There is no formal rollover as such in Koha. The way forward is to
create your new budgets and funds and then make the old ones inactive.
Any orders which you want to come out of the new funds (rooled over)
need to be edited to update the fund code in the orderline. The money
will then be encumbered against the new funds rather than the old.
Hopefully you won't have too many!
Thanks
Jonatahn
On 07/05/2012 23:47, McElroy, Maureen wrote:
Does anyone out there have any experience completing a fiscal roll over
in Koha? I'm referring to rolling or moving vendors, funds and orders
from the previous fiscal year, to a new fiscal year.
I don't see any information out there about this, especially regarding
rolling encumbrances and orders not yet received, intact.
If this is not possible, how do library systems in Koha segue into a new
fiscal year?
We are currently using Koha 3.6.
Thanks in advance.....
Maureen McElroy
Manager Technical Services Dept.
Washoe County Library
301 S Center St.
Reno, NV 89501
775 327-8330
mailto:[email protected]<mailto:[email protected]>
www.washoecountylibrary.us
"Most important of all, perhaps, a library within a community stands as
a testimonial to its values, its belief in universal access to
literature and knowledge." Scott Turow
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--
Jonathan Field
Technical Director, PTFS Europe Limited
Content Management and Library Solutions
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