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acq:yearend

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acq:yearend [2019/05/31 13:19]
tlittle [Starting the new fiscal year]
acq:yearend [2019/08/02 06:06]
tlittle [Canceling backorders]
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   * Funds must be marked marked “rollover”   * Funds must be marked marked “rollover”
   * Must follow closeout instructions for "​Rollover encumbrances only" or "​Rollover encumbrances and money"   * Must follow closeout instructions for "​Rollover encumbrances only" or "​Rollover encumbrances and money"
 +
 +If you will **not** be rolling your money forward, or just do not wish to carry backorders into the next fiscal year, you will need to cancel those line items in Acq before doing your fiscal year end. To do this:
 +
 +  - Contact your vendors **first**, and obtain a list of any items that are still outstanding
 +  - Decide if all of these items are to be cancelled
 +  - Let the vendor know which items should be cancelled, and get confirmation that they are indeed cancelled
 +  - Use the Line Item Search to cancel these items in Acquisitions
 +
 +<note tip>A cancel reason of **Cancelled:​ FYE** has been created for this purpose, to indicate items that were cancelled due to year-end cleaning up.</​note>​
  
  
acq/yearend.txt · Last modified: 2019/08/02 06:07 by tlittle