience :
Budget distribution
| Budget name | Total available | High School | College | MBA | Un affected |
| maths | USD 500 | 200 | 200 | 100 | 0 |
| 40% | 40% | 20% | 0% | ||
| science | USD 1000 | 200 | 200 | 200 | 400 |
| 20% | 20% | 20% | 40% | ||
| English | USD 600 | 200 | 200 | 200 | 0 |
| 33% | 33% | 33% | 0% |
Note : in editing mode, each distribution can be entered in absolute (USD 400) or % (25% of the total). The other cell is calculated.
Note 2 : in editing mode, only "High school", "College", "MBA" columns can be entered. The un affected is calculated and can be <0 temporarily (but it's impossible to save until unaffected is <0)
Realized
| Budget name | Total available | High School | College | MBA | Un affected |
| maths (planned) | USD 500 | 200 | 200 | 100 | 0 |
| maths (Realized) | 450 | 150 | 100 | 200 | |
| science (planned) | USD 1000 | 200 | 200 | 200 | 400 |
| science (realized) | 400 | 100 | 200 | 100 | |
| English (planned) | USD 600 | 200 | 200 | 200 | 0 |
| English (realized) | USD 500 | 150 | 150 | 200 | |
Note : "realized" can be more than what had be "planned".
buy qty & average price
It will be possible to also have the "quantity bought" for each of the previous tables.
total price / quantity bought = average price. It will also be possible to have the average price for each of the previous tables.
An average price can be entered manually (or calculated from previous year, then modified manually)
The average price can be displayed in the previous tables :
| Budget name | Total | High School | College | MBA |
| maths (planned) | 10 | 4 | 3 | 3 |
| maths (Realized) | 7 | 4 | 1 | 2 |