acq:startingacq
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acq:startingacq [2020/05/18 13:38] – [Soft Skills] tlittle | acq:startingacq [2020/06/15 15:37] – [Monetary Investments] tlittle | ||
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Best practice would be for your local acquisitions coordinator to compare fund balances with bookkeeping once a month. If that's not possible / preferable, then at least having an open line of communication about any changes in fund balances is necessary. | Best practice would be for your local acquisitions coordinator to compare fund balances with bookkeeping once a month. If that's not possible / preferable, then at least having an open line of communication about any changes in fund balances is necessary. | ||
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+ | Example: You started the year with $20k in local materials funds, which was then entered into Acquisitions. Two months later, the roof is leaking and you need to shift $10k of those funds into repairing the roof. This needs to be communicated to your local acquisitions coordinator so they can adjust their funds in Acquisitions. | ||
===== Monetary Investments ===== | ===== Monetary Investments ===== | ||
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To download MARC order files from vendors to be uploaded into Evergreen, some vendors require that your account have a particular setting enabled. You may want to review the list of vendors who offer **[[acq: | To download MARC order files from vendors to be uploaded into Evergreen, some vendors require that your account have a particular setting enabled. You may want to review the list of vendors who offer **[[acq: | ||
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acq/startingacq.txt · Last modified: 2021/07/12 12:58 by tlittle