August 2020

Brief descriptions of improvements made to the system

Updates for consortium users

Ability to carry over metadata from YTY

Metadata can now be carried over from year to year on agreements and/or subscriptions.

On a non-relevant entity (in this case, member):

Carried over from one agreement year to the next:

And on a subscription:

Direct invoicing from publisher set after subscription status change

If an agreement has any subscriptions (either accepted or rejected) the "Direct invoicing from the publisher" toggle on the agreement edit page will now be disabled, so it can't be toggled and therefore not changed. This will prevent any confusion in trying to change to or from direct invoicing from the publisher mid-renewal cycle. If the consortium wishes to change the agreement invoicing, subscriptions can be switches to "waiting" and then "direct invoicing" can be toggled on or off.

Explainer text when changing agreement deadlines

Agreement deadlines can be changed in bulk by editing the agreement. Keep in mind that only subscription prices with the same reply deadline that are affected. Deadlines that have been changed manually are not affected.