<div dir="ltr"><div>Hi,</div><div><br></div><div>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.</div><div><br></div><div>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.</div><div><br></div><div>I agree that likely the most practical way to track grant money in Evergreen at present is setting up separate funds for it.<br></div><div><br></div><div>Regards,</div><div><br></div><div>Galen <br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Mon, Jan 13, 2020 at 12:19 PM John Amundson <<a href="mailto:jamundson@cwmars.org">jamundson@cwmars.org</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:rgb(0,0,0)">Hi, Tiffany:</div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:rgb(0,0,0)"><br></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:rgb(0,0,0)">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. </div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:rgb(0,0,0)"><br></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:rgb(0,0,0)">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.</div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:rgb(0,0,0)"><br></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:rgb(0,0,0)">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.</div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:rgb(0,0,0)"><br></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:rgb(0,0,0)">John</div><div><div dir="ltr"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><table style="color:rgb(80,0,80);font-size:12.8px;border:medium none;border-collapse:collapse"><tbody><tr style="height:0pt"><td style="border-right:0.5pt solid rgb(0,0,0);vertical-align:top;padding:5pt"><a href="http://www.cwmars.org" target="_blank"><img src="https://lh5.googleusercontent.com/C1fNrKOLEXFs-jfAIXQIMqbKqVBCJrBceOenfgotAcJE6XtZ2ZeeTYFkyfir63-HfzjX6q5zhBQWiO5RZk2tYnWzJ1_rjAADAH4nCmiuhNJuoG8HZLq7MBW-pAU4R9ScKcCybdVO" style="border: medium none;" width="96" height="72"></a><p></p></td><td style="border-left:0.5pt solid rgb(0,0,0);vertical-align:top;padding:5pt"><p dir="ltr" style="line-height:1.9872;margin-top:0pt;margin-bottom:0pt"><span style="font-size:10pt;font-family:Verdana;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap">John Amundson | Library Applications Supervisor | CW MARS</span></p><p dir="ltr" style="line-height:1.9872;margin-top:0pt;margin-bottom:0pt"><span style="font-size:10pt;font-family:Verdana;vertical-align:baseline;white-space:pre-wrap;background-color:transparent"><font color="#000000"><a href="mailto:jamundson@cwmars.org" target="_blank">jamundson@cwmars.org</a> | <a href="tel:%28508%29%20755-3323" target="_blank">508-755-3323 x322</a></font></span></p><p dir="ltr" style="line-height:1.9872;margin-top:0pt;margin-bottom:0pt"><span style="font-size:10pt;font-family:Verdana;vertical-align:baseline;white-space:pre-wrap;background-color:transparent"><font color="#000000"><a href="https://www.cwmars.org/" target="_blank">https://www.cwmars.org</a></font></span></p></td></tr></tbody></table></div></div></div></div></div></div></div></div></div></div></div></div></div></div><a href="http:///" target="_blank"></a></div></div></div></div></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Mon, Jan 13, 2020 at 11:42 AM Tiffany Little <<a href="mailto:tlittle@georgialibraries.org" target="_blank">tlittle@georgialibraries.org</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small">Good morning everyone,</div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small">I'm trying to work out a thought, and I can't get my head around it. Maybe someone else has some insight.</div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small">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.</div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small">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?</div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small">Is there some creative way of being able to do this that I'm not thinking of?