Aleph Update: FY07 budget rollover is complete
- Subject: Aleph Update: FY07 budget rollover is complete
- From: Kathleen Anderson
- Date: Mon, 02 Jul 2007 09:00:52 -0400
This Update covers topics of interest to financial, acquisitions and
serials staff.
Rollover Update
The 2007 Budget Rollover process is complete. Financial
Departments may begin updating 2008 budgets.
Other staff should follow local Financial Department instructions about
budget availabilty.
Staff who are authorized to move records may resume doing so.
Here's what you should see in Aleph now:
- Monograph orders that were encumbered to 2007 budgets should now be
encumbered to 2008 budgets;
- Standing Orders that were encumbered to 2007 budgets should have
multiple encumbrances: one each for earlier budget years and one for
2008. The 2008 budget should be highlighted (the earlier budgets are no
longer active);
- Serial orders that were encumbered to 2007 budgets should have
multiple encumbrances: one each for earlier budget years and one for
2008. The 2008 budget should be highlighted (the earlier budgets
are no longer active);
- All budgets except for Type UU (Unrestricted Undesignated) that had a
cash balance (positive or negative) in 2007 should now have that balance
in the 2008 budget. Balances in Type UU budgets do not carry over
from year to year;
- All 2007 budgets should be marked NA (Not Active).
Budget Summary Reports
Final Budget Summary Reports for 2007 will be posted to the Aleph
Acquisitions Budget Reports website shortly. The first Budget
Summary Report for 2008 will also be available on the website.
Filtering the Budget List
Most staff will want to filter the Budget List so that only 2008
budgets display. You may also want to filter the List to display
only Active budgets and only the budgets that you are authorized to
use. To filter, display the Budget List and click on the Filter By
button. For Status, select AC (Active). For Year, enter 2008.
And, check the View Only Authorized Budgets box.
Problems?
Please report any problems with budgets or any other acquisitions
activity via the Aleph Support Center at ...
http://hul.harvard.edu/ois/systems/aleph/forms/f-supp-acq.html
Happy New Year!
KA