[Evergreen-acq] Question about End of the Year Processing

[Mary Llewellyn]

Hi all,

One of our librarians has asked me a question and I'm stumped.
" I thought we were always told that once the fiscal year closeout and
rollover occurred that remaining items would be invoices against the new
fiscal year. This leads me to my question, should items ordered in FY24 but
invoiced in FY25 be included in the total spent column within Funds or
should they be included in the FY24 total spent column in Funds? ... I did
check Limit Fiscal Year Close-Out to Encumbrances."

This is what the community documentation says:
- *Perform Fiscal Year Close-Out: check this box to move encumbrances and
unspent funds to the analogous fund for the next fiscal year. It will also
deactivate funds for the selected fiscal year. Evergreen will only move
encumbrances and unspent funds if the Rollover setting is enabled for a
fund. *

   1. *Limit Fiscal Year Close-Out to Encumbrances: check this box if only
   encumbered funds should be moved to the analogous fund for the next fiscal
   year. Unspent funds will not be carried forward to the next fiscal year.
   This setting will only display if the ‘Allow funds to be rolled over
   without bringing the money along’ Library Setting has been enabled. This
   setting is available in the Library Setting Editor accessible via
   Administration → Local Administration → Library Settings Editor.*

-
Are we misunderstanding how the rollover works?

Thanks,

Mary

-- 
Mary Llewellyn
Database Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
mllewell at biblio.org
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