[Evergreen-acq] Fiscal Calendar Setting

Tiffany Little tlittle at georgialibraries.org
Thu Nov 19 13:19:29 EST 2020


Hi Jennifer,

I was just looking through the specs for the Acquisitions Administration
sprint work for something else, and saw this info:

" The grid [in the Funds tab] will have the filter on the Year column
automatically set to the current fiscal year, which is defined as the
fiscal year entry with the latest year end value that is associated with
the fiscal calendar belonging to the workstation's organization unit (or
that organization unit's closest ancestor)."

So it sounds like we may start to default to using these fiscal years once
the AngAcq Administration work is in?

Tiffany Little, PINES Services Specialist: Acquisitions

------------------------------

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On Tue, Nov 17, 2020 at 4:18 PM Jennifer Pringle <
jennifer.pringle at bc.libraries.coop> wrote:

>
> Hi all,
>
> Is anyone using the Fiscal Calendar setting in Administration ->
> Server Administration -> Organizational Units? (We're running 3.5)
> Does it change how the fiscal year displays in funds in acquisitions?
>
> If you have it working, what did you need to do to get options in the
> drop down menu?  We currently only have "Default" and as far as I can
> tell there's no way to set additional options in the client currently.
>
> We have libraries on January-December and March-April fiscal calendars
> so I'd love to be able to specify that for them.
>
> Thanks,
>
> Jennifer
> --
> Jennifer Pringle
> Co-op Support - Training Lead
> BC Libraries Cooperative
> Tel: 1-888-848-9250
> Email:jennifer.pringle at bc.libraries.coop
> Website: http://bc.libraries.coop
>
> Gratefully acknowledging that I live and work in the unceded
> Traditional Territory of the St'at'yemc Nations.
>
> _______________________________________________
> Evergreen-acq mailing list
> Evergreen-acq at list.evergreen-ils.org
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>
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