|Fiscal Year Rollover|
Acquisitions staff can coordinate a time with FCLA for the FY rollover anytime after June 30th. A new option in the rollover services was available with v.18. You can now filter by Order Unit or Sublibrary, depending on your Acquisitions setup, to rollover and re-encumber specific budgets and orders. However, I would strongly encourage everyone to continue the institution wide coordination of the FY rollover. If anyone is interested in this option, please contact me so we can discuss the various issues involved.
Budget Rollover is a document that explains the various end of fiscal year services:
We recommend doing your initial testing in Test since this will give you an opportunity to view how the services affect your data and will create your new budgets for updating your Test database. In addition the Acquisitions' ARROW clean-up reports are available that will identify aging invoices, incomplete orders and aging SV orders. Hopefully these will help you to identify invoices and orders that need some sort of status change to ensure their proper rollover. For example, a listing of SV orders that are paid and/or arrived but not closed.
When you're ready to run the year-end services in Production, please let Ellen Bishop know and she'll back-up appropriate Oracle tables just in case there's a problem, and will put the rollover services on your Production client Services menu.
Keywords: University Acquisitions Fiscal FY Aleph