[Evergreen-acq] Purchases and funding sources

[John Amundson]

Hi, Tiffany:

I do not believe there would be a way to track payments back to a specific
funding source with a single fund. I view sources and funds kinda like
lakes. Whatever you throw into them becomes part of the associated lake.

Reporting wise, I guess you might be able to use a combination of
allocation notes and line item notes to track money from one spot to the
next, but that doesn't seem very efficient.

Our libraries wanting to do something like this usually just have a
secondary fund like you mention for the grant money if it needs to be
tracked separately. Like Adult, Adult-Grant. This makes it a lot easier to
run reports, as well.

John
<http://www.cwmars.org>

John Amundson | Library Applications Supervisor | CW MARS

jamundson at cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>

https://www.cwmars.org


On Mon, Jan 13, 2020 at 11:42 AM Tiffany Little <
tlittle at georgialibraries.org> wrote:

> Good morning everyone,
>
> I'm trying to work out a thought, and I can't get my head around it. Maybe
> someone else has some insight.
>
> Say that a library sets up funding sources like State money, Donations,
> Grant money. Then they have funds like BranchA-Adult, BranchA-YA, etc.
> Multiple funding sources may allocate to one fund.
>
> Can I track an individual purchase/item back to the originating funding
> source via a report? I can't think if you could do this--there's no clear
> line, right? Since multiple funding sources contributed to one fund, it's
> just a muddle of money? If you wanted to track what you bought with grant
> money, you'd have to do a fund like Grant-BranchA-Adult?
>
> Is there some creative way of being able to do this that I'm not thinking
> of?
>
> Tiffany Little, PINES Services Specialist: Acquisitions
>
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