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acq:yearend [2022/06/10 15:26] – [Starting the new fiscal year] tlittleacq:yearend [2023/07/10 12:54] (current) – [Table] tlittle
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 The goal after cleaning up with this report is that all line items will be either received or cancelled. If encumbrances are carried forward, “on-order” or “backordered” are also acceptable.\\ The goal after cleaning up with this report is that all line items will be either received or cancelled. If encumbrances are carried forward, “on-order” or “backordered” are also acceptable.\\
-^ Done ^ Action  +{{tablelayout?rowsHeaderSource=Auto}} 
-  | Verify using packing slips if items were physically received  +^ Done  ^ Action                                                                                                                           
-  | If they were, mark items received in Acquisitions | +      | Verify using packing slips if items were physically received                                                                     
-  | If not received, check if items were backordered/cancelled by the vendor. If so, mark backordered/cancelled in Acquisitions | +      | If they were, mark items received in Acquisitions                                                                                
-  | If choosing to cancel backorders, you may wish to cancel with vendors at this point and mark items as Cancelled in Acquisitions | +      | If not received, check if items were backordered/cancelled by the vendor. If so, mark backordered/cancelled in Acquisitions      
-  | If not cancelling backorders, confirm that these items are billed out to funds marked Rollover=True |+      | If choosing to cancel backorders, you may wish to cancel with vendors at this point and mark items as Cancelled in Acquisitions  | 
 +|       | Before canceling, check if it's being processed or is en route to you. If so, don't cancel the items.                            
 +      | If not cancelling backorders, confirm that these items are billed out to funds marked Rollover=True                              |
  
  
acq/yearend.txt · Last modified: 2023/07/10 12:54 by tlittle