The following jobs must be run to close the current fiscal year and roll over to the next fiscal year:
- Rollover Ledger
- Copies the ledgers from the closing fiscal period to the next fiscal period
- Ledgers are not required to be rolled over on the day they expire if the current ledger has extended the:
- Fiscal period end encumbrance grace periods
- Fiscal period end expenditure grace periods
- Rollover PO Lines
- Copies PO lines encumbrances from the closing fiscal period to the next fiscal period
- The following order types are rolled over during fiscal period closure if they have active encumbrances associated with them:
- Continuous/Subscription orders
- Standing orders
- One-Time PO Lines that are not “fully invoiced”
- "Active” encumbrances are what drives which POLs will rollover:
- POL or PO status does not impact rollover
- The “Receive” or “Activation” status does not impact POL rollover
Considerations when rolling over the fiscal year:
- Technical, Gift, or Depository Acquisition Methods that are not associated with funds and they will not roll over
- These Acquisition Methods do not need to have an invoice statuses of “Fully Invoiced” because they do not rollover
- Alma will always associate credits and invoices with the fiscal year in which the purchase occurred
- Do not make changes to holdings records while the fiscal year is being rolled over:
- It may prevent POLs from being rolled over or
- Changes may not be saved
For additional information and instructions, please see Alma Acquisitions Resource Guide - Fiscal Year Rollover: https://flvc.libguides.com/c.php?g=1156885&p=8448859