</div><div><div dir="ltr"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><span><font size="1"><br></font><div dir="ltr" style="margin-left:0pt"><table style="border:medium none;border-collapse:collapse"><colgroup><col width="94"><col width="530"></colgroup><tbody><tr style="height:123pt"><td style="vertical-align:top;padding:5pt"><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt"><span style="font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><font size="1"><img src="https://lh3.googleusercontent.com/Qvs9YKU3vVCwZnnX6Mwltd9L46cp3uEBQOpLMBHo9iOmxJvPkmGiWdp7mBBbkAZbSJ0tddRjVPYeva8q9dl-wS5aUgLTD_Y_gr1FZDmim1HFNZLECANQQ3QHjV_p34QDmaeKK42k" style="border: medium none;" width="76" height="76"></font></span></p></td><td style="vertical-align:top;padding:5pt"><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><span style="font-family:Verdana;color:rgb(30,67,155);background-color:transparent;font-weight:700;vertical-align:baseline;white-space:pre-wrap">Tiffany Little, PINES Services Specialist: Acquisitions</span></p><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"></p><hr><p></p><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><font size="1"><span style="font-family:Verdana;color:rgb(0,0,0);background-color:transparent;font-weight:700;vertical-align:baseline;white-space:pre-wrap"></span><span style="font-family:Verdana;color:rgb(30,67,155);background-color:transparent;font-weight:700;vertical-align:baseline;white-space:pre-wrap">Georgia Public Library Service | University System of Georgia</span></font></p><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><span style="font-family:Verdana;color:rgb(30,67,155);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><font size="1">2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341</font></span></p><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><font size="1"><span style="font-family:Verdana;color:rgb(30,67,155);vertical-align:baseline;white-space:pre-wrap">(470) 512-1454</span><span style="font-family:Verdana;color:rgb(30,67,155);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"> | <a href="mailto:tlittle@georgialibraries.org" target="_blank">tlittle@georgialibraries.org</a> | <a href="mailto:help@help.georgialibraries.org" target="_blank">help@help.georgialibraries.org</a></span></font></p><font size="1"><br></font><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><font size="1"><a href="https://www.facebook.com/georgialibraries" target="_blank"><span style="font-family:Verdana;color:rgb(17,85,204);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><img src="https://lh6.googleusercontent.com/LJC0pI1Cdr4SE2TK6YVYnhAJg7hJcU18D5if4erk5gIJwZaifBkkSH1vlEGX-JBXVdeL68Z93dkjt0vra0SC26t_rV8Ii4hTXmLLqBF314Ah6xvYzFhgiRvo_LJiDGqDUwvbEna7" style="border: medium none;" width="36" height="36"></span></a><span style="font-family:Verdana;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap">  </span><a href="https://www.twitter.com/georgialibs" target="_blank"><span style="font-family:Verdana;color:rgb(17,85,204);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><img src="https://lh5.googleusercontent.com/zTgpJg7MGohwWn6DsRVODDeZjxFw76vvNBjRCyop4r7pTgjIaH1Eyk1icjjOhDQdPCdRUw2ULF3JUfZfbhlOsaS-yNJ_EW_FvEl_rniI5YbdN9_hR3kBZamKexstH7jJ_oCpE4IB" style="border: medium none;" width="35" height="35"></span></a></font></p></td></tr><tr style="height:21pt"><td colspan="2" style="vertical-align:top;padding:5pt"><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;text-align:center"><font size="1"><a href="http://georgialibraries.org" target="_blank"><span style="font-family:Verdana;color:rgb(17,85,204);font-style:italic;vertical-align:baseline;white-space:pre-wrap">Join our email list</span></a><span style="font-family:Verdana;color:rgb(0,0,0);font-style:italic;vertical-align:baseline;white-space:pre-wrap"> </span><span style="font-family:Verdana;color:rgb(67,67,67);font-style:italic;vertical-align:baseline;white-space:pre-wrap">for stories of Georgia libraries making an impact in our communities.</span></font></p></td></tr></tbody></table></div></span></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
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</blockquote></div><br clear="all"><br>-- <br><div dir="ltr" class="gmail_signature"><div dir="ltr"><div>Galen Charlton<br>Implementation and Services Manager<br>Equinox Open Library Initiative<br>phone:  1-877-OPEN-ILS (673-6457)<br>email:  gmc@equinoxInitiative.org<br>web:  <a href="https://equinoxInitiative.org" target="_blank">https://equinoxInitiative.org</a><br>direct: +1 770-709-5581<br>cell:   +1 404-984-4366</div></div></div>