Differences

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--- acq:yearend [2020/05/27 14:39] – tlittle
+++ acq:yearend [2020/06/01 19:42] – [Year End Closeout] tlittle
@@ Line 1: / Line 1: @@
 ====== Year End Closeout ======
+//There is a video tutorial walking through fiscal year end on the **[[https://my.nicheacademy.com/pines?category=2294|PINES Learning Center]]**//.
 ===== What is Year End? =====
@@ Line 61: / Line 63: @@
 . **Report: "Copies that are still on-order"**
-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 and the following one 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  ^
 |   | Verify using packing slips if items were physically received  |
@@ Line 70: / Line 72: @@
 . **Report: "Copies that are still backordered, delayed, etc."**
+Repeat the same steps as the on-order report to find any items that are still open.\\
+^ Done ^ Action  ^
+|   | Verify using packing slips if items were physically received  |
+|   | If they were, mark items received in Acquisitions |
+|   | If not received, check if items were backordered/cancelled by the vendor. If so, mark backordered/cancelled 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 cancelling backorders, confirm that these items are billed out to funds marked Rollover=True |