Date: Fri, 22 Jul 2005 14:24:10 -0400
From: Helen Mack (Lehigh Univ.) <hpm0_at_lehigh.edu>
Subject: ACQNET: RE: End of Fiscal Year: Roll Over (1 response)
[The Editor apologizes for the late posting of this response which
became tangled in technical difficulties.]
Our Sirsi system works in much the same way. We set up standing
orders for some sets that will be issued over an unknown period of
time, and we enter multi-part firm orders for sets that are finite
and available or due within a short period of time. To find those
firm orders with partial receipts at rollover time, I run a report
to identify orders with claim segments. While I am not sure that
this gets absolutely everything (a claim segment might have been
deleted), it is a big help.
Helen P. Mack, Acquisitions Librarian
Lehigh University, Fairchild Library
8A E. Packer Ave.
Bethlehem, PA 18015-3170 USA
Phone 610 758-3035 * Fax 610 758-5605
E-mail hpm0_at_lehigh.edu
----------Original Message----------
Date: Tue, 17 May 2005 12:18:02 -0400
From: Rachel Kirk (Middle Tennessee St. Univ.)<rakirk_at_ulibnet.mtsu.edu|>
Subject: ACQNET: End of Fiscal Year: Roll Over of Open Purchase Orders
[The Editor suggests the writer also post this note to Voyager-L]
Does anyone have any method of dealing with partially received
purchase orders (situations where you receive one volume in 2004,
the second volume in 2005, and the third in 2006, etc) when you do
your end of the year roll over?
We had issues with this process last year and are hoping to find a
new way to deal with them for this upcoming roll over.
One of the issues is that Voyager brought the price of the total over
as an encumbrance (Vol.1-10 complete) for the next year when
in reality we only expect to pay and receive Volume 2 next year.
Does that make sense?
In advance, thank you for your insights.
Rachel Kirk
Collection Development / Acquisitions Librarian
James E. Walker Library
Middle Tennessee State University
Murfreesboro, Tennessee
rakirk_at_mtsu.edu
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Received on Fri Jul 22 2005 - 15:57:37 EDT