[Evergreen-acq] Purchases and funding sources

[Galen Charlton]

Hi,

If you've happened to set both effective dates and deadline dates for your
funding source credits, there is an Evergreen database function that will
attempt to guess which credits may apply to fund debits based on those
dates.  There's no user interface for activating that, however, but if you
run the database stored procedure acq.attribute_debits(), it will populate
the table acq.debit_attribution with the result of its calculation. That
table can then be queried via SQL or via the Debit Attribution reporting
source.

That said... I wouldn't be surprised if literally nobody is using this
hidden feature, so while I verified just now that the stored procedure
doesn't blow up, I can't speak to whether its calculation is useful.

I agree that likely the most practical way to track grant money in
Evergreen at present is setting up separate funds for it.

Regards,

Galen

On Mon, Jan 13, 2020 at 12:19 PM John Amundson <jamundson at cwmars.org> wrote:

> 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
>>
>> ------------------------------
>>
>> Georgia Public Library Service | University System of Georgia
>>
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>>
>> (470) 512-1454 | tlittle at georgialibraries.org |
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-- 
Galen Charlton
Implementation and Services Manager
Equinox Open Library Initiative
phone:  1-877-OPEN-ILS (673-6457)
email:  gmc at equinoxInitiative.org
web:  https://equinoxInitiative.org
direct: +1 770-709-5581
cell:   +1 404-984-4366
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