Encumbrances - zeroing for serial and standing orders
- Article Type: General
- Product: Aleph
- Product Version: 18.01
Serial and standing order encumbrances are not zeroing because invoice for these type of orders always "not complete".
Serial and standing order encumbrances are not zeroing because invoice for these type of orders always "not completed".
During a year currency ratio may change as to be bigger than ratio in order date and also it may be smaller.
When ratio decreased when invoice paid system registers difference in a sum of encumbrance in a balance as an Active balance and not as a Free Balance.
In order to push these sums to a new year budget library should run p-acq-07.
At the end of the year the order of jobs should be:
p-acq-05 - open a new budget.
p-acq-07 - Transfer Remaining Balance
p-caq-06_b - Renew Order Encumbrances for Serials and Standing Orders
In order to use part of Actual Balance in a current year library may define a percent in field Max.Over/Under Encumbrance and checkmark in box Expressed as Percentage.
local currency, ratio, encumbrance, budget, invoice, original sum
- Article last edited: 10/8/2013