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<p class="MsoNormal"><span style="font-size:11.0pt;mso-fareast-language:EN-US">Hi Mary,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-fareast-language:EN-US"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-fareast-language:EN-US">Not sure if this is what you$B!G(Bve run into, but if you have pending purchase orders with funds already assigned those funds don$B!G(Bt get updated during year end close out because the
money isn$B!G(Bt encumbered. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-fareast-language:EN-US"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-fareast-language:EN-US">If you had a pending PO with FY24 funds assigned and ran year end the funds would not be updated to FY25. When you do activate the PO Evergreen continues to use the FY24 funds (and
if you$B!G(Bve increased balance stop percentages past 100% for the FY24 funds the activation can go through without any indication that something isn$B!G(Bt right). The invoices then also use the FY24 funds. To prevent this we require that our libraries activate
or delete all pending purchase orders before running year end.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-fareast-language:EN-US"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-fareast-language:EN-US">As far as I know our libraries invoice items in the fiscal year they arrive in, not the one they$B!G(Bre ordered in, but that could vary from library to library.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-fareast-language:EN-US"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-fareast-language:EN-US">Hope that helps,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-fareast-language:EN-US"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-fareast-language:EN-US">Jennifer<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-fareast-language:EN-US"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-fareast-language:EN-US"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt">--<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Jennifer Pringle (she/her)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Co-op Support - Training Lead<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">BC Libraries Cooperative<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Toll-free: 1-888-848-9250<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Email:jennifer.pringle@bc.libraries.coop<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Website: </span><a href="http://bc.libraries.coop"><span style="font-size:11.0pt;color:#467886">http://bc.libraries.coop</span></a><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Gratefully acknowledging that I live and work in the unceded Traditional Territory of the St'at'yemc Nations.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;mso-fareast-language:EN-US"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span lang="EN-US" style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span lang="EN-US" style="font-size:11.0pt;font-family:"Calibri",sans-serif"> Evergreen-acq <evergreen-acq-bounces@list.evergreen-ils.org>
<b>On Behalf Of </b>Mary Llewellyn via Evergreen-acq<br>
<b>Sent:</b> Tuesday, September 3, 2024 6:45 AM<br>
<b>To:</b> Discussion of acquisitions in Evergreen <evergreen-acq@list.evergreen-ils.org><br>
<b>Cc:</b> Mary Llewellyn <mllewell@biblio.org><br>
<b>Subject:</b> [Evergreen-acq] Question about End of the Year Processing<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Hi all,<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">One of our librarians has asked me a question and I'm stumped.
<o:p></o:p></p>
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<p class="MsoNormal">" 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."<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">This is what the community documentation says:<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:Symbol">·</span> <strong><span style="font-family:"Aptos",sans-serif">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.
</span></strong><o:p></o:p></p>
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<strong><span style="font-family:"Aptos",sans-serif">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 $B!F(BAllow funds to be rolled over without bringing the money along$B!G(B Library Setting has been enabled. This setting is available in the Library Setting Editor accessible via Administration $B"*(B Local Administration $B"*(B Library
Settings Editor.</span></strong><o:p></o:p></li></ol>
<p class="MsoNormal"><span style="font-family:Symbol">·</span> Are we misunderstanding how the rollover works?<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Thanks,<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Mary<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span class="gmailsignatureprefix">-- </span><o:p></o:p></p>
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<p class="MsoNormal">Mary Llewellyn<o:p></o:p></p>
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<p class="MsoNormal">Database Manager<o:p></o:p></p>
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<p class="MsoNormal">Bibliomation, Inc.<o:p></o:p></p>
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<p class="MsoNormal">24 Wooster Ave.<o:p></o:p></p>
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<p class="MsoNormal">Waterbury, CT 06708<o:p></o:p></p>
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<p class="MsoNormal"><a href="mailto:mllewell@biblio.org" target="_blank">mllewell@biblio.org</a><o:p></o:p></p>
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<p class="MsoNormal">This message originated from outside the M365 organisation. Please be careful with links, and don't trust messages you don't recognise.
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