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    4. Fiscal period or end-of-year procedures in Aleph

    Fiscal period or end-of-year procedures in Aleph

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    • Article Type: Q&A
    • Product: Aleph
    • Product Version: 22
    • Relevant for Installation Type: Total Care; Dedicated-Direct; Direct; Local

    Question

    Where to find information about fiscal period or end-of-year procedures?

    Answer

    General information can be found in
    * Aleph Staff User Guide - Acquisition
    * Aleph System Librarian's Guide - Acquisition
    * How to Manage End-of-Year Procedures in Acquisitions

    All documents are available in documentation center

    Refer to articles below for specific questions

    Additional Information

    Fiscal Year End Close budget rollover - some funds won't transfer
    OK to update order record fields during fiscal year end rollover?
    How does the Aleph service p-acq-06 handle re-encumbering the following?
    p_acq_06_b: Standing orders have an open encumbrance & non-zero Active Amount
    "Renew Order Encumbrance (p_acq_06)": pre-processing and back-up
     

    Attachment

    Attached file

    Category: Acquisitions


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      • Fiscal period close: refreshing Test-server with data from Production
      • Fiscal Year End Close budget rollover - some funds won't transfer
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    2. Tags
      1. 22
      2. Acquisitions
      3. contype:kba
      4. Dedicated-Direct
      5. Direct
      6. Local
      7. Prod:Aleph
      8. Total Care
      9. Type:Q&A
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