[OPEN-ILS-GENERAL] ***SPAM*** Acquisitions: Is it possible to separate fiscal years from calendar years in Evergreen?

[Kathy Lussier]

Hi Leevi,

Most of our libraries operate on a July - June fiscal year, and, yes, 
Evergreen allows you to operate on a fiscal calendar that is different 
than the Jan-Dec. calendar. There was an issue a while back where order 
record uploads only worked when the fund's year matched the calendar's 
year, but that issue has been resolved in recent versions of Evergreen.

However, your specific question seems to touch upon another issue 
regarding how funds are handled as you come to the close of one fiscal 
year and the start of a new one.  In Evergreen, you have a couple of 
options. If your library typically rolls its funds over from one fiscal 
year to the next, that option is available in Evergreen.

For most of our libraries, funds are not allowed to be rolled over from 
one fiscal year to the next. However, they often have situations where 
they might order a title in June that doesn't actually arrive until 
July, meaning that the billing needs to be applied to the next year's 
fiscal funds. As of Evergreen 2.3, this workflow is supported in 
Evergreen. Basically, when you perform your fiscal year closeout, you 
have the option to roll over all of your existing encumbrances into the 
next fiscal year without bringing the funds along. There is some 
documentation on this functionality available at 
http://docs.evergreen-ils.org/2.3/_enhancements_to_fiscal_rollover.html.

I think this will address your library's needs, but if I didn't 
understand your questions correctly, let me know and I'll try to help out.

Have a nice day!

Kathy

Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
klussier at masslnc.org
Twitter: http://www.twitter.com/kmlussier

On 5/23/2013 1:26 AM, Rantala Leevi wrote:
> Is it possible to separate fiscal year from calendar years in 
> Evergreen? This issue arises with our current library system every year.
> E.G. We have to order the new books that come out in January in 
> December, and our current system doesn't allow these items to be 
> billed from the next year's funds.
> The problem is that the fiscal year can't be changed separately from 
> the calendar year.
> Best wishes
> Leevi Rantala
> Project worker / Librarian
> Oulu Regional Library - City Library
> Finland

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